Civic Intelligence

The Winer Family Foundation

990PF • Fiscal year 2018 • EIN 80-6198680

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 21, 2019

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

91st percentile

0.02x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.03x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

24%

Higher net margin than 70% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-48%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$290,091

Up $48,210 (+20%) from 2017

Net Assets

Up

$283,500

Up $60,883 (+27%) from 2017

Liabilities

Down

$6,591

Down $12,673 (-66%) from 2017

Revenue

Down

$258,764

Down $242,290 (-48%) from 2017

Expenses

Down

$197,881

Down $174,663 (-47%) from 2017

Net Income

Down

$60,883

Down $67,627 (-53%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$290,091
Liabilities$6,591
Net Assets$283,500

Operations Trend

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

2018

Revenue$258,764
Expenses$197,881
Net Income$60,883
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 21, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY D WINERTrustee-$0--
ELIZABETH H STAR-WINERTrusteeFT$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
2019-08-21
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 Appendix398 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/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/Amt0151690
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/TotalGrantOrContriPdDurYrAmt0151690
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/AppliedToCurrentYearAmt09090
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0319721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0183185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0150660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0150167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt096154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt096154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0946333
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0142600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0319721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0183185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0150660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0150167
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0151690
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0142600
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01042487
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0899887
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bradley D Winer Elizabeth H Star-
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BARBARA WINER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Childtrust Foundation
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3John Rex Endowment
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Novant Health
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05411 Mirabell Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt175 EDGELAWN AVE APT 3
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2801 N West Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3712 W North Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4108 Providence Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NORTH ANDOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Raleigh
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Raleigh
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028226
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd101845
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd227603
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd327603
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd428207
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0158037
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt114000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt410000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0146920
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,000 SHARES OF ISHARES RUSSELL 3000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02163
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt123778
LandEtcSchedule2/LandEtcGrp/BookValueAmt047183
LandEtcSchedule2/LandEtcGrp/BookValueAmt187179
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILD. IMPROV.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FF&E
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt049346
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1110957
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt02204
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0ELIZABETH H STAR-WINER TRUSTEE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt02204
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEALS & ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34055
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PTP Ordinary Gain
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY Loss FROM PASS THROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07710
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07710
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1255
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt050000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt14211
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0SPAY NEUTER CHARLOTTE 501(C)(3)
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt1COASTAL AHEC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt050000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt14211
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY D WINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07042591032
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-21
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/AtSubmissionCreationDeviceId023310274A3A2921D9C93E281CE045A910D461BE5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F74678179034C354B67DEF14C207F0F52E06DA7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056590920192335000021
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.179.160.90
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/PreparationDt02019-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT L STANTON
ReturnHeader/ReturnTs02019-08-21T14:26:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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