Harold J Miossi Charitable Trust
Only null% goes to programs Strong reserves Declining revenue
Harold J Miossi Charitable Trust is a 501(c)(3) organization based in Sn Luis Obisp, California, registered in 2010, with $739,989 in FY2024 revenue. CharityIndex grades it D.
Po Box 1025, Sn Luis Obisp, CA, 93406 EIN 26-4703396 Since 2010
Revenue (FY2024)
$740K
▼ 34.3% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$2.0M
Net assets
$6.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Harold J Miossi Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating40 mo reserves · -165% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Harold J Miossi Charitable Trust: 40 mo reserves · -165% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Harold J Miossi Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Harold J Miossi Charitable Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 1025, Sn Luis Obisp, CA, 93406
- City
- Sn Luis Obisp
- State
- California
- Subcategory
- Private Foundations
- Website
- …
Financial trends
Revenue declined from $1.6M (FY2013) to $740K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $6.6M
Operating margin
-164.8%
Spent more than it raised in the latest fiscal year.
Total assets
$6.6M
Total liabilities
$0
Net assets
$6.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $739,989▼34.3% | $1,959,278▲36.2% | $6,563,838▼15.7% | $6,563,838▼15.7% | 990PF |
| 2023 | $1,125,902▲93.1% | $1,438,317▼44.6% | $7,783,127▼3.9% | $7,783,127▼3.9% | 990PF |
| 2022 | $583,120▼50.5% | $2,595,973▲169% | $8,095,542▼19.9% | $8,095,542▼19.9% | 990PF |
| 2021 | $1,177,107▼3.4% | $964,156▼41.9% | $10,108,395▲2.2% | $10,108,395▲2.2% | 990PF |
| 2020 | $1,218,370▼30.8% | $1,658,931▼33.0% | $9,895,444▼4.3% | $9,895,444▼4.3% | 990PF |
| 2019 | $1,761,738▲84.8% | $2,477,669▼34.5% | $10,336,005▼6.5% | $10,336,005▼6.5% | 990PF |
| 2018 | $953,448▼46.1% | $3,781,430▲343% | $11,051,936▼20.4% | $11,051,936▼20.4% | 990PF |
| 2017 | $1,769,549▲224% | $852,695▲15.8% | $13,879,918▲7.1% | $13,879,918▲7.1% | 990PF |
| 2016 | $545,384▼36.5% | $736,276▼15.5% | $12,963,064▼5.1% | $12,963,064▼5.1% | 990PF |
| 2015 | $858,893▼29.0% | $871,314▼5.5% | $13,652,845▼0.1% | $13,652,845▼0.1% | 990PF |
| 2014 | $1,209,956▼24.5% | $921,963▲22.2% | $13,665,266▲2.2% | $13,665,266▲2.2% | 990PF |
| 2013 | $1,603,075 | $754,474▲36.8% | $13,377,273▲6.8% | $13,377,273▲6.8% | 990PF |
| 2012 | — | $551,539 | $12,528,672 | $12,528,672 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Harold J Miossi Charitable Trust a legitimate nonprofit?
- Yes. Harold J Miossi Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 26-4703396, based in Sn Luis Obisp, California. Donations are tax-deductible.
- What is Harold J Miossi Charitable Trust's EIN?
- Harold J Miossi Charitable Trust's Employer Identification Number (EIN) is 26-4703396.
- How much revenue does Harold J Miossi Charitable Trust report?
- Harold J Miossi Charitable Trust reported $739,989 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Harold J Miossi Charitable Trust have?
- CharityIndex grades Harold J Miossi Charitable Trust D, based on financial health (reserves and operating margin).
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Data for Harold J Miossi Charitable Trust (EIN 26-4703396) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.