Civic Intelligence

Microsoft Charitable Trust

990PF • Fiscal year 2020 • EIN 91-6374992

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 16, 2020

6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$28,947

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 29.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

52nd percentile

3.8%

Faster asset growth than 52% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$1,716,389

Flat from 2020

Net Assets

$1,716,389

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Flat

$97,803

Flat from 2020

Expenses

Flat

$36,436

Flat from 2020

Net Income

Flat

$61,367

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,287,036Liabilities 2012: $02012Assets 2013: $2,275,565Liabilities 2013: $02013Assets 2014: $2,378,499Liabilities 2014: $02014Assets 2015: $2,391,863Liabilities 2015: $02015Assets 2016: $2,289,821Liabilities 2016: $02016Assets 2019: $1,653,421Liabilities 2019: $02019Assets 2020: $1,716,389Liabilities 2020: $0Net Assets 2020: $1,716,3892020Assets 2020: $1,716,389Liabilities 2020: $12020Assets 2021: $1,885,860Liabilities 2021: $0Net Assets 2021: $1,885,8602021Assets 2022: $2,801,005Liabilities 2022: $0Net Assets 2022: $2,801,0052022

Highlighted filing

2020

Assets$1,716,389
Liabilities$0
Net Assets$1,716,389

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2012: $224,093Expenses 2012: $160,884Net Income 2012: $63,2092012Revenue 2013: $178,602Expenses 2013: $188,962Net Income 2013: -$10,3602013Revenue 2014: $136,875Expenses 2014: $36,901Net Income 2014: $99,9742014Revenue 2015: $166,215Expenses 2015: $142,452Net Income 2015: $23,7632015Revenue 2016: $66,326Expenses 2016: $175,409Net Income 2016: -$109,0832016Revenue 2019: $353,523Expenses 2019: $910,406Net Income 2019: -$556,8832019Revenue 2020: $97,803Expenses 2020: $36,436Net Income 2020: $61,3672020Revenue 2020: $97,803Expenses 2020: $36,436Net Income 2020: $61,3672020Revenue 2021: $201,174Expenses 2021: $33,471Net Income 2021: $167,7032021Revenue 2022: $956,491Expenses 2022: $39,832Net Income 2022: $916,6592022

Highlighted filing

2020

Revenue$97,803
Expenses$36,436
Net Income$61,367
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$28,947-$28,947
Filing and Contact Details

Filer

Filer Name
Microsoft Charitable Trust
EIN
91-6374992
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix388 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0FMV OF SOME OF THE LARGEST HOLDINGS DECREASED SIGNIFICANTLY, THEREFORE REDUCING THE FMV OF ASSETS BY MORE THAN 25%.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt049
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE/STATE TAX
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt01650
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0336
TaxesSchedule/TaxesDetail/Amt14600
TaxesSchedule/TaxesDetail/Amt21444
TaxesSchedule/TaxesDetail/Amt3156
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3156
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICROSOFT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MICR
ReturnHeader/Filer/EIN0916374992
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0235A263936E1F524471B1817FEFBE2681D5460B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F6D006A9FE5F2D6E2B62561841ED0A84B55A6E92
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.42.62
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-29T23:01:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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