Civic Intelligence

The Winer Family Foundation

990PF • Fiscal year 2020 • EIN 80-6198680

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

94th percentile

0.13x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.07x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Net Margin

43rd percentile

-17%

Higher net margin than 43% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-17%

Faster asset growth than 24% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-0.9%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$154,786

Down $32,754 (-17%) from 2019

Net Assets

Down

$134,929

Down $49,078 (-27%) from 2019

Liabilities

Up

$19,857

Up $16,324 (+462%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin43rd percentile

Revenue

Down

$282,116

Down $2,438 (-0.9%) from 2019

Expenses

Down

$331,194

Down $52,853 (-14%) from 2019

Net Income

Up

-$49,078

Up $50,415 (+51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$154,786
Liabilities$19,857
Net Assets$134,929
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$282,116
Expenses$331,194
Net Income-$49,078
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay93rd percentile

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
Brad Winer
Title
Manager
Phone
7042591032
Signed
2021-11-12
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 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRADLEY D WINER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Bradley D Winer Elizabeth H
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07043330568
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05411 Mirabell Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Charlotte
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELIZABETH H STAR-WINER
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04957
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0310862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0142600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0319721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0183185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0150660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0150660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01218483
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0262115
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0310862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0142600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0319721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0183185
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0267072
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0262115
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01369143
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01107028
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0153500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt114000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0105003
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Beyond Meat Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-01-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04693
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt155479
LandEtcSchedule2/LandEtcGrp/BookValueAmt044653
LandEtcSchedule2/LandEtcGrp/BookValueAmt155478
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILD. IMPROV.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FF&E
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt049346
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1110957
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt01349
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0ELIZABETH H STAR-WINER TRUSTEE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt02204
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEALS & ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01634
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22822
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33714
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt49815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52508
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PTP Ordinary Gain
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY Loss FROM PASS THROUGHS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt050000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0SPAY NEUTER CHARLOTTE 501(C)(3)
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt050000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016835
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brad Winer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum07042591032
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/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/PreparerPersonNm0KENT L STANTON
ReturnHeader/ReturnTs02021-11-15T09:16:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brad
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Winer
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,786
Liabilities
$19,857
Net assets
$134,929
Revenue
$282,116
Expenses
$331,194
Net income
-$49,078
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