Civic Intelligence

Weeres Foundation Inc.

990PF • Fiscal year 2023 • EIN 20-1254832

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization Profile
4101 Clearwater RoadSt Cloud, MN 56302

(320) 251-6697

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

-3.0%

Higher net margin than 38% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

-0.1%

Faster asset growth than 49% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-5.9%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$200,718

Down $292 (-0.1%) from 2022

Net Assets

Down

$200,718

Down $292 (-0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin38th percentile

Revenue

Down

$9,593

Down $604 (-5.9%) from 2022

Expenses

Down

$9,885

Down $27 (-0.3%) from 2022

Net Income

Down

-$292

Down $577 (-202%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2010: $200,716Liabilities 2010: $0Net Assets 2010: $200,7162010Assets 2011: $200,734Liabilities 2011: $02011Assets 2012: $200,212Liabilities 2012: $0Net Assets 2012: $200,2122012Assets 2013: $200,167Liabilities 2013: $0Net Assets 2013: $200,1672013Assets 2014: $200,137Liabilities 2014: $0Net Assets 2014: $200,1372014Assets 2015: $200,105Liabilities 2015: $0Net Assets 2015: $200,1052015Assets 2016: $200,940Liabilities 2016: $0Net Assets 2016: $200,9402016Assets 2017: $201,152Liabilities 2017: $0Net Assets 2017: $201,1522017Assets 2018: $200,757Liabilities 2018: $0Net Assets 2018: $200,7572018Assets 2019: $201,313Liabilities 2019: $0Net Assets 2019: $201,3132019Assets 2020: $200,909Liabilities 2020: $0Net Assets 2020: $200,9092020Assets 2021: $200,725Liabilities 2021: $0Net Assets 2021: $200,7252021Assets 2022: $201,010Liabilities 2022: $0Net Assets 2022: $201,0102022Assets 2023: $200,718Liabilities 2023: $0Net Assets 2023: $200,7182023Assets 2024: $200,814Liabilities 2024: $0Net Assets 2024: $200,8142024

Highlighted filing

2023

Assets$200,718
Liabilities$0
Net Assets$200,718
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $9,0152010Revenue 2011: $10,005Expenses 2011: $9,987Net Income 2011: $182011Expenses 2012: $10,7332012Revenue 2013: $9,196Expenses 2013: $9,241Net Income 2013: -$452013Revenue 2014: $9,902Expenses 2014: $9,932Net Income 2014: -$302014Revenue 2015: $9,802Expenses 2015: $9,834Net Income 2015: -$322015Revenue 2016: $10,767Expenses 2016: $9,932Net Income 2016: $8352016Revenue 2017: $10,111Expenses 2017: $9,899Net Income 2017: $2122017Revenue 2018: $9,539Expenses 2018: $9,934Net Income 2018: -$3952018Revenue 2019: $11,284Expenses 2019: $10,728Net Income 2019: $5562019Revenue 2020: $8,679Expenses 2020: $9,083Net Income 2020: -$4042020Revenue 2021: $9,786Expenses 2021: $9,970Net Income 2021: -$1842021Revenue 2022: $10,197Expenses 2022: $9,912Net Income 2022: $2852022Revenue 2023: $9,593Expenses 2023: $9,885Net Income 2023: -$2922023Revenue 2024: $9,997Expenses 2024: $9,901Net Income 2024: $962024

Highlighted filing

2023

Revenue$9,593
Expenses$9,885
Net Income-$292
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD WEERESOfficer Director-$0--
BETH FALCONERPresident-$0--
SYLVIA WEERESVice President-$0--
ANDRA KNAPEKTreasurer-$0--
JANA SCHINDELESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Weeres Foundation Inc
EIN
20-1254832
Phone
3202516697
Address
4101 CLEARWATER ROAD, ST CLOUD, MN 56302

Signing Officer

Name
Andra Knapek
Title
Treasurer
Phone
3202516697
Signed
2024-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
220 PARK AVE S, ST CLOUD, MN 56301
Preparer
Jason Primus CPA
Phone
3202517010
Raw XML Appendix319 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/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0201164
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03023
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD WEERES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETH FALCONER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SYLVIA WEERES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANDRA KNAPEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JANA SCHINDELE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0OFFICER DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST CLOUD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SUBMIT AN APPLICATION INCLUDING STUDENT, ELIGIBLE EMPLOYEE, HIGH SHOOL, ACADEMIC AND COLLEGE INFORMATION AS WELL AS WORK EXPERIENCE, ACTIVITIES, COMMUNITY SERVICE, AWARDS AND HONORS ALONG WITH A COMPLETE HIGH SCHOOL TRANSCRIPT, ACT/SAT SCORES AND A CERTIFIED COPY OF BIRTH OR ADOPTION CERTIFICATE. APPLICANT PERSONAL STATEMENT FORM WITH ESSAY FORMAT ANSWERS TO COMMITMENT/INTEREST IN PROGRAM OF STUDY, LIFE EXPERIENCES, EXTRACURRICULAR ACTIVITIES/COMMUNITY SERVICE AND WORK EXPERIENCE. EMPLOYEE PERSONAL STATEMENT FORM INCLUDING THE APPLICANTS LIFE EXPERIENCES AND THE EMPLOYEE'S CONTRIBUTION TO THE COMPANY. LETTER OF RECOMMENDATION FORM COMPLETED BY A NON-FAMILY MEMBER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0BFALCONER@SPEEDEEDELIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BETH FALCONER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03202516697
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0563021417
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ELIGIBLE APPLICANTS ARE HIGH SCHOOL SENIORS, HIGH SCHOOL GRADUATES, COLLEGE FRESHMAN, SOPHOMORES AND JUNIORS, WHO ARE DEPENDENT CHILDREN (BIOLOGICAL OR ADOPTED) OF FULL-TIME EMPLOYEES OF SPEE DEE DELIVERY SERVICE, INC. THE EMPLOYEE MUST HAVE BEEN EMPLOYED BY SPEE DEE DELIVERY SERVICE, INC. FOR AT LEAST FIVE CONTINUOUS YEARS IN A FULL-TIME CAPACITY AS OF MARCH 15TH IN THE YEAR IN WHICH THE SCHOLARSHIPS ARE AWARDED. THE PARENT OF THE RECIPIENT MUST STILL BE EMPLOYED BY SPEE DEE DELIVERY SERVICE, INC. WHEN THE RECIPIENTS ARE SELECTED AND AWARDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 30TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR POST-SECONDARY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR POST-SECONDARY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR POST-SECONDARY EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GANSER ALEXA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06520 GROVE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1E8502 530TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27219 BIRCHWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WISCONSIN RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELK MOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAUK CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154739
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253583
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09200
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt094
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09791
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09885
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09809
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09791
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SPEE DEE DELIVERY SERVICE INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04101 CLEARWATER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST CLOUD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd056302
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SCHOLARSHIP REVIEW FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRA KNAPEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03202516697
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEERES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WEER
ReturnHeader/Filer/EIN0201254832
ReturnHeader/Filer/PhoneNum03202516697
ReturnHeader/Filer/USAddress/AddressLine1Txt04101 CLEARWATER ROAD
ReturnHeader/Filer/USAddress/CityNm0ST CLOUD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 PARK AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST CLOUD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056301
ReturnHeader/PreparerPersonGrp/PhoneNum03202517010
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON PRIMUS CPA
ReturnHeader/ReturnTs02024-05-02T09:39:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KNAPEK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,718
Liabilities
$0
Net assets
$200,718
Revenue
$9,593
Expenses
$9,885
Net income
-$292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.11$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.10$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.10$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.09$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.11
2011Summary only. Only limited summary data is available for this year.$2.01$0.00$0.10$0.10$0.00
2010Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09