Civic Intelligence

Ann P Miller Charitable Trust

990PF • Fiscal year 2017 • EIN 45-3810022

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 04, 2017

Organization Profile
316 Robmont RdCharlotte, NC 28207

(704) 905-0105

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

35%

Higher net margin than 66% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

$1,474,525

No earlier filing loaded for comparison.

Net Assets

$1,474,525

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin66th percentile

Revenue

$154,964

No earlier filing loaded for comparison.

Expenses

$101,302

No earlier filing loaded for comparison.

Net Income

$53,662

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2017: $1,474,525Liabilities 2017: $0Net Assets 2017: $1,474,5252017Assets 2018: $1,380,109Liabilities 2018: $0Net Assets 2018: $1,380,1092018Assets 2019: $1,276,597Liabilities 2019: $0Net Assets 2019: $1,276,5972019Assets 2020: $1,181,997Liabilities 2020: $0Net Assets 2020: $1,181,9972020Assets 2021: $1,081,303Liabilities 2021: $0Net Assets 2021: $1,081,3032021Assets 2022: $981,458Liabilities 2022: $0Net Assets 2022: $981,4582022Assets 2023: $845,985Liabilities 2023: $0Net Assets 2023: $845,9852023Assets 2024: $982,543Liabilities 2024: $0Net Assets 2024: $982,5432024Assets 2025: $955,938Liabilities 2025: $0Net Assets 2025: $955,9382025

Highlighted filing

2017

Assets$1,474,525
Liabilities$0
Net Assets$1,474,525
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2017: $154,964Expenses 2017: $101,302Net Income 2017: $53,6622017Revenue 2018: $2Expenses 2018: $94,418Net Income 2018: -$94,4162018Revenue 2019: $1Expenses 2019: $102,216Net Income 2019: -$102,2152019Revenue 2020: $0Expenses 2020: $94,600Net Income 2020: -$94,6002020Revenue 2021: $0Expenses 2021: $100,694Net Income 2021: -$100,6942021Revenue 2022: $22,735Expenses 2022: $122,580Net Income 2022: -$99,8452022Revenue 2023: $5,631Expenses 2023: $141,104Net Income 2023: -$135,4732023Revenue 2024: $233,618Expenses 2024: $97,060Net Income 2024: $136,5582024Revenue 2025: $120,822Expenses 2025: $147,427Net Income 2025: -$26,6052025

Highlighted filing

2017

Revenue$154,964
Expenses$101,302
Net Income$53,662
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DE CASTRIQUETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ann P Miller Charitable Trust
EIN
45-3810022
Phone
7049050105
Address
316 ROBMONT RD, CHARLOTTE, NC 28207

Signing Officer

Name
Mark De Castrique
Title
Trustee
Phone
7049050105
Signed
2017-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Mcclure CPA Pa
Address
2400 CROWNPOINT EXECUTIVE DR STE 20, CHARLOTTE, NC 28227-6727
Preparer
Carey David Mcclure
Phone
7048470101
Raw XML Appendix256 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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ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DE CASTRIQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07049050105
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN P MILLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNP
ReturnHeader/Filer/EIN0453810022
ReturnHeader/Filer/PhoneNum07049050105
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 ROBMONT RD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B378BFF7B0BDFFE79585F0726D6BACE7AD7E6C0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CCD344DB358877955BD6CDA542A4954E7FA27565
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562127218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCLURE CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 CROWNPOINT EXECUTIVE DR STE 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282276727
ReturnHeader/PreparerPersonGrp/PhoneNum07048470101
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAREY DAVID MCCLURE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-14T08:54:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,474,525
Liabilities
$0
Net assets
$1,474,525
Revenue
$154,964
Expenses
$101,302
Net income
$53,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.12$0.15$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.23$0.10$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.00$0.10$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00$0.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.00$0.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.00$0.09$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.10$0.05