Civic Intelligence

Wernicke Family Foundation Trust

EIN 06-6552801 • Riverside, CT

8 Willowmere AveRiverside, CT 06878
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

1st percentile

-98420%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2020

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.

<$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,921 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $4,921 (-100%) from 2019

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Up

$5

Up $5 from 2019

Expenses

Up

$4,926

Up $4,926 from 2019

Net Income

Down

-$4,921

Down $4,921 from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$60K$40K$20K$0Assets 2011: $14,700Liabilities 2011: $02011Assets 2012: $16,038Liabilities 2012: $02012Assets 2013: $5,195Liabilities 2013: $02013Assets 2014: $47,375Liabilities 2014: $02014Assets 2015: $30,379Liabilities 2015: $02015Assets 2018: $4,921Liabilities 2018: $0Net Assets 2018: $4,9212018Assets 2019: $4,921Liabilities 2019: $0Net Assets 2019: $4,9212019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $30,011Expenses 2011: $16,500Net Income 2011: $13,5112011Revenue 2012: $24,728Expenses 2012: $23,390Net Income 2012: $1,3382012Revenue 2013: $52,595Expenses 2013: $16,500Net Income 2013: $36,0952013Revenue 2014: $78,180Expenses 2014: $36,000Net Income 2014: $42,1802014Revenue 2015: $8,392Expenses 2015: $25,388Net Income 2015: -$16,9962015Revenue 2018: $28Expenses 2018: $5,500Net Income 2018: -$5,4722018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $5Expenses 2020: $4,926Net Income 2020: -$4,9212020

Highlighted filing

2020

Revenue$5
Expenses$4,926
Net Income-$4,921
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$5
Expenses
$4,926
Net income
-$4,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$4.93$4.92
2019Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.00$4.92$0.03$5.50$5.47
2015Summary only. Only limited summary data is available for this year.$30.4$0.00$8.39$25.4$17.0
2014Summary only. Only limited summary data is available for this year.$47.4$0.00$78.2$36.0$42.2
2013Summary only. Only limited summary data is available for this year.$5.20$0.00$52.6$16.5$36.1
2012Summary only. Only limited summary data is available for this year.$16.0$0.00$24.7$23.4$1.34
2011Summary only. Only limited summary data is available for this year.$14.7$0.00$30.0$16.5$13.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Sep 11, 2020
Signed
Dec 20, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL L WERNICKETrustee-$0--
SHERRY M WERNICKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wernicke Family Foundation Trust
EIN
06-6552801
Phone
2036377456
Address
8 WILLOWMERE AVE, RIVERSIDE, CT 06878

Signing Officer

Name
Carl L Wernicke
Title
President
Phone
2036377456
Signed
2020-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Walter J Mckeever & Company LLC
Address
PO BOX 5147 15 VALLEY DRIVE, GREENWICH, CT 06831
Preparer
Denise C Doria
Phone
2036228625
Raw XML Appendix286 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/UndistributedIncomeGrp/ExcessFromYear3Amt017844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025697
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067553
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067553
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0199
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0199
LiquidationExplanationStmt/ExplanationTxt0FOUNDATION WAS TERMINATED EFFECTIVE 9/11/20 BY UNANIMOUS CONSENT (SEE ATTACHED EXECUTED COPY OF THE TERMINATION DOCUMENT SIGNED BY THE TRUSTEES & ADVISORY COMMITTEE MEMBERS). SINCE THE TRUST HELD NO ASSETS AS OF TERMINATION, NO PROVISION HAD TO BE MADE FOR DISTRIBUTION OF TRUST PROPERTY OR WINDING UP OF THE TRUST. THIS STATEMENT WAS INCLUDED IN THE EXECUTED TERMINATION DOCUMENT.
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL L WERNICKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02036377456
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WERNICKE FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WERN
ReturnHeader/Filer/EIN0066552801
ReturnHeader/Filer/PhoneNum02036377456
ReturnHeader/Filer/USAddress/AddressLine1Txt08 WILLOWMERE AVE
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006878
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064295F23D8D9405ABF485F6CA8540D9BEE86C235
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064295F23D8D9405ABF485F6CA8540D9BEE86C235
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.124.73.81
ReturnHeader/FilingSecurityInformation/IPDt02020-12-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm000:07:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061253566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER J MCKEEVER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5147 15 VALLEY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006831
ReturnHeader/PreparerPersonGrp/PhoneNum02036228625
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE C DORIA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-19T23:03:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-09-11
ReturnHeader/TaxYr02019

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