Civic Intelligence

William J Woerner Charitable Foundation

990PF • Fiscal year 2014 • EIN 16-6051124

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization Profile
1482 North RoadScottsville, NY 14546

(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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-27%

Higher net margin than 15% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

8.4%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$51,492

Down $911 (-1.7%) from 2013

Net Assets

Down

$51,492

Down $911 (-1.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin15th percentile

Revenue

Up

$3,177

Up $247 (+8.4%) from 2013

Expenses

Up

$4,038

Up $196 (+5.1%) from 2013

Net Income

Up

-$861

Up $51 (+5.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2014

Assets$51,492
Liabilities$0
Net Assets$51,492
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

2014

Revenue$3,177
Expenses$4,038
Net Income-$861
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD WOERNER JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
William J Woerner Charitable Foundation
EIN
16-6051124
Phone
5858892255
Address
1482 NORTH ROAD, SCOTTSVILLE, NY 14546

Signing Officer

Name
Donald Woerner Jr
Title
Trustee
Phone
5858892255
Signed
2015-04-24

Preparer

Firm
Jay R Gelb & Company Pc
Address
180 OFFICE PARK WAY STE 2000, PITTSFORD, NY 14534
Preparer
Bradley L Gelb CPA
Phone
5852327046
Raw XML Appendix329 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214423
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03676
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05526
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03676
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01291
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05526
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04967
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2800
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Interest Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5Interest Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8Interest Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt240
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt540
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt840
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt240
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt540
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt6800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt840
OtherDecreasesSchedule/OtherDecreasesDetail/Amt050
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1112
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYCF-4 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RETURN OF CAPITAL DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt222
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt336
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WOERNER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05858892255
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM J WOERNER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0166051124
ReturnHeader/Filer/PhoneNum05858892255
ReturnHeader/Filer/USAddress/AddressLine1Txt01482 NORTH ROAD
ReturnHeader/Filer/USAddress/CityNm0SCOTTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014546
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/PreparationDt02015-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L GELB CPA
ReturnHeader/ReturnTs02015-05-07T13:17:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,492
Liabilities
$0
Net assets
$51,492
Revenue
$3,177
Expenses
$4,038
Net income
-$861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$1.54$1.49
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.04$0.01$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.04$0.09$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.03$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.03$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.04