Civic Intelligence

Wellone Foundation

990EZ • Fiscal year 2019 • EIN 05-0484030

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2019

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $199,397 (-100%) from 2018

Net Assets

Down

$0

Down $199,397 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $16,721 (-100%) from 2018

Expenses

Up

$199,397

Up $182,011 (+1047%) from 2018

Net Income

Down

-$199,397

Down $198,732 (-29885%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$0
Expenses$199,397
Net Income-$199,397
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2019
Return Version
2018v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
The organization was inactive during the year and was dissolved on May 23, 2019 following the approval of its sole member, Northwest Community Health Care.$199,397$199,397
Compensation and Service Providers
Top Officer Pay77th percentile

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--
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
2019-07-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Distribution of net assets to sole member, Northwest Community Health Care, upon dissolution of the organization”

Form 990-EZ, Part II, Line 24

“Due from Sole Member, Northwest Community Health Care”

Form 990-EZ, Part V, Line 34

“Articles of dissolution were filed with the Rhode Island Secretary of State's office.”

Raw XML Appendix198 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/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
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-199397
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IRS990EZ/FinalReturnInd0X
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0199397
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0199397
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
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 was inactive during the year and was dissolved on May 23, 2019 following the approval of its sole member, Northwest Community Health Care.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0199397
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0199397
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0199397
IRS990EZ/TotalProgramServiceExpensesAmt0199397
IRS990EZ/TotalRevenueAmt00
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/SupportAmt0199397
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Northwest Community Health Care
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0d/b/a WellOne Primary Medical and Dental Care
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0199397
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Amount due from sole member, Northwest Community Health Care
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Northwest Community Health Care
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine2Txt0d/b/a WellOne Primary Medical and Dental Care
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-05-23
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0050258811
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0199397
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Fair market value is equivalent to book value per accounting records
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO Box 312
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Pascoag
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0RI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd002859
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0The transferee was the sole member of WellOne Foundation- Northwest Community Health Care. Three of WellOne Foundation's directors (Sarah Nottage, Carol Slocum & Crystal Leddy) were directors of Northwest Community Health Care prior to the dissolution of WellOne Foundation and retained those positions following the dissolution. Another director (Peter Bancroft) was an employee of Northwest Community Health Care prior to the dissolution of WellOne Foundation and retained this position following the dissolution.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule N, Part I, Line 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Distribution of net assets to sole member, Northwest Community Health Care, upon dissolution of the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Due from Sole Member, Northwest Community Health Care
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Articles of dissolution were filed with the Rhode Island Secretary of State's office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V, Line 34
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Bancroft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04012855119
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.249.223.251
ReturnHeader/ReturnTs02019-07-09T15:19:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$199,397
Net income
-$199,397
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