Civic Intelligence

Wellman House Group Home Inc

990EZ • Fiscal year 2014 • EIN 04-3623966

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A
241 Greenhouse RdLexington, VA 24450

(540) 464-3395

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$318,665

Down $9,168 (-2.8%) from 2013

Net Assets

Down

$317,297

Down $9,384 (-2.9%) from 2013

Liabilities

Up

$1,368

Up $216 (+19%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin14th percentile

Revenue

Up

$41,306

Up $6,685 (+19%) from 2013

Expenses

Up

$50,690

Up $9,019 (+22%) from 2013

Net Income

Down

-$9,384

Down $2,334 (-33%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2010: $365,006Liabilities 2010: $1,078Net Assets 2010: $363,9282010Assets 2011: $348,020Liabilities 2011: $1,078Net Assets 2011: $346,9422011Assets 2012: $335,049Liabilities 2012: $1,3182012Assets 2013: $327,833Liabilities 2013: $1,152Net Assets 2013: $326,6812013Assets 2014: $318,665Liabilities 2014: $1,368Net Assets 2014: $317,2972014Assets 2015: $307,716Liabilities 2015: $1,199Net Assets 2015: $306,5172015Assets 2016: $307,935Liabilities 2016: $6,071Net Assets 2016: $301,8642016Assets 2017: $298,576Liabilities 2017: $2,772Net Assets 2017: $295,8042017Assets 2018: $286,206Liabilities 2018: $3,315Net Assets 2018: $282,8912018Assets 2019: $267,948Liabilities 2019: $3,105Net Assets 2019: $264,8432019Assets 2020: $237,220Liabilities 2020: $3,104Net Assets 2020: $234,1162020Assets 2021: $223,866Liabilities 2021: $2,652Net Assets 2021: $221,2142021Assets 2022: $209,751Liabilities 2022: $536Net Assets 2022: $209,2152022Assets 2023: $181,009Liabilities 2023: $536Net Assets 2023: $180,4732023Assets 2024: $165,453Liabilities 2024: $537Net Assets 2024: $164,9162024

Highlighted filing

2014

Assets$318,665
Liabilities$1,368
Net Assets$317,297
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2010: $28,610Expenses 2010: $43,365Net Income 2010: -$14,7552010Revenue 2011: $28,950Expenses 2011: $45,936Net Income 2011: -$16,9862011Revenue 2012: $33,845Expenses 2012: $47,056Net Income 2012: -$13,2112012Revenue 2013: $34,621Expenses 2013: $41,671Net Income 2013: -$7,0502013Revenue 2014: $41,306Expenses 2014: $50,690Net Income 2014: -$9,3842014Revenue 2015: $37,607Expenses 2015: $48,387Net Income 2015: -$10,7802015Revenue 2016: $33,945Expenses 2016: $38,598Net Income 2016: -$4,6532016Revenue 2017: $33,968Expenses 2017: $40,028Net Income 2017: -$6,0602017Revenue 2018: $33,026Expenses 2018: $45,939Net Income 2018: -$12,9132018Revenue 2019: $33,268Expenses 2019: $51,316Net Income 2019: -$18,0482019Revenue 2020: $31,573Expenses 2020: $62,300Net Income 2020: -$30,7272020Revenue 2021: $33,446Expenses 2021: $46,348Net Income 2021: -$12,9022021Revenue 2022: $32,311Expenses 2022: $44,310Net Income 2022: -$11,9992022Revenue 2023: $32,039Expenses 2023: $60,781Net Income 2023: -$28,7422023Revenue 2024: $31,788Expenses 2024: $47,345Net Income 2024: -$15,5572024

Highlighted filing

2014

Revenue$41,306
Expenses$50,690
Net Income-$9,384
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Gross Receipts
$41,306
Mission and Program Overview

Mission

Housing services to disabled individuals

Program Services

DescriptionGrantsExpenses
Provided developmentally disabled individuals with housing facilities and services designed to meet their needs in a 6 unit facility.-$49,290
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL CARTERChariman (Term Expired 12/31/14)-$0--
JIM YOUNGBoard Member-$0--
JUDY CASTEELEBoard Member-$0--
ANN-ASHBY MCKISSICKBoard Member-$0--
SHERRY WALTERSBoard Member-$0--
DON MCCAULLEYBoard Member-$0--
MARY HARVEY-HALSETHBoard Member (Term Expired 12/31/14)-$0--
Filing and Contact Details

Filer

Filer Name
Wellman House Group Home Inc
EIN
04-3623966
Phone
5404643395
Address
241 Greenhouse Rd, Lexington, VA 24450

Signing Officer

Name
Ann-ashby Mckissick
Title
Board Chairman
Phone
5404643395
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Farmer Cox Associates PLLC
Address
47 Lee Hwy, Verona, VA 24482-2505
Preparer
James W Kelly
Phone
5402487300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Management fee 3696. Supplies 1059. Telephone 2066. Miscellaneous administrative expenses 978. Depreciation 14292. Conventions and meetings 1429.”

Form 990, Part IX, Line 24F

“TELEPHONE”

Raw XML Appendix166 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum05404626677
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Rockbridge CSB241 Greenhouse Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021168
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026292
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025772
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9384
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08689
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0327833
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0318665
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt041306
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt0306665
IRS990EZ/LandAndBuildingsGrp/EOYAmt0292373
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0326681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0317297
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0326681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0317297
IRS990EZ/OccupancyRentUtltsAndMaintAmt018481
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDY CASTEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN-ASHBY MCKISSICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERRY WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON MCCAULLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY HARVEY-HALSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chariman (Term expired 12/31/14)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member (Term expired 12/31/14)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Housing services to disabled individuals
IRS990EZ/ProgramServiceRevenueAmt015532
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided developmentally disabled individuals with housing facilities and services designed to meet their needs in a 6 unit facility.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049290
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01152
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01368
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050690
IRS990EZ/TotalProgramServiceExpensesAmt049290
IRS990EZ/TotalRevenueAmt041306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019931
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091970
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014928
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt075341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0167311
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034621
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028602
IRS990ScheduleA/Total509Grp/TotalAmt0167311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEE 3696. SUPPLIES 1059. TELEPHONE 2066. MISCELLANEOUS ADMINISTRATIVE EXPENSES 978. DEPRECIATION 14292. CONVENTIONS AND MEETINGS 1429.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TELEPHONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN-ASHBY MCKISSICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05404643395
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wellman House Group Home Inc
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0043623966
ReturnHeader/Filer/PhoneNum05404643395
ReturnHeader/Filer/USAddress/AddressLine1Txt0241 Greenhouse Rd
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robinson Farmer Cox Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt047 Lee Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Verona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244822505
ReturnHeader/PreparerPersonGrp/PhoneNum05402487300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W KELLY
ReturnHeader/ReturnTs02015-05-05T08:23:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$318,665
Liabilities
$1,368
Net assets
$317,297
Revenue
$41,306
Expenses
$50,690
Net income
-$9,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.01$1.65$0.32$0.47$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$0.32$0.61$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.01$2.09$0.32$0.44$0.12
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.24$0.03$2.21$0.33$0.46$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.03$2.34$0.32$0.62$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.03$2.65$0.33$0.51$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.03$2.83$0.33$0.46$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.03$2.96$0.34$0.40$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.08$0.06$3.02$0.34$0.39$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.01$3.07$0.38$0.48$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.01$3.17$0.41$0.51$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.01$3.27$0.35$0.42$0.07
2012Summary only. Only limited summary data is available for this year.$3.35$0.01$0.34$0.47$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.01$3.47$0.29$0.46$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.01$3.64$0.29$0.43$0.15