Civic Intelligence

The Werner Family Foundation

EIN 47-2439794 • Castle Rock, CO

3605 Ditmars LaneCastle Rock, CO 80104
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,351,792

Up $193,380 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,351,792

Up $193,380 (+17%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Down

$343,717

Down $171,182 (-33%) from 2023

Expenses

Down

$14,238

Down $131,492 (-90%) from 2023

Net Income

Down

$329,479

Down $39,690 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $194,124Liabilities 2015: $0Net Assets 2015: $194,1242015Assets 2016: $227,354Liabilities 2016: $0Net Assets 2016: $227,3542016Assets 2017: $264,154Liabilities 2017: $0Net Assets 2017: $264,1542017Assets 2018: $350,389Liabilities 2018: $0Net Assets 2018: $350,3892018Assets 2019: $503,036Liabilities 2019: $0Net Assets 2019: $503,0362019Assets 2020: $626,338Liabilities 2020: $0Net Assets 2020: $626,3382020Assets 2021: $859,744Liabilities 2021: $0Net Assets 2021: $859,7442021Assets 2022: $1,031,219Liabilities 2022: $0Net Assets 2022: $1,031,2192022Assets 2023: $1,158,412Liabilities 2023: $0Net Assets 2023: $1,158,4122023Assets 2024: $1,351,792Liabilities 2024: $0Net Assets 2024: $1,351,7922024

Highlighted filing

2024

Assets$1,351,792
Liabilities$0
Net Assets$1,351,792
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$600K$400K$200K$0Revenue 2015: $177,956Expenses 2015: $5,565Net Income 2015: $172,3912015Revenue 2016: $106,134Expenses 2016: $22,072Net Income 2016: $84,0622016Revenue 2017: $60,079Expenses 2017: $23,393Net Income 2017: $36,6862017Revenue 2018: $143,292Expenses 2018: $13,597Net Income 2018: $129,6952018Revenue 2019: $256,982Expenses 2019: $20,638Net Income 2019: $236,3442019Revenue 2020: $265,974Expenses 2020: $30,264Net Income 2020: $235,7102020Revenue 2021: $428,672Expenses 2021: $33,812Net Income 2021: $394,8602021Revenue 2022: $482,424Expenses 2022: $136,762Net Income 2022: $345,6622022Revenue 2023: $514,899Expenses 2023: $145,730Net Income 2023: $369,1692023Revenue 2024: $343,717Expenses 2024: $14,238Net Income 2024: $329,4792024

Highlighted filing

2024

Revenue$343,717
Expenses$14,238
Net Income$329,479
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,351,792
Liabilities
$0
Net assets
$1,351,792
Revenue
$343,717
Expenses
$14,238
Net income
$329,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.34$0.01$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.51$0.15$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.48$0.14$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.43$0.03$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.27$0.03$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.26$0.02$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.14$0.01$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.11$0.02$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.18$0.01$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY G WERNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Werner Family Foundation
EIN
47-2439794
Phone
2152863482
Address
3605 DITMARS LANE, CASTLE ROCK, CO 80104

Signing Officer

Name
Anthony G Werner
Title
Director
Phone
2152863482
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Candace Varner CPA
Phone
9133382727
Raw XML Appendix300 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANTHONY WERNER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ANTHONY WERNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03605 DITMARS LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13605 DITMARS LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CASTLE ROCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CASTLE ROCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd180104
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0147116
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt151794
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0147116
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt151794
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0318 SHS OF BRK.B STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc195 SHS OF SPY STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-09-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-09-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01163
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECIEVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01386
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01386
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0136099
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX DIFFERENCE ON CONTRIBUTED ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010876
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010876
TaxesSchedule/TaxesDetail/Amt01265
TaxesSchedule/TaxesDetail/Amt1447
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01265
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY G WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02152863482
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WERNER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WERN
ReturnHeader/Filer/EIN0472439794
ReturnHeader/Filer/PhoneNum02152863482
ReturnHeader/Filer/USAddress/AddressLine1Txt03605 DITMARS LANE
ReturnHeader/Filer/USAddress/CityNm0CASTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE VARNER CPA
ReturnHeader/ReturnTs02025-04-24T10:12:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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