Civic Intelligence

William Mills Trust B John D Williams Trustee

990PF • Fiscal year 2021 • EIN 95-6487535

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 05, 2022

Organization Profile
6615 E Pacific Coast Hwy Ste 150Long Beach, CA 90803

(562) 423-8777

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

29th percentile

0.8%

Higher net margin than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

28th percentile

0.0%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,032,343

Up $436 (+0.0%) from 2020

Net Assets

Up

$1,032,343

Up $436 (+0.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin29th percentile

Revenue

Down

$51,398

Down $275,518 (-84%) from 2020

Expenses

Up

$50,962

Up $23,117 (+83%) from 2020

Net Income

Down

$436

Down $298,635 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $711,598Liabilities 2010: $11,500Net Assets 2010: $700,0982010Assets 2011: $681,827Liabilities 2011: $10,000Net Assets 2011: $671,8272011Assets 2012: $646,779Liabilities 2012: $19,876Net Assets 2012: $626,9032012Assets 2013: $786,498Liabilities 2013: $5,876Net Assets 2013: $780,6222013Assets 2014: $754,201Liabilities 2014: $5,876Net Assets 2014: $748,3252014Assets 2015: $694,557Liabilities 2015: $5,876Net Assets 2015: $688,6812015Assets 2016: $714,277Liabilities 2016: $10,000Net Assets 2016: $704,2772016Assets 2017: $659,856Liabilities 2017: $0Net Assets 2017: $659,8562017Assets 2018: $508,959Liabilities 2018: $0Net Assets 2018: $508,9592018Assets 2019: $732,836Liabilities 2019: $0Net Assets 2019: $732,8362019Assets 2020: $1,031,907Liabilities 2020: $0Net Assets 2020: $1,031,9072020Assets 2021: $1,032,343Liabilities 2021: $0Net Assets 2021: $1,032,3432021Assets 2022: $987,196Liabilities 2022: $0Net Assets 2022: $987,1962022Assets 2023: $800,945Liabilities 2023: $0Net Assets 2023: $800,9452023Assets 2024: $776,853Liabilities 2024: $0Net Assets 2024: $776,8532024

Highlighted filing

2021

Assets$1,032,343
Liabilities$0
Net Assets$1,032,343
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KExpenses 2010: $23,5712010Expenses 2011: $31,2602011Expenses 2012: $35,2442012Revenue 2013: $199,140Expenses 2013: $45,421Net Income 2013: $153,7192013Revenue 2014: $37,798Expenses 2014: $70,095Net Income 2014: -$32,2972014Revenue 2015: $6,839Expenses 2015: $66,483Net Income 2015: -$59,6442015Revenue 2016: $83,734Expenses 2016: $68,138Net Income 2016: $15,5962016Revenue 2017: $6,886Expenses 2017: $51,307Net Income 2017: -$44,4212017Revenue 2018: $22,542Expenses 2018: $173,439Net Income 2018: -$150,8972018Revenue 2019: $266,069Expenses 2019: $42,192Net Income 2019: $223,8772019Revenue 2020: $326,916Expenses 2020: $27,845Net Income 2020: $299,0712020Revenue 2021: $51,398Expenses 2021: $50,962Net Income 2021: $4362021Revenue 2022: -$20,953Expenses 2022: $24,194Net Income 2022: -$45,1472022Revenue 2023: -$55,794Expenses 2023: $130,457Net Income 2023: -$186,2512023Revenue 2024: $55,135Expenses 2024: $79,227Net Income 2024: -$24,0922024

Highlighted filing

2021

Revenue$51,398
Expenses$50,962
Net Income$436
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D WILLIAMSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSWIM WITH MIKE FOUNDATIONSCHOLARSHIPPUBLIC CHARITYPASADENA, CA, US$10,000
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIAGENERAL FUNDPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
William R Mills Trust B
EIN
95-6487535
Phone
5624238777
Address
6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803

Signing Officer

Name
John D Williams
Title
Trustee
Phone
5624238777
Signed
2022-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Williams & Ribb Llp
Address
6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Raw XML Appendix302 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09470
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08030
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056125
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08030
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COPYRIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0802
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0802
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT COUNSEL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017048
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TaxesSchedule/TaxesDetail/Amt1308
TaxesSchedule/TaxesDetail/Amt213531
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1308
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt213531
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05624238777
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM R MILLS TRUST B
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0956487535
ReturnHeader/Filer/PhoneNum05624238777
ReturnHeader/Filer/USAddress/AddressLine1Txt06615 E PACIFIC COAST HWY STE 150
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330102115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & RIBB LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06615 E PACIFIC COAST HWY STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02022-11-08T13:49:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,032,343
Liabilities
$0
Net assets
$1,032,343
Revenue
$51,398
Expenses
$50,962
Net income
$436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.13$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.33$0.03$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.27$0.04$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.02$0.17$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$0.08$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.69$0.01$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.01$0.75$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.20$0.05$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$0.02