Civic Intelligence

The Richard Sims Winkler Foundation

EIN 38-6628188 • Troy, MI

1111 W Long Lake Rd 200Troy, MI 48098
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 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

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 2024

Asset Growth

87th percentile

36%

Faster asset growth than 87% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

180%

Faster revenue growth than 93% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$761,937

Up $202,110 (+36%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$761,937

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin96th percentile

Revenue

Up

$302,012

Up $194,035 (+180%) from 2023

Expenses

Up

$53,059

Up $27,666 (+109%) from 2023

Net Income

Up

$248,953

Up $166,369 (+201%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$800K$600K$400K$200K$0Assets 2011: $142,533Liabilities 2011: $5972011Assets 2012: $143,002Liabilities 2012: $5972012Assets 2013: $146,112Liabilities 2013: $2,5002013Assets 2014: $170,722Liabilities 2014: $02014Assets 2015: $199,313Liabilities 2015: $02015Assets 2019: $314,549Liabilities 2019: $02019Assets 2020: $374,682Liabilities 2020: $1Net Assets 2020: $374,6822020Assets 2021: $488,288Liabilities 2021: $1Net Assets 2021: $488,2882021Assets 2022: $564,817Liabilities 2022: $1Net Assets 2022: $564,8172022Assets 2023: $559,827Liabilities 2023: $12023Assets 2024: $761,937Liabilities 2024: $0Net Assets 2024: $761,9372024

Highlighted filing

2024

Assets$761,937
Liabilities$0
Net Assets$761,937
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$300K$200K$100K$0Revenue 2011: $44,404Expenses 2011: $8,388Net Income 2011: $36,0162011Revenue 2012: $12,335Expenses 2012: $10,584Net Income 2012: $1,7512012Revenue 2013: $11,796Expenses 2013: $9,970Net Income 2013: $1,8262013Revenue 2014: $40,555Expenses 2014: $12,028Net Income 2014: $28,5272014Revenue 2015: $50,743Expenses 2015: $14,759Net Income 2015: $35,9842015Revenue 2019: $72,564Expenses 2019: $22,910Net Income 2019: $49,6542019Revenue 2020: $96,510Expenses 2020: $23,951Net Income 2020: $72,5592020Revenue 2021: $248,465Expenses 2021: $42,860Net Income 2021: $205,6052021Revenue 2022: $130,374Expenses 2022: $42,470Net Income 2022: $87,9042022Revenue 2023: $107,977Expenses 2023: $25,393Net Income 2023: $82,5842023Revenue 2024: $302,012Expenses 2024: $53,059Net Income 2024: $248,9532024

Highlighted filing

2024

Revenue$302,012
Expenses$53,059
Net Income$248,953
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$761,937
Liabilities
$0
Net assets
$761,937
Revenue
$302,012
Expenses
$53,059
Net income
$248,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$3.02$0.53$2.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$1.08$0.25$0.83
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.30$0.42$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.00$4.88$2.48$0.43$2.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.97$0.24$0.73
2019Summary only. Only limited summary data is available for this year.$3.15$0.00$0.73$0.23$0.50
2015Summary only. Only limited summary data is available for this year.$1.99$0.00$0.51$0.15$0.36
2014Summary only. Only limited summary data is available for this year.$1.71$0.00$0.41$0.12$0.29
2013Summary only. Only limited summary data is available for this year.$1.46$0.03$0.12$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.43$0.01$0.12$0.11$0.02
2011Summary only. Only limited summary data is available for this year.$1.43$0.01$0.44$0.08$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WINKLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Richard Sims Winkler Foundation
EIN
38-6628188
Phone
2489529520
Address
1111 W LONG LAKE RD 200, TROY, MI 48098

Signing Officer

Name
Richard Winkler
Title
President
Phone
2489529520
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Puckett Clement and Schellenberg Pc
Address
1111 W LONG LAKE RD STE 200, TROY, MI 48098
Preparer
Michael P Puckett CPA Cfe
Phone
2489529520
Raw XML Appendix331 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12910 LA JOLLA VILLAGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22910 LA JOLLA VILLAGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1692
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt422 BROOKSIDE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt536 BATTERY PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6305 7TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAST HADDAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE WORTH BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILLBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd407041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039215
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/AppliedToCurrentYearAmt06003
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt033212
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039215
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt042774
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033212
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD WINKLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0139 W 13TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010011
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt049196
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt049196
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0357 SHARES OF NVIDIA STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt047018
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTED COST BASIS OF DONATED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011094
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011094
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0175
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISCELLANEOUS ADJUSTMENT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD WINKLER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0139 W 13TH ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010011
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WINKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02489529520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARD SIMS WINKLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0386628188
ReturnHeader/Filer/PhoneNum02489529520
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 W LONG LAKE RD 200
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471988668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PUCKETT CLEMENT AND SCHELLENBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 W LONG LAKE RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048098
ReturnHeader/PreparerPersonGrp/PhoneNum02489529520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P PUCKETT CPA CFE
ReturnHeader/ReturnTs02025-11-12T12:22:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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