TPhilanthropy, Voluntarism & GrantmakingEIN: 264703396· Ruling Year: 2010

Harold J Miossi Charitable Trust

Sn Luis Obisp, California

B-Health Score
53B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.41×
Peer Median18.82×
💰
$1.1M
Total Revenue
📊
$1.4M
Total Expenses
🏦
$7.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+93.1%
Year-over-year change (2022 → 2023)
Net Margin
-27.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.41
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,125,90293%$1,438,31745%$7,783,1274%
2022$583,12050%$2,595,973169%$8,095,54220%
2021$1,177,1073%$964,15642%$10,108,3952%
2020$1,218,37031%$1,658,93133%$9,895,4444%
2019$1,761,738105%$2,477,669184%$10,336,00524%
2015$858,89329%$871,3145%$13,652,845
2014$1,209,95625%$921,96322%$13,665,2662%
2013$1,603,075310%$754,47437%$13,377,2737%
2012$391,05397%$551,5398%$12,528,6721%
2011$13,317,097$601,060$12,716,037

Frequently Asked Questions

What does Harold J Miossi Charitable Trust do?

Harold J Miossi Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Harold J Miossi Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Harold J Miossi Charitable Trust has a score of 53/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Harold J Miossi Charitable Trust generate?

Revenue data for Harold J Miossi Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Harold J Miossi Charitable Trust — Sn Luis Obisp, CA | GiveScope