Civic Intelligence

William Mills Trust B John D Williams Trustee

990PF • Fiscal year 2018 • EIN 95-6487535

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 24, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-669%

Higher net margin than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

7th percentile

-23%

Faster asset growth than 7% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

227%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$508,959

Down $150,897 (-23%) from 2017

Net Assets

Down

$508,959

Down $150,897 (-23%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin1st percentile

Revenue

Up

$22,542

Up $15,656 (+227%) from 2017

Expenses

Up

$173,439

Up $122,132 (+238%) from 2017

Net Income

Down

-$150,897

Down $106,476 (-240%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2018

Assets$508,959
Liabilities$0
Net Assets$508,959
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$22,542
Expenses$173,439
Net Income-$150,897
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LAWRENCE STONETrustee-$0--
JOHN D WILLIAMSTrustee-$0--
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
2019-10-24
Discuss with paid preparer
Yes

Preparer

Firm
WILLIAMS & RIBB LLP CPA'S
Address
6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J LAWRENCE STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN D WILLIAMS
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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/AddressLine1Txt06615 E PACIFIC COAST HWY STE 150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LONG BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090803
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05624238777
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/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1108186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FOR DISABLED ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HOUSING GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF SOUTHERN CALIFORNIA SWIM WITH MIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE BETA THETA PI HOUSING CORPORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BETA THETA PI SCHOLASTIC FOUNDATION OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0HERITAGE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16615 E PACIFIC COAST HWY STE 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26615 E PACIFIC COAST HWY STE 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0148189
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/AppliedToCurrentYearAmt055361
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt046706
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057053
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057053
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0159120
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057053
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057053
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046706
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0802
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COPYRIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0802
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0802
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT COUNSEL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011281
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0531
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WALT DISNEY MUSIC COMPANY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0531
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0531
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05624238777
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-24
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
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090803
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.85.120.142
ReturnHeader/FilingSecurityInformation/IPDt02019-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:50:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330102115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & RIBB LLP CPA'S
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/ReturnTs02019-10-24T18:08:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$508,959
Liabilities
$0
Net assets
$508,959
Revenue
$22,542
Expenses
$173,439
Net income
-$150,897
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