Civic Intelligence

Annette Weuthrick Charitable Trust

990PF • Fiscal year 2022 • EIN 65-6138942

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization Profile
5745 SW 75th St 363Gainesville, FL 32608

(352) 448-4500

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

305%

Higher net margin than 99% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$12,849

Higher top officer pay than 66% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

14th percentile

-15%

Faster asset growth than 14% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$687,010

Down $119,257 (-15%) from 2021

Net Assets

Down

$687,010

Down $119,257 (-15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$39,146

Down $143,798 (-137%) from 2021

Expenses

Down

$80,111

Down $19,721 (-20%) from 2021

Net Income

Down

-$119,257

Down $124,077 (-2574%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$1.0M$500K$0Assets 2011: $873,837Liabilities 2011: $02011Assets 2012: $891,256Liabilities 2012: $02012Assets 2013: $907,207Liabilities 2013: $0Net Assets 2013: $907,2072013Assets 2014: $940,099Liabilities 2014: $0Net Assets 2014: $940,0992014Assets 2015: $973,200Liabilities 2015: $0Net Assets 2015: $973,2002015Assets 2017: $955,539Liabilities 2017: $0Net Assets 2017: $955,5392017Assets 2018: $970,585Liabilities 2018: $0Net Assets 2018: $970,5852018Assets 2019: $949,031Liabilities 2019: $0Net Assets 2019: $949,0312019Assets 2020: $801,447Liabilities 2020: $0Net Assets 2020: $801,4472020Assets 2021: $806,267Liabilities 2021: $0Net Assets 2021: $806,2672021Assets 2022: $687,010Liabilities 2022: $0Net Assets 2022: $687,0102022Assets 2023: $654,542Liabilities 2023: $12023Assets 2024: $593,987Liabilities 2024: $0Net Assets 2024: $593,9872024

Highlighted filing

2022

Assets$687,010
Liabilities$0
Net Assets$687,010
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $74,918Expenses 2011: $37,607Net Income 2011: $37,3112011Revenue 2012: $65,172Expenses 2012: $47,753Net Income 2012: $17,4192012Revenue 2013: $55,306Expenses 2013: $39,355Net Income 2013: $15,9512013Revenue 2014: $97,515Expenses 2014: $64,623Net Income 2014: $32,8922014Revenue 2015: $80,290Expenses 2015: $47,189Net Income 2015: $33,1012015Revenue 2017: $63,336Expenses 2017: $81,138Net Income 2017: -$17,8022017Revenue 2018: $77,268Expenses 2018: $62,222Net Income 2018: $15,0462018Revenue 2019: $57,572Expenses 2019: $79,126Net Income 2019: -$21,5542019Revenue 2020: $44,944Expenses 2020: $192,528Net Income 2020: -$147,5842020Revenue 2021: $104,652Expenses 2021: $99,832Net Income 2021: $4,8202021Revenue 2022: -$39,146Expenses 2022: $80,111Net Income 2022: -$119,2572022Revenue 2023: $47,293Expenses 2023: $79,761Net Income 2023: -$32,4682023Revenue 2024: $58,713Expenses 2024: $119,268Net Income 2024: -$60,5552024

Highlighted filing

2022

Revenue-$39,146
Expenses$80,111
Net Income-$119,257
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN A CANGRO BELOTrusteePT$12,849-$12,849
Filing and Contact Details

Filer

Filer Name
Annette Weuthrick Charitable Trust
EIN
65-6138942
Phone
3524484500
Address
5745 SW 75TH ST 363, GAINESVILLE, FL 32608

Signing Officer

Name
Marilyn a Cangro Belo
Title
Executive Director
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
William R Cranshaw CPA
Address
398 E Dania Beach Blvd Ste 388, Dania, FL 33004
Preparer
William R Cranshaw
Phone
3053322079
Raw XML Appendix361 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/RecipientPersonNm2MIAMI RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PACE CENTER FOR GIRLS - ALACHUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CHILD ADVOCACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4500 E UNIVERSITY AVE STE A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt080262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0116842
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011469
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt080262
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08320
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08320
TaxesSchedule/TaxesDetail/Amt01292
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01292
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/PersonNm0MARILYN A CANGRO BELO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNETTE WEUTHRICK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0656138942
ReturnHeader/Filer/PhoneNum03524484500
ReturnHeader/Filer/USAddress/AddressLine1Txt05745 SW 75TH ST 363
ReturnHeader/Filer/USAddress/CityNm0GAINESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William R Cranshaw CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0398 E Dania Beach Blvd Ste 388
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dania
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033004
ReturnHeader/PreparerPersonGrp/PhoneNum03053322079
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R CRANSHAW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-07T12:11:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARILYN A CANGRO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BELO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$687,010
Liabilities
$0
Net assets
$687,010
Revenue
-$39,146
Expenses
$80,111
Net income
-$119,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.59$1.19$0.61
2023Summary only. Only limited summary data is available for this year.$6.55$0.00$0.47$0.80$0.32
2022Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.39$0.80$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.06$0.00$8.06$1.05$1.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.45$1.93$1.48
2019Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.58$0.79$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.71$0.00$9.71$0.77$0.62$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.56$0.00$9.56$0.63$0.81$0.18
2015Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.80$0.47$0.33
2014Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.98$0.65$0.33
2013Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.55$0.39$0.16
2012Summary only. Only limited summary data is available for this year.$8.91$0.00$0.65$0.48$0.17
2011Summary only. Only limited summary data is available for this year.$8.74$0.00$0.75$0.38$0.37
Peer Organizations

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