Civic Intelligence

Worthington Charitable Trust

990PF • Fiscal year 2018 • EIN 83-2586037

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
8025 State Route 20Port Townsend, WA 98368

(360) 385-7731

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$49,691

No earlier filing loaded for comparison.

Net Assets

$49,691

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

$49,966

No earlier filing loaded for comparison.

Expenses

$275

No earlier filing loaded for comparison.

Net Income

$49,691

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2018: $49,691Liabilities 2018: $0Net Assets 2018: $49,6912018Assets 2019: $90,656Liabilities 2019: $0Net Assets 2019: $90,6562019Assets 2020: $88,977Liabilities 2020: $0Net Assets 2020: $88,9772020Assets 2021: $86,215Liabilities 2021: $0Net Assets 2021: $86,2152021Assets 2022: $85,788Liabilities 2022: $0Net Assets 2022: $85,7882022Assets 2023: $85,778Liabilities 2023: $3,145Net Assets 2023: $82,6332023Assets 2024: $82,008Liabilities 2024: $0Net Assets 2024: $82,0082024

Highlighted filing

2018

Assets$49,691
Liabilities$0
Net Assets$49,691
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2018: $49,966Expenses 2018: $275Net Income 2018: $49,6912018Revenue 2019: $45,646Expenses 2019: $4,681Net Income 2019: $40,9652019Revenue 2020: $3,873Expenses 2020: $5,552Net Income 2020: -$1,6792020Revenue 2021: $3,964Expenses 2021: $6,726Net Income 2021: -$2,7622021Revenue 2022: $5,538Expenses 2022: $5,965Net Income 2022: -$4272022Revenue 2023: $4,543Expenses 2023: $7,698Net Income 2023: -$3,1552023Revenue 2024: $6,080Expenses 2024: $6,705Net Income 2024: -$6252024

Highlighted filing

2018

Revenue$49,966
Expenses$275
Net Income$49,691
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WORTHINGTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Worthington Charitable Trust
EIN
83-2586037
Phone
3603857731
Address
8025 STATE ROUTE 20, PORT TOWNSEND, WA 98368

Signing Officer

Name
James Worthington
Title
Trustee
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Gooding OHara & Mackey PS CPAs
Address
242 Taylor Street, Port Townsend, WA 98368
Preparer
ALDRYTH O'HARA
Phone
3603851040
Raw XML Appendix169 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/InitialReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0787
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02583
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051656
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt052443
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0983689764
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORT TOWNSEND
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0983689764
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES WORTHINGTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum03603857731
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES WORTHINGTON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02583
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0400 SHARES IBM STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0275
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WORTHINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORTHINGTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0832586037
ReturnHeader/Filer/PhoneNum03603857731
ReturnHeader/Filer/USAddress/AddressLine1Txt08025 STATE ROUTE 20
ReturnHeader/Filer/USAddress/CityNm0PORT TOWNSEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098368
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912089644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gooding OHara & Mackey PS CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0242 Taylor Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Townsend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098368
ReturnHeader/PreparerPersonGrp/PhoneNum03603851040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALDRYTH O'HARA
ReturnHeader/ReturnTs02019-05-15T13:28:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,691
Liabilities
$0
Net assets
$49,691
Revenue
$49,966
Expenses
$275
Net income
$49,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.0$0.00$82.0$6.08$6.71$0.63
2023Detailed filing. Detailed filing data is available for this year.$85.8$3.15$82.6$4.54$7.70$3.16
2022Detailed filing. Detailed filing data is available for this year.$85.8$0.00$85.8$5.54$5.97$0.43
2021Detailed filing. Detailed filing data is available for this year.$86.2$0.00$86.2$3.96$6.73$2.76
2020Detailed filing. Detailed filing data is available for this year.$89.0$0.00$89.0$3.87$5.55$1.68
2019Detailed filing. Detailed filing data is available for this year.$90.7$0.00$90.7$45.6$4.68$41.0
2018Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$50.0$0.28$49.7