Civic Intelligence

Sara & Warren Welch Foundation

990PF • Fiscal year 2021 • EIN 23-2130843

May 01, 2020 to Apr 30, 2021 • Filed on Oct 22, 2021

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

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

1.95x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-443%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-1.3%

Faster asset growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-14%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$377,166

Down $4,844 (-1.3%) from 2020

Net Assets

Down

$373,366

Down $8,644 (-2.3%) from 2020

Liabilities

Up

$3,800

Up $3,800 from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin4th percentile

Revenue

Down

$1,951

Down $317 (-14%) from 2020

Expenses

Up

$10,595

Up $3,881 (+58%) from 2020

Net Income

Down

-$8,644

Down $4,198 (-94%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2021

Assets$377,166
Liabilities$3,800
Net Assets$373,366
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$1,951
Expenses$10,595
Net Income-$8,644
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Oct 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK C EGGERTreasurer-$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
2021-10-22
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 Appendix293 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, 2021. 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/SumOfProgramRelatedInvstGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LOANS MADE TO GRADUATES OF BIG SPRING SCHOOL DISTRICT FOR THE PURPOSE OF CONTINUING EDUCATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 1
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021650
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021650
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1698
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21347
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01424
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01424
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN F GINTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07177765775
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
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/ReturnTs02022-01-19T10:54:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GINTER
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$377,166
Liabilities
$3,800
Net assets
$373,366
Revenue
$1,951
Expenses
$10,595
Net income
-$8,644
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