Civic Intelligence

Werler Family Charitable Foundation

990PF • Fiscal year 2015 • EIN 46-1335746

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 25, 2016

Organization Profile
4808 Knox Ave SouthMinneapolis, MN 55419

(612) 590-0623

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

10th percentile

-56%

Higher net margin than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

19th percentile

-5.9%

Faster asset growth than 19% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,057,419

Down $66,621 (-5.9%) from 2014

Net Assets

Down

$1,057,419

Down $66,621 (-5.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin10th percentile

Revenue

Down

$34,804

Down $186,836 (-84%) from 2014

Expenses

Down

$54,452

Down $10,253 (-16%) from 2014

Net Income

Down

-$19,648

Down $176,583 (-113%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $986,912Liabilities 2012: $02012Assets 2013: $1,056,428Liabilities 2013: $0Net Assets 2013: $1,056,4282013Assets 2014: $1,124,040Liabilities 2014: $0Net Assets 2014: $1,124,0402014Assets 2015: $1,057,419Liabilities 2015: $0Net Assets 2015: $1,057,4192015Assets 2016: $1,097,775Liabilities 2016: $0Net Assets 2016: $1,097,7752016Assets 2017: $1,447,245Liabilities 2017: $0Net Assets 2017: $1,447,2452017Assets 2018: $1,294,926Liabilities 2018: $0Net Assets 2018: $1,294,9262018Assets 2019: $2,205,512Liabilities 2019: $0Net Assets 2019: $2,205,5122019Assets 2020: $2,396,304Liabilities 2020: $0Net Assets 2020: $2,396,3042020Assets 2021: $2,575,275Liabilities 2021: $0Net Assets 2021: $2,575,2752021Assets 2022: $2,015,447Liabilities 2022: $0Net Assets 2022: $2,015,4472022Assets 2023: $2,145,153Liabilities 2023: $0Net Assets 2023: $2,145,1532023Assets 2024: $2,185,109Liabilities 2024: $0Net Assets 2024: $2,185,1092024

Highlighted filing

2015

Assets$1,057,419
Liabilities$0
Net Assets$1,057,419
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KRevenue 2012: $985,093Expenses 2012: $42Net Income 2012: $985,0512012Revenue 2013: $46,359Expenses 2013: $79,068Net Income 2013: -$32,7092013Revenue 2014: $221,640Expenses 2014: $64,705Net Income 2014: $156,9352014Revenue 2015: $34,804Expenses 2015: $54,452Net Income 2015: -$19,6482015Revenue 2016: $21,489Expenses 2016: $17,311Net Income 2016: $4,1782016Revenue 2017: $391,858Expenses 2017: $110,725Net Income 2017: $281,1332017Revenue 2018: $18,504Expenses 2018: $31,921Net Income 2018: -$13,4172018Revenue 2019: $643,931Expenses 2019: $15,220Net Income 2019: $628,7112019Revenue 2020: $94,833Expenses 2020: $110,362Net Income 2020: -$15,5292020Revenue 2021: $188,911Expenses 2021: $125,578Net Income 2021: $63,3332021Revenue 2022: $87,947Expenses 2022: $147,498Net Income 2022: -$59,5512022Revenue 2023: $98,034Expenses 2023: $169,629Net Income 2023: -$71,5952023Revenue 2024: $166,532Expenses 2024: $163,150Net Income 2024: $3,3822024

Highlighted filing

2015

Revenue$34,804
Expenses$54,452
Net Income-$19,648
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 25, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL F WERLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Werler Family Charitable Foundation
EIN
46-1335746
Phone
6125900623
Address
4808 KNOX AVE SOUTH, MINNEAPOLIS, MN 55419

Signing Officer

Name
Paul F Werler
Title
Trustee
Phone
6125900623
Signed
2016-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
TERRANCE O'REILLY
Phone
6123764500
Raw XML Appendix338 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028704
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08342
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020362
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032643
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt046973
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ACCOUNT FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt0696
TaxesSchedule/TaxesDetail/Amt11198
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0696
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL F WERLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06125900623
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WERLER FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WERL
ReturnHeader/Filer/EIN0461335746
ReturnHeader/Filer/PhoneNum06125900623
ReturnHeader/Filer/USAddress/AddressLine1Txt04808 KNOX AVE SOUTH
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055419
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 SOUTH SIXTH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRANCE O'REILLY
ReturnHeader/ReturnTs02016-03-29T11:33:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,057,419
Liabilities
$0
Net assets
$1,057,419
Revenue
$34,804
Expenses
$54,452
Net income
-$19,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.17$0.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.10$0.17$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.09$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.64$0.02$0.63
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.02$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.39$0.11$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.22$0.06$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.08$0.03
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.00$0.99