Civic Intelligence

Michael Carlisle Charitable Trust 2

EIN 20-6001882 • Eau Claire, WI

3827 House RdEau Claire, WI 54701
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

7th percentile

-287%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$3

Down $30,016 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3

Down $30,016 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Up

$10,461

Up $1,350 (+15%) from 2023

Expenses

Down

$40,475

Down $17,951 (-31%) from 2023

Net Income

Up

-$30,014

Up $19,301 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,160,365Liabilities 2011: $0Net Assets 2011: $1,160,3652011Assets 2012: $1,071,264Liabilities 2012: $0Net Assets 2012: $1,071,2642012Assets 2013: $963,163Liabilities 2013: $0Net Assets 2013: $963,1632013Assets 2014: $823,966Liabilities 2014: $0Net Assets 2014: $823,9662014Assets 2015: $738,501Liabilities 2015: $0Net Assets 2015: $738,5012015Assets 2016: $923,481Liabilities 2016: $0Net Assets 2016: $923,4812016Assets 2017: $734,716Liabilities 2017: $0Net Assets 2017: $734,7162017Assets 2018: $758,674Liabilities 2018: $0Net Assets 2018: $758,6742018Assets 2019: $636,085Liabilities 2019: $0Net Assets 2019: $636,0852019Assets 2020: $458,259Liabilities 2020: $0Net Assets 2020: $458,2592020Assets 2021: $194,576Liabilities 2021: $0Net Assets 2021: $194,5762021Assets 2022: $79,336Liabilities 2022: $0Net Assets 2022: $79,3362022Assets 2023: $30,019Liabilities 2023: $0Net Assets 2023: $30,0192023Assets 2024: $3Liabilities 2024: $0Net Assets 2024: $32024

Highlighted filing

2024

Assets$3
Liabilities$0
Net Assets$3
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $309,6272011Expenses 2012: $163,1102012Revenue 2013: $68,084Expenses 2013: $176,185Net Income 2013: -$108,1012013Revenue 2014: $34,388Expenses 2014: $173,585Net Income 2014: -$139,1972014Revenue 2015: $39,750Expenses 2015: $125,215Net Income 2015: -$85,4652015Revenue 2016: $323,675Expenses 2016: $138,695Net Income 2016: $184,9802016Revenue 2017: $49,967Expenses 2017: $238,732Net Income 2017: -$188,7652017Revenue 2018: $244,765Expenses 2018: $220,807Net Income 2018: $23,9582018Revenue 2019: $70,017Expenses 2019: $192,606Net Income 2019: -$122,5892019Revenue 2020: $43,840Expenses 2020: $221,666Net Income 2020: -$177,8262020Revenue 2021: $111,846Expenses 2021: $374,799Net Income 2021: -$262,9532021Revenue 2022: $17,297Expenses 2022: $132,537Net Income 2022: -$115,2402022Revenue 2023: $9,111Expenses 2023: $58,426Net Income 2023: -$49,3152023Revenue 2024: $10,461Expenses 2024: $40,475Net Income 2024: -$30,0142024

Highlighted filing

2024

Revenue$10,461
Expenses$40,475
Net Income-$30,014
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3
Liabilities
$0
Net assets
$3
Revenue
$10,461
Expenses
$40,475
Net income
-$30,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.02$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.11$0.37$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04$0.22$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.07$0.19$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.24$0.22$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.24$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.32$0.14$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.13$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.17$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.18$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A KERBELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael Carlisle Charitable Trust 2
EIN
20-6001882
Phone
6123085911
Address
3827 HOUSE RD, EAU CLAIRE, WI 54701

Signing Officer

Name
Robert Kerbell
Title
Trustee
Phone
6123085911
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
225 S 6TH ST 2300, MINNEAPOLIS, MN 55402
Preparer
Steven Cronk
Phone
6128764500
Raw XML Appendix316 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FELLOWSHIP OF CHRISTIAN ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIVING HOPE CHRISTIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PEACE LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08701 LEEDS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14920 WOODBURY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2501 E FILLMORE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WOODBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0641291680
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01272
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0121274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0347847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0175706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0144934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0144934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0736946
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt037901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0121274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0347847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0175706
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039173
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt037901
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0881880
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0843979
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0DURING THE TAX YEAR, THE FOUNDATION EXPERIENCED A SUBSTANTIAL CONTRACTION IN ITS OPERATIONS DUE TO THE DISTRIBUTION OF TWO SIGNIFICANT GRANTS. ON OCTOBER 11, 2024, A GRANT OF $10,000 WAS MADE TO PEACE LUTHERAN CHURCH, AND ON OCTOBER 16, 2024, A GRANT OF $25,000 WAS MADE TO THE FELLOWSHIP OF CHRISTIAN ATHLETES. THESE GRANTS REPRESENTED A SUBSTANTIAL PORTION OF THE FOUNDATION'S ASSETS AND WERE MADE IN ACCORDANCE WITH ITS CHARITABLE MISSION. DESPITE THIS CONTRACTION, THE FOUNDATION IS NOT DISSOLVING. IT INTENDS TO CONTINUE OPERATIONS AND RESUME GRANTMAKING ACTIVITY UPON RECEIVING AN INFUSION OF ASSETS FROM THE ESTATE OF ROBERT KERBELL FOLLOWING HIS DEATH. THE FOUNDATION REMAINS COMMITTED TO ITS CHARITABLE PURPOSE AND WILL MAINTAIN ITS STATUS UNTIL SUCH TIME AS ADDITIONAL FUNDING IS RECEIVED.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BROKER ADJUSTMENT TO BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0124
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT KERBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06123085911
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL CARLISLE CHARITABLE TRUST 2
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0206001882
ReturnHeader/Filer/PhoneNum06123085911
ReturnHeader/Filer/USAddress/AddressLine1Txt03827 HOUSE RD
ReturnHeader/Filer/USAddress/CityNm0EAU CLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S 6TH ST 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06128764500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN CRONK
ReturnHeader/ReturnTs02025-10-31T13:12:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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