Civic Intelligence

Melba Mckenzie Charitable Trust 5607327

990PF • Fiscal year 2011 • EIN 87-6236955

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization Profile
PO Box 3088084130-0880
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

74th percentile

$3,500

Higher top officer pay than 74% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

11th percentile

-17%

Faster asset growth than 11% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$659,983

Down $134,566 (-17%) from 2010

Net Assets

Down

$659,983

Down $134,566 (-17%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$6,500

Up $1,838 (+39%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$800K$600K$400K$200K$0Assets 2010: $794,549Liabilities 2010: $0Net Assets 2010: $794,5492010Assets 2011: $659,983Liabilities 2011: $0Net Assets 2011: $659,9832011Assets 2012: $631,473Liabilities 2012: $0Net Assets 2012: $631,4732012Assets 2013: $620,135Liabilities 2013: $0Net Assets 2013: $620,1352013Assets 2014: $603,692Liabilities 2014: $0Net Assets 2014: $603,6922014Assets 2015: $583,470Liabilities 2015: $02015Assets 2019: $501,839Liabilities 2019: $02019Assets 2020: $501,049Liabilities 2020: $0Net Assets 2020: $501,0492020Assets 2021: $493,473Liabilities 2021: $0Net Assets 2021: $493,4732021Assets 2022: $477,473Liabilities 2022: $0Net Assets 2022: $477,4732022Assets 2023: $465,558Liabilities 2023: $0Net Assets 2023: $465,5582023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$659,983
Liabilities$0
Net Assets$659,983
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KExpenses 2010: $4,6622010Expenses 2011: $6,5002011Expenses 2012: $20,7312012Revenue 2013: $8,451Expenses 2013: $19,789Net Income 2013: -$11,3382013Revenue 2014: $7,047Expenses 2014: $23,490Net Income 2014: -$16,4432014Revenue 2015: $3,304Expenses 2015: $23,520Net Income 2015: -$20,2162015Revenue 2019: $5,294Expenses 2019: $44,544Net Income 2019: -$39,2502019Revenue 2020: $14,694Expenses 2020: $15,580Net Income 2020: -$8862020Revenue 2021: $16,302Expenses 2021: $23,847Net Income 2021: -$7,5452021Revenue 2022: $10,832Expenses 2022: $26,794Net Income 2022: -$15,9622022Revenue 2023: $14,306Expenses 2023: $26,194Net Income 2023: -$11,8882023Revenue 2024: -$28,633Expenses 2024: $437,059Net Income 2024: -$465,6922024

Highlighted filing

2011

Revenue-
Expenses$6,500
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,500-$3,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT PEDIATRIC MEDICAL CAREPUBLICSalt Lake City, UT, US$1,000
Paid Grant-RESEARCH, EDUCATION ABOUT MSPUBLICNEW YORK, NY, US$1,000
Paid Grant-CANCER RESEARCHPUBLICSALT LAKE CITY, UT, US$1,000
Filing and Contact Details

Filer

EIN
87-6236955
Raw XML Appendix364 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/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0300208
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10299430
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20186947
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30579800
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401115798
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501279497
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions03000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3044577
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4056501
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5064512
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.177940
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03000
IRS990PF/QualifyingDistributions/ExpensesAndContributions03000
IRS990PF/QualifyingDistributions/QualifyingDistributions03000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WESTERN NATIONAL TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08015244869
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 30880
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Salt Lake City
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0UT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode084130
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT PEDIATRIC MEDICAL CARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1RESEARCH, EDUCATION ABOUT MS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CANCER RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0PRIMARY CHILDRENS MED CTR FOUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1NATIONAL MULTIPLE SCLEROSIS SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2HUNTSMAN CANCER FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 58249
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 4527
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12500 HUNTSMAN WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Salt Lake City
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SALT LAKE CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0UT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2UT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode084158
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110163
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode284108
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0654
IRS990PF/UndistributedIncome/AppliedToYear102346
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted015010
IRS990PF/UndistributedIncome/QualifyingDistributions03000
IRS990PF/UndistributedIncome/UndistributedIncomeCY014356
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear02346
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0876236955
ReturnHeader/Filer/Name/BusinessNameLine10MELBA MCKENZIE CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MCKE
ReturnHeader/Filer/Phone08015244869
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 30880
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode0841300880
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-10
ReturnHeader/Officer/Name0Donald A Gartman
ReturnHeader/Officer/Phone08015244869
ReturnHeader/Officer/Title0Trust Officer
ReturnHeader/Preparer/DatePrepared02012-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SMITH POWELL AND COMPANY LLC CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1068 SO MAIN 3RD FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SALT LAKE CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode084101
ReturnHeader/Preparer/Name0SHIRELLE HENINGER
ReturnHeader/Preparer/Phone08013592056
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T03:27:20-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$659,983
Liabilities
$0
Net assets
$659,983
Revenue
-
Expenses
$6,500
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.29$4.37$4.66
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.14$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.11$0.27$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.16$0.24$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.15$0.16$0.01
2019Summary only. Only limited summary data is available for this year.$5.02$0.00$0.05$0.45$0.39
2015Summary only. Only limited summary data is available for this year.$5.83$0.00$0.03$0.24$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.07$0.23$0.16
2013Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.08$0.20$0.11
2012Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.21
2011Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.07
2010Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.05