Civic Intelligence

Norman Winer Charitable Trust

EIN 74-3008091 • Chevy Chase, MD

5524 Trent StreetChevy Chase, MD 20815-5512
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$42,151

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

22nd percentile

-7.1%

Faster asset growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$947,965

Down $72,483 (-7.1%) from 2023

Liabilities

Down

$0

Down $5,000 (-100%) from 2023

Net Assets

Down

$947,965

Down $67,483 (-6.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin12th percentile

Revenue

Down

$171,515

Down $38,963 (-19%) from 2023

Expenses

Up

$238,998

Up $28,079 (+13%) from 2023

Net Income

Down

-$67,483

Down $67,042 (-15202%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,203,409Liabilities 2010: $0Net Assets 2010: $2,203,4092010Assets 2011: $2,203,025Liabilities 2011: $72,294Net Assets 2011: $2,130,7312011Assets 2012: $2,104,570Liabilities 2012: $60,779Net Assets 2012: $2,043,7912012Assets 2013: $1,815,904Liabilities 2013: $119,492Net Assets 2013: $1,696,4122013Assets 2014: $1,701,277Liabilities 2014: $93,637Net Assets 2014: $1,607,6402014Assets 2015: $1,573,085Liabilities 2015: $0Net Assets 2015: $1,573,0852015Assets 2016: $1,521,442Liabilities 2016: $0Net Assets 2016: $1,521,4422016Assets 2017: $1,455,818Liabilities 2017: $0Net Assets 2017: $1,455,8182017Assets 2018: $1,310,603Liabilities 2018: $10,000Net Assets 2018: $1,300,6032018Assets 2019: $1,171,071Liabilities 2019: $10,000Net Assets 2019: $1,161,0712019Assets 2020: $1,166,998Liabilities 2020: $0Net Assets 2020: $1,166,9982020Assets 2021: $1,082,710Liabilities 2021: $0Net Assets 2021: $1,082,7102021Assets 2022: $1,015,889Liabilities 2022: $0Net Assets 2022: $1,015,8892022Assets 2023: $1,020,448Liabilities 2023: $5,000Net Assets 2023: $1,015,4482023Assets 2024: $947,965Liabilities 2024: $0Net Assets 2024: $947,9652024

Highlighted filing

2024

Assets$947,965
Liabilities$0
Net Assets$947,965
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $121,2472010Expenses 2011: $140,9222011Expenses 2012: $181,1062012Revenue 2013: -$121,484Expenses 2013: $225,895Net Income 2013: -$347,3792013Revenue 2014: $182,685Expenses 2014: $271,457Net Income 2014: -$88,7722014Revenue 2015: $211,976Expenses 2015: $246,531Net Income 2015: -$34,5552015Revenue 2016: $167,411Expenses 2016: $219,054Net Income 2016: -$51,6432016Revenue 2017: $190,590Expenses 2017: $256,214Net Income 2017: -$65,6242017Revenue 2018: $99,480Expenses 2018: $254,695Net Income 2018: -$155,2152018Revenue 2019: $94,663Expenses 2019: $234,195Net Income 2019: -$139,5322019Revenue 2020: $186,252Expenses 2020: $180,325Net Income 2020: $5,9272020Revenue 2021: $101,920Expenses 2021: $186,208Net Income 2021: -$84,2882021Revenue 2022: $138,795Expenses 2022: $205,616Net Income 2022: -$66,8212022Revenue 2023: $210,478Expenses 2023: $210,919Net Income 2023: -$4412023Revenue 2024: $171,515Expenses 2024: $238,998Net Income 2024: -$67,4832024

Highlighted filing

2024

Revenue$171,515
Expenses$238,998
Net Income-$67,483
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$947,965
Liabilities
$0
Net assets
$947,965
Revenue
$171,515
Expenses
$238,998
Net income
-$67,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.17$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.02$0.21$0.21$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.21$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.19$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.09$0.23$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$0.10$0.25$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.19$0.26$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.17$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.21$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.09$1.61$0.18$0.27$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.12$1.70$0.12$0.23$0.35
2012Detailed filing. Detailed filing data is available for this year.$2.10$0.06$2.04$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.20$0.07$2.13$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia FinnTrustee-$42,151-$42,151
Jennifer RiosTrustee-$42,151-$42,151
Wilhelmina BandlerTrustee-$13,724-$13,724
Filing and Contact Details

Filer

Filer Name
Norman Winer Charitable Trust
EIN
74-3008091
Phone
3019079710
Address
5524 Trent Street, Chevy Chase, MD 20815-5512

Signing Officer

Name
Cynthia Finn
Title
Trustee
Phone
3019079710
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Timmons Edwards & Co PC
Address
109 North Adams Street, Rockville, MD 20850-2234
Preparer
William Steve Edwards CPA
Phone
3016546565
Raw XML Appendix343 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Otis 1250 shares
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Cynthia Finn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jennifer Rios
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Wilhelmina Bandler
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 452
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0The Trust
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Feed, Adopt and Care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Feed, Adopt and Care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Saves adoptable dogs and cats by assisting rescue groups
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Focused on ending the use of animals in research.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Provide shelter for abandoned and abused animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Animal Protection of New Mexico
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Espanola Valley Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Freinds of Roswell Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Anti Vivsection Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Roots Animal Sanctuary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Sunkissed Acres Horse Rescue and Retirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6The Horse Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 11395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1108 Hamm Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 366
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3444 N Wells St Suite 406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt474 Upper Juan Thomas Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5536 Wood Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 AB Old Cash Ranch Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albuerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Espanola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Roswell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Tijeras
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Summerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Cerrillos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd187532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd288202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4870597984
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd687010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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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/AppliedToCurrentYearAmt09982
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0134820
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0144802
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0134200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0134820
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal - Perkins Coie
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02472
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Contribution check returned-to be re-issued
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt03500
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax Payments
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cynthia Finn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03019079710
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Norman Winer Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0WINE
ReturnHeader/Filer/EIN0743008091
ReturnHeader/Filer/PhoneNum03019079710
ReturnHeader/Filer/USAddress/AddressLine1Txt05524 Trent Street
ReturnHeader/Filer/USAddress/CityNm0Chevy Chase
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208155512
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521909181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timmons Edwards & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 North Adams Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208502234
ReturnHeader/PreparerPersonGrp/PhoneNum03016546565
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Steve Edwards CPA
ReturnHeader/ReturnTs02025-11-13T15:52:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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