Civic Intelligence

Melba Mckenzie Charitable Trust 5607327

990PF • Fiscal year 2013 • EIN 87-6236955

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization Profile
PO Box 3088084102

(801) 844-7052

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

5th percentile

-134%

Higher net margin than 5% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$4,334

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 51.3% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

34th percentile

-1.8%

Faster asset growth than 34% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$620,135

Down $11,338 (-1.8%) from 2012

Net Assets

Down

$620,135

Down $11,338 (-1.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin5th percentile

Revenue

$8,451

No earlier filing loaded for comparison.

Expenses

Down

$19,789

Down $942 (-4.5%) from 2012

Net Income

-$11,338

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2013

Assets$620,135
Liabilities$0
Net Assets$620,135
Open 2013 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

2013

Revenue$8,451
Expenses$19,789
Net Income-$11,338
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,334-$4,334
Filing and Contact Details

Filer

EIN
87-6236955
Phone
8018447052

Signing Officer

Name
Donald Gartman
Title
Trust Officer
Phone
8018447052
Signed
2014-05-02
Discuss with paid preparer
Yes

Preparer

Preparer
Shirelle Erb Heninger CPA
Phone
8015969999
Raw XML Appendix269 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine10WESTERN NATIONAL TRUST COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS & MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt048046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt046800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0562411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0310398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS & MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03311
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05137
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08451
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08451
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05137
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04334
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03311
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03311
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11338
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt045070
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05137
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0955
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08451
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt039933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt043664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05137
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt03731
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11338
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0620135
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0631473
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0620135
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017296
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017296
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017296
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017378
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt082
IRS990PF/DistributableAmountGrp/TotalTaxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0228
IRS990PF/FMVAssetsEOYAmt0366642
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03506
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04665
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt048046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt046800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0572806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0562411
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0310398
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0631473
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0620135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0631473
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0620135
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0366642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0631473
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0620135
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0631473
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0620135
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt05013
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04779
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0352851
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07775
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0345076
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05293
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017378
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0347558
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0352851
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10WESTERN NATIONAL TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04334
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 30880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0841300880
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt014500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.009993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.076883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0347558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0290159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0300208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0299430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0186947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0579800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.136849
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 30880
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0841300880
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10WESTERN NATIONAL TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08018447052
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH, EDUCATION ABOUT HEART DIS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH, EDUCATION ABOUT ARTHRITIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BURN CAMP, U OF U BURN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RESEARCH, EDUCATION ABOUT MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PEDIATRIC MEDICAL CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12UNIVERSITY HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13NATIONAL MULTIPLE SCLEROSIS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14HUNTMAN CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15PRIMARY CHILDREN'S MEDICAL CENT FND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11448 E 400 S 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12540 ARAPEEN DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15PO BOX 58249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode075231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode184111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode284108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode310163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode484108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode584158
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0136
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014364
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017296
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017160
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014364
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0955
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD GARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08018447052
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10MELBA MCKENZIE CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O WESTERN NATIONAL TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0MELB
ReturnHeader/Filer/EIN0876236955
ReturnHeader/Filer/PhoneNum08018447052
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 30880
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KNIGHTON ERB & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10175 S MAIN ST STE 740
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0841112150
ReturnHeader/PreparerPersonGrp/PhoneNum08015969999
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHIRELLE ERB HENINGER CPA
ReturnHeader/ReturnTs02014-05-02T14:20:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,135
Liabilities
$0
Net assets
$620,135
Revenue
$8,451
Expenses
$19,789
Net income
-$11,338
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
Peer Organizations

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