Civic Intelligence

Ethel Dow Wells Foundation Inc.

990PF • Fiscal year 2016 • EIN 04-6056412

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 25, 2017

91 Main StGreenfield, MA 01301

(413) 774-7236

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

51st percentile

3.1%

Higher net margin than 51% 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

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$410,449

Up $40,945 (+11%) from 2015

Net Assets

Up

$410,449

Up $40,945 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$19,331

Up $5,345 (+38%) from 2015

Expenses

Up

$18,741

Up $689 (+3.8%) from 2015

Net Income

Up

$590

Up $4,656 (+115%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $323,644Liabilities 2011: $02011Assets 2012: $358,989Liabilities 2012: $02012Assets 2013: $371,262Liabilities 2013: $02013Assets 2014: $394,807Liabilities 2014: $0Net Assets 2014: $394,8072014Assets 2015: $369,504Liabilities 2015: $0Net Assets 2015: $369,5042015Assets 2016: $410,449Liabilities 2016: $0Net Assets 2016: $410,4492016Assets 2017: $419,725Liabilities 2017: $0Net Assets 2017: $419,7252017Assets 2018: $402,068Liabilities 2018: $0Net Assets 2018: $402,0682018Assets 2019: $393,903Liabilities 2019: $0Net Assets 2019: $393,9032019Assets 2020: $393,387Liabilities 2020: $0Net Assets 2020: $393,3872020Assets 2021: $408,604Liabilities 2021: $0Net Assets 2021: $408,6042021Assets 2022: $346,208Liabilities 2022: $0Net Assets 2022: $346,2082022Assets 2023: $349,160Liabilities 2023: $0Net Assets 2023: $349,1602023Assets 2024: $391,709Liabilities 2024: $0Net Assets 2024: $391,7092024Assets 2025: $411,489Liabilities 2025: $0Net Assets 2025: $411,4892025

Highlighted filing

2016

Assets$410,449
Liabilities$0
Net Assets$410,449

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $13,340Expenses 2011: $16,293Net Income 2011: -$2,9532011Revenue 2012: $11,942Expenses 2012: $16,305Net Income 2012: -$4,3632012Revenue 2013: $12,931Expenses 2013: $18,276Net Income 2013: -$5,3452013Revenue 2014: $12,683Expenses 2014: $18,880Net Income 2014: -$6,1972014Revenue 2015: $13,986Expenses 2015: $18,052Net Income 2015: -$4,0662015Revenue 2016: $19,331Expenses 2016: $18,741Net Income 2016: $5902016Revenue 2017: $20,783Expenses 2017: $20,054Net Income 2017: $7292017Revenue 2018: $18,588Expenses 2018: $21,438Net Income 2018: -$2,8502018Revenue 2019: $21,571Expenses 2019: $20,164Net Income 2019: $1,4072019Revenue 2020: $23,390Expenses 2020: $19,758Net Income 2020: $3,6322020Revenue 2021: $19,663Expenses 2021: $20,278Net Income 2021: -$6152021Revenue 2022: $19,712Expenses 2022: $20,802Net Income 2022: -$1,0902022Revenue 2023: $11,166Expenses 2023: $17,631Net Income 2023: -$6,4652023Revenue 2024: $24,113Expenses 2024: $17,686Net Income 2024: $6,4272024Revenue 2025: $56,325Expenses 2025: $19,413Net Income 2025: $36,9122025

Highlighted filing

2016

Revenue$19,331
Expenses$18,741
Net Income$590
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA LYMANPresident-$0--
SETH LUSTIGClerk-$0--
CHARLES M COHNTreasurer-$0--
SHERRY HAGEROfficer-$0--
Filing and Contact Details

Filer

Filer Name
Ethel Dow Wells Foundation Inc
EIN
04-6056412
Phone
4137747236
Address
91 MAIN ST, GREENFIELD, MA 01301

Signing Officer

Name
Charles M Cohn
Title
Treasurer
Phone
4137747236
Signed
2017-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Melanson Heath & Company Pc
Address
51 DAVIS STREET SUITE 1, GREENFIELD, MA 01301
Preparer
Kathryn a Sisson CPA
Phone
4137735405
Raw XML Appendix347 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0336197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0320075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt018691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.244430
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018691
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018691
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018691
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLES M COHN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt091 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04137747236
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION/SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GCC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018691
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/AppliedToCurrentYearAmt018475
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0216
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018691
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0360
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0216
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0251
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt040606
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN (LOSS)
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES M COHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04137747236
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETHEL DOW WELLS FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O COHN FINANCIAL SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0ETHE
ReturnHeader/Filer/EIN0046056412
ReturnHeader/Filer/PhoneNum04137747236
ReturnHeader/Filer/USAddress/AddressLine1Txt091 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0GREENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020354851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELANSON HEATH & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt051 DAVIS STREET SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001301
ReturnHeader/PreparerPersonGrp/PhoneNum04137735405
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN A SISSON CPA
ReturnHeader/ReturnTs02017-02-15T10:12:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.56$0.19$0.37
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.24$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.11$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.20$0.21$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.20$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.23$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.22$0.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.19$0.21$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.21$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.19$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.14$0.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.13$0.19$0.06
2013Summary only. Only limited summary data is available for this year.$3.71$0.00$0.13$0.18$0.05
2012Summary only. Only limited summary data is available for this year.$3.59$0.00$0.12$0.16$0.04
2011Summary only. Only limited summary data is available for this year.$3.24$0.00$0.13$0.16$0.03