Civic Intelligence

Norman Winer Charitable Trust

990PF • Fiscal year 2011 • EIN 74-3008091

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 07, 2012

5524 Trent Street20815-5512
Siviq Scores

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

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

75th percentile

$10,512

Higher top officer pay than 75% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

49th percentile

-0.0%

Faster asset growth than 49% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,203,025

Down $384 (-0.0%) from 2010

Net Assets

Down

$2,130,731

Down $72,678 (-3.3%) from 2010

Liabilities

Up

$72,294

Up $72,294 from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$140,922

Up $19,675 (+16%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$2,203,025
Liabilities$72,294
Net Assets$2,130,731

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$140,922
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 7, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia Finn YuffeeTrustee-$10,512-$10,512
Jennifer RiosTrustee-$10,512-$10,512
Wilhelmina BandlerTrustee-$10,512-$10,512
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Horse ShelterRescue and Adoption of HorsesNot-for-Profit OrganCerrillos, NM, US$60,000
Paid GrantCompassion Over KillingPrmote not eating animals and prevent cruelty to animalsNot-for-Profit OrganWashington, DC, US$10,000
Paid GrantInt'l Fund for Animal WelfarePrevent killing of Seals,Elephants,WhalesNot-for-Profit OrganYarmouth Port, MA, US$10,000
Paid GrantMassachusetts Veterinary Medical AssociationBenefits of US veterinary medicine abroadNot-for-Profit OrganMarlborough, MA, US$7,000
Paid GrantSunkissed Acres Horse Rescue and RetirementRescue and Adoption of HorsesNot-for-Profit OrganSummerville, GA, US$7,000
Paid GrantPet-A-Bulls RescueRescue and adopt Pit Bull DogsNot-for-Profit OrganAlbuquerque, NM, US$6,000
Paid GrantEspanola Valley Humane SocietyFeed, Adopt and Care of AnimalsNot-for-Profit OrganEspanola, NM, US$5,000
Filing and Contact Details

Filer

EIN
74-3008091
Raw XML Appendix334 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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AccountingFeesSchedule/AccountingFees/Category0Timmons,Edwards & Co.
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AppliedToPriorYearElection/Election0The Norman Winer Charitable Trust elects under IRC regulation 53.4942(a)-3(d)(2) to first apply $358 dollars from the current year qualifying distributions dated December 27, 2010 in the amount of $100,000 dollars to the undistributed income of $358 dollars from tax year 2008. This election is done within the meaning of section 4946(b)(1).
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable037426
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Cynthia Finn Yuffee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Jennifer Rios
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Wilhelmina Bandler
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105524 Trent Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO Box 452
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO Box 452
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Tesuque
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Benefits of US veterinary medicine abroad
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Feed, Adopt and Care of Animals
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Prmote not eating animals and prevent cruelty to animals
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Prevent killing of Seals,Elephants,Whales
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Rescue and adopt Pit Bull Dogs
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Rescue and Adoption of Horses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Rescue and Adoption of Horses
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Massachusetts Veterinary Medical Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Espanola Valley Humane Society
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Compassion Over Killing
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Int'l Fund for Animal Welfare
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Pet-A-Bulls Rescue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Sunkissed Acres Horse Rescue and Retirement
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16The Horse Shelter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Not-for-Profit Organ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Not-for-Profit Organ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Not-for-Profit Organ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Not-for-Profit Organ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Not-for-Profit Organ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Not-for-Profit Organ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6Not-for-Profit Organ
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13290 Summer Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO Box 10553
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15536 Wood Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16100 AB Old Cash Ranch Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Marlborough
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Espanola
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Yarmouth Port
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Albuquerque
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Summerville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Cerrillos
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001752
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode187532
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302675
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode487184
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode530747
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode687010
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0105000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear02077
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10102923
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0121519
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0105000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0119442
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0102923
OtherExpensesSchedule/OtherExpenses/Description0Check/wire Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0Cash Overdraft
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue072294
TaxesSchedule/Taxes/Amount01500
TaxesSchedule/Taxes/Category0Tax based on investment income
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0743008091
ReturnHeader/Filer/Name/BusinessNameLine10Norman Winer Charitable Trust
ReturnHeader/Filer/NameControl0WINE
ReturnHeader/Filer/Phone03019079710
ReturnHeader/Filer/USAddress/AddressLine105524 Trent Street
ReturnHeader/Filer/USAddress/City0Chevy Chase
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode0208155512
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-07
ReturnHeader/Officer/Name0Cynthia Finn
ReturnHeader/Officer/Phone03019079710
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/EIN0521909181
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Timmons Edwards & Co PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107315 Wisconsin Ave 420East
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Bethesda
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0208143222
ReturnHeader/Preparer/Name0William S Edwards CPA
ReturnHeader/Preparer/Phone03016546565
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-12T09:40:52-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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