Norman Winer Charitable Trust

990PF • Fiscal year 2018 • EIN 74-3008091

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 09, 2019

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.

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

0.10x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

-156%

Higher net margin than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

$42,425

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 42.6% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

-10.0%

Faster asset growth than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-48%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets37th percentile

Assets

Down

$1,310,603

Down $145,215 (-10.0%) from 2017

Net Assets

Down

$1,300,603

Down $155,215 (-11%) from 2017

Liabilities

$10,000

Up $10,000 from 2017

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin3rd percentile

Revenue

Down

$99,480

Down $91,110 (-48%) from 2017

Expenses

Down

$254,695

Down $1,519 (-0.6%) from 2017

Net Income

Down

-$155,215

Down $89,591 (-137%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

Highlighted filing

2018

Assets$1,310,603

Liabilities$10,000

Net Assets$1,300,603

Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2018

Revenue$99,480

Expenses$254,695

Net Income-$155,215

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Nov 9, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Cynthia Finn	Trustee	-	$42,425	-	$42,425
Wilhelmina Bandler	Trustee	-	$42,425	-	$42,425
Jennifer Rios	Trustee	-	$13,813	-	$13,813

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: 2019-11-09
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 Appendix352 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/PropertyDesc	2	340 SH Monsanto
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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	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Feed, Adopt and care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Feed, Adopt and Care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	Feed, Adopt and care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Animal Protection of New Mexico
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Espanola Valley Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Sunkissed Acres Horse Rescue and Retirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	The Horse Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	The Humane Society of the United States
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/RecipientFoundationStatusTxt	4	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 11395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	108 Hamm Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	536 Wood Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	100 AB Old Cash Ranch Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	700 Professional Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Albuerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Espanola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Summerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Cerrillos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Gaithersburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	87192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	87532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	30747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	87010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	20789
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	150000
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	64585
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	96314
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	145033
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	160899
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	80448
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	96314
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	118
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Income reported but received next year
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	379
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	379
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Wire/check Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	63
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	63
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	0
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Stale check returned to be re-issued
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	10000
TaxesSchedule/TaxesDetail/Amt	0	4000
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Tax Payments
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2020-03-31 21:24:44Z
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	2019-11-09
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	7D13D3266111A09380788E20674971B807BF3667
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	F36CC36F6F65A08F70496933F3790566BD9AEAFE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	50.78.72.33
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ES
ReturnHeader/FilingSecurityInformation/IPTm	0	10:01:33
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	2019-11-09T09:01:47-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,310,603
Liabilities: $10,000
Net assets: $1,300,603
Revenue: $99,480
Expenses: $254,695
Net income: -$155,215

	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