Civic Intelligence

Templeton Wellness Foundation Inc.

EIN 33-1107150 • Salt Lake City, UT

Pub. 78 Eligible
3594 E Supernal CircleSalt Lake City, UT 84121
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.02x

Higher debt load relative to assets than 74% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-131%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-7.4%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

57th percentile

4.5%

Faster revenue growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$205,242

Down $39,040 (-16%) from 2023

Liabilities

Flat

$5,000

Flat from 2023

Net Assets

Down

$200,242

Down $39,040 (-16%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin10th percentile

Revenue

Down

$29,797

Down $136,211 (-82%) from 2023

Expenses

Down

$68,837

Down $38,499 (-36%) from 2023

Net Income

Down

-$39,040

Down $97,712 (-167%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2019: $344,774Liabilities 2019: $0Net Assets 2019: $344,7742019Assets 2020: $317,914Liabilities 2020: $0Net Assets 2020: $317,9142020Assets 2021: $258,900Liabilities 2021: $0Net Assets 2021: $258,9002021Assets 2022: $180,609Liabilities 2022: $0Net Assets 2022: $180,6092022Assets 2023: $244,282Liabilities 2023: $5,000Net Assets 2023: $239,2822023Assets 2024: $205,242Liabilities 2024: $5,000Net Assets 2024: $200,2422024

Highlighted filing

2024

Assets$205,242
Liabilities$5,000
Net Assets$200,242
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2019: $4,461Expenses 2019: $91,313Net Income 2019: -$86,8522019Revenue 2020: $30,097Expenses 2020: $56,957Net Income 2020: -$26,8602020Revenue 2021: $26,114Expenses 2021: $85,128Net Income 2021: -$59,0142021Revenue 2022: $18,676Expenses 2022: $96,966Net Income 2022: -$78,2902022Revenue 2023: $166,008Expenses 2023: $107,336Net Income 2023: $58,6722023Revenue 2024: $29,797Expenses 2024: $68,837Net Income 2024: -$39,0402024

Highlighted filing

2024

Revenue$29,797
Expenses$68,837
Net Income-$39,040
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,242
Liabilities
$5,000
Net assets
$200,242
Revenue
$29,797
Expenses
$68,837
Net income
-$39,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.05$2.00$0.30$0.69$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.05$2.39$1.66$1.07$0.59
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.19$0.97$0.78
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.26$0.85$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.30$0.57$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.04$0.91$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jul 31, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES TEMPLETONPres/Director-$0--
LONNIE WOLLINSecy/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Templeton Wellness Foundation Inc
EIN
33-1107150
In Care Of
% LONNIE WOLLIN
Phone
2016936666
Address
3594 E SUPERNAL CIRCLE, Salt Lake City, UT 84121

Signing Officer

Name
James Templeton
Title
Pres
Phone
2016936666
Signed
2025-07-31
Discuss with paid preparer
No

Preparer

Firm
Wollin & Neuschatz Inc
Address
124 PROSPECT ST, RIDGEWOOD, NJ 07450
Preparer
Lonnie Wollin
Phone
2016936666
Raw XML Appendix242 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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ReturnHeader/PreparerPersonGrp/PhoneNum02016936666
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LONNIE WOLLIN
ReturnHeader/ReturnTs02025-07-31T04:59:00-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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