Civic Intelligence

Welton Foundation

990PF • Fiscal year 2019 • EIN 26-3843649

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

8th percentile

-71%

Higher net margin than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

17th percentile

-7.5%

Faster asset growth than 17% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$502,110

Down $40,548 (-7.5%) from 2018

Net Assets

Down

$502,110

Down $40,548 (-7.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin8th percentile

Revenue

Up

$57,485

Up $59,764 (+2622%) from 2018

Expenses

Down

$98,033

Down $102,256 (-51%) from 2018

Net Income

Up

-$40,548

Up $162,020 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2019

Assets$502,110
Liabilities$0
Net Assets$502,110
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$57,485
Expenses$98,033
Net Income-$40,548
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

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

Filer

Filer Name
Welton Foundation
EIN
26-3843649
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Patrick L Welton
Title
president
Phone
8008391754
Signed
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix343 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/RecipientBusinessName/BusinessNameLine1Txt1JUVENILE DIABETES RESEARCH FOUNDATION - GREATER BA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PANETTA INSTITUTE FOR PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAN JOSE WIND SYMPHONY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1135 MAIN ST STE 1030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX HH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3980 FREMONT BLVD STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4100 CAMPUS CENTER BLDG 86E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56643 DEVONSHIRE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610889 WILSHIRE BLVD STE 1500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084500
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/AppliedToCurrentYearAmt023089
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0165796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0141417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0174551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0201411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0132515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0132515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0752838
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0165796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0141417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0174551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0201411
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092752
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069663
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0885353
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0815690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp WELTON CAPITAL MARKETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp WELTON GLOBAL QUANTITA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CREDIT CARD FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08177
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13823
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23823
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss WELTON CAPITAL MARKETS FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss WELTON GLOBAL QUANTITATIVE EQUITY FUN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07213
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt138715
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07227
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt138715
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22052
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2019
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK L WELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Welton Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WELT
ReturnHeader/Filer/EIN0263843649
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B19A53FA749DAD8C2EFDCAB0C5B79501992FC144
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E515D0965B869FF508796E5476410F6D857E7743
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520203185000031
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.82.234.252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02020-11-13T14:35:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$502,110
Liabilities
$0
Net assets
$502,110
Revenue
$57,485
Expenses
$98,033
Net income
-$40,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.04$0.07$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.12$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.05$0.09$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.20$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.23$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.24$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.23