Civic Intelligence

Winkler Family Foundation

EIN 71-0867442 • Austin, TX

3736 Bee Cave Rd Suite 1-186Austin, TX 78746
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-74%

Higher net margin than 5% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

14th percentile

-5.9%

Faster asset growth than 14% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

8.6%

Faster revenue growth than 50% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$15,766,867

Down $994,281 (-5.9%) from 2023

Liabilities

Down

$30,000

Down $50,000 (-63%) from 2023

Net Assets

Down

$15,736,867

Down $944,281 (-5.7%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Up

$1,270,907

Up $100,842 (+8.6%) from 2023

Expenses

Down

$2,215,187

Down $10,739 (-0.5%) from 2023

Net Income

Up

-$944,280

Up $111,581 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $12,678,459Liabilities 2011: $0Net Assets 2011: $12,678,4592011Assets 2012: $12,171,631Liabilities 2012: $0Net Assets 2012: $12,171,6312012Assets 2013: $12,022,653Liabilities 2013: $1Net Assets 2013: $12,022,6532013Assets 2014: $11,863,447Liabilities 2014: $198,308Net Assets 2014: $11,665,1392014Assets 2015: $11,827,527Liabilities 2015: $25,360Net Assets 2015: $11,802,1672015Assets 2016: $11,348,599Liabilities 2016: $0Net Assets 2016: $11,348,5992016Assets 2017: $10,673,269Liabilities 2017: $0Net Assets 2017: $10,673,2692017Assets 2018: $9,389,482Liabilities 2018: $0Net Assets 2018: $9,389,4822018Assets 2019: $8,356,081Liabilities 2019: $22,865Net Assets 2019: $8,333,2162019Assets 2020: $6,825,467Liabilities 2020: $1Net Assets 2020: $6,825,4672020Assets 2021: $5,683,171Liabilities 2021: $298,000Net Assets 2021: $5,385,1712021Assets 2022: $17,959,012Liabilities 2022: $222,000Net Assets 2022: $17,737,0122022Assets 2023: $16,761,148Liabilities 2023: $80,000Net Assets 2023: $16,681,1482023Assets 2024: $15,766,867Liabilities 2024: $30,000Net Assets 2024: $15,736,8672024

Highlighted filing

2024

Assets$15,766,867
Liabilities$30,000
Net Assets$15,736,867
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,053,5462011Expenses 2012: $1,015,9922012Revenue 2013: $289,963Expenses 2013: $997,768Net Income 2013: -$707,8052013Revenue 2014: $274,093Expenses 2014: $1,094,682Net Income 2014: -$820,5892014Revenue 2015: $333,119Expenses 2015: $1,187,676Net Income 2015: -$854,5572015Revenue 2016: $365,706Expenses 2016: $1,440,410Net Income 2016: -$1,074,7042016Revenue 2017: $413,530Expenses 2017: $1,597,919Net Income 2017: -$1,184,3892017Revenue 2018: $192,188Expenses 2018: $2,090,732Net Income 2018: -$1,898,5442018Revenue 2019: $247,969Expenses 2019: $1,913,473Net Income 2019: -$1,665,5042019Revenue 2020: $237,548Expenses 2020: $2,095,818Net Income 2020: -$1,858,2702020Revenue 2021: $798,441Expenses 2021: $2,254,665Net Income 2021: -$1,456,2242021Revenue 2022: $14,427,975Expenses 2022: $2,081,898Net Income 2022: $12,346,0772022Revenue 2023: $1,170,065Expenses 2023: $2,225,926Net Income 2023: -$1,055,8612023Revenue 2024: $1,270,907Expenses 2024: $2,215,187Net Income 2024: -$944,2802024

Highlighted filing

2024

Revenue$1,270,907
Expenses$2,215,187
Net Income-$944,280
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,766,867
Liabilities
$30,000
Net assets
$15,736,867
Revenue
$1,270,907
Expenses
$2,215,187
Net income
-$944,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$0.03$15.7$1.27$2.22$0.94
2023Detailed filing. Detailed filing data is available for this year.$16.8$0.08$16.7$1.17$2.23$1.06
2022Detailed filing. Detailed filing data is available for this year.$18.0$0.22$17.7$14.4$2.08$12.3
2021Detailed filing. Detailed filing data is available for this year.$5.68$0.30$5.39$0.80$2.25$1.46
2020Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.24$2.10$1.86
2019Detailed filing. Detailed filing data is available for this year.$8.36$0.02$8.33$0.25$1.91$1.67
2018Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.19$2.09$1.90
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.41$1.60$1.18
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.37$1.44$1.07
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.03$11.8$0.33$1.19$0.85
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.20$11.7$0.27$1.09$0.82
2013Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.29$1.00$0.71
2012Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.02
2011Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW M WINKLERPresident-$0--
MARGARET O WINKLERVice President-$0--
KAREN F PHILLIPSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winkler Family Foundation
EIN
71-0867442
In Care Of
% MATTHEW WINKLER
Phone
5124727671
Address
3736 Bee Cave Rd Suite 1-186, Austin, TX 78746

Signing Officer

Name
Matthew M Winkler
Title
Trustee
Phone
5124727671
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Benedict Mccabe LLC
Address
3700 N CAPITAL OF TEXAS HWY STE 460, AUSTIN, TX 78746
Phone
5124761040
Raw XML Appendix313 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MATTHEW M WINKLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET O WINKLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAREN F PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22837 Clinton Terrace
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03736 BEE CAVE RD STE 1-186
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078746
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MATTHEW WINKLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05123275089
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MATTHEW M WINKLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02175999
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078746
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02175999
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0942866
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0942866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01185334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0694266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01422446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02059999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01876799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01876799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06596178
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01234133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01185334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0694266
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01422446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02059999
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02176999
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01234133
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08472977
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07238844
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-6355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036043
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036043
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - BROKERAGE ACCT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010180
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew M Winkler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05124727671
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Winkler Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WINK
ReturnHeader/Filer/EIN0710867442
ReturnHeader/Filer/InCareOfNm0% MATTHEW WINKLER
ReturnHeader/Filer/PhoneNum05124727671
ReturnHeader/Filer/USAddress/AddressLine1Txt03736 Bee Cave Rd Suite 1-186
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078746
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENEDICT MCCABE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03700 N CAPITAL OF TEXAS HWY STE 460
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078746
ReturnHeader/PreparerPersonGrp/PhoneNum05124761040
ReturnHeader/ReturnTs02025-04-29T10:32:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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