Civic Intelligence

The Winton Charitable Trust

990PF • Fiscal year 2023 • EIN 47-6665112

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
930 S 336th St Ste BFederal Way, WA 98003

(253) 670-9193

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

12th percentile

-59%

Higher net margin than 12% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-4.8%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,103,761

Up $167,419 (+18%) from 2022

Net Assets

Up

$1,103,761

Up $167,419 (+18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$31,612

Down $1,598 (-4.8%) from 2022

Expenses

Down

$50,138

Down $19,346 (-28%) from 2022

Net Income

Up

-$18,526

Up $17,748 (+49%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2023

Assets$1,103,761
Liabilities$0
Net Assets$1,103,761
Open 2023 Filing

Operations Trend

Revenue Growth32nd 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

2023

Revenue$31,612
Expenses$50,138
Net Income-$18,526
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th 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
930 S 336TH ST STE B, FEDERAL WAY, WA 98003

Signing Officer

Name
Don Winton
Title
Trustee
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Sound Advisors LLC
Address
2518 Bridgeport Way West, University Place, WA 98466
Preparer
Jay Johnson
Phone
2535656766
Raw XML Appendix331 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/PersonNm0DON WINTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MULTI SERVICE CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALSAC-ST JUDES CHILDRENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SWEDISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SEATTLE HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MULTI SERVICE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WHITE CENTER FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 S 336TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 S 336TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4747 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt513212 SE EASTGATE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610829 8TH AVE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71200 S 336TH ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BELLEVUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298383
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd798003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048194
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/AppliedToCurrentYearAmt01303
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt048159
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051551
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049462
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050248
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt048159
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
TaxesSchedule/TaxesDetail/Amt0453
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0453
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DON WINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WINTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0476665112
ReturnHeader/Filer/PhoneNum02536709193
ReturnHeader/Filer/USAddress/AddressLine1Txt0930 S 336TH ST STE B
ReturnHeader/Filer/USAddress/CityNm0FEDERAL WAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883623716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sound Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02518 Bridgeport Way West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0University Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098466
ReturnHeader/PreparerPersonGrp/PhoneNum02535656766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay Johnson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-09T13:13:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINTON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,103,761
Liabilities
$0
Net assets
$1,103,761
Revenue
$31,612
Expenses
$50,138
Net income
-$18,526
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