Civic Intelligence

Welton Foundation

990PF • Fiscal year 2021 • EIN 26-3843649

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 01, 2022

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

4th percentile

-433%

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

18th percentile

-19%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$293,602

Down $68,459 (-19%) from 2020

Net Assets

Down

$293,602

Down $68,459 (-19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Up

$15,803

Up $65,888 (+132%) from 2020

Expenses

Down

$84,262

Down $5,702 (-6.3%) from 2020

Net Income

Up

-$68,459

Up $71,590 (+51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$293,602
Liabilities$0
Net Assets$293,602
Open 2021 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

2021

Revenue$15,803
Expenses$84,262
Net Income-$68,459
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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 welton
Title
president
Phone
8008391754
Signed
2022-10-01
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 Appendix330 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WELTON GLOBAL QUANTITATIVE EQU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Patrick L Welton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
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/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd795129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd891109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074000
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/AppliedToCurrentYearAmt013589
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt067608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt069663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0165796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0141417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0174551
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0174551
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0511382
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt066898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt067608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt069663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0165796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0141417
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080487
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt066898
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0685933
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0619035
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 FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06412
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0534
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12361
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06412
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1534
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22361
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/NetInvestmentIncomeAmt0-3229
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-6915
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3229
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-6915
TaxesSchedule/TaxesDetail/Amt0880
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0patrick welton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-01
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/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/ReturnTs02022-10-06T15:17:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0patrick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0welton
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$293,602
Liabilities
$0
Net assets
$293,602
Revenue
$15,803
Expenses
$84,262
Net income
-$68,459
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