Civic Intelligence

Winmar Foundation

990PF • Fiscal year 2023 • EIN 46-2220222

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile
7255 Crossleigh Court 104Toledo, OH 43617

(419) 517-7377

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$47,500

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,667,340

Up $1,208,676 (+27%) from 2022

Net Assets

Up

$5,667,340

Up $1,208,676 (+27%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin96th percentile

Revenue

Down

$1,385,075

Down $470,246 (-25%) from 2022

Expenses

Down

$176,399

Down $25,364 (-13%) from 2022

Net Income

Down

$1,208,676

Down $444,882 (-27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $4,968Liabilities 2019: $1Net Assets 2019: $4,9682019Assets 2020: $1,102,836Liabilities 2020: $1Net Assets 2020: $1,102,8362020Assets 2021: $2,805,106Liabilities 2021: $1Net Assets 2021: $2,805,1062021Assets 2022: $4,458,664Liabilities 2022: $1Net Assets 2022: $4,458,6642022Assets 2023: $5,667,340Liabilities 2023: $1Net Assets 2023: $5,667,3402023Assets 2024: $7,412,054Liabilities 2024: $0Net Assets 2024: $7,412,0542024

Highlighted filing

2023

Assets$5,667,340
Liabilities$1
Net Assets$5,667,340
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $4,968Expenses 2019: $0Net Income 2019: $4,9682019Revenue 2020: $1,098,126Expenses 2020: $258Net Income 2020: $1,097,8682020Revenue 2021: $1,707,620Expenses 2021: $5,350Net Income 2021: $1,702,2702021Revenue 2022: $1,855,321Expenses 2022: $201,763Net Income 2022: $1,653,5582022Revenue 2023: $1,385,075Expenses 2023: $176,399Net Income 2023: $1,208,6762023Revenue 2024: $2,096,136Expenses 2024: $351,422Net Income 2024: $1,744,7142024

Highlighted filing

2023

Revenue$1,385,075
Expenses$176,399
Net Income$1,208,676
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNALISA TOTHPresident-$47,500-$47,500
TIMOTHY SEMROSecretary, Trustee-$0--
MICHAEL HENRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winmar Foundation
EIN
46-2220222
Phone
4195177377
Address
7255 CROSSLEIGH COURT 104, TOLEDO, OH 43617

Signing Officer

Name
Annalisa Toth
Title
President
Phone
4195177377
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
1500 W BIG BEAVER RD 2ND FLR, TROY, MI 48084
Preparer
Sandra L Gohlke CPA
Phone
2489525000
Raw XML Appendix344 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/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IMPROVES QUALITY OF LIFE AND TREATMENT OUTCOMES FOR MICHIGAN CANCER PATIENTS AND FAMILIES BY PROVIDING FINANCIAL ASSISTANCE AND EMOTIONAL SUPPORT IN PARTNERSHIP WITH HOSPITALS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEW DAY FOUNDATION FOR FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0245 BARCLAY CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048307
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt06986
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt053014
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0194907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0187921
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053014
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WINMAR 2019 CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1WINMAR 2020 CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07255 CROSSLEIGH COURT SUITE 104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17255 CROSSLEIGH COURT SUITE 104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TOLEDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1TOLEDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043617
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd143617
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011924
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11629300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011689
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0341
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PAYROLL PROCESSING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03377
TaxesSchedule/TaxesDetail/Amt14779
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNALISA TOTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04195177377
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINMAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINM
ReturnHeader/Filer/EIN0462220222
ReturnHeader/Filer/PhoneNum04195177377
ReturnHeader/Filer/USAddress/AddressLine1Txt07255 CROSSLEIGH COURT 104
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043617
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 W BIG BEAVER RD 2ND FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048084
ReturnHeader/PreparerPersonGrp/PhoneNum02489525000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA L GOHLKE CPA
ReturnHeader/ReturnTs02024-05-10T10:25:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNALISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOTH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,667,340
Liabilities
$1
Net assets
$5,667,340
Revenue
$1,385,075
Expenses
$176,399
Net income
$1,208,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$2.10$0.35$1.74
2023Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$1.39$0.18$1.21
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$1.86$0.20$1.65
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$1.71$0.01$1.70
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.10$0.00$1.10
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00