Civic Intelligence

Wellone Foundation

990EZ • Fiscal year 2016 • EIN 05-0484030

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 09, 2016

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

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$200,215

Down $3,732 (-1.8%) from 2015

Net Assets

Down

$200,215

Down $3,732 (-1.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$20,916

Up $6,066 (+41%) from 2015

Expenses

Up

$24,648

Up $10,133 (+70%) from 2015

Net Income

Down

-$3,732

Down $4,067 (-1214%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$200,215
Liabilities$0
Net Assets$200,215

Operations Trend

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

2016

Revenue$20,916
Expenses$24,648
Net Income-$3,732
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 9, 2016
Return Version
2015v2.1
Gross Receipts
$40,741
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
The organization generated financial support for the benefit of its sole member. A grant in the amount of $24,648 was made to the sole member to fund the cost of a generator for the member's facility in North Kingstown, RI and to replace an HVAC system for the member's facility in Pascoag, RI.$24,648$24,648
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter BancroftPresident, Treasurer And Director-$0--
Paul DuffyBoard Chair And Director-$0--
Sarah NottageSecretary And Director-$0--
Lisa SimpsonDirector-$0--
Daniel FogartyDirector-$0--
Carol SlocumDirector-$0--
Caswell CookeDirector-$0--
Crystal LeddyDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
An Evening with Frank Sinatra$35,105$5,820$1,386$4,434
Total Events$35,105$5,820$14,728$-8,908
Filing and Contact Details

Filer

Filer Name
Wellone Foundation
EIN
05-0484030
Phone
4015670800
Address
PO Box 312, Pascoag, RI 02859

Signing Officer

Name
Peter Bancroft
Title
President
Phone
4012855119
Signed
2016-12-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Contribution to sole member and supported organization (Northwest Community Health Care EIN XXX-XX-XXXX)

Form 990-EZ, Part II, Line 24

Due from sole member (Northwest Community Health Care EIN XXX-XX-XXXX)

Raw XML Appendix212 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pascoag
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Treasurer and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Chair and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide support to its sole member (Northwest Community Health Care 05-0258811)
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Northwest Community Health Care
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0d/b/a WellOne Primary Medical and Dental Care
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0An Evening with Frank Sinatra
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contribution to sole member and supported organization (Northwest Community Health Care EIN XXX-XX-XXXX)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Due from sole member (Northwest Community Health Care EIN XXX-XX-XXXX)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Bancroft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04012855119
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0050484030
ReturnHeader/Filer/PhoneNum04015670800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 312
ReturnHeader/Filer/USAddress/CityNm0Pascoag
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002859
ReturnHeader/ReturnTs02016-12-09T15:25:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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