Civic Intelligence

Norman Winer Charitable Trust

990PF • Fiscal year 2021 • EIN 74-3008091

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-83%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$34,542

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

10th percentile

-7.2%

Faster asset growth than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,082,710

Down $84,288 (-7.2%) from 2020

Net Assets

Down

$1,082,710

Down $84,288 (-7.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$101,920

Down $84,332 (-45%) from 2020

Expenses

Up

$186,208

Up $5,883 (+3.3%) from 2020

Net Income

Down

-$84,288

Down $90,215 (-1522%) from 2020

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

2021

Assets$1,082,710
Liabilities$0
Net Assets$1,082,710

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

2021

Revenue$101,920
Expenses$186,208
Net Income-$84,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia FinnTrustee-$34,542-$34,542
Jennifer RiosTrustee-$34,542-$34,542
Wilhelmina BandlerTrustee-$11,246-$11,246
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
2022-11-10
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 Appendix341 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/AccountingFeesDetail/NetInvestmentIncomeAmt01000
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The state of NM returned the copy of the return in a prior year and instructed the organization not to send a copy
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AT&T 752 shares
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Avonos Medical, Inc 125 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/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0The Trust
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05524 Trent Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chevy Chase
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0208155512
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03019079710
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt370000
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/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/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/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/CityNm0Albuerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Espanola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Summerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Cerrillos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd187532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt017222
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090811
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0108033
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0105988
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt090811
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
TaxesSchedule/TaxesDetail/Amt03723
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax Payments
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Cynthia Finn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03019079710
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
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/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/ReturnTs02022-11-10T16:15:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cynthia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Finn
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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