Civic Intelligence

Winokur Foundation

990PF • Fiscal year 2017 • EIN 23-6856163

Aug 01, 2016 to Jul 31, 2017 • Filed on Feb 09, 2018

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.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,134,612

Up $1,543,228 (+28%) from 2016

Net Assets

Up

$7,134,612

Up $1,543,228 (+28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Down

$853,234

Down $392,485 (-32%) from 2016

Expenses

Up

$213,417

Up $151,280 (+243%) from 2016

Net Income

Down

$639,817

Down $543,765 (-46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2017

Assets$7,134,612
Liabilities$0
Net Assets$7,134,612
Open 2017 Filing

Operations Trend

Revenue Growth9th 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

2017

Revenue$853,234
Expenses$213,417
Net Income$639,817
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Feb 9, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th 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
2018-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Dechert Llp
Address
CIRA CENTRE 2929 ARCH ST, PHILADELPHIA, PA 19104-2808
Preparer
Jean Rigney
Phone
2159942256
Raw XML Appendix331 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/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0415 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11709 BEN FRANKLIN PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2222 N 20TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31727-29 MOUNT VERNON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0206000
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/AppliedToCurrentYearAmt0106456
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt099544
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0311710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0206000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0205254
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt099544
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BARTON J WINOKUR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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/TotalContributionsAmt0800000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM IPR INTERNATIONAL K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06611
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0903411
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0806
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARTON WINOKUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02159942505
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E80DA8587540B746F2E5996EE754B05325C18788
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId071302B3A4D3515BEE551A9B1AD4439FE58BFC453
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.155.226.3
ReturnHeader/FilingSecurityInformation/IPDt02018-02-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:01:16
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/ReturnTs02018-02-09T07:02:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,134,612
Liabilities
$0
Net assets
$7,134,612
Revenue
$853,234
Expenses
$213,417
Net income
$639,817
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