Civic Intelligence

Ann P Miller Charitable Trust

990PF • Fiscal year 2019 • EIN 45-3810022

Aug 01, 2018 to Jul 31, 2019 • Filed on Sep 10, 2019

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

73rd percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-10221500%

Higher net margin than 1% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

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.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Asset Growth

15th percentile

-7.5%

Faster asset growth than 15% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$1,276,597

Down $103,512 (-7.5%) from 2018

Net Assets

Down

$1,276,597

Down $103,512 (-7.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin1st percentile

Revenue

Down

$1

Down $1 (-50%) from 2018

Expenses

Up

$102,216

Up $7,798 (+8.3%) from 2018

Net Income

Down

-$102,215

Down $7,799 (-8.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2019

Assets$1,276,597
Liabilities$0
Net Assets$1,276,597
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$1
Expenses$102,216
Net Income-$102,215
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Sep 10, 2019
Return Version
2018v3.1
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
2019-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
2400 CROWNPOINT EXECUTIVE DR STE, 200, CHARLOTTE, NC 28227
Preparer
David Mcclure
Phone
7048470101
Raw XML Appendix333 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLOTTE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079917
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042592
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03670
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011031
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013683
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028909
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06646
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01297
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OVERSTATEMENT OF CASH BALANCE IN PRIOR YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DE CASTRIQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07049050105
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-10
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/AtSubmissionCreationDeviceId03C53E8B10E42B69BFE47E8C8FD4E8297AF53AA8C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03D15808812DC2B7CEF6E32CF6BC059A5D460D347
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.198.32.162
ReturnHeader/FilingSecurityInformation/IPDt02019-09-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:06:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560571159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD ROBINSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 CROWNPOINT EXECUTIVE DR STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028227
ReturnHeader/PreparerPersonGrp/PhoneNum07048470101
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MCCLURE
ReturnHeader/ReturnTs02019-09-10T08:37:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,276,597
Liabilities
$0
Net assets
$1,276,597
Revenue
$1
Expenses
$102,216
Net income
-$102,215
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