Civic Intelligence

Octavia Thomas and Mildred Miller Memorial Trust Fund

990PF • Fiscal year 2024 • EIN 39-6790366

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 17, 2025

Organization Profile
PO Box 505 Mac H0006-092Saint Louis, MO 63166

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$24,293

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.1%

Faster asset growth than 37% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

40%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,462,755

Down $869 (-0.1%) from 2023

Net Assets

Down

$1,462,755

Down $869 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin40th percentile

Revenue

Up

$121,981

Up $34,755 (+40%) from 2023

Expenses

Up

$121,888

Up $2,724 (+2.3%) from 2023

Net Income

Up

$93

Up $32,031 (+100%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,432,914Liabilities 2011: $02011Assets 2012: $1,340,980Liabilities 2012: $02012Assets 2013: $1,314,054Liabilities 2013: $02013Assets 2014: $1,322,292Liabilities 2014: $02014Assets 2015: $1,354,624Liabilities 2015: $02015Assets 2019: $1,405,897Liabilities 2019: $0Net Assets 2019: $1,405,8972019Assets 2020: $1,371,783Liabilities 2020: $0Net Assets 2020: $1,371,7832020Assets 2021: $1,506,011Liabilities 2021: $0Net Assets 2021: $1,506,0112021Assets 2022: $1,495,678Liabilities 2022: $0Net Assets 2022: $1,495,6782022Assets 2023: $1,463,624Liabilities 2023: $0Net Assets 2023: $1,463,6242023Assets 2024: $1,462,755Liabilities 2024: $0Net Assets 2024: $1,462,7552024Assets 2025: $1,421,386Liabilities 2025: $0Net Assets 2025: $1,421,3862025

Highlighted filing

2024

Assets$1,462,755
Liabilities$0
Net Assets$1,462,755
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: -$14,416Expenses 2011: $82,324Net Income 2011: -$96,7402011Revenue 2012: -$12,574Expenses 2012: $78,050Net Income 2012: -$90,6242012Revenue 2013: $44,617Expenses 2013: $71,308Net Income 2013: -$26,6912013Revenue 2014: $79,487Expenses 2014: $73,700Net Income 2014: $5,7872014Revenue 2015: $50,212Expenses 2015: $58,522Net Income 2015: -$8,3102015Revenue 2019: $103,366Expenses 2019: $100,739Net Income 2019: $2,6272019Revenue 2020: $64,356Expenses 2020: $98,081Net Income 2020: -$33,7252020Revenue 2021: $237,713Expenses 2021: $102,807Net Income 2021: $134,9062021Revenue 2022: $112,365Expenses 2022: $123,199Net Income 2022: -$10,8342022Revenue 2023: $87,226Expenses 2023: $119,164Net Income 2023: -$31,9382023Revenue 2024: $121,981Expenses 2024: $121,888Net Income 2024: $932024Revenue 2025: $83,809Expenses 2025: $124,949Net Income 2025: -$41,1402025

Highlighted filing

2024

Revenue$121,981
Expenses$121,888
Net Income$93
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 17, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$24,293-$24,293
Filing and Contact Details

Filer

Filer Name
Miller Memorial Trust Fund
EIN
39-6790366
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5589151E109 TOTAL S.A. - ADR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8189609H704 TRIBUTARY SMALL CO-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8275513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8331620M106 FIDELITY NATL INFORM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8574440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86904784709 UNILEVER N.V. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8727830W108 EV GL MACR ABS RTRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88922908629 VANGUARD MIDCAP VIPE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90871829107 SYSCO CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95722005667 PIMCO COMMODITY REAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10038147N269 GLDMN SCHS GQG PRT I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10172201R833 PIMCO ENHANCED SHORT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt295526
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1540101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1611777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt058254
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt063727
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0121981
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt063727
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02429
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021864
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024293
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt093000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt058254
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058254
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01252
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01442
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt096764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0121888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0121981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121981
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03764
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028888
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-06-20

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,462,755
Liabilities
$0
Net assets
$1,462,755
Revenue
$121,981
Expenses
$121,888
Net income
$93
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.12$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.12$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.24$0.10$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.06$0.10$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.10$0.10$0.00
2015Summary only. Only limited summary data is available for this year.$1.35$0.00$0.05$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$0.04$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.01$0.08$0.09
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.01$0.08$0.10