Civic Intelligence

Wachs-Weingarten Charitable Trust C/O M Wachs Weingarten & B Weingarten Tr

EIN 23-7922107 • Snowmass, CO

PO Box 511 0600 Lake Wildcat RdSnowmass, CO 81654
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

47th percentile

2.6%

Higher net margin than 47% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

46th percentile

1.0%

Faster asset growth than 46% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

220%

Faster revenue growth than 94% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$672,635

Up $6,371 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$672,635

Up $6,371 (+1.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin47th percentile

Revenue

Up

$245,324

Up $168,763 (+220%) from 2023

Expenses

Down

$238,953

Down $33,051 (-12%) from 2023

Net Income

Up

$6,371

Up $201,814 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.0M$500K$0Assets 2020: $857,680Liabilities 2020: $0Net Assets 2020: $857,6802020Assets 2021: $842,972Liabilities 2021: $0Net Assets 2021: $842,9722021Assets 2022: $849,462Liabilities 2022: $0Net Assets 2022: $849,4622022Assets 2023: $666,264Liabilities 2023: $0Net Assets 2023: $666,2642023Assets 2024: $672,635Liabilities 2024: $0Net Assets 2024: $672,6352024

Highlighted filing

2024

Assets$672,635
Liabilities$0
Net Assets$672,635
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $228,539Expenses 2020: $213,617Net Income 2020: $14,9222020Revenue 2021: $45,492Expenses 2021: $59,975Net Income 2021: -$14,4832021Revenue 2022: $447,397Expenses 2022: $204,720Net Income 2022: $242,6772022Revenue 2023: $76,561Expenses 2023: $272,004Net Income 2023: -$195,4432023Revenue 2024: $245,324Expenses 2024: $238,953Net Income 2024: $6,3712024

Highlighted filing

2024

Revenue$245,324
Expenses$238,953
Net Income$6,371
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$672,635
Liabilities
$0
Net assets
$672,635
Revenue
$245,324
Expenses
$238,953
Net income
$6,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$2.45$2.39$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.77$2.72$1.95
2022Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$4.47$2.05$2.43
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.45$0.60$0.14
2020Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$2.29$2.14$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Sep 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE WACHS WEINGARTENTrustee-$0--
BRYAN WEINGARTENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wachs-weingarten Charitable Trust
EIN
23-7922107
Phone
6106871600
Address
PO BOX 511 0600 LAKE WILDCAT RD, SNOWMASS, CO 81654

Signing Officer

Name
Bryan Weingarten
Title
Director
Phone
6106871600
Signed
2025-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Hertz Herson CPA Llp
Address
575 LEXINGTON AVENUE, NEW YORK, NY 10022
Preparer
Brian J Gloznek
Phone
2126867160
Raw XML AppendixShowing 400 of 498 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CHARITABLE CONTRIBUTION
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