Civic Intelligence

Wellone Foundation

990EZ • Fiscal year 2014 • EIN 05-0484030

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization Profilewww.welloneri.org
PO Box 312Pascoag, RI 02859

(401) 567-0800

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

100th percentile

100%

Higher net margin than 100% 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

52nd percentile

2.9%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$203,612

Up $5,794 (+2.9%) from 2013

Net Assets

Up

$203,612

Up $5,794 (+2.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Up

$5,794

Up $6,628 (+795%) from 2013

Expenses

Flat

$0

Flat from 2013

Net Income

Up

$5,794

Up $6,628 (+795%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2011: $198,232Liabilities 2011: $02011Assets 2012: $198,652Liabilities 2012: $0Net Assets 2012: $198,6522012Assets 2013: $197,818Liabilities 2013: $0Net Assets 2013: $197,8182013Assets 2014: $203,612Liabilities 2014: $0Net Assets 2014: $203,6122014Assets 2015: $203,947Liabilities 2015: $0Net Assets 2015: $203,9472015Assets 2016: $200,215Liabilities 2016: $0Net Assets 2016: $200,2152016Assets 2017: $200,062Liabilities 2017: $0Net Assets 2017: $200,0622017Assets 2018: $199,397Liabilities 2018: $0Net Assets 2018: $199,3972018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$203,612
Liabilities$0
Net Assets$203,612
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $420Expenses 2012: $0Net Income 2012: $4202012Revenue 2013: -$834Expenses 2013: $0Net Income 2013: -$8342013Revenue 2014: $5,794Expenses 2014: $0Net Income 2014: $5,7942014Revenue 2015: $14,850Expenses 2015: $14,515Net Income 2015: $3352015Revenue 2016: $20,916Expenses 2016: $24,648Net Income 2016: -$3,7322016Revenue 2017: $28Expenses 2017: $181Net Income 2017: -$1532017Revenue 2018: $16,721Expenses 2018: $17,386Net Income 2018: -$6652018Revenue 2019: $0Expenses 2019: $199,397Net Income 2019: -$199,3972019

Highlighted filing

2014

Revenue$5,794
Expenses$0
Net Income$5,794
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$22,327
Mission and Program Overview

Mission

To provide support to its sole member (Northwest Community Health Care 05-0258811)

Program Services

DescriptionGrantsExpenses
The organization did not have financial resources during the year to enable it to provide financial support to its sole member.$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter BancroftPresident And Director-$0--
Paul DuffyBoard Chair And Director-$0--
David FerraraDirector-$0--
Sarah NottageSecretary And Director-$0--
Charles RiceDirector And Treasurer-$0--
Lisa SimpsonDirector-$0--
Alyssa WickDirector And Vice President-$0--
Allison BrouilletteDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,445$5,600$4,091$1,509
Total Events$19,445$5,600$15,663$-10,063
Filing and Contact Details

Filer

EIN
05-0484030
Phone
4015670800

Signing Officer

Name
Peter Bancroft
Title
President
Phone
4012855119
Signed
2014-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 24

“Due from Northwest Community Health Care d/b/a WellOne Primary Medical and Dental Care”

Raw XML Appendix195 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Diane Hopper
IRS990EZ/BooksInCareOfDetail/PhoneNum04012855137
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 312
IRS990EZ/BooksInCareOfDetail/USAddress/City0Pascoag
IRS990EZ/BooksInCareOfDetail/USAddress/State0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002859
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014594
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05794
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0197818
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0203612
IRS990EZ/FundraisingGrossIncomeAmt07100
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0633
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022327
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197818
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0203612
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197818
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0203612
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter Bancroft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paul Duffy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Ferrara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Nottage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Charles Rice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lisa Simpson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alyssa Wick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Allison Brouillette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Chair and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director and Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director and Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0197818
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0203612
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide support to its sole member (Northwest Community Health Care 05-0258811)
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization did not have financial resources during the year to enable it to provide financial support to its sole member.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt016533
IRS990EZ/SpecialEventsNetIncomeLossAmt0-8800
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0RI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05794
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.welloneri.org
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050258811
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Northwest Community Health Care
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20d/b/a WellOne Primary Medical and Dental Care
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013845
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013845
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015663
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05419
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05419
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05906
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05600
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Harvest of Healthy Smiles
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10063
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0247
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0247
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04091
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04091
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Due from Northwest Community Health Care d/b/a WellOne Primary Medical and Dental Care
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Bancroft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04012855119
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10WELLONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0050484030
ReturnHeader/Filer/PhoneNum04015670800
ReturnHeader/Filer/USAddress/AddressLine10PO Box 312
ReturnHeader/Filer/USAddress/City0Pascoag
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002859
ReturnHeader/ReturnTs02014-11-13T10:45:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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
$203,612
Liabilities
$0
Net assets
$203,612
Revenue
$5,794
Expenses
$0
Net income
$5,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.99$1.99
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.17$0.17$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.21$0.25$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.15$0.15$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.06$0.00$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.01$0.00$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$1.98$0.00$0.00$0.00$0.00