Civic Intelligence

Windtree Foundation

990EZ • Fiscal year 2017 • EIN 45-3562751

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 16, 2018

981 Corporate Center Dr Suite 120Pomona, CA 91768

(626) 780-4445

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

98th percentile

647%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.3%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$53,118

Up $46,006 (+647%) from 2016

Net Assets

Up

$53,118

Up $46,006 (+647%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$157,819

Down $7,070 (-4.3%) from 2016

Expenses

Down

$111,813

Down $53,080 (-32%) from 2016

Net Income

Up

$46,006

Up $46,010 (+1150250%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $3,215Liabilities 2014: $02014Assets 2015: $7,116Net Assets 2015: $7,1162015Assets 2016: $7,112Net Assets 2016: $7,1122016Assets 2017: $53,118Net Assets 2017: $53,1182017Assets 2018: $57,587Liabilities 2018: $0Net Assets 2018: $57,5872018Assets 2019: $23,697Liabilities 2019: $0Net Assets 2019: $23,6972019Assets 2020: $18,110Liabilities 2020: $0Net Assets 2020: $18,1102020Assets 2021: $67,390Liabilities 2021: $0Net Assets 2021: $67,3902021Assets 2022: $119,405Liabilities 2022: $0Net Assets 2022: $119,4052022Assets 2023: $261,844Liabilities 2023: $0Net Assets 2023: $261,8442023Assets 2024: $305,085Liabilities 2024: $0Net Assets 2024: $305,0852024

Highlighted filing

2017

Assets$53,118
Liabilities-
Net Assets$53,118

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $68,274Expenses 2014: $65,588Net Income 2014: $2,6862014Revenue 2015: $108,519Expenses 2015: $104,618Net Income 2015: $3,9012015Revenue 2016: $164,889Expenses 2016: $164,893Net Income 2016: -$42016Revenue 2017: $157,819Expenses 2017: $111,813Net Income 2017: $46,0062017Revenue 2018: $398,937Expenses 2018: $394,468Net Income 2018: $4,4692018Revenue 2019: $466,018Expenses 2019: $499,908Net Income 2019: -$33,8902019Revenue 2020: $368,383Expenses 2020: $373,970Net Income 2020: -$5,5872020Revenue 2021: $290,139Expenses 2021: $240,859Net Income 2021: $49,2802021Revenue 2022: $709,247Expenses 2022: $657,232Net Income 2022: $52,0152022Revenue 2023: $2,843,572Expenses 2023: $2,701,133Net Income 2023: $142,4392023Revenue 2024: $4,235,983Expenses 2024: $4,192,742Net Income 2024: $43,2412024

Highlighted filing

2017

Revenue$157,819
Expenses$111,813
Net Income$46,006
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 16, 2018
Return Version
2016v3.0
Gross Receipts
$157,819
Mission and Program Overview

Mission

To promote classical music education and cultural exchange through performance competition and concerts.

Program Services

DescriptionGrantsExpenses
CONDUCTED A PIANO COMETITION IN LOS ANGELES FOR YOUNG MUSICIANS AROUND THE WORLD. PARTICIPANTS INCLUDED YOUNG MUSICIANS FROM SEVERAL COUNTRIES WHO ARE TALENTED AND HIGHLY SKILLED IN CLASSICAL MUSIC. THROUGH A THREE-DAY COMPETITION IN LOS ANGELES, STUDENTS DEMONSTRATED THEIR TALENTS IN CLASSICAL MUSIC AND EXCHANGED IDEAS IN MUSIC LEARNING.$116,574$91,819
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JINGBO YINGPresident & CEOPT$0--
Filing and Contact Details

Filer

Filer Name
Windtree Foundation
EIN
45-3562751
Phone
6267804445
Address
981 Corporate Center Dr Suite 120, POMONA, CA 91768

Signing Officer

Name
Jingbo Ying
Title
President & CEO
Signed
2018-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Casey K Tung CPA
Address
4989 Santa Anita Avenue, Temple City, CA 91780
Preparer
Casey K Tung
Phone
6262791289
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1623

Other Expenses.1002

Office Expenses $241

Other Expenses.1005

Travel $1942

Other Expenses.1012

Insurance $2830

Other Expenses.1

AWARDS $15700

Other Expenses.2

Meals & entertainments $548

Other Expenses.3

BANK CHARGES $240

Raw XML Appendix157 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POMONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OtherExpensesTotalAmt023124
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt091819
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0157819
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0307820
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0234336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042655
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042655
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0542156
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1623
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2830
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEALS & ENTERTAINMENTS $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $240
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JINGBO YING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDTREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0453562751
ReturnHeader/Filer/PhoneNum06267804445
ReturnHeader/Filer/USAddress/AddressLine1Txt0981 Corporate Center Dr Suite 120
ReturnHeader/Filer/USAddress/CityNm0POMONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091768
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04989 Santa Anita Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temple City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091780
ReturnHeader/PreparerPersonGrp/PhoneNum06262791289
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Casey K Tung
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-16T14:44:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits