Nonprofit · EIN 84-4073145
ROBERT J WERRA FOUNDATION
Tax-exempt · PLANO, TX 75093
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $586,695 | $1,488,813 | -$902,118 | $21,813,919 | $0 | $21,813,919 |
| December 31, 2023 | 990-PF | $3,504,286 | $927,569 | $2,576,717 | $22,761,305 | $27,650 | $22,733,655 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $75,000
- Dividends
- $440,827
- Interest
- $23,007
- Net gain from sales of assets
- $47,861
Expenses
- Grants and similar amounts paid
- $1,100,000
- Compensation of officers, directors and key employees
- $150,000
- Salaries, compensation and benefits (total)
- $86,250
- Disbursements for charitable purposes
- $1,259,519
- Excise tax on investment income
- $3,995
Balance sheet and other
- Total assets, start of year
- $22,761,305
- Total assets, end of year
- $21,813,919
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,813,919
- Fair market value of assets
- $28,912,572
- Qualifying distributions
- $1,259,519
- Net investment income
- $511,695
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R BOWER CPA 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | PRESIDENT | 20 | $100,000 |
| PAUL M IVANOFF 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | TREASURER | 20 | $75,000 |
| NANCY L WERRA 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | CHAIRMAN | 4 | $25,000 |
| JOHN WERRA 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | VICE-CHAIRMAN | 4 | $25,000 |
| SHAWNA MITCHELL 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | SECRETARY | 1 | $11,250 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R BOWER CPA 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | PRESIDENT | 20 | $100,000 |
| PAUL M IVANOFF 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | TREASURER | 20 | $75,000 |
| NANCY L WERRA 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | CHAIRMAN | 4 | $25,000 |
| JOHN WERRA 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | VICE-CHAIRMAN | 4 | $25,000 |
| SHAWNA MITCHELL 2800 N DALLAS PKWY SUITE 100, PLANO, TX 75093 | SECRETARY | 1 | $5,000 |
Address and contacts
- Address (IRS master file)
- 2800 DALLAS PKWY STE 100, PLANO, TX 75093-5994
- In care of
- % DAVID R BOWER
- Signed the 990-PF
- JOHN WERRA, DIRECTOR
- Phone
- (972) 836-8000
- Return prepared by
- HM&M ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-4073145
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $21,813,919
- Income (IRS master file)
- $3,488,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $586,695 | $1,488,813 | $21,813,919 | XML |
| 990-PF | December 2023 | $3,504,286 | $927,569 | $22,761,305 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4073145).
Questions about ROBERT J WERRA FOUNDATION
- What is the EIN of ROBERT J WERRA FOUNDATION?
- The employer identification number (EIN) of ROBERT J WERRA FOUNDATION is 84-4073145.
- Is ROBERT J WERRA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROBERT J WERRA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT J WERRA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT J WERRA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT J WERRA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT J WERRA FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $100,000 (DAVID R BOWER CPA, PRESIDENT).
- How much revenue does ROBERT J WERRA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $586,695, expenses of $1,488,813 and total assets of $21,813,919 at year end.
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