Civic Intelligence

Jerrold Van Winter Charitable Foundation

990PF • Fiscal year 2021 • EIN 20-7047342

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 23, 2022

Organization Profile
103 Luckett StreetRockville, MD 20850

(301) 424-8890

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

98th percentile

254%

Faster asset growth than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

3291%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Flat

$12,892,447

Flat from 2021

Net Assets

$12,892,447

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin96th percentile

Revenue

Flat

$10,273,230

Flat from 2021

Expenses

Flat

$1,026,702

Flat from 2021

Net Income

Flat

$9,246,528

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$60M$40M$20M$0Assets 2010: $67,180Liabilities 2010: $0Net Assets 2010: $67,1802010Assets 2011: $1,009,707Liabilities 2011: $02011Assets 2012: $133,110Liabilities 2012: $0Net Assets 2012: $133,1102012Assets 2013: $191,651Liabilities 2013: $0Net Assets 2013: $191,6512013Assets 2014: $1,323,686Liabilities 2014: $0Net Assets 2014: $1,323,6862014Assets 2015: $5,357,648Liabilities 2015: $0Net Assets 2015: $5,357,6482015Assets 2016: $4,336,208Liabilities 2016: $0Net Assets 2016: $4,336,2082016Assets 2017: $4,379,516Liabilities 2017: $0Net Assets 2017: $4,379,5162017Assets 2018: $4,459,188Liabilities 2018: $0Net Assets 2018: $4,459,1882018Assets 2019: $4,358,138Liabilities 2019: $0Net Assets 2019: $4,358,1382019Assets 2020: $3,645,919Liabilities 2020: $0Net Assets 2020: $3,645,9192020Assets 2021: $12,892,447Liabilities 2021: $0Net Assets 2021: $12,892,4472021Assets 2021: $12,892,447Liabilities 2021: $12021Assets 2022: $41,448,154Liabilities 2022: $12022Assets 2023: $42,673,177Liabilities 2023: $12023

Highlighted filing

2021

Assets$12,892,447
Liabilities$0
Net Assets$12,892,447
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $2,057,4402010Revenue 2011: $2,000,077Expenses 2011: $1,057,550Net Income 2011: $942,5272011Expenses 2012: $1,076,7522012Revenue 2013: $1,100,043Expenses 2013: $1,041,502Net Income 2013: $58,5412013Revenue 2014: $2,200,036Expenses 2014: $1,068,001Net Income 2014: $1,132,0352014Revenue 2015: $6,102,462Expenses 2015: $2,068,500Net Income 2015: $4,033,9622015Revenue 2016: $121,060Expenses 2016: $1,142,500Net Income 2016: -$1,021,4402016Revenue 2017: $43,308Expenses 2017: $0Net Income 2017: $43,3082017Revenue 2018: $93,751Expenses 2018: $14,079Net Income 2018: $79,6722018Revenue 2019: $114,156Expenses 2019: $215,206Net Income 2019: -$101,0502019Revenue 2020: $302,987Expenses 2020: $1,015,206Net Income 2020: -$712,2192020Revenue 2021: $10,273,230Expenses 2021: $1,026,702Net Income 2021: $9,246,5282021Revenue 2021: $10,273,230Expenses 2021: $1,026,702Net Income 2021: $9,246,5282021Revenue 2022: $30,574,208Expenses 2022: $2,018,501Net Income 2022: $28,555,7072022Revenue 2023: $2,660,362Expenses 2023: $1,435,339Net Income 2023: $1,225,0232023

Highlighted filing

2021

Revenue$10,273,230
Expenses$1,026,702
Net Income$9,246,528
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 23, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
INGRID CHUATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST COLETTA OF WISCONSINTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATIONPCJEFFERSON, WI, US$1,000,000
Paid GrantWALKING WITH ANTHONYTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATIONPCLOS ANGELES, CA, US$5,000
Paid GrantWALKING WITH ANTHONYTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATIONPCLOS ANGELES, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Jerrold Van Winter Charitable Foundation
EIN
20-7047342
Phone
3014248890
Address
103 LUCKETT STREET, ROCKVILLE, MD 20850

Signing Officer

Name
Ingrid L Chua
Title
Trustee
Phone
3014248890
Signed
2022-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
Raw XML Appendix309 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/TotalGrantOrContriPdDurYrAmt01010000
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/AppliedToCurrentYearAmt0692376
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0692376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0788911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0926710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0926710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01108556
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0319645
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0788911
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01012021
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0319645
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02035266
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01715621
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF JERROLD A VAN WINTER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0103 LUCKET ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROCKVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020850
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
TaxesSchedule/TaxesDetail/Amt06103
TaxesSchedule/TaxesDetail/Amt16557
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16557
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0INGRID L CHUA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03014248890
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERROLD VAN WINTER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0207047342
ReturnHeader/Filer/PhoneNum03014248890
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 LUCKETT STREET
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020850
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 WATER ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08133162300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN BARNETT
ReturnHeader/ReturnTs02022-02-23T08:41:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0INGRID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHUA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,892,447
Liabilities
$0
Net assets
$12,892,447
Revenue
$10,273,230
Expenses
$1,026,702
Net income
$9,246,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$42.7$0.00$2.66$1.44$1.23
2022Summary only. Only limited summary data is available for this year.$41.4$0.00$30.6$2.02$28.6
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$10.3$1.03$9.25
2021Summary only. Only limited summary data is available for this year.$12.9$0.00$10.3$1.03$9.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.30$1.02$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.11$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.09$0.01$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.04$0.00$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$0.12$1.14$1.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$6.10$2.07$4.03
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$2.20$1.07$1.13
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.10$1.04$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.08
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$2.00$1.06$0.94
2010Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.06