Civic Intelligence

Ann P Miller Charitable Trust

990PF • Fiscal year 2024 • EIN 45-3810022

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 19, 2024

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

78th percentile

0.00x

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

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.00x

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

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

58%

Higher net margin than 82% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$5,610

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2024 filings • NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

4049%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$982,543

Up $136,558 (+16%) from 2023

Net Assets

Up

$982,543

Up $136,558 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin82nd percentile

Revenue

Up

$233,618

Up $227,987 (+4049%) from 2023

Expenses

Down

$97,060

Down $44,044 (-31%) from 2023

Net Income

Up

$136,558

Up $272,031 (+201%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2024

Assets$982,543
Liabilities$0
Net Assets$982,543
Open 2024 Filing

Operations Trend

Revenue Growth99th 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

2024

Revenue$233,618
Expenses$97,060
Net Income$136,558
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 19, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK DE CASTRIQUETrustee-$5,610-$5,610
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
2024-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
2400 CROWNPOINT EXECUTIVE DR STE, 200, CHARLOTTE, NC 28227
Preparer
John M Robinson
Phone
9802960676
Raw XML Appendix304 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0233618
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070850
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073988
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01495388
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0845985
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0845985
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058235
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01444059
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022534
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073988
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01479760
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01502294
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt089200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt070850
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070850
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071624
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013683
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013683
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0135949
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt071624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06930
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05622
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018350
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0149632
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0131282
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK DE CASTRIQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07049050105
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-19
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/IRSResponsiblePrtyInfoCurrInd00
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/PhoneNum09802960676
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M ROBINSON
ReturnHeader/ReturnTs02024-12-19T17:10:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$982,543
Liabilities
$0
Net assets
$982,543
Revenue
$233,618
Expenses
$97,060
Net income
$136,558
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