Civic Intelligence

The Werner Family Foundation

990PF • Fiscal year 2016 • EIN 47-2439794

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
3605 Ditmars LaneCastle Rock, CO 80104

(215) 286-3482

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$227,354

Up $33,230 (+17%) from 2015

Net Assets

Up

$227,354

Up $33,230 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Down

$106,134

Down $71,822 (-40%) from 2015

Expenses

Up

$22,072

Up $16,507 (+297%) from 2015

Net Income

Down

$84,062

Down $88,329 (-51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2016

Assets$227,354
Liabilities$0
Net Assets$227,354
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$106,134
Expenses$22,072
Net Income$84,062
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY G WERNERDirector-$0--
LAUREL R 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
President
Phone
2152863482
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
3400 COLLEGE BLVD, LEAWOOD, KS 66211
Preparer
Candace Varner CPA
Phone
9133382727
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt07000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01832
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0682
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TONY AND LAUREL WERNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01430 BAINBRIDGE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADEPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019146
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100362
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100362
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0506 SHARES PM, 20 SHARES YUM, 330 SHARES ENB, 625 SHARES VTR, 20 SHARES UMC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02150
OtherDecreasesSchedule/OtherDecreasesDetail/Amt050832
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN ON CONTRIBUTED ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01264
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01264
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/Amt15500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY G WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02152863482
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F6C9F3E8BFE38884D59EBF52A19589402C523FF8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E80F2690E423F6E5912A49C2D8F6774CA2BAADB2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.197.30.126
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:38:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 COLLEGE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEAWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE VARNER CPA
ReturnHeader/ReturnTs02017-05-08T14:52:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,354
Liabilities
$0
Net assets
$227,354
Revenue
$106,134
Expenses
$22,072
Net income
$84,062
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