Civic Intelligence

Winokur Foundation

990PF • Fiscal year 2016 • EIN 23-6856163

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 10, 2016

Organization Profile
C/O Winokur Dechert 2929 Arch StPhiladelphia, PA 19104-2808

(215) 994-2505

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

79th percentile

12%

Faster asset growth than 79% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

2012%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,591,384

Up $610,517 (+12%) from 2015

Net Assets

Up

$5,591,384

Up $610,517 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin98th percentile

Revenue

Up

$1,245,719

Up $1,186,733 (+2012%) from 2015

Expenses

Down

$62,137

Down $435,575 (-88%) from 2015

Net Income

Up

$1,183,582

Up $1,622,308 (+370%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2016

Assets$5,591,384
Liabilities$0
Net Assets$5,591,384
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

2016

Revenue$1,245,719
Expenses$62,137
Net Income$1,183,582
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARTON J WINOKURTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winokur Foundation
EIN
23-6856163
Phone
2159942505
Address
C/O WINOKUR DECHERT 2929 ARCH ST, PHILADELPHIA, PA 19104-2808

Signing Officer

Name
Barton Winokur
Title
Trustee
Phone
2159942505
Signed
2016-11-10

Preparer

Firm
Dechert Llp
Address
CIRA CENTRE 2929 ARCH ST, PHILADELPHIA, PA 19104-2808
Preparer
Jean Rigney
Phone
2159942256
Raw XML Appendix339 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/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0415 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17 BEN FRANKLIN PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21001 REMINGTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31411 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 758541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5TWO PENN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WYNNEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd466675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045050
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/AppliedToCurrentYearAmt045050
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0246608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0102014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0102014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0102014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102014
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt099544
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARTON J WINOKUR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0DECHERT LLP 2929 ARCH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0191042808
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0573065
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM IPR INTERNATIONAL K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016537
TaxesSchedule/TaxesDetail/Amt0550
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARTON WINOKUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02159942505
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINOKUR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINO
ReturnHeader/Filer/EIN0236856163
ReturnHeader/Filer/PhoneNum02159942505
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WINOKUR DECHERT 2929 ARCH ST
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191042808
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231425587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DECHERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0CIRA CENTRE 2929 ARCH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191042808
ReturnHeader/PreparerPersonGrp/PhoneNum02159942256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN RIGNEY
ReturnHeader/ReturnTs02016-11-10T12:48:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,591,384
Liabilities
$0
Net assets
$5,591,384
Revenue
$1,245,719
Expenses
$62,137
Net income
$1,183,582
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