Civic Intelligence

Melba Mckenzie Charitable Trust 5607327

990PF • Fiscal year 2021 • EIN 87-6236955

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

PO Box 30880Salt Lake City, UT 84130-9604

(412) 644-5302

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-46%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$7,256

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 44.5% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$493,473

Down $7,576 (-1.5%) from 2020

Net Assets

Down

$493,473

Down $7,576 (-1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$16,302

Up $1,608 (+11%) from 2020

Expenses

Up

$23,847

Up $8,267 (+53%) from 2020

Net Income

Down

-$7,545

Down $6,659 (-752%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$493,473
Liabilities$0
Net Assets$493,473

Operations Trend

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

2021

Revenue$16,302
Expenses$23,847
Net Income-$7,545
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$7,256-$7,256
Filing and Contact Details

Filer

Filer Name
Melba Mckenzie Charitable Trust 5607327
EIN
87-6236955
Address
PO BOX 30880, SALT LAKE CITY, UT 84130-9604

Signing Officer

Name
Deborah Gibson
Title
Trustee
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eric W Coursey
Phone
4126445302
Raw XML AppendixShowing 400 of 419 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/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF CHARTIABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT OF CHARTIABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT OF CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UTAH ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HALE CENTER THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PRIMARY CHILDREN'S MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HUNTSMAN CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF UTAH BURN HEALTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN KATY CHENTG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN THOMAS E MUIR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01710 GILBRETH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14424 SOUTH 700 EAST SUITE 180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23333 SO DECKER LAKE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 NO MEDICAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4500 HUNTSMAN WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt550 NORTH MEDICAL DR 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WEST VALLEY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SALT LAKE CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3841580249
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06856
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012022
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018878
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012022
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013
OtherDecreasesSchedule/OtherDecreasesDetail/Amt172
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROC ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12021 INCOME REPORTED IN 2022
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncreasesSchedule/OtherIncreasesDetail/Amt054
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 INCOME REPORTED IN 2021
TaxesSchedule/TaxesDetail/Amt0274
TaxesSchedule/TaxesDetail/Amt124
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt124
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH GIBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELBA MCKENZIE CHARITABLE TRUST 5607327
ReturnHeader/Filer/BusinessNameControlTxt0MCKE

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