Civic Intelligence

Wards Foundation

990 • Fiscal year 2024 • EIN 86-1600365

Jan 01, 2024 to Jun 30, 2024 • Filed on May 07, 2025

Organization ProfileWWW.WARDSFOUNDATION.ORG
2820 Selwyn Avenue Ste 130 Box 82Charlotte, NC 28209

(704) 517-9773

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2024 filings • NTEE G • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2024 filings • NTEE G • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2024 filings • NTEE G • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2024 filings • NTEE G • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2024 filings • NTEE G • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-19%

Faster revenue growth than 13% of similar nonprofits.

2024 filings • NTEE G • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,051,600

Up $217,555 (+26%) from 2023

Net Assets

Up

$1,048,078

Up $298,934 (+40%) from 2023

Liabilities

Down

$3,522

Down $81,379 (-96%) from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin96th percentile

Revenue

Down

$420,067

Down $101,239 (-19%) from 2023

Expenses

Down

$121,133

Down $104,677 (-46%) from 2023

Net Income

Up

$298,934

Up $3,438 (+1.2%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2024

Assets$1,051,600
Liabilities$3,522
Net Assets$1,048,078
Open 2024 Filing

Operations Trend

Revenue Growth13th 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

2024

Revenue$420,067
Expenses$121,133
Net Income$298,934
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$562,343
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$779,958$1,045,188▲ $265,230
Cash and Non-Interest-Bearing Accounts$50,292$4,912▼ $45,380
Prepaid Expenses and Deferred Charges$1,375$1,500▲ $125
Total Assets$834,045$1,051,600▲ $217,555
Other Assets Total$2,420$0▼ $2,420
Liabilities
Deferred Revenue$84,085$0▼ $84,085
Accounts Payable and Accrued Expenses$816$3,522▲ $2,706
Total Liabilities$84,901$3,522▼ $81,379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$749,144$1,048,078▲ $298,934
Total Net Assets Fund Balance$749,144$1,048,078▲ $298,934
Total Liabilities and Net Assets / Fund Balance$834,045$1,051,600▲ $217,555
Compensation and Service Providers
Top Officer Pay33rd 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
$384,023
Program Service Revenue
$0
Investment Income
$27,131
Other Revenue
$8,913
All Other Contributions
$123,292
Change in Net Assets
$298,934

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table24$54,549Fair Market Value (FMV)
Total Noncash Contributions24$54,549-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,232
Grants and Similar Amounts Paid$56,901
Total Fundraising Expense$4,877
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,901--$56,901
Fees for Services Other$29,470$3,684$3,684$36,838
Advertising$3,916$490$490$4,896
Office Expenses$2,271$284$284$2,839
Fees for Services Accounting$2,160$270$270$2,700
Other Expenses$1,195$149$149$1,493
Total Functional Expenses$95,913$20,343$4,877$121,133
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Atrium Health FoundationCharlotte, NC501(c)(3)Health Assistance Grant$56,901
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$151,189
Fundraising Direct Expenses$142,276
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
A Rare Affair$411,920$151,189$24,586$126,603
Total Events$411,920$151,189$142,276$8,913
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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

“Caroline & henry (trey) winslett are married. Caroline winslett and william mcguire are siblings.”

Form 990, Part VI, Section A, Line 8B

“The board has no committees.”

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

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

Form 990, Part VI, Section B, Line 12C

“The executive director and board chair monitor the conflict of interest policy annually.”

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
WARD'S FOUNDATION
EIN
86-1600365
Phone
7045179773
Address
2820 SELWYN AVENUE STE 130 BOX 82, CHARLOTTE, NC 28209

Signing Officer

Name
Caroline Winslett
Title
Executive Director
Phone
7045179773
Signed
2025-05-07
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
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Katherine a Warlick
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contractors : program service expenses 11,870. Management and general expenses 1,484. Fundraising expenses 1,484. Total expenses 14,838. Consulting : program service expenses 17,600. Management and general expenses 2,200. Fundraising expenses 2,200. Total expenses 22,000.”

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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0779958
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01045188
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORT TEST INCLUDES A SHORT YEAR BEGINNING JANUARY 1, 2024 AND ENDING JUNE 30, 2024. THE YEARS FOR COLUMNS (A) THROUGH (E) ARE AS FOLLOWS: COLUMN (A) COLUMN (B) - 12/31/21 COLUMN (C) - 12/31/22 COLUMN (D) - 12/31/23 COLUMN (E) - 6/30/24 (SHORT YEAR)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION INADVERTENTLY OMITTED INVESTMENT INCOME REPORTED ON ITS 2022 AND 2023 FORMS 990 ON THE ORIGINALLY FILED SCHEDULE A FOR THOSE YEARS. THIS INCOME OF $9 AND $29,366 FOR 2022 AND 2023, RESPECTIVELY, HAS BEEN INCLUDED IN THIS FILING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II - SHORT YEAR
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART II, LINE 8
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0384023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0304815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0437707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0120986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01247531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056506
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01247531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0384023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0304815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0437707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0120986
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01247531
IRS990ScheduleA/TotalSupportAmt01304037
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/CharitableContributionsTotAmt0260731
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0260731
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0142276
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02750
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0A RARE AFFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt060391
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt060391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0411920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0411920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0151189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0151189
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08913
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt054549
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt054549
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024586
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024586
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt056901
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/SupplementalInformationDetail/ExplanationTxt0ONLY 1 GRANTEE IN 2024 - ATRIUM HEALTH FOUNDATION FULFILLING 2022 GRANT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt024
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt054549
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt024 ITEMS WERE CONTRIBUTED FOR THE LIVE AND SILENT AUCTION HELD DURING THE FUNDRAISING EVENT, A RARE AFFAIR.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAROLINE & HENRY (TREY) WINSLETT ARE MARRIED. CAROLINE WINSLETT AND WILLIAM MCGUIRE ARE SIBLINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WAS REVIEWED BY THE CO-FOUNDERS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR AND BOARD CHAIR MONITOR THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACTORS : PROGRAM SERVICE EXPENSES 11,870. MANAGEMENT AND GENERAL EXPENSES 1,484. FUNDRAISING EXPENSES 1,484. TOTAL EXPENSES 14,838. CONSULTING : PROGRAM SERVICE EXPENSES 17,600. MANAGEMENT AND GENERAL EXPENSES 2,200. FUNDRAISING EXPENSES 2,200. TOTAL EXPENSES 22,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0834045
IRS990/TotalAssetsEOYAmt01051600
IRS990/TotalAssetsGrp/BOYAmt0834045
IRS990/TotalAssetsGrp/EOYAmt01051600
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0384023
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04877
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020343
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095913
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt084901
IRS990/TotalLiabilitiesEOYAmt03522
IRS990/TotalLiabilitiesGrp/BOYAmt084901
IRS990/TotalLiabilitiesGrp/EOYAmt03522
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0749144
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01048078
IRS990/TotalProgramServiceExpensesAmt095913
IRS990/TotalRevenueGrp/ExclusionAmt036044
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0420067
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0834045
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01051600
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,051,600
Liabilities
$3,522
Net assets
$1,048,078
Revenue
$420,067
Expenses
$121,133
Net income
$298,934
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