Civic Intelligence

Wellone Foundation

990EZ • Fiscal year 2018 • EIN 05-0484030

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

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

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

59618%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$199,397

Down $665 (-0.3%) from 2017

Net Assets

Down

$199,397

Down $665 (-0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin32nd percentile

Revenue

Up

$16,721

Up $16,693 (+59618%) from 2017

Expenses

Up

$17,386

Up $17,205 (+9506%) from 2017

Net Income

Down

-$665

Down $512 (-335%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2018

Assets$199,397
Liabilities$0
Net Assets$199,397
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

2018

Revenue$16,721
Expenses$17,386
Net Income-$665
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.0
Gross Receipts
$25,505
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
The organization held a fundraising event for its sole member - Northwest Community Health Care. Proceeds from the event were distributed to the member for its Facilities Maintenance and Restoration Fund.$16,721$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
An Evening with the Stars$25,505$7,894$890$7,004
Total Events$25,505$7,894$8,784$-890
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
2018-10-23
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Donation to Northwest Community Health Care d/b/a WellOne Primary Medical and Dental Care”

Form 990-EZ, Part I, Line 16

“miscellaneous office expenses”

Form 990-EZ, Part II, Line 24

“Due from Northwest Community Health Care”

Raw XML Appendix197 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Diane Hopper
IRS990EZ/BooksInCareOfDetail/PhoneNum04012855137
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 312
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pascoag
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002859
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt017611
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-665
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0200062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0199397
IRS990EZ/FundraisingGrossIncomeAmt07894
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016721
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025505
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0200062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0199397
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0200062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0199397
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter Bancroft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paul Duffy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Nottage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carol Slocum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Crystal Leddy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President, Treasurer and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Chair and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200062
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0199397
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0665
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 held a fundraising event for its sole member - Northwest Community Health Care. Proceeds from the event were distributed to the member for its Facilities Maintenance and Restoration Fund.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016721
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08784
IRS990EZ/SpecialEventsNetIncomeLossAmt0-890
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0RI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017386
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016721
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.welloneri.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050258811
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016721
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Northwest Community Health Care
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0d/b/a WellOne Primary Medical and Dental Care
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt016721
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017611
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017611
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08784
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0An Evening with the Stars
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03394
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07894
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-890
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0890
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0890
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donation to Northwest Community Health Care d/b/a WellOne Primary Medical and Dental Care
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1miscellaneous office expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Due from Northwest Community Health Care
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Bancroft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04012855119
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.249.223.251
ReturnHeader/ReturnTs02018-11-01T15:49:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,397
Liabilities
$0
Net assets
$199,397
Revenue
$16,721
Expenses
$17,386
Net income
-$665
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