Civic Intelligence

The Winchester Foundation

990PF • Fiscal year 2018 • EIN 23-7422941

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

120 West Washington StreetWinchester, IN 47394

(765) 584-9077

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$31,173

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

63rd percentile

4.2%

Faster asset growth than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

9.0%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$4,263,695

Up $172,971 (+4.2%) from 2017

Net Assets

Up

$4,262,200

Up $171,476 (+4.2%) from 2017

Liabilities

Up

$1,495

Up $1,495 from 2017

Revenue

Up

$447,799

Up $36,932 (+9.0%) from 2017

Expenses

Down

$276,323

Down $20,327 (-6.9%) from 2017

Net Income

Up

$171,476

Up $57,259 (+50%) from 2017

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

2018

Assets$4,263,695
Liabilities$1,495
Net Assets$4,262,200

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

2018

Revenue$447,799
Expenses$276,323
Net Income$171,476
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLD NATIONAL TRUSTTrustee-$31,173-$31,173
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--
Michael WickershamTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Winchester Foundation
EIN
23-7422941
In Care Of
% LIBERTY FUND
Phone
7655849077
Address
120 West Washington Street, WINCHESTER, IN 47394

Signing Officer

Name
Chris L Tally
Title
Chairman
Phone
7655849077
Signed
2019-05-15
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 441 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/PersonNm0CHRIS L TALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TERRI E MATCHETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RUTH CONNOLLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HELEN GARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DANE STARBUCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5OLD NATIONAL TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Meeks Cockerill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Kathryn Kennison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Cathy Stephen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Michael Wickersham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2850 VILLAGE DRIVE EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37440 N SHADELAND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6120 West Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7120 West Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8120 West Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9120 West Washington Street
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8WINCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9WINCHESTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9IN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd747394
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0259614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0262277
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0235835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057477
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02697
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04563171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04386862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04692916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04767934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04560497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0242872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.277037
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0242872
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0242872
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0242872
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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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 FROM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR CHRIS TALLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07652776152
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0120 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINCHESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd047394
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0213439
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
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0226450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015866
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0159254
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016422
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022579
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0175120
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0158698
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Larry E Fast
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06621 Westerly Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Gainesville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030506
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt012178
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1756
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST AND DIVIDENDS REC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL EXCISE TAX REFUNDABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011123
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011123
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELANEOUS EXPENSE

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