Civic Intelligence

The Winer Family Foundation

990PF • Fiscal year 2017 • EIN 80-6198680

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
428 EAST 4th STREET suite 408Charlotte, NC 28202

(704) 259-1031

Siviq Scores

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

Liabilities / Assets

96th percentile

0.08x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.04x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Net Margin

62nd percentile

26%

Higher net margin than 62% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2017

Asset Growth

96th percentile

186%

Faster asset growth than 96% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

66th percentile

68%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$241,881

Up $212,379 (+720%) from 2015

Net Assets

$222,617

No earlier filing loaded for comparison.

Liabilities

Up

$19,264

Up $18,684 (+3221%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin62nd percentile

Revenue

Up

$501,054

Up $323,963 (+183%) from 2015

Expenses

Up

$372,544

Up $214,936 (+136%) from 2015

Net Income

Up

$128,510

Up $109,027 (+560%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$600K$400K$200K$0Assets 2011: $28,552Liabilities 2011: $02011Assets 2012: $26,772Liabilities 2012: $5,7502012Assets 2013: $9,798Liabilities 2013: $02013Assets 2014: $31,369Liabilities 2014: $1,3482014Assets 2015: $29,502Liabilities 2015: $5802015Assets 2017: $241,881Liabilities 2017: $19,264Net Assets 2017: $222,6172017Assets 2018: $290,091Liabilities 2018: $6,591Net Assets 2018: $283,5002018Assets 2019: $187,540Liabilities 2019: $3,533Net Assets 2019: $184,0072019Assets 2020: $154,786Liabilities 2020: $19,857Net Assets 2020: $134,9292020Assets 2021: $121,608Liabilities 2021: $3,991Net Assets 2021: $117,6172021Assets 2022: $88,920Liabilities 2022: $5,501Net Assets 2022: $83,4192022Assets 2023: $445,503Liabilities 2023: $82,574Net Assets 2023: $362,9292023Assets 2024: $204,666Liabilities 2024: $5,973Net Assets 2024: $198,6932024

Highlighted filing

2017

Assets$241,881
Liabilities$19,264
Net Assets$222,617
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $60,164Expenses 2011: $28,789Net Income 2011: $31,3752011Revenue 2012: $103,771Expenses 2012: $104,166Net Income 2012: -$3952012Revenue 2013: $86,411Expenses 2013: $97,635Net Income 2013: -$11,2242013Revenue 2014: $180,090Expenses 2014: $159,867Net Income 2014: $20,2232014Revenue 2015: $177,091Expenses 2015: $157,608Net Income 2015: $19,4832015Revenue 2017: $501,054Expenses 2017: $372,544Net Income 2017: $128,5102017Revenue 2018: $258,764Expenses 2018: $197,881Net Income 2018: $60,8832018Revenue 2019: $284,554Expenses 2019: $384,047Net Income 2019: -$99,4932019Revenue 2020: $282,116Expenses 2020: $331,194Net Income 2020: -$49,0782020Revenue 2021: $95,327Expenses 2021: $112,639Net Income 2021: -$17,3122021Revenue 2022: $135,417Expenses 2022: $169,615Net Income 2022: -$34,1982022Revenue 2023: $429,950Expenses 2023: $150,440Net Income 2023: $279,5102023Revenue 2024: $371,872Expenses 2024: $324,678Net Income 2024: $47,1942024

Highlighted filing

2017

Revenue$501,054
Expenses$372,544
Net Income$128,510
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY D WINERTrusteePT$0--
ELIZABETH H STAR-WINERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Winer Family Foundation
EIN
80-6198680
In Care Of
% THE FOUNDATION
Phone
7042591031
Address
428 EAST 4th STREET suite 408, CHARLOTTE, NC 28202

Signing Officer

Name
Bradley D Winer
Title
Trustee
Phone
7042591032
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 MORRISON BLVD, CHARLOTTE, NC 28211
Preparer
Kent L Stanton
Phone
7043641829
Raw XML Appendix362 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/StatementsRegardingActyGrp/PhoneNum07042591031
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0letter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Bradley D Winer Elizabeth H
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07043330568
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05411 Mirabell Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Charlotte
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028226
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0none
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0none
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRADLEY D WINER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELIZABETH H STAR-WINER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0330724
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Please see attachment.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Please see attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0330724
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011003
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0183185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0150660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0150167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt096154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0102730
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0102730
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0899887
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0319721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0183185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0150660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0150167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt096154
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0330724
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0319721
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01002617
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0682896
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bradley D Winer Elizabeth H Star-
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BARBARA WINER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05411 Mirabell Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt175 EDGELAWN AVE APT 3
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NORTH ANDOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028226
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd101845
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0368558
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt114000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0259283
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,920 SHARES OF ISHARES RUSSELL 3000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0898
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt17922
LandEtcSchedule2/LandEtcGrp/BookValueAmt048448
LandEtcSchedule2/LandEtcGrp/BookValueAmt1103035
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILD. IMPROV.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FF&E
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt049346
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1110957
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEALS & ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19266
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35354
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME FROM PASS THROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SALES & USE TAX REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc21213 Gains from form 4797
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt059
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4169
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18460
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt259
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt050000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0SPAY NEUTER CHARLOTTE 501(C)(3)
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt050000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY D WINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07042591032
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WINER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WINE
ReturnHeader/Filer/EIN0806198680
ReturnHeader/Filer/InCareOfNm0% THE FOUNDATION
ReturnHeader/Filer/PhoneNum07042591031
ReturnHeader/Filer/USAddress/AddressLine1Txt0428 EAST 4th STREET suite 408
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B71D5CBD7D5A912175C835D110B9052290C3D091
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C35DA96C886CC04C1F21AD26E9DE44939322FF30
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056590920183175000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.95.242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PESTA FINNIE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06826 MORRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum07043641829
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT L STANTON
ReturnHeader/ReturnTs02018-11-13T08:01:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$241,881
Liabilities
$19,264
Net assets
$222,617
Revenue
$501,054
Expenses
$372,544
Net income
$128,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.06$1.99$3.72$3.25$0.47
2023Detailed filing. Detailed filing data is available for this year.$4.46$0.83$3.63$4.30$1.50$2.80
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.06$0.83$1.35$1.70$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.18$0.95$1.13$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.20$1.35$2.82$3.31$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.04$1.84$2.85$3.84$0.99
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.07$2.84$2.59$1.98$0.61
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.19$2.23$5.01$3.73$1.29
2015Summary only. Only limited summary data is available for this year.$0.30$0.01$1.77$1.58$0.19
2014Summary only. Only limited summary data is available for this year.$0.31$0.01$1.80$1.60$0.20
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.86$0.98$0.11
2012Summary only. Only limited summary data is available for this year.$0.27$0.06$1.04$1.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.60$0.29$0.31