Civic Intelligence

Winick Family Perpetual Charitable Trust

990PF • Fiscal year 2020 • EIN 35-6754992

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 09, 2021

Organization Profile
3080 N Lincoln AvenueChicago, IL 60657

(773) 549-5443

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-166%

Higher net margin than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-3.6%

Faster asset growth than 36% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-85%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$492,824

Down $18,407 (-3.6%) from 2019

Net Assets

Down

$492,824

Down $18,407 (-3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$11,084

Down $65,303 (-85%) from 2019

Expenses

Down

$29,491

Down $9,381 (-24%) from 2019

Net Income

Down

-$18,407

Down $55,922 (-149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2020

Assets$492,824
Liabilities$0
Net Assets$492,824
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$11,084
Expenses$29,491
Net Income-$18,407
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 9, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADRIAN WINICKTrustee- As Required-$0--
ADAM WINICKTrustee- As Required-$0--
AMY WINICKTrustee- As Required-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOLOMON SCHECHTER DAY SCHOOLCHARITABLE-NORTHBROOK, IL, US$25,000
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
2021-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Shepard Schwartz & Harris Llp
Address
123 N WACKER DRIVE 1400, CHICAGO, IL 60606
Preparer
Gregg Wirtschoreck
Phone
3127268353
Raw XML Appendix318 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ADRIAN WINICK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2AMY WINICK
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES. ACCORDINGLY, THERE IS NO RELEVANT STATISTICALINFORMATION.
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE FOUNDATION DOES NOT MAKE PROGRAM-RELATED INVESTMENTS.THEREFORE, NO INCOME WAS PRODUCED BY ANY PROGRAM-RELATEDINVESTMENTS.
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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/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOLOMON SCHECHTER DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03210 DUNDEE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTHBROOK
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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/AppliedToCurrentYearAmt022626
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033418
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06563
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08553
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02374
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042570
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040196
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AGENCY FEES - NORTHERN TRUST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02988
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02988
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01503
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVEST INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01503
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM WINICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07735495443
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-09
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/PreparerFirmGrp/PreparerFirmEIN0361220454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEPARD SCHWARTZ & HARRIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 N WACKER DRIVE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03127268353
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG WIRTSCHORECK
ReturnHeader/ReturnTs02021-02-12T09:45:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,824
Liabilities
$0
Net assets
$492,824
Revenue
$11,084
Expenses
$29,491
Net income
-$18,407
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