Civic Intelligence

Winnett Foundation

EIN 95-2036597 • Santa Ana, CA

C/O Macys West 2850 N Main StSanta Ana, CA 92705
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-852%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

29th percentile

-24%

Faster asset growth than 29% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$134,452

Down $43,069 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$134,452

Down $43,069 (-24%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Up

$5,056

Up $15,058 (+151%) from 2023

Expenses

Up

$48,125

Up $17,637 (+58%) from 2023

Net Income

Down

-$43,069

Down $2,579 (-6.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2010: $512,796Liabilities 2010: $0Net Assets 2010: $512,7962010Assets 2011: $492,323Liabilities 2011: $0Net Assets 2011: $492,3232011Assets 2012: $477,927Liabilities 2012: $0Net Assets 2012: $477,9272012Assets 2013: $417,138Liabilities 2013: $0Net Assets 2013: $417,1382013Assets 2014: $398,112Liabilities 2014: $0Net Assets 2014: $398,1122014Assets 2015: $364,648Liabilities 2015: $0Net Assets 2015: $364,6482015Assets 2016: $351,782Liabilities 2016: $0Net Assets 2016: $351,7822016Assets 2017: $337,761Liabilities 2017: $0Net Assets 2017: $337,7612017Assets 2018: $306,774Liabilities 2018: $0Net Assets 2018: $306,7742018Assets 2019: $254,636Liabilities 2019: $0Net Assets 2019: $254,6362019Assets 2020: $247,428Liabilities 2020: $0Net Assets 2020: $247,4282020Assets 2021: $238,253Liabilities 2021: $0Net Assets 2021: $238,2532021Assets 2022: $218,011Liabilities 2022: $0Net Assets 2022: $218,0112022Assets 2023: $177,521Liabilities 2023: $0Net Assets 2023: $177,5212023Assets 2024: $134,452Liabilities 2024: $0Net Assets 2024: $134,4522024

Highlighted filing

2024

Assets$134,452
Liabilities$0
Net Assets$134,452
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $43,1092010Expenses 2011: $26,9652011Expenses 2012: $20,0832012Revenue 2013: $4,930Expenses 2013: $65,719Net Income 2013: -$60,7892013Revenue 2014: $7,065Expenses 2014: $26,091Net Income 2014: -$19,0262014Revenue 2015: $9,872Expenses 2015: $43,336Net Income 2015: -$33,4642015Revenue 2016: $11,764Expenses 2016: $24,568Net Income 2016: -$12,8042016Revenue 2017: $13,769Expenses 2017: $27,790Net Income 2017: -$14,0212017Revenue 2018: $12,123Expenses 2018: $43,110Net Income 2018: -$30,9872018Revenue 2019: $12,680Expenses 2019: $64,818Net Income 2019: -$52,1382019Revenue 2020: $9,292Expenses 2020: $16,500Net Income 2020: -$7,2082020Revenue 2021: $25,915Expenses 2021: $35,090Net Income 2021: -$9,1752021Revenue 2022: $13,534Expenses 2022: $33,776Net Income 2022: -$20,2422022Revenue 2023: -$10,002Expenses 2023: $30,488Net Income 2023: -$40,4902023Revenue 2024: $5,056Expenses 2024: $48,125Net Income 2024: -$43,0692024

Highlighted filing

2024

Revenue$5,056
Expenses$48,125
Net Income-$43,069
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$134,452
Liabilities
$0
Net assets
$134,452
Revenue
$5,056
Expenses
$48,125
Net income
-$43,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.48$0.43
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10$0.30$0.40
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.14$0.34$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.26$0.35$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.09$0.17$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.13$0.65$0.52
2018Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.12$0.43$0.31
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.14$0.28$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.12$0.25$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.10$0.43$0.33
2014Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.07$0.26$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.05$0.66$0.61
2012Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.20
2011Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.27
2010Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE SANTOSPresident-$0--
ABBIE D'AMELIA PEREZTreasurer-$0--
DAISY VELASCODirector-$0--
HENRY AGUIRREDirector-$0--
KIM FREEBURNDirector-$0--
ELYSE VOGELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Winnett Foundation
EIN
95-2036597
Phone
3106136093
Address
C/O MACYS WEST 2850 N MAIN ST, SANTA ANA, CA 92705

Signing Officer

Name
Abbie D Perez
Title
Treasurer
Phone
3106136093
Signed
2025-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Donald G Berkheimer CPA
Address
2362 SABLE TREE CIR, TUSTIN, CA 92780
Preparer
Donald G Berkheimer
Phone
7142636665
Raw XML Appendix336 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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07145699852
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492691
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt046118
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt046118
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt089938
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016719
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0426
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045825
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038159
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0136056
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097897
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SERVICE CHARGE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0130
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ARDEN TRUST TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GRANT REVIEW
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt1DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ABBIE D PEREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03106136093
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINNETT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINN
ReturnHeader/Filer/EIN0952036597
ReturnHeader/Filer/PhoneNum03106136093
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MACYS WEST 2850 N MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953187297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD G BERKHEIMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02362 SABLE TREE CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07142636665
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G BERKHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-28T08:56:03-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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