Civic Intelligence

Sara & Warren Welch Foundation

990PF • Fiscal year 2022 • EIN 23-2130843

May 01, 2021 to Apr 30, 2022 • Filed on Dec 01, 2022

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

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

4.10x

Higher debt load relative to revenue than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-1026%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-2.6%

Faster asset growth than 43% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-51%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$367,431

Down $9,735 (-2.6%) from 2021

Net Assets

Down

$363,481

Down $9,885 (-2.6%) from 2021

Liabilities

Up

$3,950

Up $150 (+3.9%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$963

Down $988 (-51%) from 2021

Expenses

Up

$10,848

Up $253 (+2.4%) from 2021

Net Income

Down

-$9,885

Down $1,241 (-14%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2022

Assets$367,431
Liabilities$3,950
Net Assets$363,481
Open 2022 Filing

Operations Trend

Revenue Growth13th 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

2022

Revenue$963
Expenses$10,848
Net Income-$9,885
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Dec 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2022-12-01
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 Appendix303 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 3 LOANS TO INDIVIDUALS FOR $10,000 IN THE FISCAL YEAR ENDED APRIL 30, 2022. 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07177765775
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-01
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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/ReturnTs02023-09-06T11:03:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GINTER
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,431
Liabilities
$3,950
Net assets
$363,481
Revenue
$963
Expenses
$10,848
Net income
-$9,885
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