Civic Intelligence

Isora Wells Foundation

990PF • Fiscal year 2021 • EIN 20-5193741

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

Organization Profile
12231 ACADEMY ROAD NE Suite 301-322Albuquerque, NM 87111

(612) 328-9924

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.00x

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

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Net Margin

62nd percentile

42%

Higher net margin than 62% of similar nonprofits.

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

75th percentile

$1,500

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2021 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2021

Asset Growth

55th percentile

5.5%

Faster asset growth than 55% of similar nonprofits.

2021 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

48%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$6,799,101

Up $355,773 (+5.5%) from 2020

Net Assets

Up

$6,799,101

Up $355,773 (+5.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin62nd percentile

Revenue

Up

$840,023

Up $272,502 (+48%) from 2020

Expenses

Up

$484,250

Up $46,330 (+11%) from 2020

Net Income

Up

$355,773

Up $226,172 (+175%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,607,517Liabilities 2011: $0Net Assets 2011: $1,607,5172011Assets 2012: $1,552,105Liabilities 2012: $12012Assets 2013: $1,616,885Liabilities 2013: $0Net Assets 2013: $1,616,8852013Assets 2014: $1,522,511Liabilities 2014: $0Net Assets 2014: $1,522,5112014Assets 2015: $1,497,046Liabilities 2015: $0Net Assets 2015: $1,497,0462015Assets 2016: $1,392,627Liabilities 2016: $0Net Assets 2016: $1,392,6272016Assets 2020: $6,443,328Liabilities 2020: $0Net Assets 2020: $6,443,3282020Assets 2021: $6,799,101Liabilities 2021: $0Net Assets 2021: $6,799,1012021Assets 2022: $7,376,857Liabilities 2022: $0Net Assets 2022: $7,376,8572022Assets 2023: $7,357,028Liabilities 2023: $0Net Assets 2023: $7,357,0282023Assets 2024: $7,245,361Liabilities 2024: $0Net Assets 2024: $7,245,3612024Assets 2025: $7,412,804Liabilities 2025: $0Net Assets 2025: $7,412,8042025

Highlighted filing

2021

Assets$6,799,101
Liabilities$0
Net Assets$6,799,101
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $217,2622011Revenue 2012: $99,565Expenses 2012: $154,977Net Income 2012: -$55,4122012Expenses 2013: $88,2662013Revenue 2014: -$11,328Expenses 2014: $83,046Net Income 2014: -$94,3742014Revenue 2015: $66,094Expenses 2015: $91,559Net Income 2015: -$25,4652015Revenue 2016: -$15,707Expenses 2016: $88,713Net Income 2016: -$104,4202016Revenue 2020: $567,521Expenses 2020: $437,920Net Income 2020: $129,6012020Revenue 2021: $840,023Expenses 2021: $484,250Net Income 2021: $355,7732021Revenue 2022: $1,123,218Expenses 2022: $545,462Net Income 2022: $577,7562022Revenue 2023: $400,662Expenses 2023: $420,491Net Income 2023: -$19,8292023Revenue 2024: $296,469Expenses 2024: $408,136Net Income 2024: -$111,6672024Revenue 2025: $678,475Expenses 2025: $511,032Net Income 2025: $167,4432025

Highlighted filing

2021

Revenue$840,023
Expenses$484,250
Net Income$355,773
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander MollerDirector-$1,500-$1,500
William KingSecretary-$1,500-$1,500
Marika WellsVP/Treasurer-$1,500-$1,500
Wendy WellsPresident-$0--
Filing and Contact Details

Filer

Filer Name
Isora Wells Foundation
EIN
20-5193741
Phone
6123289924
Address
12231 ACADEMY ROAD NE Suite 301-322, ALBUQUERQUE, NM 87111

Signing Officer

Name
Wendy Wells
Title
President
Phone
6123289924
Signed
2021-10-25

Preparer

Firm
Landon C Scott PLLC
Address
8985 33rd St N, Lake Elmo, MN 55042
Preparer
Julie R Richardson CPA
Phone
6517748785
Raw XML Appendix348 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/PersonNm0Alexander Moller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William King
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Marika Wells
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Wendy Wells
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kerrie Blevins Consulting
IRS990PF/StatementsRegardingActyGrp/PhoneNum06123289924
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0ISORAFOUNDATION.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See Attachment 2
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0See Attachment 2
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06123289924
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt012231 ACADEMY ROAD NE SUITE 301-322
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd087111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0See Attachment 2
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See Attachment 2
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT 3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTAHCMENT 3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt012231 ACADEMY ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd087111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0371500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012231 ACADEMY ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087111
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt025000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0371500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0419826
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0419826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063013
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0428664
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08838
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063013
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054175
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES AND MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BOARD TRAINING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02280
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1953
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3413
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4195
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5107
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt641
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1953
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt641
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt140000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STIFFEL INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1KERRIE BLEVINS CONSULTING MANAGEMENT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt040000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046375
TaxesSchedule/TaxesDetail/Amt09211
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES - CY ESTIMATES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Wells
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06123289924
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISORA WELLS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ISOR
ReturnHeader/Filer/EIN0205193741
ReturnHeader/Filer/PhoneNum06123289924
ReturnHeader/Filer/USAddress/AddressLine1Txt012231 ACADEMY ROAD NE Suite 301-322
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Landon C Scott PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08985 33rd St N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Elmo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055042
ReturnHeader/PreparerPersonGrp/PhoneNum06517748785
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE R RICHARDSON CPA
ReturnHeader/ReturnTs02021-10-26T09:20:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Wendy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wells
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,799,101
Liabilities
$0
Net assets
$6,799,101
Revenue
$840,023
Expenses
$484,250
Net income
$355,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.68$0.51$0.17
2024Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.30$0.41$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.40$0.42$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$1.12$0.55$0.58
2021Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.84$0.48$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.57$0.44$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.02$0.09$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.01$0.08$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$0.10$0.15$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.22