Civic Intelligence

John J Winkler Memorial Trust C/O David Halperin

990PF • Fiscal year 2017 • EIN 77-6062330

Jun 01, 2016 to May 31, 2017 • Filed on Sep 27, 2017

Organization Profile
1742 Westridge RoadAnn Arbor, MI 48105-1067

(734) 213-4903

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-56%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$29,986

Up $437 (+1.5%) from 2016

Net Assets

Up

$29,986

Up $437 (+1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Down

$2,646

Down $3,393 (-56%) from 2016

Expenses

Down

$2,209

Down $576 (-21%) from 2016

Net Income

Down

$437

Down $2,817 (-87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40K$30K$20K$10K$0Assets 2011: $28,028Liabilities 2011: $0Net Assets 2011: $28,0282011Assets 2012: $27,331Liabilities 2012: $0Net Assets 2012: $27,3312012Assets 2013: $26,396Liabilities 2013: $0Net Assets 2013: $26,3962013Assets 2014: $25,793Liabilities 2014: $0Net Assets 2014: $25,7932014Assets 2015: $26,295Liabilities 2015: $0Net Assets 2015: $26,2952015Assets 2016: $29,549Liabilities 2016: $0Net Assets 2016: $29,5492016Assets 2017: $29,986Liabilities 2017: $0Net Assets 2017: $29,9862017Assets 2018: $30,302Liabilities 2018: $0Net Assets 2018: $30,3022018Assets 2019: $30,732Liabilities 2019: $0Net Assets 2019: $30,7322019Assets 2020: $30,742Liabilities 2020: $0Net Assets 2020: $30,7422020Assets 2021: $24,240Liabilities 2021: $0Net Assets 2021: $24,2402021Assets 2022: $25,235Liabilities 2022: $0Net Assets 2022: $25,2352022Assets 2023: $23,505Liabilities 2023: $0Net Assets 2023: $23,5052023Assets 2024: $23,251Liabilities 2024: $0Net Assets 2024: $23,2512024Assets 2025: $22,330Liabilities 2025: $0Net Assets 2025: $22,3302025

Highlighted filing

2017

Assets$29,986
Liabilities$0
Net Assets$29,986
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$10K$5.0K$0-$5.0KExpenses 2011: $2,6062011Expenses 2012: $2,8212012Expenses 2013: $2,0032013Revenue 2014: $2,256Expenses 2014: $2,859Net Income 2014: -$6032014Revenue 2015: $3,243Expenses 2015: $2,741Net Income 2015: $5022015Revenue 2016: $6,039Expenses 2016: $2,785Net Income 2016: $3,2542016Revenue 2017: $2,646Expenses 2017: $2,209Net Income 2017: $4372017Revenue 2018: $2,455Expenses 2018: $2,139Net Income 2018: $3162018Revenue 2019: $2,556Expenses 2019: $2,126Net Income 2019: $4302019Revenue 2020: $2,793Expenses 2020: $2,783Net Income 2020: $102020Revenue 2021: $916Expenses 2021: $5,624Net Income 2021: -$4,7082021Revenue 2022: $1,688Expenses 2022: $2,604Net Income 2022: -$9162022Revenue 2023: $780Expenses 2023: $2,510Net Income 2023: -$1,7302023Revenue 2024: $2,052Expenses 2024: $2,306Net Income 2024: -$2542024Revenue 2025: $3,585Expenses 2025: $2,960Net Income 2025: $6252025

Highlighted filing

2017

Revenue$2,646
Expenses$2,209
Net Income$437
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Sep 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HALPERINTrusteePT$0--
DAVID A BRAATENTrustee-$0--
LESLEY DEAN-JONESTrustee-$0--
KIRK ORMANDTrustee-$0--
DANIEL L SELDENTrustee-$0--
FROMA I ZEITLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John J Winkler Memorial Trust
EIN
77-6062330
Phone
7342134903
Address
1742 WESTRIDGE ROAD, ANN ARBOR, MI 48105-1067

Signing Officer

Name
David Halperin
Title
Trustee
Phone
7346475884
Signed
2017-09-27

Preparer

Firm
Gonzalez and Associates Pc
Address
14 PAGE TERRACE, STOUGHTON, MA 02072
Preparer
Lillian Gonzalez CPA Mst Csep Csrp
Phone
7813441040
Raw XML Appendix295 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5FROMA I ZEITLIN
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O UNIV OF MICH ENGLISH DEPT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt03187 ANGELL HALL 435 S STATE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANN ARBOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0481091003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07346475884
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION AWARDS THE WINKLER PRIZE TO OUTSTANDING STUDENTS IN THE CLASSICS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE ONLY REQUIREMENT IS THE SUBMISSION OF AN ESSAY WITH THE APPLICANT'S NAME AND ADDRESS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID HALPERIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07346475884
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03187 ANGELL HALL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ANN ARBOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd048109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS ON AWARDS. THE ESSAY SUBMITTED MUST BE ON A NEGLECTED OR MARGINAL TOPIC IN CLASSICAL STUDIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SUBMISSION DEADLINE IS APRIL 1 OF EACH YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DEBORAH SNEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 EAST 1ST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHEYENNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd082001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500
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/AppliedToCurrentYearAmt01378
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01414
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01414
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02627
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0122
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0591
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0122
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04041
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03919
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0109
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0109
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HALPERIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07346475884
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN J WINKLER MEMORIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID HALPERIN
ReturnHeader/Filer/BusinessNameControlTxt0WINK
ReturnHeader/Filer/EIN0776062330
ReturnHeader/Filer/PhoneNum07342134903
ReturnHeader/Filer/USAddress/AddressLine1Txt01742 WESTRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0481051067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A4C3F4D5E32746187AC8279595873FFD0AB65EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010C78DD5528BC75CDA8F88DB1B0262B14A1638B7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272630858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GONZALEZ AND ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 PAGE TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002072
ReturnHeader/PreparerPersonGrp/PhoneNum07813441040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LILLIAN GONZALEZ CPA MST CSEP CSRP
ReturnHeader/ReturnTs02017-10-06T10:40:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,986
Liabilities
$0
Net assets
$29,986
Revenue
$2,646
Expenses
$2,209
Net income
$437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$3.59$2.96$0.63
2024Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$2.05$2.31$0.25
2023Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.78$2.51$1.73
2022Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.69$2.60$0.92
2021Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$0.92$5.62$4.71
2020Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$2.79$2.78$0.01
2019Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$2.56$2.13$0.43
2018Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$2.46$2.14$0.32
2017Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$2.65$2.21$0.44
2016Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$6.04$2.79$3.25
2015Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$3.24$2.74$0.50
2014Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$2.26$2.86$0.60
2013Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$2.00
2012Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$2.82
2011Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$2.61