Civic Intelligence

Ann P Miller Charitable Trust

990PF • Fiscal year 2018 • EIN 45-3810022

Aug 01, 2017 to Jul 31, 2018 • Filed on Sep 01, 2018

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.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-4720800%

Higher net margin than 1% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

24th percentile

-6.4%

Faster asset growth than 24% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,380,109

Down $94,416 (-6.4%) from 2017

Net Assets

Down

$1,380,109

Down $94,416 (-6.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin1st percentile

Revenue

Down

$2

Down $154,962 (-100%) from 2017

Expenses

Down

$94,418

Down $6,884 (-6.8%) from 2017

Net Income

Down

-$94,416

Down $148,078 (-276%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

2018

Assets$1,380,109
Liabilities$0
Net Assets$1,380,109
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

2018

Revenue$2
Expenses$94,418
Net Income-$94,416
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Sep 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DE CASTRIQUETrustee-$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
2018-09-01
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 Appendix248 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THIS CHARITABLE TRUST IS EXEMPT UNDER IRC SECTION 501(C) (3) AND CLASSIFIED AS PRIVATE FOUNDATION, WHICH IS REQUIRED TO FILE 990-PF UNDER SECTION 4947(A)(1)- TRUST TREATED AS PRIVATE FOUNDATION.
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ReturnHeader/Filer/USAddress/ZIPCd028207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03572BEBB2CE418BF6DE9908884FB162166186B54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB1B5C99BF74A8867966E16AD640D3C040191765
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.122.50
ReturnHeader/FilingSecurityInformation/IPDt02018-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:21:53
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/PreparationDt02018-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAREY DAVID MCCLURE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-07T07:21:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,380,109
Liabilities
$0
Net assets
$1,380,109
Revenue
$2
Expenses
$94,418
Net income
-$94,416
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