Civic Intelligence

The Winton Charitable Trust

990PF • Fiscal year 2015 • EIN 47-6665112

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
27740 10th Avenue SouthDes Moines, WA 98198

(253) 670-9193

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

98th percentile

230%

Faster asset growth than 98% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

112%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$788,637

Up $549,987 (+230%) from 2014

Net Assets

$788,637

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin98th percentile

Revenue

Up

$508,763

Up $268,238 (+112%) from 2014

Expenses

Up

$15,301

Up $15,301 from 2014

Net Income

Up

$493,462

Up $252,937 (+105%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $238,650Liabilities 2014: $02014Assets 2015: $788,637Liabilities 2015: $0Net Assets 2015: $788,6372015Assets 2016: $812,981Liabilities 2016: $0Net Assets 2016: $812,9812016Assets 2017: $891,846Liabilities 2017: $0Net Assets 2017: $891,8462017Assets 2018: $833,775Liabilities 2018: $0Net Assets 2018: $833,7752018Assets 2019: $1,006,866Liabilities 2019: $0Net Assets 2019: $1,006,8662019Assets 2020: $1,040,296Liabilities 2020: $0Net Assets 2020: $1,040,2962020Assets 2021: $1,344,152Liabilities 2021: $0Net Assets 2021: $1,344,1522021Assets 2022: $936,342Liabilities 2022: $0Net Assets 2022: $936,3422022Assets 2023: $1,103,761Liabilities 2023: $0Net Assets 2023: $1,103,7612023Assets 2024: $1,274,228Liabilities 2024: $0Net Assets 2024: $1,274,2282024

Highlighted filing

2015

Assets$788,637
Liabilities$0
Net Assets$788,637
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $240,525Expenses 2014: $0Net Income 2014: $240,5252014Revenue 2015: $508,763Expenses 2015: $15,301Net Income 2015: $493,4622015Revenue 2016: $32,254Expenses 2016: $44,317Net Income 2016: -$12,0632016Revenue 2017: $62,045Expenses 2017: $25,437Net Income 2017: $36,6082017Revenue 2018: $19,008Expenses 2018: $39,428Net Income 2018: -$20,4202018Revenue 2019: -$16,417Expenses 2019: $48,889Net Income 2019: -$65,3062019Revenue 2020: $24,306Expenses 2020: $49,735Net Income 2020: -$25,4292020Revenue 2021: $26,944Expenses 2021: $47,754Net Income 2021: -$20,8102021Revenue 2022: $33,210Expenses 2022: $69,484Net Income 2022: -$36,2742022Revenue 2023: $31,612Expenses 2023: $50,138Net Income 2023: -$18,5262023Revenue 2024: $34,004Expenses 2024: $52,378Net Income 2024: -$18,3742024

Highlighted filing

2015

Revenue$508,763
Expenses$15,301
Net Income$493,462
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON WINTONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Winton Charitable Trust
EIN
47-6665112
Phone
2536709193
Address
27740 10TH AVENUE SOUTH, DES MOINES, WA 98198

Signing Officer

Name
Don Winton
Title
Trustee
Phone
2536709193
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1700, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML Appendix330 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DON WINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE MINISTRY'S VISION OF SUPPORTING MEN TRANSITIONING FROM PRISON.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOUSE OF MERCY MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC: 509(A)(1) OR (A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022604 16TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098198
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014655
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0646
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015301
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017479
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0646
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DON WINTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt027740 10TH AVENUE SOUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DES MOINES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098198
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0446320
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0446320
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-01-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0276
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0276
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt056525
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON WINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02536709193
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WINTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0476665112
ReturnHeader/Filer/PhoneNum02536709193
ReturnHeader/Filer/USAddress/AddressLine1Txt027740 10TH AVENUE SOUTH
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098198
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK NUBER PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 4TH STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254544919
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER BECKER HARRIS
ReturnHeader/ReturnTs02016-05-13T13:04:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$788,637
Liabilities
$0
Net assets
$788,637
Revenue
$508,763
Expenses
$15,301
Net income
$493,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.02$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.03$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.51$0.02$0.49
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.00$0.24