Civic Intelligence

Kathryn E Millan Memorial Foundation

990EZ • Fiscal year 2023 • EIN 95-4859130

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.9%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

1.7%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,078

Up $1,361 (+3.9%) from 2022

Net Assets

Up

$36,078

Up $1,361 (+3.9%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$32,914

Up $562 (+1.7%) from 2022

Expenses

Up

$31,553

Up $12,455 (+65%) from 2022

Net Income

Down

$1,361

Down $11,893 (-90%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$36,078
Liabilities-
Net Assets$36,078
Open 2023 Filing

Operations Trend

Revenue Growth47th 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

2023

Revenue$32,914
Expenses$31,553
Net Income$1,361
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$32,914
Mission and Program Overview

Mission

Provide scholarships for qualifying studentsdonate life charityschool programs for children

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
CHARITY FOR DONATE LIFE-$6,400
TO PROVIDE SCHOLARSHIPS TO QUALIFYING STUDENTS-$2,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK MILLANVice President-$0--
JULIE E MILLANPresident-$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
Phone
6268061426
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Nordstrom Accounting Services
Address
391 N Main St Ste 1, Spanish Fork, UT 84660
Preparer
Daniel Nordstrom
Phone
8017876663
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 15,840”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 6,888”

Form 990-EZ, Part I, Line 16, Other Expenses

“Unrelated business income taxes 25”

Form 990-EZ, Part III, Line 4

“Organizations primary exempt purpose is to provide scholarships for qualifying students, donate life charity, school programs for children”

Raw XML Appendix146 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/BOYAmt034717
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036078
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01361
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034717
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036078
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08400
IRS990EZ/GrossReceiptsAmt032914
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034717
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036078
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034717
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036078
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK MILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE E MILLAN
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/OtherExpensesTotalAmt022753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt032914
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS TO QUALIFYING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITY FOR DONATE LIFE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt031553
IRS990EZ/TotalProgramServiceExpensesAmt08400
IRS990EZ/TotalRevenueAmt032914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0110774
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0110774
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026118
IRS990ScheduleA/Total509Grp/TotalAmt0110774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026118
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110774
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 15,840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 6,888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrelated business income taxes 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR QUALIFYING STUDENTS, DONATE LIFE CHARITY, SCHOOL PROGRAMS FOR CHILDREN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line 4
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY JOLLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06268061426
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
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/PreparerFirmEIN0821672844
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nordstrom Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0391 N Main St Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spanish Fork
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084660
ReturnHeader/PreparerPersonGrp/PhoneNum08017876663
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Nordstrom
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-11T08:50:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,078
Liabilities
-
Net assets
$36,078
Revenue
$32,914
Expenses
$31,553
Net income
$1,361
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