Civic Intelligence

Winokur Foundation

990PF • Fiscal year 2024 • EIN 23-6856163

Aug 01, 2023 to Jul 31, 2024 • Filed on Aug 26, 2025

Organization Profile
334 Fishers RdBryn Mawr, PA 19010

(917) 214-8090

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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

24th percentile

-6.1%

Higher net margin than 24% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

93%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,943,578

Up $2,066,009 (+16%) from 2023

Net Assets

Up

$14,943,578

Up $2,066,009 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin24th percentile

Revenue

Up

$489,879

Up $236,501 (+93%) from 2023

Expenses

Up

$519,692

Up $210,086 (+68%) from 2023

Net Income

Up

-$29,813

Up $26,415 (+47%) from 2023

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

2024

Assets$14,943,578
Liabilities$0
Net Assets$14,943,578
Open 2024 Filing

Operations Trend

Revenue Growth87th 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

2024

Revenue$489,879
Expenses$519,692
Net Income-$29,813
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Aug 26, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

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

Filer

Filer Name
Winokur Foundation
EIN
23-6856163
Phone
9172148090
Address
334 FISHERS RD, BRYN MAWR, PA 19010

Signing Officer

Name
Barton Winokur
Title
Trustee
Phone
9172148090
Signed
2025-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Dechert Llp
Address
2929 ARCH STREET, PHILADELPHIA, PA 19104-2808
Preparer
Yong Shuai
Phone
2159944000
Raw XML Appendix291 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/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/AppliedToCurrentYearAmt01719
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0515281
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0656865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0517000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0655146
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0515281
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GOLDMAN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02692
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02692
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01578822
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1517000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN FAIR MARKET VALUE OF INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1DISTRIBUTION MADE AFTER FYE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARTON WINOKUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09172148090
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINOKUR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINO
ReturnHeader/Filer/EIN0236856163
ReturnHeader/Filer/PhoneNum09172148090
ReturnHeader/Filer/USAddress/AddressLine1Txt0334 FISHERS RD
ReturnHeader/Filer/USAddress/CityNm0BRYN MAWR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019010
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231425587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DECHERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 ARCH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191042808
ReturnHeader/PreparerPersonGrp/PhoneNum02159944000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YONG SHUAI
ReturnHeader/ReturnTs02025-08-26T11:45:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,943,578
Liabilities
$0
Net assets
$14,943,578
Revenue
$489,879
Expenses
$519,692
Net income
-$29,813
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