Civic Intelligence

Robert J Werra Foundation

990PF • Fiscal year 2021 • EIN 84-4073145

Jan 01, 2021 to Dec 31, 2021 • Filed on Dec 12, 2022

Organization Profile
2800 Dallas Pkwy Ste 100Plano, TX 75093-5994

(972) 836-8000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

30th percentile

$50,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

100th percentile

1614391200%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

1639146200%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,143,913

Up $16,143,912 (+1614391200%) from 2020

Net Assets

Up

$16,143,913

Up $16,143,913 from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Up

$16,391,463

Up $16,391,462 (+1639146200%) from 2020

Expenses

Up

$247,550

Up $247,550 from 2020

Net Income

Up

$16,143,913

Up $16,143,912 (+1614391200%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$30M$20M$10M$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $16,143,913Liabilities 2021: $1Net Assets 2021: $16,143,9132021Assets 2022: $20,181,972Liabilities 2022: $1Net Assets 2022: $20,181,9722022Assets 2023: $22,761,305Liabilities 2023: $27,650Net Assets 2023: $22,733,6552023Assets 2024: $21,813,919Liabilities 2024: $0Net Assets 2024: $21,813,9192024

Highlighted filing

2021

Assets$16,143,913
Liabilities$1
Net Assets$16,143,913
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $16,391,463Expenses 2021: $247,550Net Income 2021: $16,143,9132021Revenue 2022: $4,678,792Expenses 2022: $640,733Net Income 2022: $4,038,0592022Revenue 2023: $3,504,286Expenses 2023: $927,569Net Income 2023: $2,576,7172023Revenue 2024: $586,695Expenses 2024: $1,488,813Net Income 2024: -$902,1182024

Highlighted filing

2021

Revenue$16,391,463
Expenses$247,550
Net Income$16,143,913
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Dec 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R BOWER CPADirectorPT$50,000-$50,000
NANCY L WERRADirector-$12,500-$12,500
JOHN WERRADirector-$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
Robert J Werra Foundation
EIN
84-4073145
Phone
9728368000
Address
2800 DALLAS PKWY STE 100, PLANO, TX 75093-5994

Signing Officer

Name
John Werra
Title
Director
Phone
9728368000
Signed
2022-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Huselton Morgan & Maultsby Pc
Address
5005 LYNDON B JOHNSON FWY STE 1200, DALLAS, TX 75244
Preparer
Daryl Leick
Phone
9724041010
Raw XML Appendix330 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/CityNm0HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049242
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt0221547
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0259883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0221547
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038336
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROBERT J WERRA ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1ROBERT J WERRA ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02800 DALLAS PKWY SUITE 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12800 DALLAS PKWY SUITE 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PLANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PLANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075093
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175093
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011020149
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15301815
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05301815
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc013,110 SHARES OF VANGUARD S&P 500 ETF (VOO)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-08-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEASING COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1273
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025995
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025995
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1273
ReasonableCauseExplanation/ExplanationTxt02021 IS THE FIRST YEAR FOR WHICH THE FOUNDATION HAD ANY ASSETS OR INCOME/EXPENSE ACTIITY AND ADDITIONAL TIME WAS REQUIRED TO GATHER ALL OF THE DATA NECESSARY TO PREPARE A COMPLETE AND ACCURATE FORM 990-PF.
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/Amt18774
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt18774
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WERRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09728368000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT J WERRA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0844073145
ReturnHeader/Filer/PhoneNum09728368000
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 DALLAS PKWY STE 100
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750935994
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752409112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUSELTON MORGAN & MAULTSBY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05005 LYNDON B JOHNSON FWY STE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075244
ReturnHeader/PreparerPersonGrp/PhoneNum09724041010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARYL LEICK
ReturnHeader/ReturnTs02022-12-13T12:58:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WERRA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,143,913
Liabilities
$1
Net assets
$16,143,913
Revenue
$16,391,463
Expenses
$247,550
Net income
$16,143,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.59$1.49$0.90
2023Detailed filing. Detailed filing data is available for this year.$22.8$0.03$22.7$3.50$0.93$2.58
2022Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$4.68$0.64$4.04
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$16.4$0.25$16.1
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00