Civic Intelligence

Robert & Tracy Winston Foundation Inc.

990PF • Fiscal year 2020 • EIN 26-0341648

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
2745 Lakeview DriveRaleigh, NC 27609

(919) 571-1179

Siviq Scores

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

Liabilities / Assets

100th percentile

0.41x

Higher debt load relative to assets than 100% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

5.79x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Net Margin

30th percentile

-65%

Higher net margin than 30% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets100th percentile

Assets

$755,879

No earlier filing loaded for comparison.

Net Assets

$449,629

No earlier filing loaded for comparison.

Liabilities

$306,250

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin30th percentile

Revenue

$52,929

No earlier filing loaded for comparison.

Expenses

$87,550

No earlier filing loaded for comparison.

Net Income

-$34,621

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2020: $755,879Liabilities 2020: $306,250Net Assets 2020: $449,6292020Assets 2021: $758,294Liabilities 2021: $356,250Net Assets 2021: $402,0442021Assets 2022: $756,274Liabilities 2022: $306,250Net Assets 2022: $450,0242022Assets 2023: $836,410Liabilities 2023: $306,250Net Assets 2023: $530,1602023Assets 2024: $629,763Liabilities 2024: $306,250Net Assets 2024: $323,5132024

Highlighted filing

2020

Assets$755,879
Liabilities$306,250
Net Assets$449,629
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2020: $52,929Expenses 2020: $87,550Net Income 2020: -$34,6212020Revenue 2021: $3,784Expenses 2021: $51,369Net Income 2021: -$47,5852021Revenue 2022: $3,780Expenses 2022: $5,800Net Income 2022: -$2,0202022Revenue 2023: $137,935Expenses 2023: $57,799Net Income 2023: $80,1362023Revenue 2024: $30,144Expenses 2024: $236,791Net Income 2024: -$206,6472024

Highlighted filing

2020

Revenue$52,929
Expenses$87,550
Net Income-$34,621
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W WINSTON IIIPresident-$0--
TRACY SIMMS WINSTONTreasurer-$0--
CHARLES M WINSTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Tracy Winston Foundation
EIN
26-0341648
Phone
9195711179
Address
2745 LAKEVIEW DRIVE, RALEIGH, NC 27609

Signing Officer

Name
Robert W Winston Iii
Title
President
Phone
9195711179
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD, RALEIGH, NC 27609
Preparer
Caroline P Abbott CPA
Phone
9195717055
Raw XML Appendix370 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT W WINSTON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TRACY SIMMS WINSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES M WINSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 N RALEIGH BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 10463
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2450 WEST DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31001 BLAIR DRIVE SUITE 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227599
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt067000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036997
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0136695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt052117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0103833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026697
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026697
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0322648
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0136695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt052117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0103833
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030003
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0349345
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0319342
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt016317
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONSTRUCTION PROGRESS - NEW HOTEL
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015946
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2HOA FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ACCRUAL TO CASH CONVERSION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5DEPOSIT FORFEITURE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt071
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12830
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt315535
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4-844
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5-850
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt691
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt071
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315535
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4-844
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5-850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt691
TaxesSchedule/TaxesDetail/Amt0519
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0519
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W WINSTON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195711179
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & TRACY WINSTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0260341648
ReturnHeader/Filer/PhoneNum09195711179
ReturnHeader/Filer/USAddress/AddressLine1Txt02745 LAKEVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561965804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS JUDY & TUCKER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04700 FALLS OF NEUSE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09195717055
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLINE P ABBOTT CPA
ReturnHeader/ReturnTs02021-11-11T12:57:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINSTON III
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$755,879
Liabilities
$306,250
Net assets
$449,629
Revenue
$52,929
Expenses
$87,550
Net income
-$34,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.30$3.06$3.24$0.30$2.37$2.07
2023Detailed filing. Detailed filing data is available for this year.$8.36$3.06$5.30$1.38$0.58$0.80
2022Detailed filing. Detailed filing data is available for this year.$7.56$3.06$4.50$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$7.58$3.56$4.02$0.04$0.51$0.48
2020Detailed filing. Detailed filing data is available for this year.$7.56$3.06$4.50$0.53$0.88$0.35