Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 20-5354238

Jan 01, 2020 to Dec 31, 2020 • Filed on May 20, 2021

Organization Profile
477 Madison Avenue No 410New York, NY 10022

(212) 889-7776

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Net Margin

91st percentile

91%

Higher net margin than 91% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Asset Growth

68th percentile

5.1%

Faster asset growth than 68% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-61%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$558,165

Up $26,875 (+5.1%) from 2019

Net Assets

Up

$558,165

Up $26,875 (+5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin91st percentile

Revenue

Down

$29,534

Down $45,961 (-61%) from 2019

Expenses

Down

$2,659

Down $8 (-0.3%) from 2019

Net Income

Down

$26,875

Down $45,953 (-63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2020

Assets$558,165
Liabilities$0
Net Assets$558,165
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$29,534
Expenses$2,659
Net Income$26,875
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th 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
477 MADISON AVENUE NO 410, NEW YORK, NY 10022

Signing Officer

Name
Joann Wellner
Title
President
Phone
2128897776
Signed
2021-05-20
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 Appendix315 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
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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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt01021
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0763
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01784
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027581
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0763
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0108
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/Amt21125
TaxesSchedule/TaxesDetail/CategoryTxt0FEES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX WITHELD
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0108
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt151
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt21125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANN WELLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128897776
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANN & KENNETH WELLNER FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RIVKIN RADLER
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0205354238
ReturnHeader/Filer/PhoneNum02128897776
ReturnHeader/Filer/USAddress/AddressLine1Txt0477 MADISON AVENUE NO 410
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
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/PreparationDt02021-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELVIN N SPITZ CPA
ReturnHeader/ReturnTs02021-05-20T19:05:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$558,165
Liabilities
$0
Net assets
$558,165
Revenue
$29,534
Expenses
$2,659
Net income
$26,875
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