Civic Intelligence

Wellington Foundation Inc

990PF • Fiscal year 2017 • EIN 13-6110175

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

140 Broadway 44th FloorNew York, NY 10005

(212) 732-6800

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-544%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-5.7%

Faster asset growth than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$276,630

Down $16,875 (-5.7%) from 2016

Net Assets

Down

$276,630

Down $16,875 (-5.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$3,103

Up $336 (+12%) from 2016

Expenses

Down

$19,978

Down $52,650 (-72%) from 2016

Net Income

Up

-$16,875

Up $52,986 (+76%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $169,907Liabilities 2010: $02010Assets 2011: $522,234Liabilities 2011: $0Net Assets 2011: $522,2342011Assets 2012: $612,014Liabilities 2012: $0Net Assets 2012: $612,0142012Assets 2013: $416,132Liabilities 2013: $0Net Assets 2013: $416,1322013Assets 2014: $401,234Liabilities 2014: $0Net Assets 2014: $401,2342014Assets 2015: $363,366Liabilities 2015: $0Net Assets 2015: $363,3662015Assets 2016: $293,505Liabilities 2016: $0Net Assets 2016: $293,5052016Assets 2017: $276,630Liabilities 2017: $0Net Assets 2017: $276,6302017Assets 2018: $2,000Liabilities 2018: $0Net Assets 2018: $2,0002018Assets 2019: $2,637Liabilities 2019: $0Net Assets 2019: $2,6372019Assets 2020: $2,512Liabilities 2020: $0Net Assets 2020: $2,5122020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$276,630
Liabilities$0
Net Assets$276,630

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2010: $49,755Expenses 2010: $55,838Net Income 2010: -$6,0832010Expenses 2011: $52,2882011Expenses 2012: $54,3442012Revenue 2013: $1,870Expenses 2013: $54,100Net Income 2013: -$52,2302013Revenue 2014: $2,130Expenses 2014: $17,028Net Income 2014: -$14,8982014Revenue 2015: $2,510Expenses 2015: $40,378Net Income 2015: -$37,8682015Revenue 2016: $2,767Expenses 2016: $72,628Net Income 2016: -$69,8612016Revenue 2017: $3,103Expenses 2017: $19,978Net Income 2017: -$16,8752017Revenue 2018: $1,651Expenses 2018: $224,624Net Income 2018: -$222,9732018Revenue 2019: $3,940Expenses 2019: $3,303Net Income 2019: $6372019Revenue 2020: $0Expenses 2020: $125Net Income 2020: -$1252020Revenue 2021: $200Expenses 2021: $2,712Net Income 2021: -$2,5122021

Highlighted filing

2017

Revenue$3,103
Expenses$19,978
Net Income-$16,875
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F WELLINGTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wellington Foundation Inc
EIN
13-6110175
Phone
2127326800
Address
140 BROADWAY 44TH FLOOR, NEW YORK, NY 10005

Signing Officer

Name
James F Wellington
Title
Secy
Phone
2127326800
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Sarowitz Milito & Co
Address
169 WEST END AVENUE, BROOKLYN, NY 11235-4808
Preparer
Charles Sarowitz CPA
Phone
7187694497
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES F WELLINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PORTLEDGE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST JUDE CHILDREN'S RESEARCH HOSPITAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3355 DUCK POND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5151 POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH THOMASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ENNIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOCUST VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OLD WESTBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204856
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd511568
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
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/AppliedToCurrentYearAmt011518
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt057736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0110788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt057736
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022434
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024097
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018039
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06521
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0128405
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0121884
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F WELLINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECY
ReturnHeader/BusinessOfficerGrp/PhoneNum02127326800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLINGTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0136110175
ReturnHeader/Filer/PhoneNum02127326800
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 BROADWAY 44TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0046F43B77F23E1BF2A50B25AD1C745F9EDC23EC4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C76098E6773441C932E527173F14300AE5C62BDE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.89.122.64
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:38:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113243209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAROWITZ MILITO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0169 WEST END AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0112354808
ReturnHeader/PreparerPersonGrp/PhoneNum07187694497
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES SAROWITZ CPA
ReturnHeader/ReturnTs02018-05-10T12:39:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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