Civic Intelligence

John L Wehle Sr Foundation Inc.

990PF • Fiscal year 2021 • EIN 22-3041829

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 07, 2022

CO C Sackett 1300 Clinton SqRochester, NY 14604

(585) 263-1273

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

63rd percentile

23%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

37th percentile

2.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

99th percentile

2413%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$3,307,185

Up $83,186 (+2.6%) from 2020

Net Assets

Up

$3,307,185

Up $83,186 (+2.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$356,631

Up $342,440 (+2413%) from 2020

Expenses

Down

$273,444

Down $75,434 (-22%) from 2020

Net Income

Up

$83,187

Up $417,874 (+125%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$3,307,185
Liabilities$0
Net Assets$3,307,185

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$356,631
Expenses$273,444
Net Income$83,187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 7, 2022
Return Version
2021v4.1
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--
TERRYL S BUTWID UNTIL 12132021Trustee-$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
2022-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Nixon Peabody Llp
Address
1300 CLINTON SQUARE, ROCHESTER, NY 14604
Preparer
Christine Sackett
Phone
5852631000
Raw XML Appendix362 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/PersonNm3JOHN L GARRETT
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTING ENTRY DUE TO ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPARTMENT OF LAW - 2020 ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02611
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ALESCO ADVISORS LLC (INVESTMENT MGMT FEES)
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0A THOMAS HILDEBRANDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-07
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160764720
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 CLINTON SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerPersonGrp/PhoneNum05852631000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE SACKETT
ReturnHeader/ReturnTs02022-03-08T10:28:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMAS HILDEBRANDT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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