Civic Intelligence

John Winthrop Charitable Trust

990PF • Fiscal year 2015 • EIN 13-2982306

Jul 01, 2014 to Jun 30, 2015

Organization Profile
Charleston, SC
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.04x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

52nd percentile

3.3%

Higher net margin than 52% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

52nd percentile

0.6%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$2,496,228

Up $15,796 (+0.6%) from 2014

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$9,500

Up $7,500 (+375%) from 2014

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin52nd percentile

Revenue

Up

$253,316

Up $33,400 (+15%) from 2014

Expenses

Up

$245,020

Up $12,077 (+5.2%) from 2014

Net Income

Up

$8,296

Up $21,323 (+164%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,435,408Liabilities 2012: $02012Assets 2013: $2,491,459Liabilities 2013: $02013Assets 2014: $2,480,432Liabilities 2014: $2,0002014Assets 2015: $2,496,228Liabilities 2015: $9,5002015Assets 2017: $3,033,639Liabilities 2017: $8,500Net Assets 2017: $3,025,1392017Assets 2018: $3,376,735Liabilities 2018: $8,300Net Assets 2018: $3,368,4352018Assets 2019: $3,553,394Liabilities 2019: $22,300Net Assets 2019: $3,531,0942019Assets 2020: $3,318,549Liabilities 2020: $23,000Net Assets 2020: $3,295,5492020Assets 2021: $3,632,142Liabilities 2021: $9,000Net Assets 2021: $3,623,1422021Assets 2022: $3,826,850Liabilities 2022: $0Net Assets 2022: $3,826,8502022Assets 2023: $4,273,942Liabilities 2023: $0Net Assets 2023: $4,273,9422023Assets 2024: $4,798,176Liabilities 2024: $3,166Net Assets 2024: $4,795,0102024Assets 2025: $4,393,141Liabilities 2025: $0Net Assets 2025: $4,393,1412025

Highlighted filing

2015

Assets$2,496,228
Liabilities$9,500
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $376,734Expenses 2012: $209,247Net Income 2012: $167,4872012Revenue 2013: $249,295Expenses 2013: $193,244Net Income 2013: $56,0512013Revenue 2014: $219,916Expenses 2014: $232,943Net Income 2014: -$13,0272014Revenue 2015: $253,316Expenses 2015: $245,020Net Income 2015: $8,2962015Revenue 2017: $767,768Expenses 2017: $274,479Net Income 2017: $493,2892017Revenue 2018: $646,665Expenses 2018: $303,369Net Income 2018: $343,2962018Revenue 2019: $523,851Expenses 2019: $361,192Net Income 2019: $162,6592019Revenue 2020: $148,482Expenses 2020: $384,027Net Income 2020: -$235,5452020Revenue 2021: $771,657Expenses 2021: $444,064Net Income 2021: $327,5932021Revenue 2022: $1,479,057Expenses 2022: $1,275,349Net Income 2022: $203,7082022Revenue 2023: $746,788Expenses 2023: $299,696Net Income 2023: $447,0922023Revenue 2024: $837,959Expenses 2024: $316,891Net Income 2024: $521,0682024Revenue 2025: $325,282Expenses 2025: $727,151Net Income 2025: -$401,8692025

Highlighted filing

2015

Revenue$253,316
Expenses$245,020
Net Income$8,296
Open 2015 Filing
Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,496,228
Liabilities
$9,500
Net assets
-
Revenue
$253,316
Expenses
$245,020
Net income
$8,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.33$0.73$0.40
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.84$0.32$0.52
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.75$0.30$0.45
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$1.48$1.28$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$0.77$0.44$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.02$3.30$0.15$0.38$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.53$0.52$0.36$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.01$3.37$0.65$0.30$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.01$3.03$0.77$0.27$0.49
2015Summary only. Only limited summary data is available for this year.$2.50$0.01$0.25$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.22$0.23$0.01
2013Summary only. Only limited summary data is available for this year.$2.49$0.00$0.25$0.19$0.06
2012Summary only. Only limited summary data is available for this year.$2.44$0.00$0.38$0.21$0.17