Civic Intelligence

The Werner Family Foundation

990PF • Fiscal year 2019 • EIN 47-2439794

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

79%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$503,036

Up $152,647 (+44%) from 2018

Net Assets

Up

$503,036

Up $152,647 (+44%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin98th percentile

Revenue

Up

$256,982

Up $113,690 (+79%) from 2018

Expenses

Up

$20,638

Up $7,041 (+52%) from 2018

Net Income

Up

$236,344

Up $106,649 (+82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$503,036
Liabilities$0
Net Assets$503,036
Open 2019 Filing

Operations Trend

Revenue Growth91st 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

2019

Revenue$256,982
Expenses$20,638
Net Income$236,344
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th 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
2020-04-27
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 Appendix352 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/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANTHONY G WERNER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LAUREL R WERNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PHILADELPHIA PHOTO ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DCTC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE GROWHAUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 N AMERICAN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11300 145TH ST EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 16689
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROSEMOUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280216
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016500
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/AppliedToCurrentYearAmt017890
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01386
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0994
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017890
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0994
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01386
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANTHONY AND LAUREL WERNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01430 BAINBRIDGE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019146
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0174919
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0174919
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0553 SHARES OF IVV STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt069
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt083492
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1205
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX DIFFERENCE ON STOCK DONATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02395
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02395
TaxesSchedule/TaxesDetail/Amt0353
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0353
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY G WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02152863482
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
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/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/PreparerPersonNm0CANDACE VARNER CPA
ReturnHeader/ReturnTs02020-07-08T09:04:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$503,036
Liabilities
$0
Net assets
$503,036
Revenue
$256,982
Expenses
$20,638
Net income
$236,344
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