Civic Intelligence

Sara & Warren Welch Foundation

990PF • Fiscal year 2020 • EIN 23-2130843

May 01, 2019 to Apr 30, 2020 • Filed on Sep 15, 2020

Organization Profile
P O Box 125Newville, PA 17241

(714) 753-2571

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-196%

Higher net margin than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

12%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$382,010

Down $7,967 (-2.0%) from 2019

Net Assets

Down

$382,010

Down $4,446 (-1.2%) from 2019

Liabilities

Down

$0

Down $3,521 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Up

$2,268

Up $251 (+12%) from 2019

Expenses

Down

$6,714

Down $2,596 (-28%) from 2019

Net Income

Up

-$4,446

Up $2,847 (+39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $450,353Liabilities 2011: $5,297Net Assets 2011: $445,0562011Assets 2012: $445,430Liabilities 2012: $2,989Net Assets 2012: $442,4412012Assets 2013: $438,444Liabilities 2013: $3,052Net Assets 2013: $435,3922013Assets 2014: $431,005Liabilities 2014: $3,197Net Assets 2014: $427,8082014Assets 2015: $421,186Liabilities 2015: $3,046Net Assets 2015: $418,1402015Assets 2016: $409,087Liabilities 2016: $3,103Net Assets 2016: $405,9842016Assets 2017: $405,467Liabilities 2017: $3,216Net Assets 2017: $402,2512017Assets 2018: $397,175Liabilities 2018: $3,426Net Assets 2018: $393,7492018Assets 2019: $389,977Liabilities 2019: $3,521Net Assets 2019: $386,4562019Assets 2020: $382,010Liabilities 2020: $0Net Assets 2020: $382,0102020Assets 2021: $377,166Liabilities 2021: $3,800Net Assets 2021: $373,3662021Assets 2022: $367,431Liabilities 2022: $3,950Net Assets 2022: $363,4812022Assets 2023: $362,906Liabilities 2023: $8,100Net Assets 2023: $354,8062023Assets 2024: $350,067Liabilities 2024: $4,560Net Assets 2024: $345,5072024

Highlighted filing

2020

Assets$382,010
Liabilities$0
Net Assets$382,010
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

$20K$10K$0-$10K-$20KExpenses 2011: $16,5642011Expenses 2012: $7,1192012Expenses 2013: $10,0002013Revenue 2014: $2,493Expenses 2014: $10,077Net Income 2014: -$7,5842014Revenue 2015: $276Expenses 2015: $9,944Net Income 2015: -$9,6682015Revenue 2016: $1,065Expenses 2016: $13,221Net Income 2016: -$12,1562016Revenue 2017: $2,727Expenses 2017: $6,460Net Income 2017: -$3,7332017Revenue 2018: $864Expenses 2018: $9,366Net Income 2018: -$8,5022018Revenue 2019: $2,017Expenses 2019: $9,310Net Income 2019: -$7,2932019Revenue 2020: $2,268Expenses 2020: $6,714Net Income 2020: -$4,4462020Revenue 2021: $1,951Expenses 2021: $10,595Net Income 2021: -$8,6442021Revenue 2022: $963Expenses 2022: $10,848Net Income 2022: -$9,8852022Revenue 2023: $649Expenses 2023: $9,324Net Income 2023: -$8,6752023Revenue 2024: $788Expenses 2024: $10,087Net Income 2024: -$9,2992024

Highlighted filing

2020

Revenue$2,268
Expenses$6,714
Net Income-$4,446
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Sep 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK C EGGERTreasurer-$0--
STEPHEN F GINTERPresident-$0--
CARL S CREEKVice-President-$0--
DOLORES B LEZZERSecretary-$0--
DAN SHEAFFERDirector-$0--
WILLIAM L PIPERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Welch Foundation
EIN
23-2130843
Address
P O BOX 125, NEWVILLE, PA 17241

Signing Officer

Name
Stephen F Ginter
Title
President
Phone
7177765775
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Barbush Hoffman Short LLC
Address
1104 Fernwood Avenue Ste 501, Camp Hill, PA 17011
Preparer
J Edward Short CPA
Phone
7177612801
Raw XML Appendix302 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990PF-General Explanation Attachment 1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION PROVIDED 4 LOANS TO INDIVIDUALS FOR $17,500 IN THE FISCAL YEAR ENDED APRIL 30, 2020. THESE SCHOLARSHIP LOANS REMAIN NON-INTEREST BEARING WHILE THE STUDENTS ARE CONTINUING THEIR EDUCATION. ONCE A STUDENT HAS GRADUATED AND THEIR SCHOOLING HAS BEEN COMPLETED, THEIR LOANS BECOME INTEREST BEARING AND ARE SUBJECT TO REPAYMENT. THE CHARTIABLE ACTIVITY EXPENSES CONSIST OF THESE LOANS, IF APPLICABLE, AND COSTS ASSOCIATED WITH MAINTAINING THE LOANS.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK C EGGER
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANK C EGGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 125
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017241
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07147532571
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE STATEMENT 127
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt020028
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST APPLICATION FROM THE FOUNDATION AT THE ABOVE ADDRESS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SARA WARREN WELCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07172633910
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 125
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEWVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd017241
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LOANS MADE TO GRADUATES OF BIG SPRING SCHOOL DISTRICT FOR THE PURPOSE OF CONTINUING EDUCATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt019768
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019768
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019768
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019768
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0365
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0365
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1695
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2497
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01541
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST ON LOANS RECEIVABLE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01541
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01541
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0202167
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0OTHER LOANS RECEIVABLE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN F GINTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07177765775
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELC
ReturnHeader/Filer/EIN0232130843
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 125
ReturnHeader/Filer/USAddress/CityNm0NEWVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017241
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823411466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbush Hoffman Short LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01104 Fernwood Avenue Ste 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camp Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177612801
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Edward Short CPA
ReturnHeader/ReturnTs02021-03-19T08:09:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$382,010
Liabilities
$0
Net assets
$382,010
Revenue
$2,268
Expenses
$6,714
Net income
-$4,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.05$3.46$0.01$0.10$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.08$3.55$0.01$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.04$3.63$0.01$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.04$3.73$0.02$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.02$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.04$3.86$0.02$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.03$3.94$0.01$0.09$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.03$4.02$0.03$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.03$4.06$0.01$0.13$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.03$4.18$0.00$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.03$4.28$0.02$0.10$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.03$4.35$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.45$0.03$4.42$0.07
2011Detailed filing. Detailed filing data is available for this year.$4.50$0.05$4.45$0.17