Winkel Family Foundation

Nonprofit profile at a glance

EIN
421464738
IRS 990-PF coverage
2010–2024
Forms available
Form 990-PF 2024
Location
Sergeant Bluff, IA, USA
Phone
7122712710
Rating
56
Verdict
MIXED
Rating confidence
Standard
Sector
Community Recreational Centers

Reported finances

Revenue
$0
Expenses
$13,294

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Community Recreational Centers

What it reported funding in 2024

The foundation reported 1 grant totaling $1,000. The stated grant purpose was these funds ar being used in order to further the mission of the warrior baseball club in developing the youth of sargeant bluff through the playing of baseball. these funds are being used in order to shape the youth and teach them life skills you can learn from sports..

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

MIXED - The filed numbers largely add up and the filing identifies who received its grants. A relatively small share of available resources goes to charitable grants and a relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 14
  • Cost Efficiency: 8
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 99

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 13.8%; rating input score 14; 5th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 7.5%; rating input score 8; 15th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 172.29; rating input score 99; 99th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 13.8% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 99th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 8 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Grant Deployment: Grant deployment ratio scored 14/100.
  • High — Cost Efficiency: Grant expense ratio scored 8/100.