Civic Intelligence

Winton Woods Educational Foundation Inc

990EZ • Fiscal year 2020 • EIN 22-3934120

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

825 Waycross Road Ste ACincinnati, OH 45240

(513) 851-9751

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

9.8%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-30%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$139,124

Up $12,404 (+9.8%) from 2019

Net Assets

Up

$139,124

Up $12,404 (+9.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$15,857

Down $6,937 (-30%) from 2019

Expenses

Down

$10,952

Down $7,127 (-39%) from 2019

Net Income

Up

$4,905

Up $190 (+4.0%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $66,180Liabilities 2011: $0Net Assets 2011: $66,1802011Assets 2012: $71,541Liabilities 2012: $02012Assets 2013: $79,155Net Assets 2013: $79,1552013Assets 2014: $93,034Net Assets 2014: $93,0342014Assets 2015: $95,534Net Assets 2015: $95,5342015Assets 2016: $95,740Net Assets 2016: $95,7402016Assets 2017: $113,353Net Assets 2017: $113,3532017Assets 2018: $118,652Net Assets 2018: $118,6522018Assets 2019: $126,720Net Assets 2019: $126,7202019Assets 2020: $139,124Net Assets 2020: $139,1242020Assets 2024: $222,469Net Assets 2024: $222,4692024Assets 2025: $249,339Net Assets 2025: $249,3392025

Highlighted filing

2020

Assets$139,124
Liabilities-
Net Assets$139,124

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $20,995Expenses 2011: $10,825Net Income 2011: $10,1702011Revenue 2012: $12,363Expenses 2012: $7,002Net Income 2012: $5,3612012Revenue 2013: $8,163Expenses 2013: $6,281Net Income 2013: $1,8822013Revenue 2014: $9,994Expenses 2014: $4,850Net Income 2014: $5,1442014Revenue 2015: $9,773Expenses 2015: $4,498Net Income 2015: $5,2752015Revenue 2016: $7,733Expenses 2016: $3,886Net Income 2016: $3,8472016Revenue 2017: $24,804Expenses 2017: $16,975Net Income 2017: $7,8292017Revenue 2018: $15,029Expenses 2018: $17,528Net Income 2018: -$2,4992018Revenue 2019: $22,794Expenses 2019: $18,079Net Income 2019: $4,7152019Revenue 2020: $15,857Expenses 2020: $10,952Net Income 2020: $4,9052020Revenue 2024: $14,951Expenses 2024: $22,538Net Income 2024: -$7,5872024Revenue 2025: $15,896Expenses 2025: $13,168Net Income 2025: $2,7282025

Highlighted filing

2020

Revenue$15,857
Expenses$10,952
Net Income$4,905
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$15,857
Mission and Program Overview

Mission

Promote and enhance educational excellence of the winton woods school district.

Program Services

DescriptionGrantsExpenses
PROVIDE INDIVIDUAL MUSIC LESSONS, PRE-CALCULUS ASSISTANCE WITH ALIGNED PHYSICS CLASSES AND LEADERSHIP ENHANCEMENT PRACTICES TO STUDENTS ENROLLED IN THE WINTON WOODS SCHOOL DISTRICT.-$8,529
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEANNE MONTGOMERYCorrespond S-$0--
CAMERON SEYMOURRecording Se-$0--
LIZ MCCARDLEBoard Member-$0--
RANDY LEMONBoard Member-$0--
MARY LOU AUFMANNBoard Member-$0--
SHAWN HAMILTONBoard Member-$0--
ESSIE STERLINGBoard Member-$0--
ANN STANKIEWICZPresident-$0--
LISA MIDDLEMANVice Preside-$0--
JOHN PENNYCUFFTreasurer-$0--
EILEEN MANNIRABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Winton Woods Educational Foundation
EIN
22-3934120
Address
825 WAYCROSS ROAD STE A, CINCINNATI, OH 45240

Signing Officer

Name
John Pennycuff
Title
Treasurer
Phone
5138519751
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Stephenson and Warner Inc Cpas
Address
1502 UNIVERSITY BLVD STE E, HAMILTON, OH 45011-3300
Preparer
Larry F Warner Ii CPA
Phone
5138688600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising/website 1,555 office expense 98 ohio registration 100 grants 3,398 instruments 1,640 voice lessons 3,391 total 10,182

Form 990-ez, Part I, Line 20

Unrealized gains on investments 7,499

Form 990-ez, Part III

Promote and enhance educational excellence of the winton woods school district.

Raw XML Appendix177 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CORRESPOND S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt07499
IRS990EZ/OtherExpensesTotalAmt010182
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING/WEBSITE 1,555 OFFICE EXPENSE 98 OHIO REGISTRATION 100 GRANTS 3,398 INSTRUMENTS 1,640 VOICE LESSONS 3,391 TOTAL 10,182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS ON INVESTMENTS 7,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROMOTE AND ENHANCE EDUCATIONAL EXCELLENCE OF THE WINTON WOODS SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05138519751
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINTON WOODS EDUCATIONAL FOUNDATION
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ReturnHeader/Filer/EIN0223934120
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY F WARNER II CPA
ReturnHeader/ReturnTs02020-11-11T11:57:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits