Civic Intelligence

Winsted Foundation

990PF • Fiscal year 2012 • EIN 41-2017445

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 07, 2013

80 South Eighth Street 1800 IdsCenter55402
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

48th percentile

-0.3%

Faster asset growth than 48% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$445,226

Down $1,360 (-0.3%) from 2011

Net Assets

Down

$445,226

Down $1,360 (-0.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,686

Down $17,900 (-52%) from 2011

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: $446,586Liabilities 2011: $0Net Assets 2011: $446,5862011Assets 2012: $445,226Liabilities 2012: $0Net Assets 2012: $445,2262012Assets 2013: $453,621Liabilities 2013: $0Net Assets 2013: $453,6212013Assets 2014: $462,532Liabilities 2014: $0Net Assets 2014: $462,5322014Assets 2015: $460,638Liabilities 2015: $0Net Assets 2015: $460,6382015Assets 2018: $426,244Liabilities 2018: $0Net Assets 2018: $426,2442018Assets 2019: $434,158Liabilities 2019: $0Net Assets 2019: $434,1582019Assets 2020: $443,920Liabilities 2020: $0Net Assets 2020: $443,9202020Assets 2021: $478,918Liabilities 2021: $5472021Assets 2022: $451,068Liabilities 2022: $0Net Assets 2022: $451,0682022Assets 2023: $441,465Liabilities 2023: $12023Assets 2024: $456,373Liabilities 2024: $0Net Assets 2024: $456,3732024

Highlighted filing

2012

Assets$445,226
Liabilities$0
Net Assets$445,226

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $34,5862011Expenses 2012: $16,6862012Revenue 2013: $34,146Expenses 2013: $29,033Net Income 2013: $5,1132013Revenue 2014: $39,999Expenses 2014: $31,097Net Income 2014: $8,9022014Revenue 2015: $30,344Expenses 2015: $32,248Net Income 2015: -$1,9042015Revenue 2018: $28,695Expenses 2018: $32,076Net Income 2018: -$3,3812018Revenue 2019: $40,230Expenses 2019: $32,335Net Income 2019: $7,8952019Revenue 2020: $41,948Expenses 2020: $32,187Net Income 2020: $9,7612020Revenue 2021: $68,540Expenses 2021: $34,080Net Income 2021: $34,4602021Revenue 2022: $7,247Expenses 2022: $34,538Net Income 2022: -$27,2912022Revenue 2023: $23,315Expenses 2023: $32,901Net Income 2023: -$9,5862023Revenue 2024: $48,179Expenses 2024: $33,238Net Income 2024: $14,9412024

Highlighted filing

2012

Revenue-
Expenses$16,686
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 7, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY D CLEMENTPresident/Director-$0--
STEPHEN M CLEMENT IIIVP/Sec/Treas-$0--
JAMES M KARGESAssistant Secretary-$0--
THEODORE D CLEMENTDirector-$0--
WINSTON W CLEMENTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE501(C)(3)MINNEAPOLIS, MN, US$10,000
Filing and Contact Details

Filer

EIN
41-2017445
Raw XML Appendix395 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
AccountingFeesSchedule/AccountingFees/Amount01000
AccountingFeesSchedule/AccountingFees/Category0OKABENA COMPANY
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0500
DistributionFromCorpusElection/Election0WINSTED FOUNDATION, EMPLOYER ID# 41-2017445, HEREBY ELECTS UNDER IRC REGULATIONS 53.4942(A)-3(D)(2) TO TREAT THE QUALIFYING DISTRIBUTIONS OF $4,367 MADE DURING 2012 AS DISTRIBUTIONS OUT OF CORPUS.
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE TAXPAYER MAY BE REQUIRED TO FILE FORM 5471 FOR THE FOREIGN CORPORATION LISTED BELOW, BUT IS NOT DOING SO UNDER THE MULTIPLE FILERS EXCEPTION PURSUANT TO TREAS. REG. SECTION 1.6038-2(J). THE TAXPAYERS FILINGREQUIREMENT WILL BE SATISFIED BY:OKABENA DIVERSIFIED EQUITY FUND, LLC1800 IDS CENTER, MINNEAPOLIS, MN 55402EIN: 41-1563584THE RETURN WILL BE FILED IN OGDEN, UT.NAME OF FOREIGN CORPORATION(S):FRONTIER MARKET OPPORTUNITIES FUND, LTD.IVA GLOBAL FUND (CAYMAN)(US INVESTORS) LTD.SIT OFFSHORE CUSTOM ALPHA SPC(A)
GeneralExplanationAttachment/GeneralExplanation/Explanation1INFORMATION REQUIRED UNDER SECTION 6038B (REPORTING TRANSFERS TO A FOREIGN PARTNERSHIP) DURING 2012 OKABENA DIVERSIFIED EQUITY FUNDHELD A CONTROLLING OWNERSHIP OF FRONTIER MARKET OPPORTUNITIES MASTER FUND LP, A FOREIGN PARTNERSHIP. IN ACCORDANCE WITH THE FEDERAL TAX FILING REQUIREMENTS OKABENA DIVERSIFIED EQUITY FUND LLC FILED FORM 8865 "RETURN OF A U.S. PERSON WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS" AS A CATEGORY 1 FILER ON BEHALF OF ITS PARTNERS UNDER THE CONSTRUCTIVE OWNERS FILING EXCEPTION PURSUANT TO TREASURY REGULATION SECTION 1.6038B-2(A)(2).
GeneralExplanationAttachment/GeneralExplanation/Identifier0CONTROLLED FOREIGN CORPORATION REPORTING (FORM 5471)
GeneralExplanationAttachment/GeneralExplanation/Identifier1INDIRECT CONTROLLING INTEREST IN A FOREIGN PARTNERSHIP (FORM 8865)
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GeneralExplanationAttachment/GeneralExplanation/ReturnReference1990-PF
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SALLY D CLEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1STEPHEN M CLEMENT III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES M KARGES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3THEODORE D CLEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4WINSTON W CLEMENT
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IRS990PF/QualifyingDistributions/ExpensesAndContributions010525
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0OKABENA COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06123397151
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1080 S 8TH ST 1800 IDS CENTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MINNEAPOLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0554024523
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
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IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
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IRS990PF/StatementsRegardingActivities/TerminationEtc00
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10DETAILED LIST AVAILABLE UPON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20REQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MN
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToCurrentYear06158
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022972
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1016814
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus016814
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY016814
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear04367
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04367
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus04367
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover016814
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus04367
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount011
OtherDecreasesSchedule/OtherDecreases/Description0BOOK/TAX ALLOCATION DIFFERENCE
OtherExpensesSchedule/OtherExpenses/Description0PORTFOLIO DEDUCTIONS-PASS THRU
OtherExpensesSchedule/OtherExpenses/Description1STATE OF MN FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05052
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05052
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome12974
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome2568
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome3158
OtherIncomeSchedule2/OtherIncome/Description0OKABENA FIXED INCOME FUND
OtherIncomeSchedule2/OtherIncome/Description1OKABENA DIVERSIFIED EQUITY FUND, LLC
OtherIncomeSchedule2/OtherIncome/Description2OKABENA MARKETABLE ALTERNATIVES FD, LLC
OtherIncomeSchedule2/OtherIncome/Description3PRIOR YEAR PFIC
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome12974
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2568
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3158
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OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks12974
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2568
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3158
TaxesSchedule/Taxes/Amount0229
TaxesSchedule/Taxes/Amount1279
TaxesSchedule/Taxes/Category0FOREIGN TAXES-PASS THRU
TaxesSchedule/Taxes/Category1EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0229
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0412017445
ReturnHeader/Filer/Name/BusinessNameLine10WINSTED FOUNDATION
ReturnHeader/Filer/NameControl0WINS
ReturnHeader/Filer/Phone06123397151
ReturnHeader/Filer/USAddress/AddressLine1080 SOUTH EIGHTH STREET 1800 IDS
ReturnHeader/Filer/USAddress/AddressLine20CENTER
ReturnHeader/Filer/USAddress/City0MINNEAPOLIS
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055402
ReturnHeader/Officer/AuthorizeThirdParty00
ReturnHeader/Officer/DateSigned02013-11-07
ReturnHeader/Officer/Name0JAMES M KARGES
ReturnHeader/Officer/Phone06123397151
ReturnHeader/Officer/Title0ASST SEC
ReturnHeader/PreparerFirm/EIN0390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107601 FRANCE AVENUE S 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055435
ReturnHeader/Preparer/Name0LORI HUME
ReturnHeader/Preparer/Phone09525483400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-07T09:04:10-06:00

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