Civic Intelligence

Mike and Myrtle Michael Charitable Trust Co Wells Fargo Bank Na Ifs Fiduciary Tax

990PF • Fiscal year 2022 • EIN 74-2915277

Jun 01, 2021 to May 31, 2022 • Filed on Nov 01, 2022

Organization Profile
6325 S Rainbow Blvd 3rd FLLas Vegas, NV 89118

(704) 590-2828

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

25th percentile

-15%

Higher net margin than 25% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$1,684

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

47th percentile

-1.0%

Faster asset growth than 47% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-31%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$94,147

Down $994 (-1.0%) from 2021

Net Assets

Down

$94,147

Down $879 (-0.9%) from 2021

Liabilities

Down

$0

Down $115 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin25th percentile

Revenue

Down

$5,983

Down $2,665 (-31%) from 2021

Expenses

Up

$6,873

Up $840 (+14%) from 2021

Net Income

Down

-$890

Down $3,505 (-134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $108,877Liabilities 2011: $58Net Assets 2011: $108,8192011Assets 2012: $107,912Liabilities 2012: $55Net Assets 2012: $107,8572012Assets 2013: $104,004Liabilities 2013: -$282013Assets 2014: $104,435Liabilities 2014: $0Net Assets 2014: $104,4352014Assets 2015: $101,697Liabilities 2015: $0Net Assets 2015: $101,6972015Assets 2016: $100,078Liabilities 2016: $0Net Assets 2016: $100,0782016Assets 2017: $97,517Liabilities 2017: $8Net Assets 2017: $97,5092017Assets 2018: $92,285Liabilities 2018: $0Net Assets 2018: $92,2852018Assets 2019: $92,889Liabilities 2019: $48Net Assets 2019: $92,8412019Assets 2020: $92,422Liabilities 2020: $11Net Assets 2020: $92,4112020Assets 2021: $95,141Liabilities 2021: $115Net Assets 2021: $95,0262021Assets 2022: $94,147Liabilities 2022: $0Net Assets 2022: $94,1472022Assets 2023: $91,777Liabilities 2023: $0Net Assets 2023: $91,7772023Assets 2024: $1,232,582Liabilities 2024: $357Net Assets 2024: $1,232,2252024Assets 2025: $1,242,963Liabilities 2025: $0Net Assets 2025: $1,242,9632025

Highlighted filing

2022

Assets$94,147
Liabilities$0
Net Assets$94,147
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2011: $7,4532011Expenses 2012: $8,5982012Revenue 2013: $9,458Expenses 2013: $13,283Net Income 2013: -$3,8252013Revenue 2014: $3,817Expenses 2014: $3,414Net Income 2014: $4032014Revenue 2015: $3,942Expenses 2015: $6,680Net Income 2015: -$2,7382015Revenue 2016: $2,115Expenses 2016: $3,734Net Income 2016: -$1,6192016Revenue 2017: $4,938Expenses 2017: $7,507Net Income 2017: -$2,5692017Revenue 2018: $4,430Expenses 2018: $9,654Net Income 2018: -$5,2242018Revenue 2019: $6,617Expenses 2019: $6,061Net Income 2019: $5562019Revenue 2020: $5,640Expenses 2020: $6,070Net Income 2020: -$4302020Revenue 2021: $8,648Expenses 2021: $6,033Net Income 2021: $2,6152021Revenue 2022: $5,983Expenses 2022: $6,873Net Income 2022: -$8902022Revenue 2023: $1,653Expenses 2023: $4,023Net Income 2023: -$2,3702023Revenue 2024: -$40,384Expenses 2024: $27,034Net Income 2024: -$67,4182024Revenue 2025: $105,403Expenses 2025: $95,043Net Income 2025: $10,3602025

Highlighted filing

2022

Revenue$5,983
Expenses$6,873
Net Income-$890
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Nov 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$1,684-$1,684
Filing and Contact Details

Filer

Filer Name
Mike and Myrtle Michael Charitable Trust
EIN
74-2915277
Phone
7045902828
Address
6325 S RAINBOW BLVD 3RD FL, LAS VEGAS, NV 89118

Signing Officer

Name
Stacey R Ashton
Title
Fiduciary Tax Liaison
Phone
7045902828
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Milberger Nesbitt & Ask Llp
Address
3833 SOUTH TEXAS AVENUE SUITE 240, BRYAN, TX 77802-4015
Preparer
William V Milberger
Phone
9798220175
Raw XML Appendix359 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AppliedToPriorYearElection/ElectionDesc0ELECTION UNDER IRC REG 53.4942(A)-3(D)(2) - THE MIKE AND MYRTLE MICHAEL CHARITABLE TRUST HEREBY ELECTS UNDER REG 53.4942(A)-3(D)(2) TO TREAT ITS CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME OF PRIOR YEARS
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WELLS FARGO BANKNA-PHILANTHROPIC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 N MAIN ST 6TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTONSALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08558340350
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTPS://WWW.WELLSFARGO.COM/PRIVATE-FOUNDATIONS
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE IS NOT A STANDARD APPLICATION FORM. APPLICATIONS ARE ACCEPTED BY LETTER OF REQUEST AND SHOULD INCLUDE THE LOCATION, TYPE OF ORGANIZATION, AND PURPOSE OF REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WELLS FARGO PHILANTHROPIC SERVICES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08882354351
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 N MAIN ST 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINSTONSALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS ARE ONLY GRANTED TO INCOME TAX QUALIFYING CHARITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT YOUTH MINISTRY AND OUTREACH PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HILLTOP LAKES CHAPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 HILL TOP LAKES DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HILLTOP LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077871
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03100
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/AppliedToCurrentYearAmt05226
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0302
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05554
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0302
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0104
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GRANT ADMINISTRATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY R ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY TAX LIAISON
ReturnHeader/BusinessOfficerGrp/PhoneNum07045902828
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIKE AND MYRTLE MICHAEL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO WELLS FARGO BANK NA IFS FIDUCIARY TAX
ReturnHeader/Filer/BusinessNameControlTxt0MIKE
ReturnHeader/Filer/EIN0742915277
ReturnHeader/Filer/PhoneNum07045902828
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD 3RD FL
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742075264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILBERGER NESBITT & ASK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03833 SOUTH TEXAS AVENUE SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRYAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0778024015
ReturnHeader/PreparerPersonGrp/PhoneNum09798220175
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM V MILBERGER
ReturnHeader/ReturnTs02022-11-10T12:58:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STACEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASHTON
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,147
Liabilities
$0
Net assets
$94,147
Revenue
$5,983
Expenses
$6,873
Net income
-$890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.11$0.10$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.04$0.03$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$0.01$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.01$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01