Civic Intelligence

Joann & Kenneth Wellner Foundation Inc C/O Joseph N Solomon

990PF • Fiscal year 2016 • EIN 20-5354238

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 10, 2017

Organization Profile
225 Broadway No 4200New York, NY 10007-3001

(212) 889-7776

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

90%

Higher net margin than 90% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

62%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$463,688

Up $103,349 (+29%) from 2015

Net Assets

Up

$463,688

Up $103,349 (+29%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin90th percentile

Revenue

Up

$114,774

Up $43,834 (+62%) from 2015

Expenses

Down

$11,425

Down $726 (-6.0%) from 2015

Net Income

Up

$103,349

Up $44,560 (+76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2010: $208,559Liabilities 2010: $0Net Assets 2010: $208,5592010Assets 2011: $215,575Liabilities 2011: $12011Assets 2012: $240,587Liabilities 2012: $0Net Assets 2012: $240,5872012Assets 2013: $292,742Liabilities 2013: $0Net Assets 2013: $292,7422013Assets 2014: $301,550Liabilities 2014: $0Net Assets 2014: $301,5502014Assets 2015: $360,339Liabilities 2015: $0Net Assets 2015: $360,3392015Assets 2016: $463,688Liabilities 2016: $0Net Assets 2016: $463,6882016Assets 2017: $469,466Liabilities 2017: $0Net Assets 2017: $469,4662017Assets 2018: $458,462Liabilities 2018: $0Net Assets 2018: $458,4622018Assets 2019: $531,290Liabilities 2019: $0Net Assets 2019: $531,2902019Assets 2020: $558,165Liabilities 2020: $0Net Assets 2020: $558,1652020Assets 2021: $569,079Liabilities 2021: $0Net Assets 2021: $569,0792021Assets 2022: $521,892Liabilities 2022: $0Net Assets 2022: $521,8922022Assets 2023: $543,649Liabilities 2023: $0Net Assets 2023: $543,6492023Assets 2024: $528,734Liabilities 2024: $1,521Net Assets 2024: $527,2132024

Highlighted filing

2016

Assets$463,688
Liabilities$0
Net Assets$463,688
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $36,0002010Revenue 2011: $50,770Expenses 2011: $43,754Net Income 2011: $7,0162011Expenses 2012: $25,0002012Revenue 2013: $63,380Expenses 2013: $11,225Net Income 2013: $52,1552013Revenue 2014: $21,250Expenses 2014: $12,442Net Income 2014: $8,8082014Revenue 2015: $70,940Expenses 2015: $12,151Net Income 2015: $58,7892015Revenue 2016: $114,774Expenses 2016: $11,425Net Income 2016: $103,3492016Revenue 2017: $25,483Expenses 2017: $19,705Net Income 2017: $5,7782017Revenue 2018: $31,915Expenses 2018: $42,919Net Income 2018: -$11,0042018Revenue 2019: $75,495Expenses 2019: $2,667Net Income 2019: $72,8282019Revenue 2020: $29,534Expenses 2020: $2,659Net Income 2020: $26,8752020Revenue 2021: $47,662Expenses 2021: $36,748Net Income 2021: $10,9142021Revenue 2022: $23,647Expenses 2022: $70,834Net Income 2022: -$47,1872022Revenue 2023: $23,780Expenses 2023: $2,023Net Income 2023: $21,7572023Revenue 2024: $35,018Expenses 2024: $51,454Net Income 2024: -$16,4362024

Highlighted filing

2016

Revenue$114,774
Expenses$11,425
Net Income$103,349
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANN G WELLNERPresident-$0--
MARGARET BYRNETrustee-$0--
BETTY ROBBINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joann & Kenneth Wellner Foundation Inc
EIN
20-5354238
Phone
2128897776
Address
225 BROADWAY NO 4200, NEW YORK, NY 10007-3001

Signing Officer

Name
Joann Wellner
Title
President
Phone
2128897776
Signed
2017-08-10
Discuss with paid preparer
Yes

Preparer

Firm
SPITZ & GREENSTEIN CPA'S
Address
494 8TH AVENUE SUITE 806, NEW YORK, NY 10001
Preparer
Melvin N Spitz CPA
Phone
2128897776
Raw XML Appendix359 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/PersonNm0JOANN G WELLNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET BYRNE
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SPITZ GREENSTEIN CPA'S
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0494 8TH AVENUE SUITE 806
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128897776
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING WITH FULL BACKROUND INFORMATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOANN WELLNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02126280560
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0351 EAST 83RD STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010024
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOANN G WELLNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHANNEL 13 WNET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0450 WEST 33RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt011425
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015545
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040013
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046391
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JOANN G WELLNER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0870 UNITED NATIONS PLAZA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010017
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt094950
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt094950
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0COMMON STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOANN G WELLNER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0870 UNITED NATIONS PLAZA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010017
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANN WELLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128897776
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANN & KENNETH WELLNER FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOSEPH N SOLOMON
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0205354238
ReturnHeader/Filer/PhoneNum02128897776
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 BROADWAY NO 4200
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100073001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0014AF2EAFD0FE5C9002175460F4690FEBC4DAF0D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05516C295FF8A4B9C2AA9CF5037DB57B20A804311
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.68.97.154
ReturnHeader/FilingSecurityInformation/IPDt02017-08-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:53:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134066948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPITZ & GREENSTEIN CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0494 8TH AVENUE SUITE 806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02128897776
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELVIN N SPITZ CPA
ReturnHeader/ReturnTs02017-08-11T08:25:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$463,688
Liabilities
$0
Net assets
$463,688
Revenue
$114,774
Expenses
$11,425
Net income
$103,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.29$0.02$5.27$0.35$0.51$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.24$0.02$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.24$0.71$0.47
2021Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.48$0.37$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.30$0.03$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.75$0.03$0.73
2018Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.32$0.43$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.25$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$1.15$0.11$1.03
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.71$0.12$0.59
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.21$0.12$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.63$0.11$0.52
2012Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.25
2011Summary only. Only limited summary data is available for this year.$2.16$0.00$0.51$0.44$0.07
2010Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.36