Civic Intelligence

William Mills Trust B John D Williams Trustee

990PF • Fiscal year 2011 • EIN 95-6487535

Jan 01, 2011 to Dec 31, 2011 • Filed on May 25, 2012

Organization Profile
600 Wilshire Boulevard Suite 151590017
Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

74th percentile

$3,500

Higher top officer pay than 74% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

30th percentile

-4.2%

Faster asset growth than 30% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$681,827

Down $29,771 (-4.2%) from 2010

Net Assets

Down

$671,827

Down $28,271 (-4.0%) from 2010

Liabilities

Down

$10,000

Down $1,500 (-13%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$31,260

Up $7,689 (+33%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2011

Assets$681,827
Liabilities$10,000
Net Assets$671,827
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$31,260
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LAWRENCE STONETrustee-$3,500-$3,500
JOHN D WILLIAMSTrustee-$3,500-$3,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIA SWIM WITH MIKESPONSOSHIP FOR DISABLED ATHLETESPUBLIC CHARITYLOS ANGELES, CA, US$7,500
Filing and Contact Details

Filer

EIN
95-6487535
Raw XML Appendix356 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2HILLSIDE VILLAGE, LLC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0J LAWRENCE STONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOHN D WILLIAMS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10300 N LAKE AVE STE 210
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0LARRY STONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05624238777
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10300 N LAKE AVE STE 210
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode091101
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0MUST BE AN UNDERGRADUATE STUDENT AT THE UNIVERSITY OF SOUTHERN CALIFORNIA OR SYRACUSE UNIVERSITY WHO DEMONSTRATE FINANCIAL NEED AND NEED SCHOLARSHIP FUNDS TO FURTHER THEIR EDUCATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1ST OF EACH YEAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SPONSOSHIP FOR DISABLED ATHLETES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF SOUTHERN CALIFORNIA SWIM WITH MIKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10HERITAGE HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090089
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship0COMMON TRUSTEES
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine10BETH THETA PI SCHOLASTIC FOUNDATION OF SOUTHERN CALIFORNIA
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization0PRIVATE FOUNDATION
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs01
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear011000
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted039779
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2016188
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3024869
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus028779
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY028779
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear012278
IRS990PF/UndistributedIncome/ExcessFromYear2012278
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions011000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus012278
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover041057
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0802
OtherAssetsSchedule/OtherAssets/Description0COPYRIGHTS
OtherAssetsSchedule/OtherAssets/EOYBookValue0802
OtherAssetsSchedule/OtherAssets/EOYFMV0802
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT COUNSEL FEES
OtherExpensesSchedule/OtherExpenses/Description1MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05928
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome175
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05928
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks175
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0110
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1413
OtherIncomeSchedule2/OtherIncome/Description0AMERICAN COMPOSERS
OtherIncomeSchedule2/OtherIncome/Description1PERSHING LLC OTHER INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0110
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1413
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0110
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1413
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0FRANCHISE TAX BOARD FILING FEES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0956487535
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM R MILLS TRUST B
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone02136831013
ReturnHeader/Filer/USAddress/AddressLine10600 WILSHIRE BOULEVARD SUITE 1515
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090017
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-25
ReturnHeader/Officer/Name0JOHN D WILLIAMS
ReturnHeader/Officer/Phone02136831013
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0330102115
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WILLIAMS & RIBB LLP CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104300 LONG BEACH BLVD SUITE 350
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LONG BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode090807
ReturnHeader/Preparer/Name0JOHN D WILLIAMS
ReturnHeader/Preparer/Phone05624238777
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-25T15:58:12-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$681,827
Liabilities
$10,000
Net assets
$671,827
Revenue
-
Expenses
$31,260
Net income
-
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