Civic Intelligence

Werler Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 46-1335746

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 19, 2018

192 E Emerson StreetMelrose, MA 02176

(612) 590-0623

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

88th percentile

32%

Faster asset growth than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1724%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,447,245

Up $349,470 (+32%) from 2016

Net Assets

Up

$1,447,245

Up $349,470 (+32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$391,858

Up $370,369 (+1724%) from 2016

Expenses

Up

$110,725

Up $93,414 (+540%) from 2016

Net Income

Up

$281,133

Up $276,955 (+6629%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,447,245
Liabilities$0
Net Assets$1,447,245

Operations Trend

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

2017

Revenue$391,858
Expenses$110,725
Net Income$281,133
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 19, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

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

Filer

Filer Name
Werler Family Charitable Foundation
EIN
46-1335746
Phone
6125900623
Address
192 E EMERSON STREET, MELROSE, MA 02176

Signing Officer

Name
Mary Werler
Title
Trustee
Phone
6125900623
Signed
2018-02-19
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 Appendix388 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02646
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01323
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt038880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt229665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4121125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt651582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt745940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt825071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt955203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1096978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11133647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12108719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1334444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14183549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1540186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1632625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt038880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt336140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4121125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt651582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt825071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt955203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1096978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11133647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12108719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1334444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14183549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1540186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1632625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DIAGEO PLC NEW GB SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6NESTLE S A SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8RPC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMER FUNDS CAPITAL WORLD GROWTH & INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMERICAN FUNDS NEW WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMERICAN FUNDS SMALLCAP WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMERICAN FUNDS AMERICAN MUTUAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIRST EAGLE GOLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMERICAN FUNDS SHORT TERM BOND CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15SPDR GOLD SHARES COMMODITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16TARGET CO
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019760
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt026278
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt046038
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt046038
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01323
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01323
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02646
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt026278
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0107050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0107050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0345820
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019760
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0281133
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt063163
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt026278
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044211
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0108398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01827
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt046038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0391858
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01348
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01827
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt036885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt049695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026278
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0281133
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt068337
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01447245
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01097775
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01447245
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt055244
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt055244
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt055244
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055686
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0442
IRS990PF/DistributableAmountGrp/TotalTaxAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0600
IRS990PF/FMVAssetsEOYAmt01447245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0986258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01085468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01085468
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0111517
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0361777
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0361777
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01097775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01447245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01447245
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01097775
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01447245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01097775
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01447245
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01097775
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01447245
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01130681
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01071975
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016960
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055686
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01113721
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01130681
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL F WERLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY WERLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04808 KNOX AVE S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1192 E EMERSON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MELROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102176
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt042220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt014763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt050753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt060901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt076125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.013721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.074839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01113721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01075945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01114121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01098663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01017184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0138863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0108398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.189546
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0107956
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0108398
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0442
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0108398
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY WERLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0219 E EMERSON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELROSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002176
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06125900623
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PAUL F WERLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PAUL F. WERLER FELLOWSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MISSOULA FAMILY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02025 E ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13003 SOUTH STATE STREET SUITE 8000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23000 S RUSSELL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1481091288
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0107050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt055244
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09910
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043244
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043244
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0108398
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043244
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043244
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09910
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF PAUL WERLER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04808 KNOX AVE SOUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MINNEAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055419
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0345820
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MINNESOTA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt068337
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0480
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0480
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY WERLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06125900623
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WERLER FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WERL
ReturnHeader/Filer/EIN0461335746
ReturnHeader/Filer/PhoneNum06125900623
ReturnHeader/Filer/USAddress/AddressLine1Txt0192 E EMERSON STREET
ReturnHeader/Filer/USAddress/CityNm0MELROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0556679616493003E6E17937C0791D09847FC9451
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0556679616493003E6E17937C0791D09847FC9451
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:48:52
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/ReturnTs02018-03-06T11:44:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings