Civic Intelligence

Tony R Wells Foundation

990PF • Fiscal year 2015 • EIN 31-1778364

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

3582 Woodstone DriveLewis Center, OH 43035

(614) 335-5009

Siviq Scores

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

Liabilities / Assets

95th percentile

1.08x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

99th percentile

23.87x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

3rd percentile

-264%

Higher net margin than 3% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

97th percentile

138%

Faster asset growth than 97% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,961,567

Up $1,138,419 (+138%) from 2014

Net Assets

Down

-$166,665

Down $143,293 (-613%) from 2014

Liabilities

Up

$2,128,232

Up $1,281,712 (+151%) from 2014

Revenue

Down

$89,145

Down $11,219 (-11%) from 2014

Expenses

Up

$324,832

Up $120,138 (+59%) from 2014

Net Income

Down

-$235,687

Down $131,357 (-126%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2013: $520,184Liabilities 2013: $511,507Net Assets 2013: $8,6772013Assets 2014: $823,148Liabilities 2014: $846,520Net Assets 2014: -$23,3722014Assets 2015: $1,961,567Liabilities 2015: $2,128,232Net Assets 2015: -$166,6652015Assets 2017: $2,108,583Liabilities 2017: $2,193,779Net Assets 2017: -$85,1962017Assets 2018: $2,065,646Liabilities 2018: $2,143,576Net Assets 2018: $02018Assets 2019: $1,857,889Liabilities 2019: $1,857,889Net Assets 2019: $02019Assets 2020: $1,935,704Liabilities 2020: $1,830,433Net Assets 2020: $105,2712020Assets 2021: $1,770,619Liabilities 2021: $1,679,797Net Assets 2021: $90,8222021Assets 2022: $2,433,611Liabilities 2022: $1,568,464Net Assets 2022: $865,1472022Assets 2023: $2,141,631Liabilities 2023: $699,498Net Assets 2023: $1,442,1332023Assets 2024: $2,200,119Liabilities 2024: $537,548Net Assets 2024: $1,662,5712024

Highlighted filing

2015

Assets$1,961,567
Liabilities$2,128,232
Net Assets-$166,665

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $34,690Expenses 2013: $158,566Net Income 2013: -$123,8762013Revenue 2014: $100,364Expenses 2014: $204,694Net Income 2014: -$104,3302014Revenue 2015: $89,145Expenses 2015: $324,832Net Income 2015: -$235,6872015Revenue 2017: $276,521Expenses 2017: $255,514Net Income 2017: $21,0072017Revenue 2018: $217,419Expenses 2018: $296,365Net Income 2018: -$78,9462018Revenue 2019: $235,696Expenses 2019: $304,301Net Income 2019: -$68,6052019Revenue 2020: $274,025Expenses 2020: $289,998Net Income 2020: -$15,9732020Revenue 2021: $251,094Expenses 2021: $259,787Net Income 2021: -$8,6932021Revenue 2022: $1,081,719Expenses 2022: $403,893Net Income 2022: $677,8262022Revenue 2023: $1,783,014Expenses 2023: $301,285Net Income 2023: $1,481,7292023Revenue 2024: $1,416,324Expenses 2024: $406,611Net Income 2024: $1,009,7132024

Highlighted filing

2015

Revenue$89,145
Expenses$324,832
Net Income-$235,687
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY R WELLSPres/Treas/TFT$0--
DANA A WELLSVP/Secy/TrusPT$0--
DANIEL PERSHINGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Tony R Wells Foundation
EIN
31-1778364
Phone
6143355009
Address
3582 WOODSTONE DRIVE, LEWIS CENTER, OH 43035

Signing Officer

Name
Tony R Wells
Title
Pres/treas/trustee
Phone
6143355009
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Landaker & Associates Inc
Address
128 W COUNTY LINE RD STE D, WESTERVILLE, OH 43082
Preparer
James a Landaker CPA
Phone
6148991101
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2COMPUTER FOR ROSE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER FOR TONY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4SQL SERVER CITRA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5ARTICULATE SOFTWARE
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