Civic Intelligence

Estes Winn Blomberg Foundation Inc

EIN 56-6094477 • Asheville, NC

PO Box 8878Asheville, NC 28814
Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

59th percentile

6.3%

Higher net margin than 59% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

69th percentile

8.0%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets1st percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$66,034

Up $4,869 (+8.0%) from 2023

Liabilities

Flat

-$14

Flat from 2023

Net Assets

Up

$66,048

Up $4,869 (+8.0%) from 2023

Operations
Liabilities / Revenue1st percentileNet Margin59th percentile

Revenue

Up

$76,728

Up $10,050 (+15%) from 2023

Expenses

Up

$71,859

Up $11,317 (+19%) from 2023

Net Income

Down

$4,869

Down $1,267 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$100K$50K$0-$50KAssets 2011: $77,401Liabilities 2011: $02011Assets 2012: $79,495Liabilities 2012: $02012Assets 2013: $80,776Liabilities 2013: $02013Assets 2014: $74,726Liabilities 2014: $02014Assets 2015: $72,824Liabilities 2015: $02015Assets 2016: $75,102Liabilities 2016: $0Net Assets 2016: $75,1022016Assets 2017: $73,292Liabilities 2017: $0Net Assets 2017: $73,2922017Assets 2018: $71,824Liabilities 2018: $0Net Assets 2018: $71,8242018Assets 2019: $64,831Liabilities 2019: $0Net Assets 2019: $64,8312019Assets 2020: $78,222Liabilities 2020: $0Net Assets 2020: $78,2222020Assets 2021: $70,344Liabilities 2021: $0Net Assets 2021: $70,3442021Assets 2022: $59,007Liabilities 2022: $3,964Net Assets 2022: $55,0432022Assets 2023: $61,165Liabilities 2023: -$14Net Assets 2023: $61,1792023Assets 2024: $66,034Liabilities 2024: -$14Net Assets 2024: $66,0482024

Latest loaded filing

2024

Assets$66,034
Liabilities-$14
Net Assets$66,048
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0-$50KRevenue 2011: $28,445Expenses 2011: $29,463Net Income 2011: -$1,0182011Revenue 2012: $33,472Expenses 2012: $31,378Net Income 2012: $2,0942012Revenue 2013: $29,272Expenses 2013: $27,991Net Income 2013: $1,2812013Revenue 2014: $25,911Expenses 2014: $31,961Net Income 2014: -$6,0502014Revenue 2015: $26,659Expenses 2015: $28,561Net Income 2015: -$1,9022015Revenue 2016: $31,797Expenses 2016: $29,519Net Income 2016: $2,2782016Revenue 2017: $45,744Expenses 2017: $47,554Net Income 2017: -$1,8102017Revenue 2018: $46,482Expenses 2018: $47,950Net Income 2018: -$1,4682018Revenue 2019: $45,478Expenses 2019: $52,471Net Income 2019: -$6,9932019Revenue 2020: $49,628Expenses 2020: $36,237Net Income 2020: $13,3912020Revenue 2021: $34,147Expenses 2021: $42,025Net Income 2021: -$7,8782021Revenue 2022: $37,162Expenses 2022: $52,463Net Income 2022: -$15,3012022Revenue 2023: $66,678Expenses 2023: $60,542Net Income 2023: $6,1362023Revenue 2024: $76,728Expenses 2024: $71,859Net Income 2024: $4,8692024

Latest loaded filing

2024

Revenue$76,728
Expenses$71,859
Net Income$4,869
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$66.0$0.01$66.0$76.7$71.9$4.87
2023Detailed filing. Detailed filing data is available for this year.$61.2$0.01$61.2$66.7$60.5$6.14
2022Detailed filing. Detailed filing data is available for this year.$59.0$3.96$55.0$37.2$52.5$15.3
2021Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$34.1$42.0$7.88
2020Detailed filing. Detailed filing data is available for this year.$78.2$0.00$78.2$49.6$36.2$13.4
2019Detailed filing. Detailed filing data is available for this year.$64.8$0.00$64.8$45.5$52.5$6.99
2018Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$46.5$48.0$1.47
2017Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$45.7$47.6$1.81
2016Detailed filing. Detailed filing data is available for this year.$75.1$0.00$75.1$31.8$29.5$2.28
2015Summary only. Only limited summary data is available for this year.$72.8$0.00$26.7$28.6$1.90
2014Summary only. Only limited summary data is available for this year.$74.7$0.00$25.9$32.0$6.05
2013Summary only. Only limited summary data is available for this year.$80.8$0.00$29.3$28.0$1.28
2012Summary only. Only limited summary data is available for this year.$79.5$0.00$33.5$31.4$2.09
2011Summary only. Only limited summary data is available for this year.$77.4$0.00$28.4$29.5$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 14, 2026
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Vice President-$0--
-Asst Sec-$0--
-Treasurer-$0--
-Secretary-$0--
-President / Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Estes Winn Blomberg Foundation Inc
EIN
56-6094477
Phone
8282537651
Address
PO BOX 8878, Asheville, NC 28814

Signing Officer

Name
Patricia Grimes
Title
Treasurer
Phone
8282537651
Signed
2026-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
One Oak Plaza Suite 300, Asheville, NC 28801
Phone
8282542254
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/BusinessName/BusinessNameLine1Txt2Patricia Grimes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3Harry Patton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt4Barbara Blomberg
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Asst Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt054001
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt054001
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DEANNA LYNCH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 GROVEWOOD ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Asheville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028814
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08282537651
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OPERATION OF ANTIQUE CAR MUSEUM IN ASHEVILLE, NC; NO ADMISSION CHARGED; "WISHING WELL" DONATIONS RECEIVED FROM GENERAL PUBLIC
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt054569
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0469
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt063727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt051451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0255560
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt063727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt051451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039558
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054001
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053532
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0291728
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0238196
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Town and Country Shopping Center
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0891 Patton Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Asheville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028806
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030212
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt057115
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Antique Automobiles
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt057115
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt057115
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Bank Service Charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1341
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3341
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt443
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0400
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Grimes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08282537651
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTES WINN BLOMBERG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ESTE
ReturnHeader/Filer/EIN0566094477
ReturnHeader/Filer/PhoneNum08282537651
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8878
ReturnHeader/Filer/USAddress/CityNm0Asheville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Oak Plaza Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Asheville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028801
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/ReturnTs02026-03-14T06:27:51+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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