Charity Search / WILLIAM AND JOANNE MILLER CHARITABLE TRUST
Arts, Culture & Humanities (A12) 990 on File

WILLIAM AND JOANNE MILLER CHARITABLE TRUST

EIN: 84-4049040 · SIMI VALLEY, CA 93065-7682 · United States · FY 2024 Data
3 out of 5 49 / 100 Based on 2+ years of filings
Financial strength (30%) 92/100
Reliability (20%) 45/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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CharityAI™ Score
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Financial Overview — FY 2024
$3.6M
Total Revenue
$4.0M
Total Expenses
$65.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 83.1%
Fundraising Efficiency N/A
Operating Reserve 193.59x
Liability-to-Asset 0.0%
Revenue Diversification 89.5%
Executive Compensation $245K
Compared with Peers
FY 2024
Compared with 3,450 similar organizations (United States, Arts, Culture & Humanities, $1M–$10M in expenses), FY 2024.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
83.1% 77.9%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
193.6 mo 16.5 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 10.6%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
89.5% 74.5%
P10P90
Below median
Revenue growth
Year over year revenue growth
64.1% 7.8%
P10P90
Expense growth
Year over year expense growth
-1.0% 8.0%
P10P90
Surplus margin
Surplus as a share of revenue
-13.6% -0.5%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $3.6M $4.0M $65.1M 83.1%
2023 $2.2M $4.1M $65.0M 84.4%
2022 $1.7M $4.2M $66.9M 85.0%
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Organization Details
EIN
84-4049040
State
CA
City
SIMI VALLEY
ZIP
93065-7682
Classification
A12
Category
Arts, Culture & Humanities
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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