Civic Intelligence

Carl E & Emily Weller Foundation

990PF • Fiscal year 2021 • EIN 22-2579082

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 20, 2022

Organization Profile
CO 91 Sutton PlaceEaston, PA 18045

(610) 691-8670

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

49th percentile

13%

Higher net margin than 49% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$1,297

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

1.2%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

134%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,247,378

Up $27,237 (+1.2%) from 2020

Net Assets

Up

$2,245,853

Up $25,722 (+1.2%) from 2020

Liabilities

Up

$1,525

Up $1,515 (+15150%) from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin49th percentile

Revenue

Up

$196,503

Up $112,675 (+134%) from 2020

Expenses

Up

$170,781

Up $23,247 (+16%) from 2020

Net Income

Up

$25,722

Up $89,428 (+140%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,616,092Liabilities 2011: $02011Assets 2012: $2,535,820Liabilities 2012: $02012Assets 2013: $2,431,217Liabilities 2013: $0Net Assets 2013: $2,431,2172013Assets 2014: $2,451,143Liabilities 2014: $2,004Net Assets 2014: $2,449,1392014Assets 2015: $2,416,007Liabilities 2015: $0Net Assets 2015: $2,416,0072015Assets 2016: $2,364,081Liabilities 2016: $0Net Assets 2016: $2,364,0812016Assets 2017: $2,438,265Liabilities 2017: $3,091Net Assets 2017: $2,435,1742017Assets 2018: $2,340,081Liabilities 2018: $0Net Assets 2018: $2,340,0812018Assets 2019: $2,283,837Liabilities 2019: $0Net Assets 2019: $2,283,8372019Assets 2020: $2,220,141Liabilities 2020: $10Net Assets 2020: $2,220,1312020Assets 2021: $2,247,378Liabilities 2021: $1,525Net Assets 2021: $2,245,8532021Assets 2022: $2,165,749Liabilities 2022: $0Net Assets 2022: $2,165,7492022Assets 2023: $2,114,841Liabilities 2023: $0Net Assets 2023: $2,114,8412023Assets 2024: $2,148,795Liabilities 2024: $1,349Net Assets 2024: $2,147,4462024

Highlighted filing

2021

Assets$2,247,378
Liabilities$1,525
Net Assets$2,245,853
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $171,943Expenses 2011: $156,703Net Income 2011: $15,2402011Revenue 2012: $73,820Expenses 2012: $154,092Net Income 2012: -$80,2722012Revenue 2013: $147,452Expenses 2013: $252,055Net Income 2013: -$104,6032013Revenue 2014: $174,950Expenses 2014: $157,028Net Income 2014: $17,9222014Revenue 2015: $119,464Expenses 2015: $152,596Net Income 2015: -$33,1322015Revenue 2016: $118,720Expenses 2016: $170,646Net Income 2016: -$51,9262016Revenue 2017: $219,751Expenses 2017: $148,658Net Income 2017: $71,0932017Revenue 2018: $88,315Expenses 2018: $183,408Net Income 2018: -$95,0932018Revenue 2019: $119,680Expenses 2019: $175,924Net Income 2019: -$56,2442019Revenue 2020: $83,828Expenses 2020: $147,534Net Income 2020: -$63,7062020Revenue 2021: $196,503Expenses 2021: $170,781Net Income 2021: $25,7222021Revenue 2022: $75,474Expenses 2022: $155,578Net Income 2022: -$80,1042022Revenue 2023: $96,007Expenses 2023: $146,915Net Income 2023: -$50,9082023Revenue 2024: $193,453Expenses 2024: $157,654Net Income 2024: $35,7992024

Highlighted filing

2021

Revenue$196,503
Expenses$170,781
Net Income$25,722
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 20, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD MACAULAYTrustee-$1,297-$1,297
ALAN ABRAHAM CPATrustee-$1,297-$1,297
JOHN C HAYESTrustee-$1,297-$1,297
SUSAN JONESTrustee-$1,297-$1,297
NATHAN HAGSTROMTrustee-$1,297-$1,297
Filing and Contact Details

Filer

Filer Name
Carl E & Emily Weller Foundation
EIN
22-2579082
Phone
6106918670
Address
CO 91 SUTTON PLACE, EASTON, PA 18045

Signing Officer

Name
Alan Abraham
Title
Trustee
Phone
6102585666
Signed
2022-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Concannon Miller & Co Pc
Address
1525 VALLEY CENTER PARKWAY STE 300, BETHLEHEM, PA 18017-2285
Preparer
Janice Alleman CPA
Phone
6104335501
Raw XML Appendix355 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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/IndividualWithBooksNm0ALAN ABRAHAM CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt091 SUTTON PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EASTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018045
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109055995
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/GrantOrContributionPdDurYrGrp/Amt0147869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSIST IN OPERATION OF HEALTH EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LEHIGH VALLEY HEALTH NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01401 NW CEDARCREST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALLENTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0147869
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/AppliedToCurrentYearAmt0143859
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0143859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073578
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06734
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033191
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150593
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06734
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109328
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102594
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15911
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01525
TaxesSchedule/TaxesDetail/Amt02715
TaxesSchedule/TaxesDetail/Amt11170
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN ABRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06102585666
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL E & EMILY WELLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0222579082
ReturnHeader/Filer/PhoneNum06106918670
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO 91 SUTTON PLACE
ReturnHeader/Filer/USAddress/CityNm0EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232620120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONCANNON MILLER & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01525 VALLEY CENTER PARKWAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHLEHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0180172285
ReturnHeader/PreparerPersonGrp/PhoneNum06104335501
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE ALLEMAN CPA
ReturnHeader/ReturnTs02022-11-07T16:01:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ABRAHAM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,247,378
Liabilities
$1,525
Net assets
$2,245,853
Revenue
$196,503
Expenses
$170,781
Net income
$25,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.19$0.16$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.10$0.15$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.08$0.16$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.20$0.17$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.08$0.15$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.12$0.18$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.09$0.18$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.22$0.15$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.12$0.17$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.12$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.17$0.16$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.15$0.25$0.10
2012Summary only. Only limited summary data is available for this year.$2.54$0.00$0.07$0.15$0.08
2011Summary only. Only limited summary data is available for this year.$2.62$0.00$0.17$0.16$0.02