STANLEY & MARGARET WINKELMAN FOUNDATION (EIN 386064584) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

DOROTHY BENYAS

Phone

2486424260

Tax Period

2024-06-01 to 2025-05-31

STANLEY & MARGARET WINKELMAN FOUNDATION, founded in 1961, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $66K in total revenue in fiscal year 2024. Revenue surged 229% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 52% operating margin.

Mission

TO SUPPORT THE JEWISH COMMUNITY AND THE COMMUNITY AS A WHOLE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $65,823

Other Revenue $0

TOTAL REVENUE $65,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31,862

TOTAL EXPENSES $31,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,823	$19,997	+2.3%
Expenses	$31,862	$29,656	+0.1%
Net Income	$33,961	$-9,659	-4.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$824,732

Total Directors

$824,732

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN INGBER	SECRETARY	0.50	Officer Director	$0	$16,554	$518,375
DOROTHY BENYAS	TREASURER	0.50	Officer Director	$0	$28,081	$306,357
ROGER E WINKELMAN	PRESIDENT	0.50	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$65,823	$31,862	$965,230	$33,961
2024	$19,997	$29,656	$871,773	$-9,659
2023	$39,689	$37,185	$740,382	$2,504
2022	$36,926	$31,157	$747,812	$5,769
2021	$38,126	$29,686	$790,969	$8,440
2020	$34,558	$28,960	$595,625	$5,598
2019	$22,613	$23,863	$578,793	$-1,250

STANLEY & MARGARET WINKELMAN FOUNDATION