Civic Intelligence

Philip S Miller Charitable Trust

EIN 84-6290472 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$217,732

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

25th percentile

-1.0%

Faster asset growth than 25% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-16%

Faster revenue growth than 14% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$29,918,884

Down $301,651 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$29,918,884

Down $301,651 (-1.0%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin9th percentile

Revenue

Down

$1,701,811

Down $321,201 (-16%) from 2023

Expenses

Up

$2,285,451

Up $1,327,211 (+139%) from 2023

Net Income

Down

-$583,640

Down $1,648,412 (-155%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $30,405,710Liabilities 2011: $153,373Net Assets 2011: $30,252,3372011Assets 2012: $30,389,353Liabilities 2012: $153,373Net Assets 2012: $30,235,9802012Assets 2013: $30,864,538Liabilities 2013: $136,678Net Assets 2013: $30,727,8602013Assets 2014: $30,519,792Liabilities 2014: $94,6782014Assets 2015: $28,968,140Liabilities 2015: $0Net Assets 2015: $28,968,1402015Assets 2016: $29,317,717Liabilities 2016: $0Net Assets 2016: $29,317,7172016Assets 2017: $28,582,159Liabilities 2017: $0Net Assets 2017: $28,582,1592017Assets 2018: $28,650,978Liabilities 2018: $0Net Assets 2018: $28,650,9782018Assets 2019: $27,854,780Liabilities 2019: $0Net Assets 2019: $27,854,7802019Assets 2020: $28,461,007Liabilities 2020: $0Net Assets 2020: $28,461,0072020Assets 2021: $29,450,103Liabilities 2021: $0Net Assets 2021: $29,450,1032021Assets 2022: $29,009,186Liabilities 2022: $0Net Assets 2022: $29,009,1862022Assets 2023: $30,220,535Liabilities 2023: $0Net Assets 2023: $30,220,5352023Assets 2024: $29,918,884Liabilities 2024: $0Net Assets 2024: $29,918,8842024

Highlighted filing

2024

Assets$29,918,884
Liabilities$0
Net Assets$29,918,884
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $1,870,8052011Expenses 2012: $1,733,5842012Revenue 2013: $2,169,859Expenses 2013: $1,678,277Net Income 2013: $491,5822013Revenue 2014: $1,556,553Expenses 2014: $1,856,530Net Income 2014: -$299,9772014Revenue 2015: $370,269Expenses 2015: $1,819,842Net Income 2015: -$1,449,5732015Revenue 2016: $2,121,914Expenses 2016: $1,764,932Net Income 2016: $356,9822016Revenue 2017: $1,022,537Expenses 2017: $1,754,461Net Income 2017: -$731,9242017Revenue 2018: $1,997,207Expenses 2018: $1,893,208Net Income 2018: $103,9992018Revenue 2019: $856,610Expenses 2019: $1,677,282Net Income 2019: -$820,6722019Revenue 2020: $2,401,228Expenses 2020: $1,860,858Net Income 2020: $540,3702020Revenue 2021: $2,536,915Expenses 2021: $1,562,731Net Income 2021: $974,1842021Revenue 2022: $1,122,398Expenses 2022: $1,616,097Net Income 2022: -$493,6992022Revenue 2023: $2,023,012Expenses 2023: $958,240Net Income 2023: $1,064,7722023Revenue 2024: $1,701,811Expenses 2024: $2,285,451Net Income 2024: -$583,6402024

Highlighted filing

2024

Revenue$1,701,811
Expenses$2,285,451
Net Income-$583,640
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$29,918,884
Liabilities
$0
Net assets
$29,918,884
Revenue
$1,701,811
Expenses
$2,285,451
Net income
-$583,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$1.70$2.29$0.58
2023Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$2.02$0.96$1.06
2022Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$1.12$1.62$0.49
2021Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$2.54$1.56$0.97
2020Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.40$1.86$0.54
2019Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$0.86$1.68$0.82
2018Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$2.00$1.89$0.10
2017Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$1.02$1.75$0.73
2016Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$2.12$1.76$0.36
2015Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$0.37$1.82$1.45
2014Summary only. Only limited summary data is available for this year.$30.5$0.09$1.56$1.86$0.30
2013Detailed filing. Detailed filing data is available for this year.$30.9$0.14$30.7$2.17$1.68$0.49
2012Detailed filing. Detailed filing data is available for this year.$30.4$0.15$30.2$1.73
2011Detailed filing. Detailed filing data is available for this year.$30.4$0.15$30.3$1.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$217,732-$217,732
Filing and Contact Details

Filer

Filer Name
Philip S Miller Charitable Trust
EIN
84-6290472
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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