Civic Intelligence

Trust Estate - Joseph L Lewith Deceased

EIN 91-6061781 • Bainbridge Island, WA

4630 Blakely Court East NEBainbridge Island, WA 98110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

6th percentile

-82%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

44th percentile

$72,609

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

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

Asset Growth

21st percentile

-3.7%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,233,894

Down $359,303 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$9,233,894

Down $359,303 (-3.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$437,925

Up $67,580 (+18%) from 2023

Expenses

Up

$797,228

Up $151,867 (+24%) from 2023

Net Income

Down

-$359,303

Down $84,287 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $1,351,018Liabilities 2010: $1Net Assets 2010: $1,351,0172010Assets 2011: $1,295,883Liabilities 2011: $2,793Net Assets 2011: $1,293,0902011Assets 2012: $11,140,449Liabilities 2012: $2,814Net Assets 2012: $11,137,6352012Assets 2013: $11,646,393Liabilities 2013: $5,775Net Assets 2013: $11,640,6182013Assets 2014: $11,637,197Liabilities 2014: $9382014Assets 2015: $11,196,122Liabilities 2015: $2912015Assets 2018: $11,775,907Liabilities 2018: $0Net Assets 2018: $11,775,9072018Assets 2019: $11,328,583Liabilities 2019: $0Net Assets 2019: $11,328,5832019Assets 2020: $11,380,037Liabilities 2020: $0Net Assets 2020: $11,380,0372020Assets 2021: $11,195,908Liabilities 2021: $0Net Assets 2021: $11,195,9082021Assets 2022: $9,868,213Liabilities 2022: $0Net Assets 2022: $9,868,2132022Assets 2023: $9,593,197Liabilities 2023: $0Net Assets 2023: $9,593,1972023Assets 2024: $9,233,894Liabilities 2024: $0Net Assets 2024: $9,233,8942024

Highlighted filing

2024

Assets$9,233,894
Liabilities$0
Net Assets$9,233,894
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $164,3902010Expenses 2011: $201,0982011Expenses 2012: $449,6492012Revenue 2013: $1,426,468Expenses 2013: $923,485Net Income 2013: $502,9832013Revenue 2014: $740,331Expenses 2014: $744,690Net Income 2014: -$4,3592014Revenue 2015: $196,892Expenses 2015: $637,320Net Income 2015: -$440,4282015Revenue 2018: $297,786Expenses 2018: $484,059Net Income 2018: -$186,2732018Revenue 2019: $19,297Expenses 2019: $466,621Net Income 2019: -$447,3242019Revenue 2020: -$361,450Expenses 2020: $815,472Net Income 2020: -$1,176,9222020Revenue 2021: $406,477Expenses 2021: $590,606Net Income 2021: -$184,1292021Revenue 2022: $268,044Expenses 2022: $329,018Net Income 2022: -$60,9742022Revenue 2023: $370,345Expenses 2023: $645,361Net Income 2023: -$275,0162023Revenue 2024: $437,925Expenses 2024: $797,228Net Income 2024: -$359,3032024

Highlighted filing

2024

Revenue$437,925
Expenses$797,228
Net Income-$359,303
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,233,894
Liabilities
$0
Net assets
$9,233,894
Revenue
$437,925
Expenses
$797,228
Net income
-$359,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.44$0.80$0.36
2023Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.37$0.65$0.28
2022Detailed filing. Detailed filing data is available for this year.$9.87$0.00$9.87$0.27$0.33$0.06
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.41$0.59$0.18
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.36$0.82$1.18
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.02$0.47$0.45
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.30$0.48$0.19
2015Summary only. Only limited summary data is available for this year.$11.2$0.00$0.20$0.64$0.44
2014Summary only. Only limited summary data is available for this year.$11.6$0.00$0.74$0.74$0.00
2013Detailed filing. Detailed filing data is available for this year.$11.6$0.01$11.6$1.43$0.92$0.50
2012Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.45
2011Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.29$0.20
2010Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marianne JonesExecutive DirectorPT$70,000$2,609$72,609
Zach AndersonOperations DirectorPT$50,777$4,800$55,577
Anya EdwardsTrusteePT$31,152-$31,152
Filing and Contact Details

Filer

Filer Name
Carrie Lewith Charitable Trust
EIN
91-6061781
Phone
2067076650
Address
4630 Blakely Court East NE, Bainbridge Island, WA 98110

Signing Officer

Name
Anya Edwards
Title
Trustee
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Lawrence & Associates Pllc
Address
200 FIRST AVENUE W SUITE 302, SEATTLE, WA 98119
Preparer
Christopher Gilmore
Phone
2067282727
Raw XML Appendix358 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/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt091799
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01984-08-01
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0748707
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01586572
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0409013
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0156195
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0272657
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0748707
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01586572
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0409013
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0156195
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0272657
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt013783061
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt053137763
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt013086695
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt011721585
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt014546422
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt01923000
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt06585716
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt01682000
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt01509310
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt01471406
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04630 Blakely Court East NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bainbridge Island
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Anya Edwards
IRS990PF/StatementsRegardingActyGrp/PhoneNum04252004205
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OPERATE HOME FOR LOW-INCOME SENIORS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GRANTS AND ASSISTANCE: DIRECT CHARITABLE OUTLAYS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0171464
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0577253
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONOR ADVISED FUND TO SUPPORT HOUSING FOR LOW-INCOME SENIORS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Seattle Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01601 5th Ave 1900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Seattle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0475000
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
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt017490
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt177269
LandEtcSchedule2/LandEtcGrp/BookValueAmt0118918
LandEtcSchedule2/LandEtcGrp/BookValueAmt1525413
LandEtcSchedule2/LandEtcGrp/BookValueAmt220000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0136408
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1602682
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt220000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01923000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Software/Internet
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2373
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42632
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Credit Card Cash Rewards
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0169
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026855
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026855
TaxesSchedule/TaxesDetail/Amt02705
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anya Edwards
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carrie Lewith Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0916061781
ReturnHeader/Filer/PhoneNum02067076650
ReturnHeader/Filer/USAddress/AddressLine1Txt04630 Blakely Court East NE
ReturnHeader/Filer/USAddress/CityNm0Bainbridge Island
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825419537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON LAWRENCE & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 FIRST AVENUE W SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098119
ReturnHeader/PreparerPersonGrp/PhoneNum02067282727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER GILMORE
ReturnHeader/ReturnTs02025-11-13T12:24:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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