Civic Intelligence

Weaver Witwer Charitable Trust Charitable

990PF • Fiscal year 2024 • EIN 42-6293607

Feb 01, 2023 to Jan 31, 2024 • Filed on Jun 03, 2024

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

3rd percentile

-136%

Higher net margin than 3% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$83,356

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

17th percentile

-4.6%

Faster asset growth than 17% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,235,618

Down $444,549 (-4.6%) from 2023

Net Assets

Down

$9,235,618

Down $444,549 (-4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin3rd percentile

Revenue

Down

$315,927

Down $538,361 (-63%) from 2023

Expenses

Down

$744,810

Down $94,818 (-11%) from 2023

Net Income

Down

-$428,883

Down $443,543 (-3026%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$15M$10M$5.0M$0Assets 2012: $8,850,277Liabilities 2012: $02012Assets 2013: $8,923,248Liabilities 2013: $150,9532013Assets 2014: $8,998,060Liabilities 2014: $02014Assets 2015: $10,164,985Liabilities 2015: $02015Assets 2016: $9,941,083Liabilities 2016: $02016Assets 2019: $9,690,057Liabilities 2019: $02019Assets 2020: $9,514,981Liabilities 2020: $0Net Assets 2020: $9,514,9812020Assets 2021: $9,350,202Liabilities 2021: $0Net Assets 2021: $9,350,2022021Assets 2022: $9,668,301Liabilities 2022: $0Net Assets 2022: $9,668,3012022Assets 2023: $9,680,167Liabilities 2023: $0Net Assets 2023: $9,680,1672023Assets 2024: $9,235,618Liabilities 2024: $0Net Assets 2024: $9,235,6182024Assets 2025: $9,324,004Liabilities 2025: $0Net Assets 2025: $9,324,0042025

Highlighted filing

2024

Assets$9,235,618
Liabilities$0
Net Assets$9,235,618
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2012: $506,817Expenses 2012: $633,556Net Income 2012: -$126,7392012Revenue 2013: $392,334Expenses 2013: $470,316Net Income 2013: -$77,9822013Revenue 2014: $817,738Expenses 2014: $591,973Net Income 2014: $225,7652014Revenue 2015: $1,819,733Expenses 2015: $652,808Net Income 2015: $1,166,9252015Revenue 2016: $403,735Expenses 2016: $627,637Net Income 2016: -$223,9022016Revenue 2019: $428,517Expenses 2019: $635,292Net Income 2019: -$206,7752019Revenue 2020: $488,417Expenses 2020: $636,070Net Income 2020: -$147,6532020Revenue 2021: $449,580Expenses 2021: $633,763Net Income 2021: -$184,1832021Revenue 2022: $1,012,579Expenses 2022: $661,528Net Income 2022: $351,0512022Revenue 2023: $854,288Expenses 2023: $839,628Net Income 2023: $14,6602023Revenue 2024: $315,927Expenses 2024: $744,810Net Income 2024: -$428,8832024Revenue 2025: $856,261Expenses 2025: $756,916Net Income 2025: $99,3452025

Highlighted filing

2024

Revenue$315,927
Expenses$744,810
Net Income-$428,883
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Jun 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$83,356-$83,356
Filing and Contact Details

Filer

Filer Name
Weaver Witwer Charitable Trust Charitable
EIN
42-6293607
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm875513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1087612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1289151E109 TOTALENERGIES SE -SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13892356106 TRACTOR SUPPLY CO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1791324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1830303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2145866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2346625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2556501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2658933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2800287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3025243Q205 DIAGEO PLC - ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3392826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3494106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37H2906T109 GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3802079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4209247X101 BLACKROCK INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23132DWED1 FHLMC POOL #SD8232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33133KHUX2 FHLMC POOL #RA2398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43133KPN95 FHLMC POOL #RA7616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53140QLMX1 FNMA POOL #CB1273
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113140XCM54 FNMA POOL #FM8479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1231641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1336255NAS4 GS MORTGAGE SECURITI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14722005667 PIMCO COMMODITY REAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1690276RBD9 UBS COMMERCIAL MORTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1778463X863 SPDR DJ WILSHIRE INT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1931329NJ74 FHLMC POOL #ZA4786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt203136AL7C9 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt213138ERPS3 FNMA POOL #AL9432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223138WFRH1 FNMA POOL #AS5887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt233138WJYD4 FNMA POOL #AS8807
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt253140JG2Z7 FNMA POOL #BN0791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2631417GBT2 FNMA POOL #AB9049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2746137V589 INVESCO GLOBAL LISTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3000143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31256206103 DODGE & COX INTL STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3227831R108 EV GLBL MACR ABS RTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3364128R608 NEUBERGER BERMAN LON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,235,618
Liabilities
$0
Net assets
$9,235,618
Revenue
$315,927
Expenses
$744,810
Net income
-$428,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.86$0.76$0.10
2024Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.32$0.74$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.68$0.00$9.68$0.85$0.84$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.67$0.00$9.67$1.01$0.66$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.35$0.00$9.35$0.45$0.63$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.51$0.00$9.51$0.49$0.64$0.15
2019Summary only. Only limited summary data is available for this year.$9.69$0.00$0.43$0.64$0.21
2016Summary only. Only limited summary data is available for this year.$9.94$0.00$0.40$0.63$0.22
2015Summary only. Only limited summary data is available for this year.$10.2$0.00$1.82$0.65$1.17
2014Summary only. Only limited summary data is available for this year.$9.00$0.00$0.82$0.59$0.23
2013Summary only. Only limited summary data is available for this year.$8.92$0.15$0.39$0.47$0.08
2012Summary only. Only limited summary data is available for this year.$8.85$0.00$0.51$0.63$0.13