Civic Intelligence

Winters Family Foundation

990PF • Fiscal year 2011 • EIN 26-2670590

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 15, 2012

8001 NW 127th Place73142
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$487,831

No earlier filing loaded for comparison.

Net Assets

$487,831

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,125

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $487,831Liabilities 2011: $0Net Assets 2011: $487,8312011Assets 2012: $480,771Liabilities 2012: $0Net Assets 2012: $480,7712012Assets 2013: $432,112Liabilities 2013: $0Net Assets 2013: $432,1122013Assets 2014: $434,649Liabilities 2014: $0Net Assets 2014: $434,6492014Assets 2015: $518,172Liabilities 2015: $0Net Assets 2015: $518,1722015Assets 2016: $484,151Liabilities 2016: $0Net Assets 2016: $484,1512016Assets 2017: $462,501Liabilities 2017: $0Net Assets 2017: $462,5012017Assets 2018: $444,079Liabilities 2018: $0Net Assets 2018: $444,0792018Assets 2019: $338,372Liabilities 2019: $0Net Assets 2019: $338,3722019Assets 2020: $29,948Liabilities 2020: $0Net Assets 2020: $29,9482020Assets 2021: $26,106Liabilities 2021: $0Net Assets 2021: $26,1062021Assets 2022: $25,434Liabilities 2022: $0Net Assets 2022: $25,4342022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2011

Assets$487,831
Liabilities$0
Net Assets$487,831

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $6,1252011Expenses 2012: $11,2262012Revenue 2013: $5,355Expenses 2013: $54,013Net Income 2013: -$48,6582013Revenue 2014: $10,497Expenses 2014: $7,960Net Income 2014: $2,5372014Revenue 2015: $104,779Expenses 2015: $23,256Net Income 2015: $81,5232015Revenue 2016: $980Expenses 2016: $34,447Net Income 2016: -$33,4672016Revenue 2017: $2,453Expenses 2017: $24,103Net Income 2017: -$21,6502017Revenue 2018: $1,515Expenses 2018: $19,937Net Income 2018: -$18,4222018Revenue 2019: $2,432Expenses 2019: $108,139Net Income 2019: -$105,7072019Revenue 2020: $4,581Expenses 2020: $300,015Net Income 2020: -$295,4342020Revenue 2021: $3Expenses 2021: $3,845Net Income 2021: -$3,8422021Revenue 2022: $3Expenses 2022: $675Net Income 2022: -$6722022Revenue 2023: $0Expenses 2023: $25,434Net Income 2023: -$25,4342023

Highlighted filing

2011

Revenue-
Expenses$6,125
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANNY W WINTERS1st Chairman-$0--
AVIS A WINTERS1st Secretar-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE NATIONAL COWBOY & WESTERN HERITAGE MUSEUMCONTRIBUTION501 (C) (3)OKLAHOMA CITY, OK, US$5,000
Filing and Contact Details

Filer

EIN
26-2670590
Raw XML Appendix240 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0225
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0900
CompensationExplanation/Compensation/PersonName0DANNY W WINTERS
CompensationExplanation/Compensation/PersonName1AVIS A WINTERS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0200008
InvestmentsOtherSchedule2/InvestmentsOther/BookValue13044
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CERTIFICATES OF DEPOSITS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1OID INTEREST RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0195820
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV13044
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount011448
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount011448
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05000
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss011448
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome010548
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IRS990PF/BalanceSheets/RetainedEarningsEOY0487831
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0483642
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0382508
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0487831
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0105323
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0487831
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0487831
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted019020
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj019020
IRS990PF/DistributableAmount/DistributableAmountBeforeDed019020
IRS990PF/DistributableAmount/MinimumInvestmentReturn019231
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0211
IRS990PF/DistributableAmount/TotalTax0211
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0211
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0211
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0211
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0211
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0483642
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0390482
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0195467
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0195015
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05857
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn019231
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0384625
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0390482
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DANNY W WINTERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1AVIS A WINTERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title01ST CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title11ST SECRETAR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108001 NW 127TH PL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118001 NW 127TH PL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode073142
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode173142
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct039244
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets039139
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.101760
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.083404
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.084579
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.137296
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0384625
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10263595
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30108925
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0105
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions05225
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2015891
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3014955
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.305279
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions05225
IRS990PF/QualifyingDistributions/ExpensesAndContributions05225
IRS990PF/QualifyingDistributions/QualifyingDistributions05225
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THE WINTERS FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04056051824
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108001 NW 127TH PLACE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OKLAHOMA CITY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode073142
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OK
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE NATIONAL COWBOY & WESTERN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20HERITAGE MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 (C) (3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101700 NE 63RD ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0OKLAHOMA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode073111
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear05225
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted019020
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108806
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206499
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3011614
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus013795
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY013795
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear013124
IRS990PF/UndistributedIncome/ExcessFromYear108806
IRS990PF/UndistributedIncome/ExcessFromYear204318
IRS990PF/UndistributedIncome/QualifyingDistributions05225
IRS990PF/UndistributedIncome/TotalCorpus013124
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover026919
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0100000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine108001 NW 127TH PLACE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0OKLAHOMA CITY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode073142
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0DANNY AVIS WINTERS
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
SubstantialContributorsSch/SubstantialContributor/PersonName0DANNY AVIS WINTERS
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine108001 NW 127TH PLACE
SubstantialContributorsSch/SubstantialContributor/USAddress/City0OKLAHOMA CITY
SubstantialContributorsSch/SubstantialContributor/USAddress/State0OK
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode073142
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0262670590
ReturnHeader/Filer/Name/BusinessNameLine10WINTERS FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0WINT
ReturnHeader/Filer/Phone04056051824
ReturnHeader/Filer/USAddress/AddressLine108001 NW 127TH PLACE
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073142
ReturnHeader/Officer/DateSigned02012-04-15
ReturnHeader/Officer/Name0DANNY W WINTERS
ReturnHeader/Officer/Phone04056051824
ReturnHeader/Officer/Title0CHAIRMAN OF BOARD
ReturnHeader/Preparer/DatePrepared02012-04-19
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FD THOMPSON & CO PLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1013320 N MACARTHUR BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OKLAHOMA CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0731423021
ReturnHeader/Preparer/Name0STEVEN J ROTHAUS
ReturnHeader/Preparer/Phone04056036400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-19T08:51:37-05:00

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