Civic Intelligence

Wing Haven Foundation Inc DBA Wing Haven Garden & Bird Sanctuary

990 • Fiscal year 2020 • EIN 56-1014180

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 04, 2020

248 Ridgewood AvenueCharlotte, NC 28209

(704) 331-0664

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$92,221

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

88%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$8,616,135

Up $1,800,125 (+26%) from 2019

Net Assets

Up

$8,504,757

Up $1,746,666 (+26%) from 2019

Liabilities

Up

$111,378

Up $53,459 (+92%) from 2019

Revenue

Up

$2,677,589

Up $1,253,738 (+88%) from 2019

Expenses

Down

$930,923

Down $210,621 (-18%) from 2019

Net Income

Up

$1,746,666

Up $1,464,359 (+519%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $3,719,951Liabilities 2010: $7,022Net Assets 2010: $3,712,9292010Assets 2011: $3,874,970Liabilities 2011: $1,469Net Assets 2011: $3,873,5012011Assets 2012: $3,739,556Liabilities 2012: $7,758Net Assets 2012: $3,731,7982012Assets 2013: $3,783,615Liabilities 2013: $20,652Net Assets 2013: $3,762,9632013Assets 2014: $4,070,650Liabilities 2014: $14,538Net Assets 2014: $4,056,1122014Assets 2015: $4,044,815Liabilities 2015: $26,829Net Assets 2015: $4,017,9862015Assets 2016: $5,933,484Liabilities 2016: $41,270Net Assets 2016: $5,892,2142016Assets 2017: $5,829,027Liabilities 2017: $49,092Net Assets 2017: $5,779,9352017Assets 2018: $6,312,019Liabilities 2018: $51,783Net Assets 2018: $6,260,2362018Assets 2019: $6,816,010Liabilities 2019: $57,919Net Assets 2019: $6,758,0912019Assets 2020: $8,616,135Liabilities 2020: $111,378Net Assets 2020: $8,504,7572020Assets 2021: $11,532,797Liabilities 2021: $83,286Net Assets 2021: $11,449,5112021Assets 2022: $11,550,689Liabilities 2022: $102,188Net Assets 2022: $11,448,5012022Assets 2023: $12,200,982Liabilities 2023: $147,355Net Assets 2023: $12,053,6272023Assets 2024: $13,098,083Liabilities 2024: $152,688Net Assets 2024: $12,945,3952024Assets 2025: $14,116,639Liabilities 2025: $86,429Net Assets 2025: $14,030,2102025

Highlighted filing

2020

Assets$8,616,135
Liabilities$111,378
Net Assets$8,504,757

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $659,8582010Revenue 2011: $590,477Expenses 2011: $636,865Net Income 2011: -$46,3882011Expenses 2012: $678,6042012Expenses 2013: $654,1432013Revenue 2014: $626,398Expenses 2014: $591,585Net Income 2014: $34,8132014Revenue 2015: $607,357Expenses 2015: $639,398Net Income 2015: -$32,0412015Revenue 2016: $2,628,713Expenses 2016: $761,492Net Income 2016: $1,867,2212016Revenue 2017: $599,308Expenses 2017: $917,773Net Income 2017: -$318,4652017Revenue 2018: $950,353Expenses 2018: $915,056Net Income 2018: $35,2972018Revenue 2019: $1,423,851Expenses 2019: $1,141,544Net Income 2019: $282,3072019Revenue 2020: $2,677,589Expenses 2020: $930,923Net Income 2020: $1,746,6662020Revenue 2021: $2,303,634Expenses 2021: $918,605Net Income 2021: $1,385,0292021Revenue 2022: $2,542,876Expenses 2022: $1,248,171Net Income 2022: $1,294,7052022Revenue 2023: $979,546Expenses 2023: $1,321,523Net Income 2023: -$341,9772023Revenue 2024: $986,109Expenses 2024: $1,378,837Net Income 2024: -$392,7282024Revenue 2025: $1,086,543Expenses 2025: $1,457,977Net Income 2025: -$371,4342025

Highlighted filing

2020

Revenue$2,677,589
Expenses$930,923
Net Income$1,746,666
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 4, 2020
Return Version
2019v5.0
Gross Receipts
$2,696,394
Mission and Program Overview

Mission

Cultivating sanctuary in nature, environmental stewardship, and the legacy of Southern horticulture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,844,992$5,405,638▲ $560,646
Pledges and Grants Receivable$586,465$1,729,356▲ $1,142,891
Land, Buildings, and Equipment, Net$1,132,822$1,183,590▲ $50,768
Savings and Temporary Cash Investments$227,755$275,131▲ $47,376
Inventories for Sale or Use$13,832$10,685▼ $3,147
Prepaid Expenses and Deferred Charges$7,358$6,903▼ $455
Accounts Receivable$2,786$4,832▲ $2,046
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$6,816,010$8,616,135▲ $1,800,125
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$57,919$94,700▲ $36,781
Deferred Revenue-$16,678-
Total Liabilities$57,919$111,378▲ $53,459
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,881,864$5,730,161▲ $1,848,297
Net Assets With Donor Restrictions$2,876,227$2,774,596▼ $101,631
Total Net Assets Fund Balance$6,758,091$8,504,757▲ $1,746,666
Total Liabilities and Net Assets / Fund Balance$6,816,010$8,616,135▲ $1,800,125

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$540,535$1,052,576$1,593,111
Land$574,244-$574,244
Equipment$68,811$91,966$160,777
Leasehold Improvements-$49,686$49,686

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,668,112$719,410▲ $55,536$211,659$5,231,399
2018$4,435,270$32,000▲ $200,843-$4,668,113
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barrett RansonExecutive DirectorFT$83,882$8,339$92,221

Board Members and Trustees

NameTitle
Paige WaughPresident
Susan BarrettPresident Elect
Amy LovettDirector
Anne Buck OxriderDirector
Charlie MorrisDirector
Debbie SchmitzDirector
Ellen WadeDirector
Frances AlexanderDirector
Frannie BrowneDirector
Henry James JrDirector
Kelly ThomasDirector
Kimberly WilsonDirector
Mary Tunstall StatonDirector
Michelle Pounds StowersDirector
Nan AllisonDirector
Nancy LowryDirector
Robert ShoreDirector
Shirley KosmickiDirector
Beth HaganAuxillary Pres
Lydia SkardonSecretary
John CullumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,499,281
Program Service Revenue
$167,930
Investment Income
$4,669
Other Revenue
$5,709
All Other Contributions
$2,292,506
Change in Net Assets
$1,746,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,664,990
Revenue Not Reported on Financial Statements
$12,599
Revenue Not Reported on Form 990
$18,805
Total Revenue per Audited Statements
$2,683,795
Total Revenue per Form 990
$2,677,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$600,237
Other Expenses$330,686
Total Fundraising Expense$107,634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$337,290$43,045$50,120$430,455
Current Officers, Directors, Trustees, and Key Employees$59,944$9,222$23,055$92,221
Occupancy$40,703$3,799$1,899$46,401
Other Employee Benefits$31,434$4,136$5,791$41,361
Payroll Taxes$27,512$3,620$5,068$36,200
All Other Expenses$15,429$15,086$4,118$34,633
Office Expenses$24,402$4,066$5,868$34,336
Depreciation Depletion$28,390$3,340$1,670$33,400
Fees for Services Other-$22,300$9,125$31,425
Other Expenses$26,685--$26,685
Insurance$15,645$1,841$920$18,406
Conferences and Meetings-$1,505-$1,505
Total Functional Expenses$711,329$111,960$107,634$930,923

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$937,129
Total Expenses per Form 990$930,923
Expenses per Audited Statements$918,324
Expenses Not Reported on Form 990$18,805
Expenses Not Reported on Financial Statements$12,599
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,514
Fundraising Direct Expenses$18,805
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farm to Table$28,014$24,514$18,805$5,709
Total Events$28,014$24,514$18,805$5,709
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John LowryHusband of BODInsuranceNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Individual contributors.

Form 990, Part VI, Line 11B: Form 990 Review Process

Management and the Board Treasurer reviews the 990 for accuracy before sending the public version of the 990 (with donor names excluded) to the Board of Directors and full version to the Board Chair. Once email approval by the Board of Directors is received, the 990 is filed.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Personnel committee reviews performance and sets compensation.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Wing Haven Foundation Inc
EIN
56-1014180
Phone
7043310664
Address
248 Ridgewood Avenue, Charlotte, NC 28209

Signing Officer

Name
Shirley Kosmicki
Title
Current Treasurer
Signed
2020-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paige Waugh
Formed
1970
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
12
Volunteers
350

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Special Event reported net $18805

Part XII, Line 2D: Other expenses and losses per audited F/S

Special Event reported net $18805

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IRS990/Form990PartVIISectionAGrp/PersonNm5Susan Barrett
IRS990/Form990PartVIISectionAGrp/PersonNm6Frances Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm7Nan Allison
IRS990/Form990PartVIISectionAGrp/PersonNm8Debbie Schmitz
IRS990/Form990PartVIISectionAGrp/PersonNm9Kelly Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm10Kimberly Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm11Frannie Browne
IRS990/Form990PartVIISectionAGrp/PersonNm12Henry James Jr
IRS990/Form990PartVIISectionAGrp/PersonNm13Amy Lovett
IRS990/Form990PartVIISectionAGrp/PersonNm14Nancy Lowry
IRS990/Form990PartVIISectionAGrp/PersonNm15Charlie Morris
IRS990/Form990PartVIISectionAGrp/PersonNm16Anne Buck Oxrider
IRS990/Form990PartVIISectionAGrp/PersonNm17Robert Shore
IRS990/Form990PartVIISectionAGrp/PersonNm18Mary Tunstall Staton
IRS990/Form990PartVIISectionAGrp/PersonNm19Michelle Pounds Stowers
IRS990/Form990PartVIISectionAGrp/PersonNm20Shirley Kosmicki
IRS990/Form990PartVIISectionAGrp/PersonNm21Ellen Wade
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Auxillary Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt5President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
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IRS990/FormationYr01970
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt018805
IRS990/FundraisingGrossIncomeAmt024514
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IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
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IRS990/InsuranceGrp/FundraisingAmt0920
IRS990/InsuranceGrp/ManagementAndGeneralAmt01841
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt010685
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc1Education
IRS990/OtherExpensesGrp/Desc2Symposium
IRS990/OtherExpensesGrp/Desc3Garden
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IRS990/OtherExpensesGrp/TotalAmt132410
IRS990/OtherExpensesGrp/TotalAmt227041
IRS990/OtherExpensesGrp/TotalAmt326685
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07358
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06903
IRS990/PrincipalOfficerNm0Paige Waugh
IRS990/ProfessionalFundraisingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.1$0.09$14.0$1.09$1.46$0.37
2024Detailed filing. Detailed filing data is available for this year.$13.1$0.15$12.9$0.99$1.38$0.39
2023Detailed filing. Detailed filing data is available for this year.$12.2$0.15$12.1$0.98$1.32$0.34
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.10$11.4$2.54$1.25$1.29
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.08$11.4$2.30$0.92$1.39
2020Detailed filing. Detailed filing data is available for this year.$8.62$0.11$8.50$2.68$0.93$1.75
2019Detailed filing. Detailed filing data is available for this year.$6.82$0.06$6.76$1.42$1.14$0.28
2018Detailed filing. Detailed filing data is available for this year.$6.31$0.05$6.26$0.95$0.92$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.05$5.78$0.60$0.92$0.32
2016Detailed filing. Detailed filing data is available for this year.$5.93$0.04$5.89$2.63$0.76$1.87
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.03$4.02$0.61$0.64$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$0.63$0.59$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.02$3.76$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.01$3.73$0.68
2011Summary only. Only limited summary data is available for this year.$3.87$0.00$3.87$0.59$0.64$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.01$3.71$0.66