Civic Intelligence

Winters Institute

990PF • Fiscal year 2019 • EIN 68-0055383

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 10, 2020

27956 State Hwy 128Winters, CA 95694

(530) 795-4459

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

51.47x

Higher debt load relative to revenue than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-16329%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.0%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

0.0%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$52,742

Down $2,776 (-5.0%) from 2018

Net Assets

Down

$51,867

Down $2,776 (-5.1%) from 2018

Liabilities

Flat

$875

Flat from 2018

Revenue

Flat

$17

Flat from 2018

Expenses

Up

$2,793

Up $1,918 (+219%) from 2018

Net Income

Down

-$2,776

Down $1,918 (-224%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $63,556Liabilities 2011: $02011Assets 2012: $57,278Liabilities 2012: $02012Assets 2013: $56,976Liabilities 2013: $0Net Assets 2013: $56,9762013Assets 2014: $56,226Liabilities 2014: $0Net Assets 2014: $56,2262014Assets 2015: $55,468Liabilities 2015: $0Net Assets 2015: $55,4682015Assets 2016: $55,485Liabilities 2016: $0Net Assets 2016: $55,4852016Assets 2017: $55,501Liabilities 2017: $0Net Assets 2017: $55,5012017Assets 2018: $55,518Liabilities 2018: $875Net Assets 2018: $54,6432018Assets 2019: $52,742Liabilities 2019: $875Net Assets 2019: $51,8672019Assets 2020: $37,087Liabilities 2020: $875Net Assets 2020: $36,2122020Assets 2021: $33,393Liabilities 2021: $875Net Assets 2021: $32,5182021Assets 2022: $15,570Liabilities 2022: $875Net Assets 2022: $14,6952022Assets 2023: $10,497Liabilities 2023: $0Net Assets 2023: $10,4972023Assets 2024: $8,688Liabilities 2024: $0Net Assets 2024: $8,6882024Assets 2025: $1,841Liabilities 2025: $0Net Assets 2025: $1,8412025

Highlighted filing

2019

Assets$52,742
Liabilities$875
Net Assets$51,867

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2011: $32Expenses 2011: $2,280Net Income 2011: -$2,2482011Revenue 2012: $34Expenses 2012: $6,312Net Income 2012: -$6,2782012Expenses 2013: $3212013Revenue 2014: $17Expenses 2014: $767Net Income 2014: -$7502014Revenue 2015: $17Expenses 2015: $775Net Income 2015: -$7582015Revenue 2016: $17Expenses 2016: $0Net Income 2016: $172016Revenue 2017: $16Expenses 2017: $0Net Income 2017: $162017Revenue 2018: $17Expenses 2018: $875Net Income 2018: -$8582018Revenue 2019: $17Expenses 2019: $2,793Net Income 2019: -$2,7762019Revenue 2020: $14Expenses 2020: $15,669Net Income 2020: -$15,6552020Revenue 2021: $4Expenses 2021: $3,698Net Income 2021: -$3,6942021Revenue 2022: $3Expenses 2022: $1,625Net Income 2022: -$1,6222022Revenue 2023: $6Expenses 2023: $4,204Net Income 2023: -$4,1982023Revenue 2024: $11Expenses 2024: $1,820Net Income 2024: -$1,8092024Revenue 2025: $8Expenses 2025: $6,855Net Income 2025: -$6,8472025

Highlighted filing

2019

Revenue$17
Expenses$2,793
Net Income-$2,776
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 10, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GENE BREZNOCKPresident-$0--
ANN BREZNOCKSecretary-$0--
DENNIS STRACKVice-President-$0--
Filing and Contact Details

Filer

Filer Name
Winters Institute
EIN
68-0055383
Phone
5307954459
Address
27956 STATE HWY 128, WINTERS, CA 95694

Signing Officer

Name
Gene Breznock
Title
President
Signed
2020-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Carbahal & Company AAC
Address
1107 Kennedy Pl 5, Davis, CA 95616
Preparer
Jennifer Nitzkowski CPA
Phone
5307588111
Raw XML Appendix189 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE-PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21005 MONTEQUE WAY
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05307954459
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
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TaxesSchedule/TaxesDetail/Amt02793
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL PRIVATE FOUNDATION TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE BREZNOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINTERS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0680055383
ReturnHeader/Filer/PhoneNum05307954459
ReturnHeader/Filer/USAddress/AddressLine1Txt027956 STATE HWY 128
ReturnHeader/Filer/USAddress/CityNm0WINTERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095694
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680175530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carbahal & Company AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 Kennedy Pl 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Davis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095616
ReturnHeader/PreparerPersonGrp/PhoneNum05307588111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Nitzkowski CPA
ReturnHeader/ReturnTs02020-02-10T10:05:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.01$6.86$6.85
2024Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.01$1.82$1.81
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.01$4.20$4.20
2022Detailed filing. Detailed filing data is available for this year.$15.6$0.88$14.7$0.00$1.63$1.62
2021Detailed filing. Detailed filing data is available for this year.$33.4$0.88$32.5$0.00$3.70$3.69
2020Detailed filing. Detailed filing data is available for this year.$37.1$0.88$36.2$0.01$15.7$15.7
2019Detailed filing. Detailed filing data is available for this year.$52.7$0.88$51.9$0.02$2.79$2.78
2018Detailed filing. Detailed filing data is available for this year.$55.5$0.88$54.6$0.02$0.88$0.86
2017Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$0.02$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$0.02$0.00$0.02
2015Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$0.02$0.78$0.76
2014Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$0.02$0.77$0.75
2013Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$0.32
2012Summary only. Only limited summary data is available for this year.$57.3$0.00$0.03$6.31$6.28
2011Summary only. Only limited summary data is available for this year.$63.6$0.00$0.03$2.28$2.25