Civic Intelligence

Wert Family Foundation

EIN 41-1956034 • Naples, FL

7901 Cocobay DriveNaples, FL 34108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-4530%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-95%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $67,318 (-100%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Net Assets

Down

$0

Down $67,318 (-100%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$1,486

Down $26,126 (-95%) from 2020

Expenses

Down

$68,804

Down $11,955 (-15%) from 2020

Net Income

Down

-$67,318

Down $14,171 (-27%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $472,338Liabilities 2010: $0Net Assets 2010: $472,3382010Assets 2011: $464,957Liabilities 2011: $0Net Assets 2011: $464,9572011Assets 2012: $428,507Liabilities 2012: $0Net Assets 2012: $428,5072012Assets 2013: $389,729Liabilities 2013: $02013Assets 2014: $338,522Liabilities 2014: $02014Assets 2015: $300,379Liabilities 2015: $02015Assets 2016: $279,301Liabilities 2016: $0Net Assets 2016: $279,3012016Assets 2017: $201,687Liabilities 2017: $0Net Assets 2017: $201,6872017Assets 2018: $146,407Liabilities 2018: $0Net Assets 2018: $146,4072018Assets 2019: $120,442Liabilities 2019: $1Net Assets 2019: $120,4422019Assets 2020: $67,318Liabilities 2020: $1Net Assets 2020: $67,3182020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $106,9092010Expenses 2011: $44,2062011Expenses 2012: $61,4342012Revenue 2013: $21,850Expenses 2013: $60,483Net Income 2013: -$38,6332013Revenue 2014: $18,807Expenses 2014: $70,408Net Income 2014: -$51,6012014Revenue 2015: $21,048Expenses 2015: $53,631Net Income 2015: -$32,5832015Revenue 2016: $16,318Expenses 2016: $38,218Net Income 2016: -$21,9002016Revenue 2017: $17,857Expenses 2017: $95,471Net Income 2017: -$77,6142017Revenue 2018: $14,558Expenses 2018: $69,913Net Income 2018: -$55,3552018Revenue 2019: $43,156Expenses 2019: $69,098Net Income 2019: -$25,9422019Revenue 2020: $27,612Expenses 2020: $80,759Net Income 2020: -$53,1472020Revenue 2021: $1,486Expenses 2021: $68,804Net Income 2021: -$67,3182021

Highlighted filing

2021

Revenue$1,486
Expenses$68,804
Net Income-$67,318
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,486
Expenses
$68,804
Net income
-$67,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.69$0.67
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.28$0.81$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.43$0.69$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.70$0.55
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.18$0.95$0.78
2016Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.16$0.38$0.22
2015Summary only. Only limited summary data is available for this year.$3.00$0.00$0.21$0.54$0.33
2014Summary only. Only limited summary data is available for this year.$3.39$0.00$0.19$0.70$0.52
2013Summary only. Only limited summary data is available for this year.$3.90$0.00$0.22$0.60$0.39
2012Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.61
2011Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.44
2010Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN WERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wert Family Foundation
EIN
41-1956034
Phone
9529432300
Address
7901 COCOBAY DRIVE, NAPLES, FL 34108

Signing Officer

Name
Jean Wert
Title
Director
Phone
9529432300
Signed
2022-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Stacy Rubsam
Phone
6123764500
Raw XML Appendix258 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/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0DURING THE CURRENT YEAR, THE FOUNDATION MADE THE FOLLOWING DISTRIBUTIONS IN COMPLETE LIQUIDATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. A RESOLUTION OR PLAN OF LIQUIDATION WAS NOT ADOPTED BY THE FOUNDATION.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN WERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09529432300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WERT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WERT
ReturnHeader/Filer/EIN0411956034
ReturnHeader/Filer/PhoneNum09529432300
ReturnHeader/Filer/USAddress/AddressLine1Txt07901 COCOBAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 S 6TH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY RUBSAM
ReturnHeader/ReturnTs02022-06-21T14:55:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WERT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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