Civic Intelligence

Kathryn E Millan Memorial Foundation

990EZ • Fiscal year 2020 • EIN 95-4859130

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 26, 2021

Organization ProfileN/A
16336 E Shadybend DriveHacienda Heights, CA 91745

(626) 806-1426

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

19%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-54%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,275

Up $2,318 (+19%) from 2019

Net Assets

Up

$14,275

Up $2,318 (+19%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$11,901

Down $14,217 (-54%) from 2019

Expenses

Down

$9,583

Down $40,482 (-81%) from 2019

Net Income

Up

$2,318

Up $26,265 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2012: $26,266Liabilities 2012: $0Net Assets 2012: $26,2662012Assets 2019: $11,957Net Assets 2019: $11,9572019Assets 2020: $14,275Net Assets 2020: $14,2752020Assets 2021: $21,463Net Assets 2021: $21,4632021Assets 2022: $34,717Net Assets 2022: $34,7172022Assets 2023: $36,078Net Assets 2023: $36,0782023Assets 2024: $38,444Net Assets 2024: $38,4442024

Highlighted filing

2020

Assets$14,275
Liabilities-
Net Assets$14,275
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2012: $61,0042012Revenue 2019: $26,118Expenses 2019: $50,065Net Income 2019: -$23,9472019Revenue 2020: $11,901Expenses 2020: $9,583Net Income 2020: $2,3182020Revenue 2021: $40,403Expenses 2021: $33,215Net Income 2021: $7,1882021Revenue 2022: $32,352Expenses 2022: $19,098Net Income 2022: $13,2542022Revenue 2023: $32,914Expenses 2023: $31,553Net Income 2023: $1,3612023Revenue 2024: $35,554Expenses 2024: $31,827Net Income 2024: $3,7272024

Highlighted filing

2020

Revenue$11,901
Expenses$9,583
Net Income$2,318
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 26, 2021
Return Version
2020v4.0
Gross Receipts
$11,901
Mission and Program Overview

Mission

Provide scholarships for qualifying studentsdonate life charityschool programs for children

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS TO QUALIFING STUDENTS$9,583-
CHARITY FOR DONATE LIFE--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK MILLANVice President-$0--
JULIE AMILLANPresident-$0--
SALLY FENTONSecretary-$0--
NANCY JOLLEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kathryn E Millan Memorial Foundation
EIN
95-4859130
Phone
6268061426
Address
16336 E SHADYBEND DRIVE, HACIENDA HEIGHTS, CA 91745

Signing Officer

Name
Nancy Jolley
Title
Treasurer
Signed
2021-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Hart and Vandenberg
Address
15141 Whittier Blvd Ste 530, Whittier, CA 90603
Preparer
Wayne Hart
Phone
5629452821
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Tournament expenses $6264”

Other Expenses.2

“STORAGE RENT $1708”

Other Expenses.3

“SUPPLIES $976”

Other Expenses.4

“TAXES $35”

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0NANCY JOLLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum06268061426
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HACIENDA HEIGHTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091745
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011957
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IRS990EZ/ExcessOrDeficitForYearAmt02318
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011957
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011957
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK MILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE AMILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SALLY FENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY JOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08983
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS FOR QUALIFYING STUDENTSDONATE LIFE CHARITYSCHOOL PROGRAMS FOR CHILDREN
IRS990EZ/ProgramServiceRevenueAmt011901
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS TO QUALIFING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITY FOR DONATE LIFE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09583
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09583
IRS990EZ/TotalProgramServiceExpensesAmt09583
IRS990EZ/TotalRevenueAmt011901
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016310
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0120282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0136592
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042110
IRS990ScheduleA/Total509Grp/TotalAmt0136592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOURNAMENT EXPENSES $6264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STORAGE RENT $1708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY JOLLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHRYN E MILLAN MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0954859130
ReturnHeader/Filer/PhoneNum06268061426
ReturnHeader/Filer/USAddress/AddressLine1Txt016336 E SHADYBEND DRIVE
ReturnHeader/Filer/USAddress/CityNm0HACIENDA HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091745
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954130176
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015141 Whittier Blvd Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05629452821
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE HART
ReturnHeader/ReturnTs02021-06-30T13:23:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOLLEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,275
Liabilities
-
Net assets
$14,275
Revenue
$11,901
Expenses
$9,583
Net income
$2,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.4$38.4$35.6$31.8$3.73
2023Detailed filing. Detailed filing data is available for this year.$36.1$36.1$32.9$31.6$1.36
2022Detailed filing. Detailed filing data is available for this year.$34.7$34.7$32.4$19.1$13.3
2021Detailed filing. Detailed filing data is available for this year.$21.5$21.5$40.4$33.2$7.19
2020Detailed filing. Detailed filing data is available for this year.$14.3$14.3$11.9$9.58$2.32
2019Detailed filing. Detailed filing data is available for this year.$12.0$12.0$26.1$50.1$23.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$0.00$26.3$61.0