Civic Intelligence

The Gustave a & Geraldine Werner Foundation

990PF • Fiscal year 2017 • EIN 16-1491845

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

C/O William Fish 7084 Kinne RdLockport, NY 14094

(716) 433-5146

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-955%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.8%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,588,333

Down $70,216 (-4.2%) from 2016

Net Assets

Down

$1,588,333

Down $70,216 (-4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$7,350

Up $133 (+1.8%) from 2016

Expenses

Up

$77,566

Up $1,502 (+2.0%) from 2016

Net Income

Down

-$70,216

Down $1,369 (-2.0%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,169,749Liabilities 2010: $0Net Assets 2010: $2,169,7492010Assets 2011: $2,080,886Liabilities 2011: $0Net Assets 2011: $2,080,8862011Assets 2012: $1,984,004Liabilities 2012: $0Net Assets 2012: $1,984,0042012Assets 2013: $1,876,092Liabilities 2013: $0Net Assets 2013: $1,876,0922013Assets 2014: $1,796,015Liabilities 2014: $0Net Assets 2014: $1,796,0152014Assets 2015: $1,727,473Liabilities 2015: $0Net Assets 2015: $1,727,4732015Assets 2016: $1,658,549Liabilities 2016: $0Net Assets 2016: $1,658,5492016Assets 2017: $1,588,333Liabilities 2017: $0Net Assets 2017: $1,588,3332017Assets 2018: $1,515,984Liabilities 2018: $0Net Assets 2018: $1,515,9842018Assets 2019: $1,423,880Liabilities 2019: $0Net Assets 2019: $1,423,8802019Assets 2020: $1,349,695Liabilities 2020: $0Net Assets 2020: $1,349,6952020Assets 2021: $1,274,383Liabilities 2021: $0Net Assets 2021: $1,274,3832021Assets 2022: $1,201,524Liabilities 2022: $0Net Assets 2022: $1,201,5242022Assets 2023: $1,127,351Liabilities 2023: $0Net Assets 2023: $1,127,3512023Assets 2024: $1,054,244Liabilities 2024: $0Net Assets 2024: $1,054,2442024

Highlighted filing

2017

Assets$1,588,333
Liabilities$0
Net Assets$1,588,333

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $111,3442010Expenses 2011: $109,1292011Expenses 2012: $113,9182012Revenue 2013: $9,603Expenses 2013: $117,570Net Income 2013: -$107,9672013Revenue 2014: $8,065Expenses 2014: $88,178Net Income 2014: -$80,1132014Revenue 2015: $7,038Expenses 2015: $75,893Net Income 2015: -$68,8552015Revenue 2016: $7,217Expenses 2016: $76,064Net Income 2016: -$68,8472016Revenue 2017: $7,350Expenses 2017: $77,566Net Income 2017: -$70,2162017Revenue 2018: $7,183Expenses 2018: $79,532Net Income 2018: -$72,3492018Revenue 2019: $7,147Expenses 2019: $81,172Net Income 2019: -$74,0252019Revenue 2020: $6,475Expenses 2020: $81,626Net Income 2020: -$75,1512020Revenue 2021: $6,251Expenses 2021: $81,532Net Income 2021: -$75,2812021Revenue 2022: $6,371Expenses 2022: $79,130Net Income 2022: -$72,7592022Revenue 2023: $6,509Expenses 2023: $80,582Net Income 2023: -$74,0732023Revenue 2024: $6,486Expenses 2024: $79,593Net Income 2024: -$73,1072024

Highlighted filing

2017

Revenue$7,350
Expenses$77,566
Net Income-$70,216
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM FISHTrusteePT$0--
CHARLES FISHTrusteePT$0--
THOMAS FISHTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Buffalo State CollegeTuitionScholarshipN/ABuffalo, NY, US$23,928
Paid GrantFredonia College FoundationTuitionScholarshipN/AFredonia, NY, US$16,572
Paid GrantGeneseo FoundationTuitionScholarshipN/AGeneseo, NY, US$16,416
Paid GrantPeople IncUnrestrictedDonationN/AWilliamsville, NY, US$2,500
Paid GrantAl Sigl CenterUnrestrictedDonationN/ARochester, NY, US$2,500
Paid GrantARC Foundation Of MONROEUnrestrictedDonationN/ARochester, NY, US$2,500
Paid GrantCamp Joy IncUnrestrictedDonationN/ARochester, NY, US$2,500
Paid GrantGuardianship Committee Of Arc MonroeUnrestrictedDonationN/ARochester, NY, US$2,500
Paid GrantMary Cariola Childrens CenterUnrestrictedDonationN/ARochester, NY, US$2,500
Paid GrantMedical Motor ServicesUnrestrictedDonationN/ARochester, NY, US$2,500
Filing and Contact Details

Filer

Filer Name
The Gustave A & Geraldine Werner Foundation
EIN
16-1491845
Phone
7164335146
Address
C/O William Fish 7084 Kinne Rd, Lockport, NY 14094

Signing Officer

Name
William Fish
Title
Trustee
Phone
7164335146
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Jay R Gelb & Company Pc
Address
180 OFFICE PARK WAY STE 2000, PITTSFORD, NY 14534
Preparer
Bradley L Gelb CPA
Phone
5852327046
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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/PersonNm0WILLIAM FISH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Camp Joy Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Guardianship Committee Of Arc Monroe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Mary Cariola Childrens Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Medical Motor Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9The Buffalo State College
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 Elmwood Avenue SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22060 BRIGHTON HENRIETTA TOWNLINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3111 North Chestnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4272 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 College Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62060 Brighton-Henrietta Townline Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71000 Elmwood Avenue Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8608 CLINTON AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91300 Elmwood Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Williamsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rochester
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Geneseo
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04410
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt071996
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076861
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072451
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt071996
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM FISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07164335146
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Gustave A & Geraldine Werner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GUST
ReturnHeader/Filer/EIN0161491845
ReturnHeader/Filer/PhoneNum07164335146
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O William Fish 7084 Kinne Rd
ReturnHeader/Filer/USAddress/CityNm0Lockport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014094
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B9D6ECE705FB55AA7623A2888C58D6F4343E006F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B9D6ECE705FB55AA7623A2888C58D6F4343E006F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.39.33.218
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:48:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAY R GELB & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 OFFICE PARK WAY STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05852327046
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L GELB CPA
ReturnHeader/ReturnTs02018-05-11T08:48:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.08$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.01$0.08$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.01$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.01$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.01$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.01$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.01$0.08$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.01$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.01$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.01$0.09$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.01$0.12$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.11
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11