Civic Intelligence

The Winchester Foundation

EIN 23-7422941 • Winchester, IN

120 W Washington StWinchester, IN 47394
Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.26x

Higher debt load relative to revenue than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

32nd percentile

-1.9%

Faster revenue growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$4,855,540

Up $1,882 (+0.0%) from 2023

Liabilities

Down

$67,199

Down $1,751 (-2.5%) from 2023

Net Assets

Up

$4,788,341

Up $3,633 (+0.1%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin44th percentile

Revenue

Up

$255,533

Up $299,779 (+678%) from 2023

Expenses

Down

$251,900

Down $6,410 (-2.5%) from 2023

Net Income

Up

$3,633

Up $306,189 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,721,242Liabilities 2010: $1,457Net Assets 2010: $3,719,7852010Assets 2013: $3,752,510Liabilities 2013: $4,127Net Assets 2013: $3,748,3832013Assets 2014: $3,925,178Liabilities 2014: $787Net Assets 2014: $3,924,3912014Assets 2015: $4,014,810Liabilities 2015: $25,000Net Assets 2015: $3,989,8102015Assets 2016: $3,976,507Liabilities 2016: $0Net Assets 2016: $3,976,5072016Assets 2017: $4,090,724Liabilities 2017: $0Net Assets 2017: $4,090,7242017Assets 2018: $4,263,695Liabilities 2018: $1,495Net Assets 2018: $4,262,2002018Assets 2019: $4,263,405Liabilities 2019: $65,000Net Assets 2019: $4,198,4052019Assets 2020: $4,195,521Liabilities 2020: $118,536Net Assets 2020: $4,076,9852020Assets 2021: $5,105,367Liabilities 2021: $72,858Net Assets 2021: $5,032,5092021Assets 2022: $5,114,322Liabilities 2022: $27,058Net Assets 2022: $5,087,2642022Assets 2023: $4,853,658Liabilities 2023: $68,950Net Assets 2023: $4,784,7082023Assets 2024: $4,855,540Liabilities 2024: $67,199Net Assets 2024: $4,788,3412024

Highlighted filing

2024

Assets$4,855,540
Liabilities$67,199
Net Assets$4,788,341
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $232,3132010Revenue 2013: $427,434Expenses 2013: $268,530Net Income 2013: $158,9042013Revenue 2014: $462,656Expenses 2014: $286,648Net Income 2014: $176,0082014Revenue 2015: $376,042Expenses 2015: $310,623Net Income 2015: $65,4192015Revenue 2016: $258,856Expenses 2016: $272,159Net Income 2016: -$13,3032016Revenue 2017: $410,867Expenses 2017: $296,650Net Income 2017: $114,2172017Revenue 2018: $447,799Expenses 2018: $276,323Net Income 2018: $171,4762018Revenue 2019: $320,708Expenses 2019: $384,503Net Income 2019: -$63,7952019Revenue 2020: $263,506Expenses 2020: $384,926Net Income 2020: -$121,4202020Revenue 2021: $1,274,528Expenses 2021: $319,004Net Income 2021: $955,5242021Revenue 2022: $265,564Expenses 2022: $210,809Net Income 2022: $54,7552022Revenue 2023: -$44,246Expenses 2023: $258,310Net Income 2023: -$302,5562023Revenue 2024: $255,533Expenses 2024: $251,900Net Income 2024: $3,6332024

Highlighted filing

2024

Revenue$255,533
Expenses$251,900
Net Income$3,633
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,855,540
Liabilities
$67,199
Net assets
$4,788,341
Revenue
$255,533
Expenses
$251,900
Net income
$3,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.07$4.79$0.26$0.25$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.85$0.07$4.78$0.04$0.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$5.11$0.03$5.09$0.27$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.11$0.07$5.03$1.27$0.32$0.96
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.12$4.08$0.26$0.38$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.07$4.20$0.32$0.38$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.45$0.28$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.41$0.30$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.26$0.27$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.01$0.03$3.99$0.38$0.31$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.92$0.46$0.29$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.43$0.27$0.16
2010Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2024
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS TALLEYChairman-$0--
CATHY STEPHEN MILLERTreasurer-$0--
LUKE ROWLESSecretary-$0--
KATHRYN KENNISONTrustee-$0--
MIKE WICKERSHAMTrustee-$0--
DANE STARBUCKTrustee-$0--
MEEKS COCKERILLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Winchester Foundation
EIN
23-7422941
Phone
7655849077
Address
120 W WASHINGTON ST, WINCHESTER, IN 47394

Signing Officer

Name
Chris Talley
Title
Chairman
Phone
7655849077
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Estep Burkey Simmons LLC
Address
PO BOX 42, MUNCIE, IN 47308-0042
Preparer
Patrick W Burkey
Phone
7652847554
Raw XML AppendixShowing 400 of 518 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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