Civic Intelligence

Kingweseley Family Charitable Trust C/O David E King

EIN 20-8531157 • Wellington, FL

2522 Windsor Way CourtWellington, FL 33414
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

3.1%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

7.2%

Faster revenue growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$229,208

Up $6,856 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$229,208

Up $6,856 (+3.1%) from 2023

Revenue

Up

$6,946

Up $465 (+7.2%) from 2023

Expenses

Down

$90

Down $16,467 (-99%) from 2023

Net Income

Up

$6,856

Up $16,932 (+168%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $195,547Liabilities 2011: $0Net Assets 2011: $195,5472011Assets 2012: $200,022Liabilities 2012: $0Net Assets 2012: $200,0222012Assets 2013: $176,351Liabilities 2013: $0Net Assets 2013: $176,3512013Assets 2014: $142,418Liabilities 2014: $0Net Assets 2014: $142,4182014Assets 2015: $235,998Liabilities 2015: $0Net Assets 2015: $235,9982015Assets 2016: $189,019Liabilities 2016: $0Net Assets 2016: $189,0192016Assets 2017: $156,674Liabilities 2017: $0Net Assets 2017: $156,6742017Assets 2018: $218,729Liabilities 2018: $0Net Assets 2018: $218,7292018Assets 2019: $166,415Liabilities 2019: $0Net Assets 2019: $166,4152019Assets 2020: $161,593Liabilities 2020: $0Net Assets 2020: $161,5932020Assets 2021: $256,307Liabilities 2021: $0Net Assets 2021: $256,3072021Assets 2022: $232,428Liabilities 2022: $0Net Assets 2022: $232,4282022Assets 2023: $222,352Liabilities 2023: $0Net Assets 2023: $222,3522023Assets 2024: $229,208Liabilities 2024: $0Net Assets 2024: $229,2082024

Highlighted filing

2024

Assets$229,208
Liabilities$0
Net Assets$229,208

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2011: $20,1622011Expenses 2012: $6502012Revenue 2013: $5,272Expenses 2013: $28,940Net Income 2013: -$23,6682013Revenue 2014: $7,215Expenses 2014: $41,148Net Income 2014: -$33,9332014Revenue 2015: $104,335Expenses 2015: $10,755Net Income 2015: $93,5802015Revenue 2016: $6,960Expenses 2016: $54,850Net Income 2016: -$47,8902016Revenue 2017: $4,466Expenses 2017: $36,811Net Income 2017: -$32,3452017Revenue 2018: $105,432Expenses 2018: $43,350Net Income 2018: $62,0822018Revenue 2019: $4,780Expenses 2019: $57,055Net Income 2019: -$52,2752019Revenue 2020: $3,229Expenses 2020: $8,048Net Income 2020: -$4,8192020Revenue 2021: $102,679Expenses 2021: $7,965Net Income 2021: $94,7142021Revenue 2022: $4,121Expenses 2022: $28,000Net Income 2022: -$23,8792022Revenue 2023: $6,481Expenses 2023: $16,557Net Income 2023: -$10,0762023Revenue 2024: $6,946Expenses 2024: $90Net Income 2024: $6,8562024

Highlighted filing

2024

Revenue$6,946
Expenses$90
Net Income$6,856

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.07$0.00$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.06$0.17$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.04$0.28$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.03$0.08$0.95
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05$0.57$0.52
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.05$0.43$0.62
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.04$0.37$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.07$0.55$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$1.04$0.11$0.94
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07$0.41$0.34
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.05$0.29$0.24
2012Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E KINGTrustee-$0--
PHOEBE A WESELEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kingweseley Family Charitable Trust
EIN
20-8531157
Phone
9082349059
Address
2522 WINDSOR WAY COURT, WELLINGTON, FL 33414

Signing Officer

Name
David E King
Title
Trustee
Phone
9082349059
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Richard Dauman
Phone
6462135100
Raw XML Appendix258 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt094
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0112
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0112
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID E KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09082349059
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KINGWESELEY FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID E KING
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0208531157
ReturnHeader/Filer/PhoneNum09082349059
ReturnHeader/Filer/USAddress/AddressLine1Txt02522 WINDSOR WAY COURT
ReturnHeader/Filer/USAddress/CityNm0WELLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033414
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD DAUMAN
ReturnHeader/ReturnTs02025-05-12T10:13:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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