Civic Intelligence

Winding Rose Foundation

990PF • Fiscal year 2019 • EIN 46-5048570

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,901,984

Down $103,940 (-2.6%) from 2018

Net Assets

Down

$3,901,984

Down $83,940 (-2.1%) from 2018

Liabilities

Down

$0

Down $20,000 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Up

$262,985

Up $29,832 (+13%) from 2018

Expenses

Down

$330,872

Down $4,740 (-1.4%) from 2018

Net Income

Up

-$67,887

Up $34,572 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$3,901,984
Liabilities$0
Net Assets$3,901,984
Open 2019 Filing

Operations Trend

Revenue Growth68th 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

2019

Revenue$262,985
Expenses$330,872
Net Income-$67,887
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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
2020-11-16
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

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,901,984
Liabilities
$0
Net assets
$3,901,984
Revenue
$262,985
Expenses
$330,872
Net income
-$67,887
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