Civic Intelligence

Winding Rose Foundation

990PF • Fiscal year 2018 • EIN 46-5048570

Jan 01, 2018 to Dec 31, 2018 • Filed on Dec 16, 2019

Organization Profile
27 West 87th StreetNew York, NY 10024

(212) 239-0022

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.09x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

10th percentile

-44%

Higher net margin than 10% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,005,924

Down $102,459 (-2.5%) from 2017

Net Assets

Down

$3,985,924

Down $102,459 (-2.5%) from 2017

Liabilities

Flat

$20,000

Flat from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

Down

$233,153

Down $51,914 (-18%) from 2017

Expenses

Up

$335,612

Up $161,169 (+92%) from 2017

Net Income

Down

-$102,459

Down $213,083 (-193%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $3,963,822Liabilities 2015: $0Net Assets 2015: $3,963,8222015Assets 2016: $3,997,759Liabilities 2016: $20,000Net Assets 2016: $3,977,7592016Assets 2017: $4,108,383Liabilities 2017: $20,000Net Assets 2017: $4,088,3832017Assets 2018: $4,005,924Liabilities 2018: $20,000Net Assets 2018: $3,985,9242018Assets 2019: $3,901,984Liabilities 2019: $0Net Assets 2019: $3,901,9842019Assets 2020: $3,670,900Liabilities 2020: $0Net Assets 2020: $3,670,9002020Assets 2021: $3,627,098Liabilities 2021: $0Net Assets 2021: $3,627,0982021Assets 2022: $3,609,234Liabilities 2022: $0Net Assets 2022: $3,609,2342022Assets 2023: $3,521,201Liabilities 2023: $0Net Assets 2023: $3,521,2012023Assets 2024: $3,530,315Liabilities 2024: $0Net Assets 2024: $3,530,3152024

Highlighted filing

2018

Assets$4,005,924
Liabilities$20,000
Net Assets$3,985,924
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $101,128Expenses 2015: $205,553Net Income 2015: -$104,4252015Revenue 2016: $179,573Expenses 2016: $161,893Net Income 2016: $17,6802016Revenue 2017: $285,067Expenses 2017: $174,443Net Income 2017: $110,6242017Revenue 2018: $233,153Expenses 2018: $335,612Net Income 2018: -$102,4592018Revenue 2019: $262,985Expenses 2019: $330,872Net Income 2019: -$67,8872019Revenue 2020: $55,604Expenses 2020: $305,011Net Income 2020: -$249,4072020Revenue 2021: $368,640Expenses 2021: $430,396Net Income 2021: -$61,7562021Revenue 2022: $275,607Expenses 2022: $293,485Net Income 2022: -$17,8782022Revenue 2023: $135,802Expenses 2023: $223,484Net Income 2023: -$87,6822023Revenue 2024: $270,097Expenses 2024: $260,661Net Income 2024: $9,4362024

Highlighted filing

2018

Revenue$233,153
Expenses$335,612
Net Income-$102,459
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Dec 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY WAGNERDirector-$0--
MARISSA GEOFFROYTrustee-$0--
VALERIE RAMOSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winding Rose Foundation
EIN
46-5048570
Phone
2122390022
Address
27 WEST 87TH STREET, NEW YORK, NY 10024

Signing Officer

Name
Amy Wagner
Title
Director
Phone
2122390022
Signed
2019-12-16
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
300 TICE BOULEVARD SUITE 315, WOODCLIFF LAKE, NJ 07677
Preparer
Brian M Varley
Phone
2017129800
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AppliedToPriorYearElection/ElectionDesc0IN ACCORDANCE WITH IRS REG. SECTION 53-4942(A)-3(D)(2), THE WINDING ROSE FOUNDATION ELECTS TO SPECIFY THAT PART OF THE CURRENT YEAR QUALIFYING DISTRIBUTION BE APPLIED TO UNDISTRIBUTED INCOME FOR THE 2016 TAX YEAR.
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,005,924
Liabilities
$20,000
Net assets
$3,985,924
Revenue
$233,153
Expenses
$335,612
Net income
-$102,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.27$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.14$0.22$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.28$0.29$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.37$0.43$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.06$0.31$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.26$0.33$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.02$3.99$0.23$0.34$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.11$0.02$4.09$0.29$0.17$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.02$3.98$0.18$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.10$0.21$0.10