Civic Intelligence

John L Wehle Sr Foundation Inc

EIN 22-3041829 • Rochester, NY

CO C Sackett 1300 Clinton SqRochester, NY 14604
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

27%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,086,579

Up $109,512 (+3.7%) from 2023

Liabilities

Up

$2,267

Up $2,267 from 2023

Net Assets

Up

$3,084,312

Up $107,245 (+3.6%) from 2023

Revenue

Up

$515,162

Up $235,823 (+84%) from 2023

Expenses

Down

$407,918

Down $2,655 (-0.6%) from 2023

Net Income

Up

$107,244

Up $238,478 (+182%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,588,540Liabilities 2011: $02011Assets 2012: $3,388,692Liabilities 2012: $02012Assets 2013: $3,334,135Liabilities 2013: $02013Assets 2014: $3,283,324Liabilities 2014: $02014Assets 2015: $4,013,270Liabilities 2015: $02015Assets 2019: $3,558,686Liabilities 2019: $02019Assets 2020: $3,223,999Liabilities 2020: $0Net Assets 2020: $3,223,9992020Assets 2021: $3,307,185Liabilities 2021: $0Net Assets 2021: $3,307,1852021Assets 2022: $3,108,301Liabilities 2022: $0Net Assets 2022: $3,108,3012022Assets 2023: $2,977,067Liabilities 2023: $0Net Assets 2023: $2,977,0672023Assets 2024: $3,086,579Liabilities 2024: $2,267Net Assets 2024: $3,084,3122024

Highlighted filing

2024

Assets$3,086,579
Liabilities$2,267
Net Assets$3,084,312

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $215,538Expenses 2011: $445,090Net Income 2011: -$229,5522011Revenue 2012: $243,985Expenses 2012: $443,834Net Income 2012: -$199,8492012Revenue 2013: $378,843Expenses 2013: $433,400Net Income 2013: -$54,5572013Revenue 2014: $360,570Expenses 2014: $411,383Net Income 2014: -$50,8132014Revenue 2015: $1,146,229Expenses 2015: $416,283Net Income 2015: $729,9462015Revenue 2019: $367,634Expenses 2019: $422,875Net Income 2019: -$55,2412019Revenue 2020: $14,191Expenses 2020: $348,878Net Income 2020: -$334,6872020Revenue 2021: $356,631Expenses 2021: $273,444Net Income 2021: $83,1872021Revenue 2022: $220,341Expenses 2022: $419,226Net Income 2022: -$198,8852022Revenue 2023: $279,339Expenses 2023: $410,573Net Income 2023: -$131,2342023Revenue 2024: $515,162Expenses 2024: $407,918Net Income 2024: $107,2442024

Highlighted filing

2024

Revenue$515,162
Expenses$407,918
Net Income$107,244

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE S STEWARTTrustee-$0--
ELIZABETH A WEHLETrustee-$0--
CHRISTINE A SACKETTSecretary-$0--
JOHN L GARRETTTrustee-$0--
A THOMAS HILDEBRANDTTrustee, President & Treasurer-$0--
GAYLE AG STILESTrustee-$0--
PETER M GREENDYKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
John L Wehle Sr Foundation Inc
EIN
22-3041829
Phone
5852631273
Address
CO C SACKETT 1300 CLINTON SQ, ROCHESTER, NY 14604

Signing Officer

Name
A Thomas Hildebrandt
Title
Pres./treasurer
Phone
5852631273
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Nixon Peabody Llp
Address
1300 CLINTON SQUARE, ROCHESTER, NY 14604
Preparer
Christine Sackett
Phone
5852631000
Raw XML Appendix369 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/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
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/IndividualWithBooksNm0CHRISTINE A SACKETT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01300 CLINTON SQUARE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCHESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05852631273
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/Amt0368511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GENESEE COUNTRY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01410 FLINT HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MUMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0145110310
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0368511
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/AppliedToCurrentYearAmt0233665
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0233665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0160197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0148971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0105802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0164022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0164022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0555099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0140129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0160197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0148971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0105802
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0373794
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0140129
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0719121
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0578992
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CHARITABLE REMAINDER UNITRUST UW OF JOHN L WEHLE SR FBO CHARLES WEHLE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0JPMORGAN CHASE TRUSTEE 390 MADISON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt021341
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NIXON PEABODY LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05033
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05033
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPARTMENT OF LAW - 2023 ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTING ENTRY DUE TO ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010680
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt119202
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WILMINGTON TRUST CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ALESCO ADVISORS LLC (INVESTMENT MGMT FEES)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010680
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt119202
TaxesSchedule/TaxesDetail/Amt0760
TaxesSchedule/TaxesDetail/Amt13482
TaxesSchedule/TaxesDetail/CategoryTxt02023 FORM 990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt12024 ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0A THOMAS HILDEBRANDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05852631273
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN L WEHLE SR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0223041829
ReturnHeader/Filer/PhoneNum05852631273
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO C SACKETT 1300 CLINTON SQ
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160764720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIXON PEABODY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 CLINTON SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014604
ReturnHeader/PreparerPersonGrp/PhoneNum05852631000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE SACKETT
ReturnHeader/ReturnTs02025-04-25T09:37:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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