Civic Intelligence

Winick Family Perpetual Charitable Trust

EIN 35-6754992 • Chicago, IL

Pub. 78 Eligible
3080 N Lincoln AvenueChicago, IL 60657
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

34th percentile

-2.0%

Faster asset growth than 34% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$538,324

Down $10,821 (-2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$538,324

Down $10,821 (-2.0%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin8th percentile

Revenue

Down

$16,943

Down $17,052 (-50%) from 2024

Expenses

Up

$27,764

Up $10 (+0.0%) from 2024

Net Income

Down

-$10,821

Down $17,062 (-273%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $482,534Liabilities 2016: $0Net Assets 2016: $482,5342016Assets 2017: $464,375Liabilities 2017: $0Net Assets 2017: $464,3752017Assets 2018: $473,716Liabilities 2018: $0Net Assets 2018: $473,7162018Assets 2019: $511,231Liabilities 2019: $0Net Assets 2019: $511,2312019Assets 2020: $492,824Liabilities 2020: $0Net Assets 2020: $492,8242020Assets 2021: $406,873Liabilities 2021: $0Net Assets 2021: $406,8732021Assets 2022: $555,370Liabilities 2022: $0Net Assets 2022: $555,3702022Assets 2023: $542,904Liabilities 2023: $0Net Assets 2023: $542,9042023Assets 2024: $549,145Liabilities 2024: $0Net Assets 2024: $549,1452024Assets 2025: $538,324Liabilities 2025: $0Net Assets 2025: $538,3242025

Highlighted filing

2025

Assets$538,324
Liabilities$0
Net Assets$538,324
Open 2025 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2016: $27,370Expenses 2016: $39,843Net Income 2016: -$12,4732016Revenue 2017: $20,758Expenses 2017: $38,917Net Income 2017: -$18,1592017Revenue 2018: $50,973Expenses 2018: $41,632Net Income 2018: $9,3412018Revenue 2019: $76,387Expenses 2019: $38,872Net Income 2019: $37,5152019Revenue 2020: $11,084Expenses 2020: $29,491Net Income 2020: -$18,4072020Revenue 2021: $26,864Expenses 2021: $112,815Net Income 2021: -$85,9512021Revenue 2022: $176,205Expenses 2022: $27,708Net Income 2022: $148,4972022Revenue 2023: $17,126Expenses 2023: $29,592Net Income 2023: -$12,4662023Revenue 2024: $33,995Expenses 2024: $27,754Net Income 2024: $6,2412024Revenue 2025: $16,943Expenses 2025: $27,764Net Income 2025: -$10,8212025

Highlighted filing

2025

Revenue$16,943
Expenses$27,764
Net Income-$10,821
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,324
Liabilities
$0
Net assets
$538,324
Revenue
$16,943
Expenses
$27,764
Net income
-$10,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.17$0.28$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.34$0.28$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.17$0.30$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$1.76$0.28$1.48
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27$1.13$0.86
2020Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.11$0.29$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.76$0.39$0.38
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.51$0.42$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.21$0.39$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.27$0.40$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adrian WinickTrustee-$0--
Adam WinickTrustee-$0--
Amy WinickTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winick Family Perpetual Charitable Trust
EIN
35-6754992
Phone
7735495443
Address
3080 N Lincoln Avenue, Chicago, IL 60657

Signing Officer

Name
Adam Winick
Title
Trustee
Phone
7735495443
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
123 North Wacker Drive Suite 1400, Chicago, IL 60606
Preparer
Gregg Wirtschoreck
Phone
3127268353
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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/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060657
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0No restrictions except the organizations must be qualified 501(c)(3) organizations.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No submission deadlines
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Adrian Winick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Solomon Schechter Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03210 Dundee Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Northbrook
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060062
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02374
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06916
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt079692
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt084573
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt091489
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02764
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02764
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM WINICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07735495443
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Winick Family Perpetual Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Adrian Winick Trustee
ReturnHeader/Filer/BusinessNameControlTxt0WINI
ReturnHeader/Filer/EIN0356754992
ReturnHeader/Filer/PhoneNum07735495443
ReturnHeader/Filer/USAddress/AddressLine1Txt03080 N Lincoln Avenue
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060657
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Citrin Cooperman Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 North Wacker Drive Suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03127268353
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregg Wirtschoreck
ReturnHeader/ReturnTs02025-11-24T16:06:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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