Wessner Foundation

990PF • Fiscal year 2018 • EIN 36-3480120

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 2019

Organization Profile

27920 Smithtown RoadShorewood, MN 55331

(612) 979-2321

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

-2549%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

-53%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $5,883,527 (-100%) from 2017

Net Assets

Down

Down $5,883,527 (-100%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin1st percentile

Revenue

Down

$393,370

Down $444,223 (-53%) from 2017

Expenses

$10,420,793

Up $9,792,906 (+1560%) from 2017

Net Income

Down

-$10,027,423

Down $10,237,129 (-4882%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

Highlighted filing

2018

Assets$0

Liabilities$0

Net Assets$0

Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2018

Revenue$393,370

Expenses$10,420,793

Net Income-$10,027,423

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Sep 4, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID K WESSNER	Pres. & Director	-	$0	-	-
BARBARA W ANDERSON	VP, Sec. & Director	-	$0	-	-
PATRICIA A WESSNER	Director	-	$0	-	-
ROSS E ANDERSON	Treas. & Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Wessner Foundation
EIN: 36-3480120
Phone: 6129792321
Address: 27920 SMITHTOWN ROAD, SHOREWOOD, MN 55331

Signing Officer

Name: David K Wessner
Title: Pres. & Director
Phone: 6129792321
Signed: 2019-09-04
Discuss with paid preparer: Yes

Preparer

Firm: Ballenthin Funk & Johnson Llp
Address: 101 EAST 5TH STREET SUITE 1550, ST PAUL, MN 55101
Preparer: David a Johnson CPA
Phone: 6516890130

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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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt	0	TRANSFER OF STOCK AND CASH TO DONOR ADVISED FUNDEIN: 31-1640316
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IRS990PF/FinalReturnInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID K WESSNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	BARBARA W ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	PATRICIA A WESSNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	ROSS E ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRES. & DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VP, SEC. & DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	TREAS. & DIR.
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DAVID K WESSNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	29720 SMITHTOWN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SHOREWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	55331
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	1
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9524749083
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10371003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	32862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	10371003
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	391468
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	391468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	98882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	649031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	267251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	238671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	243377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	243377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	11233395
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	9979560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	98882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	649031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	267251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	238671
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10371028
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	9979560
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	11476772
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1497212
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	WESSNER CHARITABLE ANNUITY TRUST CO SD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	201 S PHILLIPS AVE STE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SIOUX FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	SD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	57104
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	148975
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	HARRISON & HELD, LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1200
LiquidationExplanationStmt/ExplanationTxt	0	THE DISSOLUTION OF THE WESSNER FOUNDATION WAS DULY AUTHORIZED ON JULY 16, 2018 BY A MAJORITY OF THE BOARD OF DIRECTORS, IN ACCORDANCE WITH SECTION 112.05. ALL ASSETS WERE TRANSFERED TO A DONOR ADVISED FUND HELD AT SCHWAB CHARITABLE FUND.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	4143896
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN/LOSS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt	0	1880
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1880
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID K WESSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRES. & DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6129792321
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WESSNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WESS
ReturnHeader/Filer/EIN	0	363480120
ReturnHeader/Filer/PhoneNum	0	6129792321
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	27920 SMITHTOWN ROAD
ReturnHeader/Filer/USAddress/CityNm	0	SHOREWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MN
ReturnHeader/Filer/USAddress/ZIPCd	0	55331
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	EC774C36F23A4BAF130325BF2BF0C1A407A4962D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	EC774C36F23A4BAF130325BF2BF0C1A407A4962D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	23.30.248.37
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	14:34:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	481291655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BALLENTHIN FUNK & JOHNSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	101 EAST 5TH STREET SUITE 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ST PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	55101
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6516890130
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID A JOHNSON CPA
ReturnHeader/ReturnTs	0	2019-09-12T11:10:25-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $393,370
Expenses: $10,420,793
Net income: -$10,027,423

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.39	$10.4	$10.0
2017Detailed filing. Detailed filing data is available for this year.	$5.88	$0.00	$5.88	$0.84	$0.63	$0.21
2016Detailed filing. Detailed filing data is available for this year.	$5.67	$0.00	$5.67	$0.51	$1.16	$0.65
2015Detailed filing. Detailed filing data is available for this year.	$6.38	$0.00	$6.38	$0.73	$0.80	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$6.46	$0.00	$6.46	$1.03	$0.80	$0.24
2013Detailed filing. Detailed filing data is available for this year.	$6.20	$0.00	$6.20	$1.29	$0.71	$0.58
2012Detailed filing. Detailed filing data is available for this year.	$5.64	$0.00	$5.64		$0.62
2010Detailed filing. Detailed filing data is available for this year.	$5.91	$0.00	$5.91		$1.53