Civic Intelligence

Ann P Miller Charitable Trust

990PF • Fiscal year 2021 • EIN 45-3810022

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 02, 2021

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.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-8.5%

Faster asset growth than 11% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,081,303

Down $100,694 (-8.5%) from 2020

Net Assets

Down

$1,081,303

Down $100,694 (-8.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2020

Expenses

Up

$100,694

Up $6,094 (+6.4%) from 2020

Net Income

Down

-$100,694

Down $6,094 (-6.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2021

Assets$1,081,303
Liabilities$0
Net Assets$1,081,303
Open 2021 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

2021

Revenue$0
Expenses$100,694
Net Income-$100,694
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay76th 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
2021-11-02
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 Appendix323 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/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,081,303
Liabilities
$0
Net assets
$1,081,303
Revenue
$0
Expenses
$100,694
Net income
-$100,694
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