Civic Intelligence

Wayne and Marilyn Nelson Foundation

990PF • Fiscal year 2024 • EIN 20-5319663

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 14, 2025

Organization Profile
PO Box 917730Longwood, FL 32791-7730

(407) 682-5448

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

50th percentile

5.3%

Higher net margin than 50% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$77,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

35th percentile

0.3%

Faster asset growth than 35% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,662,473

Up $15,231 (+0.3%) from 2023

Net Assets

Up

$5,662,473

Up $15,231 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin50th percentile

Revenue

Up

$284,868

Up $1,635,940 (+121%) from 2023

Expenses

Down

$269,757

Down $289,361 (-52%) from 2023

Net Income

Up

$15,111

Up $1,925,301 (+101%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,152,198Liabilities 2011: $02011Assets 2012: $2,521,657Liabilities 2012: $02012Assets 2013: $1,939,070Liabilities 2013: $02013Assets 2014: $3,242,034Liabilities 2014: $02014Assets 2015: $5,960,027Liabilities 2015: $02015Assets 2019: $8,631,648Liabilities 2019: $0Net Assets 2019: $8,631,6482019Assets 2020: $12,048,033Liabilities 2020: $0Net Assets 2020: $12,048,0332020Assets 2021: $11,872,348Liabilities 2021: $0Net Assets 2021: $11,872,3482021Assets 2022: $7,626,198Liabilities 2022: $77,463Net Assets 2022: $7,548,7352022Assets 2023: $5,647,242Liabilities 2023: $0Net Assets 2023: $5,647,2422023Assets 2024: $5,662,473Liabilities 2024: $0Net Assets 2024: $5,662,4732024

Highlighted filing

2024

Assets$5,662,473
Liabilities$0
Net Assets$5,662,473
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0M$0-$5.0MRevenue 2011: $650,361Expenses 2011: $29,476Net Income 2011: $620,8852011Revenue 2012: $1,444,691Expenses 2012: $75,232Net Income 2012: $1,369,4592012Revenue 2013: -$472,645Expenses 2013: $109,942Net Income 2013: -$582,5872013Revenue 2014: $1,524,339Expenses 2014: $221,375Net Income 2014: $1,302,9642014Revenue 2015: $2,838,737Expenses 2015: $120,744Net Income 2015: $2,717,9932015Revenue 2019: $3,859,910Expenses 2019: $327,472Net Income 2019: $3,532,4382019Revenue 2020: $3,800,650Expenses 2020: $395,978Net Income 2020: $3,404,6722020Revenue 2021: -$317,923Expenses 2021: $800,177Net Income 2021: -$1,118,1002021Revenue 2022: -$3,002,057Expenses 2022: $1,352,837Net Income 2022: -$4,354,8942022Revenue 2023: -$1,351,072Expenses 2023: $559,118Net Income 2023: -$1,910,1902023Revenue 2024: $284,868Expenses 2024: $269,757Net Income 2024: $15,1112024

Highlighted filing

2024

Revenue$284,868
Expenses$269,757
Net Income$15,111
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn NelsonDirectorFT$77,000-$77,000
Wayne R NelsonDirectorPT$0--
Christine RatledgeDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wayne and Marilyn Nelson Foundation
EIN
20-5319663
Phone
4076825448
Address
PO Box 917730, Longwood, FL 32791-7730

Signing Officer

Name
Wayne Nelson
Title
Director
Phone
4076825448
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Batts Morrison Wales & Lee PA
Address
801 North Orange Avenue Suite 800, Orlando, FL 32801
Preparer
Kaylyn A Varnum
Phone
4077706000
Raw XML Appendix356 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Saint Andrew's Chapel Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Saint Lawrence Seminary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3House of Glory Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Mayo Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5National Multiple Sclerosis Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0134 Peace Haven Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15525 Wayside Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2301 Church Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33890 Moore Duncan Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 1st St SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5733 Third Ave 3rd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Winston Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Mt Calvary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Moore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132771
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329369
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0139208
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/AppliedToCurrentYearAmt0230880
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt042994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0227942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0257596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt042994
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0442544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0227942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0214602
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0230880
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0442544
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0485538
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06759
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06759
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01324
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt198
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Limited Partnership Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Limited Partnership Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt198
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01324
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt198
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0120
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain on Investment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024885
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024885
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Wayne Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04076825448
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Wayne and Marilyn Nelson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0205319663
ReturnHeader/Filer/PhoneNum04076825448
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 917730
ReturnHeader/Filer/USAddress/CityNm0Longwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327917730
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204193611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Batts Morrison Wales & Lee PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 North Orange Avenue Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04077706000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kaylyn A Varnum
ReturnHeader/ReturnTs02025-04-23T11:50:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,662,473
Liabilities
$0
Net assets
$5,662,473
Revenue
$284,868
Expenses
$269,757
Net income
$15,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.28$0.27$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.35$0.56$1.91
2022Detailed filing. Detailed filing data is available for this year.$7.63$0.08$7.55$3.00$1.35$4.35
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.32$0.80$1.12
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$3.80$0.40$3.40
2019Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$3.86$0.33$3.53
2015Summary only. Only limited summary data is available for this year.$5.96$0.00$2.84$0.12$2.72
2014Summary only. Only limited summary data is available for this year.$3.24$0.00$1.52$0.22$1.30
2013Summary only. Only limited summary data is available for this year.$1.94$0.00$0.47$0.11$0.58
2012Summary only. Only limited summary data is available for this year.$2.52$0.00$1.44$0.08$1.37
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.65$0.03$0.62