Civic Intelligence

The Winchester Foundation

990PF • Fiscal year 2016 • EIN 23-7422941

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
8335 Allision Pointe Trail Suite 30Indianapolis, IN 46250

(765) 584-3501

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

32nd percentile

-5.1%

Higher net margin than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$27,559

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-31%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,976,507

Down $38,303 (-1.0%) from 2015

Net Assets

Down

$3,976,507

Down $13,303 (-0.3%) from 2015

Liabilities

Down

$0

Down $25,000 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin32nd percentile

Revenue

Down

$258,856

Down $117,186 (-31%) from 2015

Expenses

Down

$272,159

Down $38,464 (-12%) from 2015

Net Income

Down

-$13,303

Down $78,722 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2016

Assets$3,976,507
Liabilities$0
Net Assets$3,976,507
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

2016

Revenue$258,856
Expenses$272,159
Net Income-$13,303
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLD NATIONAL TRUSTTrustee-$27,559-$27,559
CHRIS L TALLEYChairman-$0--
TERRI E MATCHETTSecretary-$0--
RUTH CONNOLLYTrustee-$0--
HELEN GARLOTTETrustee-$0--
DANE STARBUCKTrustee-$0--
Meeks CockerillTrustee-$0--
Kathryn KennisonTrustee-$0--
Cathy StephenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Winchester Foundation
EIN
23-7422941
In Care Of
% LIBERTY FUND
Phone
7655843501
Address
8335 Allision Pointe Trail Suite 30, INDIANAPOLIS, IN 46250

Signing Officer

Name
Chris L Tally
Title
Chairman
Phone
7657477550
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Raw XML AppendixShowing 400 of 412 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Meeks Cockerill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Kathryn Kennison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Cathy Stephen
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2850 VILLAGE DRIVE EAST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4100 S MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5320 SOUTH HIGH STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt78335 Allision Pointe Trail
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04692916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04767934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04560497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04353181
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.272686
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0267675
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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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/RelyingCurrentNtcDsstrAsst1Ind0X
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/AddressLine1Txt08335 ALIISON POINTE TRAIL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIANAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046250
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LIBERTY FUND
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/Amt0253129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS CITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047394
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0253129
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/AppliedToCurrentYearAmt0217002
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0217002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0147834
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030938
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0270016
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053014
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0185814
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0132800
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011903
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11686
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST AND DIVIDENDS REC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL EXCISE TAX REFUNDABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010608
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14596
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010608
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14596
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02696
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1935
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02696
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1935
TaxesSchedule/TaxesDetail/Amt02340
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS L TALLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07657477550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Winchester Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WINC
ReturnHeader/Filer/EIN0237422941
ReturnHeader/Filer/InCareOfNm0% LIBERTY FUND
ReturnHeader/Filer/PhoneNum07655843501
ReturnHeader/Filer/USAddress/AddressLine1Txt08335 Allision Pointe Trail Suite 30
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046250
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A9B4FD8229857BB9F12EE6EB757608E52514E8F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE84B15E8AAC3117FE43EE989F958055A29C882F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043033020171305000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.22.227.161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,976,507
Liabilities
$0
Net assets
$3,976,507
Revenue
$258,856
Expenses
$272,159
Net income
-$13,303
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