Civic Intelligence

Wards Foundation

990 • Fiscal year 2023 • EIN 86-1600365

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.WARDSFOUNDATION.ORG
2820 Selwyn Avenue Ste 130 Box 824Charlotte, NC 28209

(704) 517-9773

Siviq Scores

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

Liabilities / Assets

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.16x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

88th percentile

51%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

23%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$834,045

Up $283,155 (+51%) from 2022

Net Assets

Up

$749,144

Up $300,741 (+67%) from 2022

Liabilities

Down

$84,901

Down $17,586 (-17%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin92nd percentile

Revenue

Up

$521,306

Up $99,172 (+23%) from 2022

Expenses

Up

$225,810

Up $184,198 (+443%) from 2022

Net Income

Down

$295,496

Down $85,026 (-22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $176,575Liabilities 2021: $100,910Net Assets 2021: $75,6652021Assets 2022: $550,890Liabilities 2022: $102,487Net Assets 2022: $448,4032022Assets 2023: $834,045Liabilities 2023: $84,901Net Assets 2023: $749,1442023Assets 2024: $1,051,600Liabilities 2024: $3,522Net Assets 2024: $1,048,0782024Assets 2025: $1,429,181Liabilities 2025: $8,255Net Assets 2025: $1,420,9262025

Highlighted filing

2023

Assets$834,045
Liabilities$84,901
Net Assets$749,144
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.0M$500K$0Revenue 2021: $120,986Expenses 2021: $45,321Net Income 2021: $75,6652021Revenue 2022: $422,134Expenses 2022: $41,612Net Income 2022: $380,5222022Revenue 2023: $521,306Expenses 2023: $225,810Net Income 2023: $295,4962023Revenue 2024: $420,067Expenses 2024: $121,133Net Income 2024: $298,9342024Revenue 2025: $954,879Expenses 2025: $578,159Net Income 2025: $376,7202025

Highlighted filing

2023

Revenue$521,306
Expenses$225,810
Net Income$295,496
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$680,865
Mission and Program Overview

Mission

Working to advance rare disease support in order to improve the lives of people affected by rare diseases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$35,816$779,958▲ $744,142
Loans From Officers Directors$100,000--
Cash and Non-Interest-Bearing Accounts$515,074$50,292▼ $464,782
Prepaid Expenses and Deferred Charges-$1,375-
Total Assets$550,890$834,045▲ $283,155
Other Assets Total-$2,420-
Liabilities
Deferred Revenue-$84,085-
Accounts Payable and Accrued Expenses$2,487$816▼ $1,671
Total Liabilities$102,487$84,901▼ $17,586
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$448,403$749,144▲ $300,741
Total Net Assets Fund Balance$448,403$749,144▲ $300,741
Total Liabilities and Net Assets / Fund Balance$550,890$834,045▲ $283,155
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Andrea HarknettExecutive Vice President
Amanda Moran Lanier MdDirector
Amy MooreDirector
Jonation DixonDirector
Lee PedersenDirector
Mallory KridlerDirector
Nicole GrenierDirector
Caroline WinslettCo-founder
Henry E Winslett IiiCo-founder
Mary Lake DavidsonSecretary
William McguireTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,815
Program Service Revenue
$0
Investment Income
$29,366
Other Revenue
$187,125
All Other Contributions
$304,815
Change in Net Assets
$295,496

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table9$62,200Fair Market Value (FMV)
Securities Publicly Traded2$31,477Fair Market Value (FMV) of Stock at Sale
Total Noncash Contributions11$93,677-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$152,894
Other Expenses$72,916
Total Fundraising Expense$7,593
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$152,894--$152,894
Fees for Services Management$15,552$1,944$1,944$19,440
Advertising$10,667$1,333$1,333$13,333
Fees for Services Legal$5,566$696$696$6,958
Office Expenses$4,603$576$575$5,754
Interest-$2,750-$2,750
Other Expenses$202$25$25$252
All Other Expenses$186$24$24$234
Fees for Services Other$62$8$8$78
Total Functional Expenses$190,142$28,075$7,593$225,810
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Atrium Health FoundationCharlotte, NC501(c)(3)Health Assistance Grant$152,894
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$346,684
Fundraising Direct Expenses$159,559
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
A Rare Affair$320,702$320,702$88,797$231,905
Pickleball$25,982$25,982$8,562$17,420
Total Events$346,684$346,684$159,559$187,125
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$100,000--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The co-founders, henry and caroline winslett, are married. Board members, jonathan and pontea dixon, are married. Board members, matthew and amy moore, are married.”

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed by the co-founders prior to the filing of the 990.”

Form 990, Part VI, Section C, Line 18

“The form 1023, 990, and tax-related documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wards Foundation
EIN
86-1600365
Phone
7045179773
Address
2820 SELWYN AVENUE STE 130 BOX 824, CHARLOTTE, NC 28209

Signing Officer

Name
Caroline Winslett
Title
Executive Director
Phone
7045179773
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Winslett
Formed
2021
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
6

Preparer

Firm
Marshall Jones
Address
30000 MILL CREEK AVENUE, ALPHARETTA, GA 30022
Preparer
Nathan Lummus
Phone
4042312001
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IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0774831
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0216138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0437707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0120986
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0774831
IRS990ScheduleA/TotalSupportAmt0774831
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0159559
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0A RARE AFFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICKLEBALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0320702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0346684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0320702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0346684
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0187125
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt062200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt062200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt097359
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt088797
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08562
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0152894
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH ASSISTANCE GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ATRIUM HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0566060481
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 32861
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0282322861
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0START UP EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0100000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0HENRY E WINSLETT AND CAROLINE WINS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CO-FOUNDERS AND BOARD MEMBERS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt09
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt062200
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV OF STOCK AT SALE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt031477
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CO-FOUNDERS, HENRY AND CAROLINE WINSLETT, ARE MARRIED. BOARD MEMBERS, JONATHAN AND PONTEA DIXON, ARE MARRIED. BOARD MEMBERS, MATTHEW AND AMY MOORE, ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS REVIEWED BY THE CO-FOUNDERS PRIOR TO THE FILING OF THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 1023, 990, AND TAX-RELATED DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0550890
IRS990/TotalAssetsEOYAmt0834045
IRS990/TotalAssetsGrp/BOYAmt0550890
IRS990/TotalAssetsGrp/EOYAmt0834045
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0304815
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07593
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028075
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190142
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225810
IRS990/TotalGrossUBIAmt029366
IRS990/TotalLiabilitiesBOYAmt0102487
IRS990/TotalLiabilitiesEOYAmt084901
IRS990/TotalLiabilitiesGrp/BOYAmt0102487
IRS990/TotalLiabilitiesGrp/EOYAmt084901
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0448403
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0749144
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0190142
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0187125
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0521306
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt029366
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0550890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0834045
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02820 SELWYN AVENUE STE 130 BOX 824

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$834,045
Liabilities
$84,901
Net assets
$749,144
Revenue
$521,306
Expenses
$225,810
Net income
$295,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.95$0.58$0.38
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.42$0.12$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.08$0.75$0.52$0.23$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.10$0.45$0.42$0.04$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.10$0.08$0.12$0.05$0.08