Civic Intelligence

Winokur Foundation

990PF • Fiscal year 2013 • EIN 23-6856163

Aug 01, 2012 to Jul 31, 2013 • Filed on Dec 03, 2013

Organization Profile
C/O Bjwinokur Cira Centre 2929 ArchSt19104-2808
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,062,994

Up $970,666 (+31%) from 2012

Net Assets

Up

$4,062,994

Up $970,666 (+31%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$166,574

Up $156,943 (+1630%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$15M$10M$5.0M$0Assets 2011: $248,037Liabilities 2011: $0Net Assets 2011: $248,0372011Assets 2012: $3,092,328Liabilities 2012: $0Net Assets 2012: $3,092,3282012Assets 2013: $4,062,994Liabilities 2013: $0Net Assets 2013: $4,062,9942013Assets 2014: $5,454,064Liabilities 2014: $0Net Assets 2014: $5,454,0642014Assets 2015: $4,980,867Liabilities 2015: $0Net Assets 2015: $4,980,8672015Assets 2016: $5,591,384Liabilities 2016: $0Net Assets 2016: $5,591,3842016Assets 2017: $7,134,612Liabilities 2017: $0Net Assets 2017: $7,134,6122017Assets 2019: $8,164,116Liabilities 2019: $0Net Assets 2019: $8,164,1162019Assets 2020: $11,740,335Liabilities 2020: $0Net Assets 2020: $11,740,3352020Assets 2021: $14,119,774Liabilities 2021: $0Net Assets 2021: $14,119,7742021Assets 2022: $12,031,734Liabilities 2022: $0Net Assets 2022: $12,031,7342022Assets 2023: $12,877,569Liabilities 2023: $0Net Assets 2023: $12,877,5692023Assets 2024: $14,943,578Liabilities 2024: $0Net Assets 2024: $14,943,5782024

Highlighted filing

2013

Assets$4,062,994
Liabilities$0
Net Assets$4,062,994
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $11,0872011Expenses 2012: $9,6312012Expenses 2013: $166,5742013Revenue 2014: $1,663,035Expenses 2014: $283,196Net Income 2014: $1,379,8392014Revenue 2015: $58,986Expenses 2015: $497,712Net Income 2015: -$438,7262015Revenue 2016: $1,245,719Expenses 2016: $62,137Net Income 2016: $1,183,5822016Revenue 2017: $853,234Expenses 2017: $213,417Net Income 2017: $639,8172017Revenue 2019: $1,212,294Expenses 2019: $485,400Net Income 2019: $726,8942019Revenue 2020: $3,046,383Expenses 2020: $613,349Net Income 2020: $2,433,0342020Revenue 2021: $348,126Expenses 2021: $28,139Net Income 2021: $319,9872021Revenue 2022: $103,882Expenses 2022: $1,054,088Net Income 2022: -$950,2062022Revenue 2023: $253,378Expenses 2023: $309,606Net Income 2023: -$56,2282023Revenue 2024: $489,879Expenses 2024: $519,692Net Income 2024: -$29,8132024

Highlighted filing

2013

Revenue-
Expenses$166,574
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Dec 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARTON J WINOKURTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCORNELL UNIVERSITYHUMANITIES BUILDING CAMPAIGNPUBLICITHACA, NY, US$100,000
Paid GrantBRANDEIS UNIVERSITYANNUAL FUNDPUBLICWALTHAM, MA, US$50,000
Paid GrantUNITED WAY OF SE PAUNRESTRICTEDPUBLICPHILA, PA, US$10,000
Paid GrantNATIONAL MUSEUM OF AMERICAN JEWISH HISTORYUNRESTRICTEDPUBLICPHILADELPHIA, PA, US$3,043
Paid GrantHARVARD UNIVERSITYUNRESTRICTEDPUBLICCAMBRIDGE, MA, US$1,400
Paid GrantAMERICAN JEWISH COMMITTEUNRESTRICTEDPUBLICWALTHAM, MA, US$1,000
Paid GrantBREAKTHROUGH SANTA FEUNRESTRICTEDPUBLICSANTA FE, NM, US$540
Filing and Contact Details

Filer

EIN
23-6856163
Raw XML Appendix341 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BARTON J WINOKUR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode6191062517
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0165983
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear084842
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1081141
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0204860
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0165983
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0120018
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear081141
IRS990ScheduleB/ContributorInfo/AggregateContributions01073811
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10DECHERT LLP 2929 ARCH ST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0PHILADELPHIA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0PA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0191042808
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0BARTON J WINOKUR
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-26
IRS990ScheduleB/NoncashProperty/FairMarketValue01073811
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription062,286 SHARES CDI CORPORATION
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncreasesSchedule/OtherIncreases/Amount028485
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/Taxes/Amount0591
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0236856163
ReturnHeader/Filer/Name/BusinessNameLine10WINOKUR FOUNDATION
ReturnHeader/Filer/NameControl0WINO
ReturnHeader/Filer/Phone02159942505
ReturnHeader/Filer/USAddress/AddressLine10C/O BJWINOKUR CIRA CENTRE 2929 ARCH
ReturnHeader/Filer/USAddress/AddressLine20ST
ReturnHeader/Filer/USAddress/City0PHILADELPHIA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0191042808
ReturnHeader/Officer/DateSigned02013-12-03
ReturnHeader/Officer/Name0BARTON WINOKUR
ReturnHeader/Officer/Phone02159942505
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0231425587
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DECHERT LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10CIRA CENTRE 2929 ARCH ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PHILADELPHIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0191042808
ReturnHeader/Preparer/Name0JEAN RIGNEY
ReturnHeader/Preparer/Phone02159942256
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-03T07:35:26-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,062,994
Liabilities
$0
Net assets
$4,062,994
Revenue
-
Expenses
$166,574
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.49$0.52$0.03
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.25$0.31$0.06
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.10$1.05$0.95
2021Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.35$0.03$0.32
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$3.05$0.61$2.43
2019Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$1.21$0.49$0.73
2017Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.85$0.21$0.64
2016Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$1.25$0.06$1.18
2015Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.06$0.50$0.44
2014Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$1.66$0.28$1.38
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01