Civic Intelligence

Stanley & Margaret Winkelman Foundation

EIN 38-6064584 • 501(c)3 • Bloomfield Hills, MI

Profile

To support the jewish community and the community as a whole.

PO Box 2030 6735 Telegraph RdBloomfield Hills, MI 48301

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

54th percentile

6.3%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$871,773

Up $131,391 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$871,773

Up $131,391 (+18%) from 2023

Revenue

Down

$19,997

Down $19,692 (-50%) from 2023

Expenses

Down

$29,656

Down $7,529 (-20%) from 2023

Net Income

Down

-$9,659

Down $12,163 (-486%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $395,358Liabilities 2011: $0Net Assets 2011: $395,3582011Assets 2012: $378,101Liabilities 2012: $0Net Assets 2012: $378,1012012Assets 2013: $449,858Liabilities 2013: $0Net Assets 2013: $449,8582013Assets 2014: $501,936Liabilities 2014: $0Net Assets 2014: $501,9362014Assets 2015: $519,522Liabilities 2015: $0Net Assets 2015: $519,5222015Assets 2016: $488,307Liabilities 2016: $0Net Assets 2016: $488,3072016Assets 2017: $542,746Liabilities 2017: $0Net Assets 2017: $542,7462017Assets 2018: $574,459Liabilities 2018: $0Net Assets 2018: $574,4592018Assets 2019: $578,793Liabilities 2019: $0Net Assets 2019: $578,7932019Assets 2020: $595,625Liabilities 2020: $0Net Assets 2020: $595,6252020Assets 2021: $790,969Liabilities 2021: $0Net Assets 2021: $790,9692021Assets 2022: $747,812Liabilities 2022: $0Net Assets 2022: $747,8122022Assets 2023: $740,382Liabilities 2023: $0Net Assets 2023: $740,3822023Assets 2024: $871,773Liabilities 2024: $0Net Assets 2024: $871,7732024

Highlighted filing

2024

Assets$871,773
Liabilities$0
Net Assets$871,773

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $63,728Expenses 2011: $24,192Net Income 2011: $39,5362011Revenue 2012: $0Expenses 2012: $33,642Net Income 2012: -$33,6422012Revenue 2013: $76,829Expenses 2013: $22,047Net Income 2013: $54,7822013Revenue 2014: $32,234Expenses 2014: $21,324Net Income 2014: $10,9102014Revenue 2015: $45,779Expenses 2015: $33,080Net Income 2015: $12,6992015Revenue 2016: $8,512Expenses 2016: $31,543Net Income 2016: -$23,0312016Revenue 2017: $10,786Expenses 2017: $34,921Net Income 2017: -$24,1352017Revenue 2018: $51,342Expenses 2018: $36,610Net Income 2018: $14,7322018Revenue 2019: $22,613Expenses 2019: $23,863Net Income 2019: -$1,2502019Revenue 2020: $34,558Expenses 2020: $28,960Net Income 2020: $5,5982020Revenue 2021: $38,126Expenses 2021: $29,686Net Income 2021: $8,4402021Revenue 2022: $36,926Expenses 2022: $31,157Net Income 2022: $5,7692022Revenue 2023: $39,689Expenses 2023: $37,185Net Income 2023: $2,5042023Revenue 2024: $19,997Expenses 2024: $29,656Net Income 2024: -$9,6592024

Highlighted filing

2024

Revenue$19,997
Expenses$29,656
Net Income-$9,659

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.20$0.30$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.40$0.37$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.37$0.31$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.91$0.00$7.91$0.38$0.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.35$0.29$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.23$0.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.51$0.37$0.15
2017Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.11$0.35$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.09$0.32$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.46$0.33$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.32$0.21$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.00$4.50$0.77$0.22$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.00$3.78$0.00$0.34$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.64$0.24$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 20, 2025
Return Version
2023v6.0
Gross Receipts
$19,997
Mission and Program Overview

Mission

To support the jewish community.

To support the jewish community and the community as a whole.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$740,382$871,773▲ $131,391
Total Assets$740,382$871,773▲ $131,391
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$740,382$871,773▲ $131,391
Total Net Assets Fund Balance$740,382$871,773▲ $131,391
Total Liabilities and Net Assets / Fund Balance$740,382$871,773▲ $131,391

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$430,329--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roger E WinkelmanPresident
Steven IngberSecretary
Dorothy BenyasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$19,997
Other Revenue
$0
Change in Net Assets
$-9,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,656
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$20,263-$20,263
Fees for Services Management-$6,298-$6,298
Fees for Services Accounting-$2,075-$2,075
Grants to Domestic Orgs$1,000--$1,000
Other Expenses-$20-$20
Total Functional Expenses$1,000$28,656$0$29,656
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization delegated management duties to the jewish federation of detroit.

Form 990, Part VI, Section A, Line 7A

Jewish federation of detroit has the ability to appoint members of the governing body.

Form 990, Part VI, Section B, Line 11B

The board of directors granted authority to the treasurer and finance director of the jewish federation of detroit to review the form 990 before it is filed. The board of directors will receive a copy of the form 990 after it is filed.

Form 990, Part VI, Section B, Line 12C

On an annual basis, board members of the foundation disclose in writing any potential conflicts of interest. This documentation is maintained on file. At the time of voting, board members are asked to cite conflicts of interest, if any exist, and abstain from individual votes if appropriate. This process is reported in the board meeting minutes.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Stanley & Margaret Winkelman Foundation
EIN
38-6064584
Phone
2486424260
Address
PO BOX 2030 6735 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48301

Signing Officer

Name
Dorothy Benyas
Title
Treasurer
Phone
2486424260
Signed
2025-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dorothy Benyas
Formed
1961
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Administrative expenses: program service expenses 0. Management and general expenses 20,263. Fundraising expenses 0. Total expenses 20,263.

FORM 990, PART XI, LINE 9:

Allocation of administrative expenses from the jewish 20,263. Federation of detroit

FORM 990, PART XI, LINE 2C:

The organization relies on the audit committee of the jewish federation of detroit for oversight of the audit and selection of an independent accounting firm.

Raw XML AppendixShowing 400 of 1,034 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION FOR BOARD MEMBERS IS DETERMINED AT THE CONTROLLING ORGANIZATION LEVEL, JEWISH FEDERATION OF DETROIT. JEWISH FEDERATION OF DETROIT DETERMINES OFFICER SALARY BASED ON THE FOLLOWING: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, AND APPROVAL BY THE BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO THE JEWISH FEDERATION OF DETROIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JEWISH FEDERATION OF DETROIT HAS THE ABILITY TO APPOINT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS GRANTED AUTHORITY TO THE TREASURER AND FINANCE DIRECTOR OF THE JEWISH FEDERATION OF DETROIT TO REVIEW THE FORM 990 BEFORE IT IS FILED. THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FORM 990 AFTER IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON AN ANNUAL BASIS, BOARD MEMBERS OF THE FOUNDATION DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. THIS DOCUMENTATION IS MAINTAINED ON FILE. AT THE TIME OF VOTING, BOARD MEMBERS ARE ASKED TO CITE CONFLICTS OF INTEREST, IF ANY EXIST, AND ABSTAIN FROM INDIVIDUAL VOTES IF APPROPRIATE. THIS PROCESS IS REPORTED IN THE BOARD MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALLOCATION OF ADMINISTRATIVE EXPENSES FROM THE JEWISH 20,263. FEDERATION OF DETROIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION RELIES ON THE AUDIT COMMITTEE OF THE JEWISH FEDERATION OF DETROIT FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 2C:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt51JEWISH FEDERATION OF DETROIT

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