Civic Intelligence

Margmary&Owens Miller Charitable Trust

EIN 95-6095785 • Westminster, CA

5455 Garden Grove Blvd 325Westminster, CA 92683
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

81st percentile

37%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

59th percentile

5.6%

Faster asset growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

92%

Faster revenue growth than 86% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,966,963

Up $104,740 (+5.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,966,963

Up $104,740 (+5.6%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin81st percentile

Revenue

Up

$284,956

Up $136,641 (+92%) from 2024

Expenses

Down

$180,643

Down $6,231 (-3.3%) from 2024

Net Income

Up

$104,313

Up $142,872 (+371%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,563,738Liabilities 2012: $12012Assets 2013: $1,655,401Liabilities 2013: $02013Assets 2014: $1,733,884Liabilities 2014: $02014Assets 2015: $1,833,803Liabilities 2015: $0Net Assets 2015: $1,833,8032015Assets 2016: $1,794,629Liabilities 2016: $0Net Assets 2016: $1,794,6292016Assets 2017: $1,791,860Liabilities 2017: $0Net Assets 2017: $1,791,8602017Assets 2018: $1,804,868Liabilities 2018: $0Net Assets 2018: $1,804,8682018Assets 2019: $1,754,318Liabilities 2019: $0Net Assets 2019: $1,754,3182019Assets 2020: $1,678,854Liabilities 2020: $0Net Assets 2020: $1,678,8542020Assets 2021: $1,855,307Liabilities 2021: $0Net Assets 2021: $1,855,3072021Assets 2022: $2,030,342Liabilities 2022: $0Net Assets 2022: $2,030,3422022Assets 2023: $1,898,839Liabilities 2023: $0Net Assets 2023: $1,898,8392023Assets 2024: $1,862,223Liabilities 2024: $0Net Assets 2024: $1,862,2232024Assets 2025: $1,966,963Liabilities 2025: $0Net Assets 2025: $1,966,9632025

Highlighted filing

2025

Assets$1,966,963
Liabilities$0
Net Assets$1,966,963
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200KRevenue 2012: $117,064Expenses 2012: $106,031Net Income 2012: $11,0332012Revenue 2013: $186,234Expenses 2013: $91,904Net Income 2013: $94,3302013Revenue 2014: $216,724Expenses 2014: $136,408Net Income 2014: $80,3162014Revenue 2015: $250,469Expenses 2015: $148,638Net Income 2015: $101,8312015Revenue 2016: $96,467Expenses 2016: $133,040Net Income 2016: -$36,5732016Revenue 2017: $94,211Expenses 2017: $96,082Net Income 2017: -$1,8712017Revenue 2018: $144,272Expenses 2018: $129,019Net Income 2018: $15,2532018Revenue 2019: $101,467Expenses 2019: $155,056Net Income 2019: -$53,5892019Revenue 2020: $75,529Expenses 2020: $145,501Net Income 2020: -$69,9722020Revenue 2021: $317,397Expenses 2021: $139,878Net Income 2021: $177,5192021Revenue 2022: $291,120Expenses 2022: $115,729Net Income 2022: $175,3912022Revenue 2023: $77,657Expenses 2023: $205,888Net Income 2023: -$128,2312023Revenue 2024: $148,315Expenses 2024: $186,874Net Income 2024: -$38,5592024Revenue 2025: $284,956Expenses 2025: $180,643Net Income 2025: $104,3132025

Highlighted filing

2025

Revenue$284,956
Expenses$180,643
Net Income$104,313
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,966,963
Liabilities
$0
Net assets
$1,966,963
Revenue
$284,956
Expenses
$180,643
Net income
$104,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.28$0.18$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.15$0.19$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.08$0.21$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.29$0.12$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.32$0.14$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.08$0.15$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.10$0.16$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.10$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.10$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.25$0.15$0.10
2014Summary only. Only limited summary data is available for this year.$1.73$0.00$0.22$0.14$0.08
2013Summary only. Only limited summary data is available for this year.$1.66$0.00$0.19$0.09$0.09
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.12$0.11$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OWENS O MILLERTrustee-$0--
O'MALLEY M MILLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margmary&owens Miller Charitable Trust
EIN
95-6095785
Phone
5624903600
Address
5455 GARDEN GROVE BLVD 325, WESTMINSTER, CA 92683

Signing Officer

Name
Owens O Miller
Title
Trustee
Signed
2025-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Szabatura & Co Llp
Address
5000 E SPRING ST STE 550, LONG BEACH, CA 90815
Preparer
Steven J SzabaturaCPAEA
Phone
5629850202
Raw XML Appendix279 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt03050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03050
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050452
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0104313
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033643
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC WEALTH MGMNT-STMNT ATTACHED-S/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RBC WEALTH MGMNT-STMNT ATTACHED-L/T
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0104313
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0427
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01966963
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03961
IRS990PF/DistributableAmountGrp/TotalTaxAmt03961
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02200
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03961
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01761
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WESTMINSTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092683
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05624903600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0147000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0VAR..
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090006
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0147000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0108800
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt079510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025348
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025348
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177782
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt079510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08231
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038200
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0203130
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0164930
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01688
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0427
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK RECONCILING ITEMS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024416
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02200
TaxesSchedule/TaxesDetail/Amt12127
TaxesSchedule/TaxesDetail/Amt22097
TaxesSchedule/TaxesDetail/Amt32085
TaxesSchedule/TaxesDetail/Amt475
TaxesSchedule/TaxesDetail/CategoryTxt0990PF EST FYE 7/31/25
TaxesSchedule/TaxesDetail/CategoryTxt1990PF FYE 7/31/24
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt3FYE 7/31/23
TaxesSchedule/TaxesDetail/CategoryTxt4REGISTRY OF CHARITABLE TRUSTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OWENS O MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-25
ReturnHeader/DisasterReliefTxt0LOS ANGELES COUNTY FIRE
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGMARY&OWENS MILLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0956095785
ReturnHeader/Filer/PhoneNum05624903600
ReturnHeader/Filer/USAddress/AddressLine1Txt05455 GARDEN GROVE BLVD 325
ReturnHeader/Filer/USAddress/CityNm0WESTMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092683
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932789360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SZABATURA & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 E SPRING ST STE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090815
ReturnHeader/PreparerPersonGrp/PhoneNum05629850202
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven J SzabaturaCPAEA
ReturnHeader/ReturnTs02025-11-25T17:02:12-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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