Civic Intelligence

William Mills Trust B John D Williams Trustee

990PF • Fiscal year 2016 • EIN 95-6487535

Jan 01, 2016 to Dec 31, 2016 • Filed on May 19, 2017

Organization Profile
600 Wilshire Boulevard Suite 1515Los Angeles, CA 90017

(213) 683-1013

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.12x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$5,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

57th percentile

2.8%

Faster asset growth than 57% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1124%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$714,277

Up $19,720 (+2.8%) from 2015

Net Assets

Up

$704,277

Up $15,596 (+2.3%) from 2015

Liabilities

Up

$10,000

Up $4,124 (+70%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin76th percentile

Revenue

Up

$83,734

Up $76,895 (+1124%) from 2015

Expenses

Up

$68,138

Up $1,655 (+2.5%) from 2015

Net Income

Up

$15,596

Up $75,240 (+126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2016

Assets$714,277
Liabilities$10,000
Net Assets$704,277
Open 2016 Filing

Operations Trend

Revenue Growth99th 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

2016

Revenue$83,734
Expenses$68,138
Net Income$15,596
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LAWRENCE STONETrustee-$5,000-$5,000
JOHN D WILLIAMSTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
William R Mills Trust B
EIN
95-6487535
Phone
2136831013
Address
600 WILSHIRE BOULEVARD SUITE 1515, LOS ANGELES, CA 90017

Signing Officer

Name
John D Williams
Title
Trustee
Phone
2136831013
Signed
2017-05-19
Discuss with paid preparer
Yes

Preparer

Firm
WILLIAMS & RIBB LLP CPA'S
Address
6700 E PACIFIC COAST HWY STE 275, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Raw XML Appendix347 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J LAWRENCE STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN D WILLIAMS
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN D WILLIAMS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 WILSHIRE BOULEVARD STE 1515
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02136831013
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPSSCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP FOR DISABLED ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BETA THETA PI SCHOLASTIC FOUNDATION OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF SOUTHERN CALIFORNIA SWIM WITH MIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 WILSHIRE BLVD STE 1515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1HERITAGE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190089
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043760
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/AppliedToCurrentYearAmt011125
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040135
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033138
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040135
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0802
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COPYRIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0802
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0802
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT COUNSEL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09209
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09209
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05876
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BETA SCHOLASTIC FUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO SWIM WITH MIKE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt110000
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02136831013
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM R MILLS TRUST B
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0956487535
ReturnHeader/Filer/PhoneNum02136831013
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 WILSHIRE BOULEVARD SUITE 1515
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.85.120.142
ReturnHeader/FilingSecurityInformation/IPDt02017-05-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:26:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330102115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & RIBB LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 E PACIFIC COAST HWY STE 275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02017-05-19T16:27:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$714,277
Liabilities
$10,000
Net assets
$704,277
Revenue
$83,734
Expenses
$68,138
Net income
$15,596
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