Civic Intelligence

William J Woerner Charitable Foundation

990PF • Fiscal year 2016 • EIN 16-6051124

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.0%

Faster asset growth than 35% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

42%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$45,364

Down $2,411 (-5.0%) from 2015

Net Assets

Down

$45,364

Down $2,411 (-5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Up

$4,849

Up $1,443 (+42%) from 2015

Expenses

Up

$7,225

Up $158 (+2.2%) from 2015

Net Income

Up

-$2,376

Up $1,285 (+35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$45,364
Liabilities$0
Net Assets$45,364
Open 2016 Filing

Operations Trend

Revenue Growth85th 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

2016

Revenue$4,849
Expenses$7,225
Net Income-$2,376
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
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
2017-05-02
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 Appendix375 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/GrantOrContributionPurposeTxt4GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST COLUMBIA - ST PATRICK CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3198 NORTH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd414220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01472
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04454
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05999
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05926
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04454
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3800
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt51500
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt81500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Loan Receivable # 3
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5Loan Receivable # 3
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6Loan Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7Loan Receivable # 2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8Loan Receivable # 3
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1900
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4900
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt81000
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt6800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt7900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt81000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CAPITAL LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11032
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt211
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYCF-4 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RETURN OF CAPITAL DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE CHECKS ORDER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt217
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11032
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt211
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt328
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD WOERNER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05858892255
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07C443CAA1A5C4AF8CB4CAD09BAC34CD012B1AD3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C443CAA1A5C4AF8CB4CAD09BAC34CD012B1AD3D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.9.56.26
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:40:00
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/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L GELB CPA
ReturnHeader/ReturnTs02017-05-10T08:40:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,364
Liabilities
$0
Net assets
$45,364
Revenue
$4,849
Expenses
$7,225
Net income
-$2,376
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