Jon And Abby Winkelried Foundation
Jon And Abby Winkelried Foundation shows variable revenue but consistent asset base and no reported officer compensation.
EIN: 133634388 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $19.4M |
| Total Expenses | $1.9M |
| Program Spending | 90% |
| Net Assets | $7.5M |
| Transparency Score | 85/100 |
Is Jon And Abby Winkelried Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jon And Abby Winkelried Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jon And Abby Winkelried Foundation
Jon And Abby Winkelried Foundation (EIN: 133634388) is a nonprofit organization based in New York, NY. The organization reported total revenue of $19.4M and total assets of $12.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jon And Abby Winkelried Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jon And Abby Winkelried Foundation is a large nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 15.7%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $6.4M |
| Total Expenses | $1.9M |
| Surplus / Deficit | +$4.6M |
| Total Assets | $7.5M |
| Total Liabilities | $1 |
| Net Assets | $7.5M |
| Operating Margin | 71.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 48.8 months |
Financial Health Grade: A
In 2024, Jon And Abby Winkelried Foundation reported a surplus of $4.6M with revenue exceeding expenses, holds 48.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2012–2024), Jon And Abby Winkelried Foundation's revenue has grown at a compound annual growth rate (CAGR) of 15.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +3541.1% | +41.0% | +27.1% |
| 2023 | -42.4% | +20.4% | -16.1% |
| 2022 | +52.8% | +46.6% | -10.2% |
| 2021 | -37.1% | -13.5% | -6.2% |
| 2020 | +6.6% | -31.2% | -6.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1992 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jon And Abby Winkelried Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Jon And Abby Winkelried Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $4.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers or key employees are compensated directly by the foundation, which is a positive sign for resource allocation towards its mission.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jon And Abby Winkelried Foundation's IRS 990 filings:
- NTEE Code is unknown, making it difficult to assess specific programmatic alignment.
Strengths
The following positive indicators were identified for Jon And Abby Winkelried Foundation:
- Consistent asset base, currently at $12,134,244, indicating financial stability.
- No reported officer compensation across all filings, suggesting efficient use of funds for charitable purposes.
- Minimal liabilities reported consistently, indicating strong financial management.
- Long history of IRS 990 filings (10 filings), demonstrating transparency and compliance.
Frequently Asked Questions about Jon And Abby Winkelried Foundation
Is Jon And Abby Winkelried Foundation a legitimate charity?
Jon And Abby Winkelried Foundation (EIN: 133634388) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $19.4M. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Jon And Abby Winkelried Foundation spend its money?
Jon And Abby Winkelried Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Jon And Abby Winkelried Foundation tax-deductible?
Jon And Abby Winkelried Foundation is registered as a tax-exempt nonprofit (EIN: 133634388). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Jon And Abby Winkelried Foundation located?
Jon And Abby Winkelried Foundation is headquartered in New York, New York and files with the IRS under EIN 133634388.
How many years of IRS 990 filings does Jon And Abby Winkelried Foundation have?
Jon And Abby Winkelried Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $19.4M in total revenue.
What is the primary mission or focus area of the Jon And Abby Winkelried Foundation?
Based on the provided data, the NTEE code is unknown, so the specific mission or focus area cannot be determined. However, as a private foundation, its mission typically involves grant-making to other charitable organizations.
Why is there such high variability in the foundation's annual revenue?
The high variability in revenue (e.g., $176,673 in 2023 vs. $6,432,782 in 2024) is common for private foundations, which often rely on investment returns, large infrequent donations, or contributions from a limited number of sources.
How does the foundation manage to operate with 0% officer compensation?
Operating with 0% officer compensation suggests that the foundation's officers are either volunteers, or their compensation is covered by other entities, or the foundation has a very lean, possibly family-run, operational structure.
Filing History
IRS 990 filing history for Jon And Abby Winkelried Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), Jon And Abby Winkelried Foundation's revenue has grown by 478.1%, moving from $1.1M to $6.4M. Total assets decreased by 41.1% over the same period, from $12.8M to $7.5M. Total functional expenses rose by 126.4%, from $818K to $1.9M. In its most recent filing year (2024), Jon And Abby Winkelried Foundation reported a surplus of $4.6M, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $6.4M | $1.9M | $7.5M | $1 | — | — |
| 2023 | $177K | $1.3M | $5.9M | $1 | — | View 990 |
| 2022 | $307K | $1.1M | $7.1M | $1 | — | View 990 |
| 2021 | $201K | $744K | $7.9M | $22K | — | View 990 |
| 2020 | $319K | $860K | $8.4M | $1 | — | — |
| 2019 | $299K | $1.2M | $9.0M | $65K | — | View 990 |
| 2015 | $854K | $711K | $10.7M | $0 | — | View 990 |
| 2014 | $399K | $1.6M | $10.5M | $0 | — | View 990 |
| 2013 | $389K | $1.5M | $11.7M | $0 | — | View 990 |
| 2012 | $1.1M | $818K | $12.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $6.4M, expenses of $1.9M, and assets of $7.5M (revenue +3541.1% year-over-year).
- 2023: Revenue of $177K, expenses of $1.3M, and assets of $5.9M (revenue -42.4% year-over-year).
- 2022: Revenue of $307K, expenses of $1.1M, and assets of $7.1M (revenue +52.8% year-over-year).
- 2021: Revenue of $201K, expenses of $744K, and assets of $7.9M (revenue -37.1% year-over-year).
- 2020: Revenue of $319K, expenses of $860K, and assets of $8.4M (revenue +6.6% year-over-year).
- 2019: Revenue of $299K, expenses of $1.2M, and assets of $9.0M (revenue -64.9% year-over-year).
- 2015: Revenue of $854K, expenses of $711K, and assets of $10.7M (revenue +114.2% year-over-year).
- 2014: Revenue of $399K, expenses of $1.6M, and assets of $10.5M (revenue +2.4% year-over-year).
- 2013: Revenue of $389K, expenses of $1.5M, and assets of $11.7M (revenue -65.0% year-over-year).
- 2012: Revenue of $1.1M, expenses of $818K, and assets of $12.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jon And Abby Winkelried Foundation:
Data Sources and Methodology
This transparency report for Jon And Abby Winkelried Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.