Civic Intelligence

William J Woerner Charitable Foundation

990PF • Fiscal year 2013 • EIN 16-6051124

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 18, 2014

1482 North Road14546

(585) 889-2255

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$52,403

Down $967 (-1.8%) from 2012

Net Assets

Down

$52,403

Down $967 (-1.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$2,930

No earlier filing loaded for comparison.

Expenses

Up

$3,842

Up $252 (+7.0%) from 2012

Net Income

-$912

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $54,248Liabilities 2010: $0Net Assets 2010: $54,2482010Assets 2011: $54,058Liabilities 2011: $0Net Assets 2011: $54,0582011Assets 2012: $53,370Liabilities 2012: $0Net Assets 2012: $53,3702012Assets 2013: $52,403Liabilities 2013: $0Net Assets 2013: $52,4032013Assets 2014: $51,492Liabilities 2014: $0Net Assets 2014: $51,4922014Assets 2015: $47,775Liabilities 2015: $0Net Assets 2015: $47,7752015Assets 2016: $45,364Liabilities 2016: $0Net Assets 2016: $45,3642016Assets 2017: $42,617Liabilities 2017: $0Net Assets 2017: $42,6172017Assets 2018: $37,532Liabilities 2018: $0Net Assets 2018: $37,5322018Assets 2019: $41,086Liabilities 2019: $0Net Assets 2019: $41,0862019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$52,403
Liabilities$0
Net Assets$52,403

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $3,6312010Expenses 2011: $3,0802011Expenses 2012: $3,5902012Revenue 2013: $2,930Expenses 2013: $3,842Net Income 2013: -$9122013Revenue 2014: $3,177Expenses 2014: $4,038Net Income 2014: -$8612014Revenue 2015: $3,406Expenses 2015: $7,067Net Income 2015: -$3,6612015Revenue 2016: $4,849Expenses 2016: $7,225Net Income 2016: -$2,3762016Revenue 2017: $4,004Expenses 2017: $6,715Net Income 2017: -$2,7112017Revenue 2018: $4,097Expenses 2018: $8,740Net Income 2018: -$4,6432018Revenue 2019: $4,357Expenses 2019: $765Net Income 2019: $3,5922019Revenue 2020: $4,788Expenses 2020: $153,767Net Income 2020: -$148,9792020

Highlighted filing

2013

Revenue$2,930
Expenses$3,842
Net Income-$912
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 18, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD WOERNER JRTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANDREW CENTERGENERALPAIDROCHESTER, NY, US$1,500
Paid GrantHOUSE OF MERCYGENERALPAIDROCHESTER, NY, US$1,500
Filing and Contact Details

Filer

EIN
16-6051124
Phone
5858892255

Signing Officer

Name
Donald Woerner Jr
Title
Trustee
Phone
5858892255
Signed
2014-04-18

Preparer

Preparer
Bradley L Gelb CPA
Phone
5852327046
Raw XML Appendix298 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/QualifyingDistributionsAmt03404
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04967
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03394
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2800
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2800
OtherDecreasesSchedule/OtherDecreasesDetail/Amount055
OtherDecreasesSchedule/OtherDecreasesDetail/Description0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1212
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYCF-4 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RETURN OF CAPITAL DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE FOR CHECKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1212
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2212
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WOERNER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05858892255
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM J WOERNER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0166051124
ReturnHeader/Filer/PhoneNum05858892255
ReturnHeader/Filer/USAddress/AddressLine101482 NORTH ROAD
ReturnHeader/Filer/USAddress/City0SCOTTSVILLE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014546
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JAY R GELB & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10180 OFFICE PARK WAY STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014534
ReturnHeader/PreparerPersonGrp/PhoneNum05852327046
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L GELB CPA
ReturnHeader/ReturnTs02014-05-12T08:24:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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