Civic Intelligence

The Winchester Foundation

990PF • Fiscal year 2014 • EIN 23-7422941

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

8335 Allison Pointe TrailSuite 3000Indianapolis, IN 46250

(765) 584-3501

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$28,525

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

61st percentile

4.6%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

8.2%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,925,178

Up $172,668 (+4.6%) from 2013

Net Assets

Up

$3,924,391

Up $176,008 (+4.7%) from 2013

Liabilities

Down

$787

Down $3,340 (-81%) from 2013

Revenue

Up

$462,656

Up $35,222 (+8.2%) from 2013

Expenses

Up

$286,648

Up $18,118 (+6.7%) from 2013

Net Income

Up

$176,008

Up $17,104 (+11%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$3,925,178
Liabilities$787
Net Assets$3,924,391

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$462,656
Expenses$286,648
Net Income$176,008
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLD NATIONAL TRUSTTrustee-$28,525-$28,525
CHRIS L TALLEYChairman-$0--
TERRI E MATCHETTSecretary-$0--
RUTH CONNOLLYTrustee-$0--
HELEN GARLOTTETrustee-$0--
DANE STARBUCKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULEGENERAL-VARIOUS CITIES, IN, US$237,618
Filing and Contact Details

Filer

Filer Name
The Winchester Foundation
EIN
23-7422941
In Care Of
% OLD NATIONAL TRUST
Phone
7655843501
Address
8335 ALLISON POINTE TRAIL, Suite 3000, INDIANAPOLIS, IN 46250

Signing Officer

Name
Chris L Talley
Title
Chairman
Phone
7655843501
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
7655843501
Raw XML Appendix366 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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0260386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0264756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0235835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0244567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0251528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0213914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0209712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04767934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04560497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04353181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04339549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04161544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03758056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0252236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.273062
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0252236
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0252236
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0252236
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0320 SOUTH HIGH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Muncie
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047305
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0OLD NATIONAL TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum07657477550
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR CHRIS TALLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03178420880
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08335 Allision Pointe Trail Ste 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd046250
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0237618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS ADDRESSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047394
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0237618
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0229657
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0229657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08709
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0116072
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030938
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08709
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0252236
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022579
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0139467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0116888
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt014526
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST AND DIVIDENDS REC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt012926
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt012926
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0935
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1680
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0935
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1680
TaxesSchedule/TaxesDetail/Amt08740
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS L TALLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07655843501
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Winchester Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WINC
ReturnHeader/Filer/EIN0237422941
ReturnHeader/Filer/InCareOfNm0% OLD NATIONAL TRUST
ReturnHeader/Filer/PhoneNum07655843501
ReturnHeader/Filer/USAddress/AddressLine1Txt08335 ALLISON POINTE TRAIL
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 3000
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum07655843501
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE B FISHBACK
ReturnHeader/ReturnTs02015-05-13T12:05:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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