Civic Intelligence

Winter Forest Townhouse

EIN 54-1205286 • 501(c)4 • Charlotte, NC

Profile

Programs and services provided by the association include maintenance of common property and community awareness.

PO Box 26844Charlotte, NC 28221

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

17th percentile

-31%

Higher net margin than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-13%

Faster asset growth than 33% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

10.0%

Faster revenue growth than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$122,098

Down $17,620 (-13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$122,098

Down $17,620 (-13%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Up

$57,326

Up $5,207 (+10.0%) from 2023

Expenses

Up

$74,947

Up $28,896 (+63%) from 2023

Net Income

Down

-$17,621

Down $23,689 (-390%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2023: $139,718Net Assets 2023: $139,7182023Assets 2024: $122,098Net Assets 2024: $122,0982024

Highlighted filing

2024

Assets$122,098
Liabilities-
Net Assets$122,098
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2023: $52,119Expenses 2023: $46,051Net Income 2023: $6,0682023Revenue 2024: $57,326Expenses 2024: $74,947Net Income 2024: -$17,6212024

Highlighted filing

2024

Revenue$57,326
Expenses$74,947
Net Income-$17,621
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,098
Liabilities
-
Net assets
$122,098
Revenue
$57,326
Expenses
$74,947
Net income
-$17,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.57$0.75$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.52$0.46$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.0
Gross Receipts
$57,326
Mission and Program Overview

Mission

Programs and services provided by the association include maintenance of common property and community awareness.

Program Services

DescriptionGrantsExpenses
PROGRAMS AND SERVICES PROVIDED BY THE ASSOCIATION INCLUDE MAINTENANCE OF COMMON PROPERTY AND COMMUNITY AWARENESS.-$74,947
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE MCDONALDPresident-$0--
ROBERT ROSENBAUMAcc Director-$0--
ELIZABETH KLETTTreasurer-$0--
RICARDO RODRIGUEZVice Preside-$0--
ROGER BALKISSONSecretary-$0--
SETH MASTERSONMember At La-$0--
Filing and Contact Details

Filer

Filer Name
Winter Forest Townhouse
EIN
54-1205286
Phone
7046448808
Address
PO BOX 26844, CHARLOTTE, NC 28221

Signing Officer

Name
Elizabeth Klett
Title
Treasurer
Phone
7035699880
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Desroches & Company Cpas Pc
Address
2901 S LYNNHAVEN RD STE 400, VIRGINIA BEACH, VA 23452
Preparer
Katie B Mocnik CPA
Phone
7574983000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 970 general repairs and maint 1,251 grounds improvment 18,893 lawn maintenance 20,509 miscellaneous 2,186 reserve study 2,505 trash removal 16,752 total 63,066”

Form 990-ez, Part III

“Programs and services provided by the association include maintenance of common property and community awareness.”

Raw XML Appendix108 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CEDAR MANAGEMENT GROUP
IRS990EZ/BooksInCareOfDetail/PhoneNum07046448808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 26844
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028221
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17621
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011881
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139719
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122098
IRS990EZ/GrossReceiptsAmt057326
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01623
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt055703
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139719
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122098
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139719
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122098
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARJORIE MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT ROSENBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH KLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICARDO RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROGER BALKISSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SETH MASTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ACC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063066
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROGRAMS AND SERVICES PROVIDED BY THE ASSOCIATION INCLUDE MAINTENANCE OF COMMON PROPERTY AND COMMUNITY AWARENESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS AND SERVICES PROVIDED BY THE ASSOCIATION INCLUDE MAINTENANCE OF COMMON PROPERTY AND COMMUNITY AWARENESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074947
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074947
IRS990EZ/TotalProgramServiceExpensesAmt074947
IRS990EZ/TotalRevenueAmt057326
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 970 GENERAL REPAIRS AND MAINT 1,251 GROUNDS IMPROVMENT 18,893 LAWN MAINTENANCE 20,509 MISCELLANEOUS 2,186 RESERVE STUDY 2,505 TRASH REMOVAL 16,752 TOTAL 63,066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS AND SERVICES PROVIDED BY THE ASSOCIATION INCLUDE MAINTENANCE OF COMMON PROPERTY AND COMMUNITY AWARENESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH KLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07035699880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINTER FOREST TOWNHOUSE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOMEOWNERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0541205286
ReturnHeader/Filer/PhoneNum07046448808
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26844
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541481083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DESROCHES & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 S LYNNHAVEN RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023452
ReturnHeader/PreparerPersonGrp/PhoneNum07574983000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATIE B MOCNIK CPA
ReturnHeader/ReturnTs02025-10-28T09:31:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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