Civic Intelligence

Robert & Tracy Winston Foundation Inc.

990PF • Fiscal year 2021 • EIN 26-0341648

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

99th percentile

0.47x

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

100th percentile

94.15x

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Net Margin

3rd percentile

-1258%

Higher net margin than 3% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-93%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$758,294

Up $2,415 (+0.3%) from 2020

Net Assets

Down

$402,044

Down $47,585 (-11%) from 2020

Liabilities

Up

$356,250

Up $50,000 (+16%) from 2020

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin3rd percentile

Revenue

Down

$3,784

Down $49,145 (-93%) from 2020

Expenses

Down

$51,369

Down $36,181 (-41%) from 2020

Net Income

Down

-$47,585

Down $12,964 (-37%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2021

Assets$758,294
Liabilities$356,250
Net Assets$402,044
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

2021

Revenue$3,784
Expenses$51,369
Net Income-$47,585
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay86th 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
2022-11-15
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
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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
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0402
TaxesSchedule/TaxesDetail/Amt0467
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W WINSTON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195711179
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLINE P ABBOTT CPA
ReturnHeader/ReturnTs02022-11-15T07:40:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINSTON III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$758,294
Liabilities
$356,250
Net assets
$402,044
Revenue
$3,784
Expenses
$51,369
Net income
-$47,585
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