Civic Intelligence

Wbs Charity Foundation

EIN 87-1217323 • 501(c)3 • Fairfax, VA

Profile

It is the mission of the organization to unify people to raise awareness and funding for charitable organizations across the country by sharing the love of bourbon and philanthropy, hosting special evens and providing unforgettable experiences.

12216 Braddock RoadFairfax, VA 22030

wbs-charity.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-9.1%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-61%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-46%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$2,051

Down $3,175 (-61%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$2,051

Down $3,175 (-61%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin31st percentile

Revenue

Down

$34,746

Down $29,241 (-46%) from 2022

Expenses

Down

$37,921

Down $25,767 (-40%) from 2022

Net Income

Down

-$3,175

Down $3,474 (-1162%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2022: $5,226Liabilities 2022: $0Net Assets 2022: $5,2262022Assets 2023: $2,051Liabilities 2023: $0Net Assets 2023: $2,0512023

Highlighted filing

2023

Assets$2,051
Liabilities$0
Net Assets$2,051
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2022: $63,987Expenses 2022: $63,688Net Income 2022: $2992022Revenue 2023: $34,746Expenses 2023: $37,921Net Income 2023: -$3,1752023

Highlighted filing

2023

Revenue$34,746
Expenses$37,921
Net Income-$3,175
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$2,051
Liabilities
$0
Net assets
$2,051
Revenue
$34,746
Expenses
$37,921
Net income
-$3,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$34.7$37.9$3.18
2022Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$64.0$63.7$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$66,787
Mission and Program Overview

Mission

Our mission is to unify people to raise awareness and funding for charitable organizations across the country by sharing the love of bourbon and philanthropy, hosting special events & and providing unforgettable experiences.

It is the mission of the organization to unify people to raise awareness and funding for charitable organizations across the country by sharing the love of bourbon and philanthropy, hosting special evens and providing unforgettable experiences.

Program Services

DescriptionGrantsExpenses
It is the mission of the organization to unify people to raise awareness and funding for charitable organizations across the country by sharing the love of bourbon and philanthropy, hosting special events and providing unforgettable experiences. Additionally, the mission includes raising funds for other charities and not-profits who we can benefit.$25,300$32,041
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip CarpenterBoard MemberPT$0--
Ramon AlvarezExecutive DirectorPT$0--
Ruth AlvarezCo-DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Aggregated all events combined$46,761$46,761$0$46,761
Total Events$46,761$46,761$23,979$22,782
Filing and Contact Details

Filer

Filer Name
Wbs Charity Foundation
EIN
87-1217323
Phone
4138862792
Address
12216 Braddock Road, Fairfax, VA 22030

Signing Officer

Name
Ramon Alvarez
Title
Executive Director
Phone
4138862792
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
WBS Charity Foundation
Address
12216 Braddock Road, Fairfax, VA 22030
Preparer
Patrick Rowland
Phone
2039859784
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“12/10/2023 Check 1048 Awards & grants to others 2185 07/05/2023 Check 1045 Awards & grants to others 7848 06/29/2023 Check 1044 Awards & grants to others 7848 03/23/2023 Check 1042 Awards & grants to others 1000 03/07/2023 Check 1041 Awards & grants to others 5220 02/17/2023 Check 1040 Awards & grants to others 1200 total 25300”

Form 990-EZ, Part I, Line 16

“Description;Amount^accounting;1553|ad and marketing;2480|misc amex charges;3399|registrations;373|ship and postage;120|software and apps;705|supplies and materials;1774|meals and travel;664^Total;11068^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^deposits and prepaids;0^Total;0^”

Schedule B, Part I

“NO donor over $5,000”

Raw XML Appendix195 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fairfax
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Philip Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ramon Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ruth Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt01426
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011068
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0It is the mission of the organization to unify people to raise awareness and funding for charitable organizations across the country by sharing the love of bourbon and philanthropy, hosting special evens and providing unforgettable experiences.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0It is the mission of the organization to unify people to raise awareness and funding for charitable organizations across the country by sharing the love of bourbon and philanthropy, hosting special events and providing unforgettable experiences. Additionally, the mission includes raising funds for other charities and not-profits who we can benefit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032041
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt07959
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IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0wbs-charity.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0153488
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0153488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066761
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0153488
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023979
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Aggregated all events combined
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
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IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0none
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part I, Line 2a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt012/10/2023 Check 1048 Awards & grants to others 2185 07/05/2023 Check 1045 Awards & grants to others 7848 06/29/2023 Check 1044 Awards & grants to others 7848 03/23/2023 Check 1042 Awards & grants to others 1000 03/07/2023 Check 1041 Awards & grants to others 5220 02/17/2023 Check 1040 Awards & grants to others 1200 total 25300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^accounting;1553|ad and marketing;2480|misc amex charges;3399|registrations;373|ship and postage;120|software and apps;705|supplies and materials;1774|meals and travel;664^Total;11068^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^deposits and prepaids;0^Total;0^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO donor over $5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule B, Part I
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ramon Alvarez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04138862792
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WBS CHARITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WBSC
ReturnHeader/Filer/EIN0871217323
ReturnHeader/Filer/PhoneNum04138862792
ReturnHeader/Filer/USAddress/AddressLine1Txt012216 Braddock Road
ReturnHeader/Filer/USAddress/CityNm0Fairfax
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300138359
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012216 Braddock Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairfax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022030
ReturnHeader/PreparerPersonGrp/PhoneNum02039859784
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Rowland
ReturnHeader/ReturnTs02024-05-14T17:29:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ramon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Alvarez
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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