Civic Intelligence

Norman Winer Charitable Trust

990PF • Fiscal year 2019 • EIN 74-3008091

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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.

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.11x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-147%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$40,504

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 42.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

10th percentile

-11%

Faster asset growth than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-4.8%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,171,071

Down $139,532 (-11%) from 2018

Net Assets

Down

$1,161,071

Down $139,532 (-11%) from 2018

Liabilities

Flat

$10,000

Flat from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$94,663

Down $4,817 (-4.8%) from 2018

Expenses

Down

$234,195

Down $20,500 (-8.0%) from 2018

Net Income

Up

-$139,532

Up $15,683 (+10%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

2019

Assets$1,171,071
Liabilities$10,000
Net Assets$1,161,071
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

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

2019

Revenue$94,663
Expenses$234,195
Net Income-$139,532
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia FinnTrustee-$40,504-$40,504
Jennifer RiosTrustee-$40,504-$40,504
Wilhelmina BandlerTrustee-$13,187-$13,187
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
2020-11-12
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 Appendix335 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/PersonNm0Cynthia Finn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jennifer Rios
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Wilhelmina Bandler
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 452
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0The Trust
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03019079710
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Feed, Adopt and care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Feed, Adopt and Care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Feed, Adopt and care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Animal Protection of New Mexico
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Espanola Valley Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Sunkissed Acres Horse Rescue and Retirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3The Horse Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Humane Society of the United States
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/RecipientUSAddress/AddressLine1Txt0PO Box 11395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1108 Hamm Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2536 Wood Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 AB Old Cash Ranch Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 Professional Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albuerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Espanola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Summerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Cerrillos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Gaithersburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd187532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420789
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0140000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt068971
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt080448
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0139589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149419
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt070618
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt080448
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0379
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Income reported but received next year
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Stale check returned to be re-issued
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010000
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cynthia Finn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03019079710
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F36CC36F6F65A08F70496933F3790566BD9AEAFE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E2A185028165C6271ACAEBA3F3C99E3E31650C97
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.78.72.33
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:55:25
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/ReturnTs02020-11-12T15:55:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,171,071
Liabilities
$10,000
Net assets
$1,161,071
Revenue
$94,663
Expenses
$234,195
Net income
-$139,532
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