Civic Intelligence

William J Woerner Charitable Foundation

990PF • Fiscal year 2015 • EIN 16-6051124

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 29, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-107%

Higher net margin than 7% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-7.2%

Faster asset growth than 30% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

7.2%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$47,775

Down $3,717 (-7.2%) from 2014

Net Assets

Down

$47,775

Down $3,717 (-7.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Up

$3,406

Up $229 (+7.2%) from 2014

Expenses

Up

$7,067

Up $3,029 (+75%) from 2014

Net Income

Down

-$3,661

Down $2,800 (-325%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2015

Assets$47,775
Liabilities$0
Net Assets$47,775
Open 2015 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

2015

Revenue$3,406
Expenses$7,067
Net Income-$3,661
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 29, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th 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
2016-04-29
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
Raw XML Appendix349 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/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CALEDONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SCOTTSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314546
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06300
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/AppliedToCurrentYearAmt01210
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05526
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05664
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06736
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04454
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05526
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt240
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt540
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt840
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Interest Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3Loan Receivable # 3
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6Interest Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7Loan Receivable # 3
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10Interest Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11Loan Receivable # 3
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt51500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt81500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0800
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt51500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt6800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt81500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt056
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt126
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt273
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYCF-4 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3RETURN OF CAPITAL DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt126
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt373
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WOERNER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05858892255
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-29
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/PreparationDt02016-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L GELB CPA
ReturnHeader/ReturnTs02016-05-09T08:35:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,775
Liabilities
$0
Net assets
$47,775
Revenue
$3,406
Expenses
$7,067
Net income
-$3,661
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