Civic Intelligence

Winnett Foundation

990PF • Fiscal year 2012 • EIN 95-2036597

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

CO Macys West 2850 N Main St92705
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$477,927

Down $14,396 (-2.9%) from 2011

Net Assets

Down

$477,927

Down $14,396 (-2.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$20,083

Down $6,882 (-26%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2012

Assets$477,927
Liabilities$0
Net Assets$477,927

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$20,083
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILLIE CRESPOPres-$0--
CRAIG ELLWEINTreas-$0--
CRAIG ELLWEINSecy-$0--
MARC ALLENDirector-$0--
JOHN OSTEENDirector-$0--
EM MILLIEDirector-$0--
MARK SANTIAGODirector-$0--
MICHAEL SAUCIERDirector-$0--
ELYSE VOGELDirector-$0--
ALAN WOLLKINDDirector-$0--
KIM FREBURNDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-LIVING EXPENSESNONEMONTEBELLO, CA, US$7,200
Filing and Contact Details

Filer

EIN
95-2036597
Raw XML Appendix373 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MILLIE CRESPO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CRAIG ELLWEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CRAIG ELLWEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MARC ALLEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JOHN OSTEEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5EM MILLIE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6MARK SANTIAGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7MICHAEL SAUCIER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8ELYSE VOGEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9ALAN WOLLKIND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName10KIM FREBURN
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2040165
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3024100
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4042811
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5027778
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.295413
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions017397
IRS990PF/QualifyingDistributions/ExpensesAndContributions017397
IRS990PF/QualifyingDistributions/QualifyingDistributions017397
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CRAIG ELLWEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07145699852
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10MACYS WEST 2850 N MAIN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SANTA ANA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092701
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10PROVIDE EMERGENCY ASSISTANCE FOR MEDICAL AND LIVING EXPENSES FOR NEEDY INDIVIDUALS
IRS990PF/SummaryOfDirectCharitableActy/Expenses107200
IRS990PF/SumOfProgramRelatedInvestments/Description10NO NEW INVESTMENTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER DESCRIBING NEED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WINNETT FOUNDATION C O MACYS WEST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03107932714
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1021600 HAWTHORNE BLVD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0TORRANCE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode090503
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0EMPLOYEES AND FORMER EMPLOYEES OF MACYS STORES THAT WERE FORMERLY BULLOCKS STORES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0LIVING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0JANICE GIBSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10652 N HENDRICKS ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MONTEBELLO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090640
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07200
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear017397
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022216
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2015561
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30196
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403153
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04819
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04819
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear014091
IRS990PF/UndistributedIncome/ExcessFromYear2014091
IRS990PF/UndistributedIncome/QualifyingDistributions017397
IRS990PF/UndistributedIncome/TotalCorpus014091
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover018910
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount010197
LegalFeesSchedule/LegalFees/Category0BAKER HOSTETLER LLP
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps010197
OtherExpensesSchedule/OtherExpenses/Description0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01525
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CITIGROUP TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01525
TaxesSchedule/Taxes/Amount066
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Amount270
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/Category1Franchise Tax Board
TaxesSchedule/Taxes/Category2Secretary of State
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0952036597
ReturnHeader/Filer/Name/BusinessNameLine10WINNETT FOUNDATION
ReturnHeader/Filer/NameControl0WINN
ReturnHeader/Filer/Phone03107932714
ReturnHeader/Filer/USAddress/AddressLine10CO MACYS WEST 2850 N MAIN ST
ReturnHeader/Filer/USAddress/City0SANTA ANA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092705
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0CRAIG ELLWEIN
ReturnHeader/Officer/Phone07142657874
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DONALD G BERKHEIMER CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102362 SABLE TREE CIRCLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TUSTIN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092780
ReturnHeader/Preparer/Name0DONALD G BERKHEIMER
ReturnHeader/Preparer/Phone07148383688
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-09T09:14:09-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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