Norman Winer Charitable Trust

990PF • Fiscal year 2016 • EIN 74-3008091

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 02, 2017

Organization Profile

5524 Trent StreetChevy Chase, MD 20815-5512

(301) 907-9710

Siviq Scores

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

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-31%

Higher net margin than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

$35,278

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

-3.3%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-21%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,521,442

Down $51,643 (-3.3%) from 2015

Net Assets

Down

$1,521,442

Down $51,643 (-3.3%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin16th percentile

Revenue

Down

$167,411

Down $44,565 (-21%) from 2015

Expenses

Down

$219,054

Down $27,477 (-11%) from 2015

Net Income

Down

-$51,643

Down $17,088 (-49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2016

Assets$1,521,442

Liabilities$0

Net Assets$1,521,442

Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2016

Revenue$167,411

Expenses$219,054

Net Income-$51,643

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Aug 2, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Cynthia Finn Yuffee	Trustee	-	$35,278	-	$35,278
Jennifer Rios	Trustee	-	$35,278	-	$35,278
Wilhelmina Bandler	Trustee	-	$11,486	-	$11,486

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: 2017-08-02
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 Appendix342 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1452344
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	450 Eli Lilly
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	500 United Technologies
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Wilhelmina Bandler
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	The Trust
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3019079710
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Rescue and adoption of horses.Promote not eating animals and prevent cruelty to animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Feed, Adopt and Care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Veterinary and educational outreach program working in the poorest regions of Latin America and the Caribbean.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Compassion Over Killing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Espanola Valley Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Project Samana Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	The Horse Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 9773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	108 Hamm Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	16 Commonwealth Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	100 AB Old Cash Ranch Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Espanola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	South Yamouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Cerrillos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	20016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	87532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	02664
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	87010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	130000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	13392
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	116608
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	129848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	116456
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	116608
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	2016 Income received in 2017
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	64
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Wire/ADR Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	143
TaxesSchedule/TaxesDetail/Amt	0	2500
TaxesSchedule/TaxesDetail/Amt	1	2500
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Tax 2015 Extension
TaxesSchedule/TaxesDetail/CategoryTxt	1	2016 Estimates
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Cynthia Finn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3019079710
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Norman Winer Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	WINE
ReturnHeader/Filer/EIN	0	743008091
ReturnHeader/Filer/PhoneNum	0	3019079710
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5524 Trent Street
ReturnHeader/Filer/USAddress/CityNm	0	Chevy Chase
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MD
ReturnHeader/Filer/USAddress/ZIPCd	0	208155512
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	74FAB5546AC4F53EAC87899F0AE3150AAF899AAC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	6922EB1349D34B34A3FE4DE724E78C1D3B23080A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	50.78.72.33
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	11:17:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	521909181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Timmons Edwards & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	109 North Adams Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	208502234
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3016546565
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	William Steve Edwards CPA
ReturnHeader/ReturnTs	0	2017-08-10T15:52:10-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,521,442
Liabilities: $0
Net assets: $1,521,442
Revenue: $167,411
Expenses: $219,054
Net income: -$51,643

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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