Civic Intelligence

Welton Foundation

990PF • Fiscal year 2013 • EIN 26-3843649

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 11, 2014

Foundation Source 501 Silverside RdSuite 12319809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

3rd percentile

-263%

Higher net margin than 3% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

10th percentile

-15%

Faster asset growth than 10% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$994,511

Down $171,893 (-15%) from 2012

Net Assets

Down

$994,511

Down $171,893 (-15%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$65,238

No earlier filing loaded for comparison.

Expenses

Up

$237,131

Up $6,699 (+2.9%) from 2012

Net Income

-$171,893

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,166,404Liabilities 2012: $0Net Assets 2012: $1,166,4042012Assets 2013: $994,511Liabilities 2013: $0Net Assets 2013: $994,5112013Assets 2016: $970,865Liabilities 2016: $0Net Assets 2016: $970,8652016Assets 2018: $542,658Liabilities 2018: $0Net Assets 2018: $542,6582018Assets 2019: $502,110Liabilities 2019: $0Net Assets 2019: $502,1102019Assets 2020: $362,061Liabilities 2020: $0Net Assets 2020: $362,0612020Assets 2021: $293,602Liabilities 2021: $0Net Assets 2021: $293,6022021Assets 2022: $374,798Liabilities 2022: $0Net Assets 2022: $374,7982022Assets 2023: $264,360Liabilities 2023: $0Net Assets 2023: $264,3602023Assets 2024: $225,954Liabilities 2024: $0Net Assets 2024: $225,9542024

Highlighted filing

2013

Assets$994,511
Liabilities$0
Net Assets$994,511

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2012: $230,4322012Revenue 2013: $65,238Expenses 2013: $237,131Net Income 2013: -$171,8932013Revenue 2016: $5,987Expenses 2016: $231,573Net Income 2016: -$225,5862016Revenue 2018: -$2,279Expenses 2018: $200,289Net Income 2018: -$202,5682018Revenue 2019: $57,485Expenses 2019: $98,033Net Income 2019: -$40,5482019Revenue 2020: -$50,085Expenses 2020: $89,964Net Income 2020: -$140,0492020Revenue 2021: $15,803Expenses 2021: $84,262Net Income 2021: -$68,4592021Revenue 2022: $118,370Expenses 2022: $37,174Net Income 2022: $81,1962022Revenue 2023: -$36,968Expenses 2023: $73,470Net Income 2023: -$110,4382023Revenue 2024: -$1,124Expenses 2024: $37,282Net Income 2024: -$38,4062024

Highlighted filing

2013

Revenue$65,238
Expenses$237,131
Net Income-$171,893
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 11, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annette L WeltonVP / Director-$0--
Patrick L WeltonPres / Director / Sec-$0--
Filing and Contact Details

Filer

EIN
26-3843649
In Care Of
% c/o Foundation Source

Signing Officer

Name
patrick L welton
Title
president
Phone
8008391754
Signed
2014-10-11
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix368 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Leon Panetta 2013 Lecture Series Sponsorship
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Earth and Environmental Sciences Program under Dr Matson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Stanford Institute for Neuro-Innovation and Translational Neurosciences (SINTN)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14MONTEREY PENINSULA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15PANETTA INSTITUTE FOR PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16SAN JOSE WIND SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine19THE DEA EDUCATIONAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine110THE UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine111UNIVERSITY OF WISCONSIN FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX HH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1155 HAWTHORNE ST STE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121730 RHODE ISLAND AVE NW STE 40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1349 STEVENSON ST STE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14980 FREMONT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15100 CAMPUS CENTER BLDG 86E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine166590 GILLIS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17326 GALVEZ ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine18326 GALVEZ ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine192020 PENNSYLVANIA AVE NW STE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11010920 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1111848 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City10LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City11MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State9DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State11WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode093942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode194105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode220036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode394105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode493940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode593955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode695120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode794305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode894305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode920006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1090024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1153708
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0216750
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/AppliedToCurrentYearAmt042259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0167002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0198234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt046104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0717329
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0184543
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0167002
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0198234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt046104
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0226802
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0184543
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0717329
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0532786
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp WELTON CAPITAL MARKETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010027
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0255
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss WELTON CAPITAL MARKETS FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-33486
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-33486
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11780
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2013
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0patrick L welton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Welton Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WELT
ReturnHeader/Filer/EIN0263843649
ReturnHeader/Filer/InCareOfNm0% c/o Foundation Source
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine20Suite 123
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02014-10-13T15:07:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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