Civic Intelligence

The Sk Wellman Foundation

990PF • Fiscal year 2014 • EIN 34-6520032

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization Profile
1801 East 9th StreetSuite 920Cleveland, OH 44114

(216) 621-1180

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

51st percentile

$36,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

166%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,885,116

Up $196,564 (+5.3%) from 2013

Net Assets

Up

$3,885,116

Up $196,564 (+5.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin82nd percentile

Revenue

Up

$585,337

Up $365,020 (+166%) from 2013

Expenses

Down

$388,773

Down $240,421 (-38%) from 2013

Net Income

Up

$196,564

Up $605,441 (+148%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,688,552Liabilities 2013: $0Net Assets 2013: $3,688,5522013Assets 2014: $3,885,116Liabilities 2014: $0Net Assets 2014: $3,885,1162014Assets 2015: $3,933,930Liabilities 2015: $0Net Assets 2015: $3,933,9302015Assets 2016: $3,738,695Liabilities 2016: $0Net Assets 2016: $3,738,6952016Assets 2017: $3,617,087Liabilities 2017: $0Net Assets 2017: $3,617,0872017Assets 2018: $3,512,424Liabilities 2018: $0Net Assets 2018: $3,512,4242018Assets 2019: $3,383,154Liabilities 2019: $0Net Assets 2019: $3,383,1542019Assets 2020: $3,331,714Liabilities 2020: $0Net Assets 2020: $3,331,7142020Assets 2021: $3,509,233Liabilities 2021: $0Net Assets 2021: $3,509,2332021Assets 2022: $3,564,040Liabilities 2022: $0Net Assets 2022: $3,564,0402022Assets 2023: $3,366,017Liabilities 2023: $0Net Assets 2023: $3,366,0172023Assets 2024: $3,502,755Liabilities 2024: $0Net Assets 2024: $3,502,7552024

Highlighted filing

2014

Assets$3,885,116
Liabilities$0
Net Assets$3,885,116
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $220,317Expenses 2013: $629,194Net Income 2013: -$408,8772013Revenue 2014: $585,337Expenses 2014: $388,773Net Income 2014: $196,5642014Revenue 2015: $450,339Expenses 2015: $401,525Net Income 2015: $48,8142015Revenue 2016: $144,647Expenses 2016: $339,882Net Income 2016: -$195,2352016Revenue 2017: $184,713Expenses 2017: $306,321Net Income 2017: -$121,6082017Revenue 2018: $202,232Expenses 2018: $306,895Net Income 2018: -$104,6632018Revenue 2019: $187,311Expenses 2019: $316,581Net Income 2019: -$129,2702019Revenue 2020: $245,834Expenses 2020: $297,274Net Income 2020: -$51,4402020Revenue 2021: $511,768Expenses 2021: $330,156Net Income 2021: $181,6122021Revenue 2022: $409,722Expenses 2022: $356,301Net Income 2022: $53,4212022Revenue 2023: $168,618Expenses 2023: $363,229Net Income 2023: -$194,6112023Revenue 2024: $511,335Expenses 2024: $374,736Net Income 2024: $136,5992024

Highlighted filing

2014

Revenue$585,337
Expenses$388,773
Net Income$196,564
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURENCE A BARTELLTrustee-$36,000-$36,000
ETHEL PEARSONSecretary-$18,000-$18,000
EMILY ZEIDERSTrustee-$2,000-$2,000
JOSHUA K PRYORTrustee-$2,000-$2,000
SUZANNE W ERIKSONTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
The Sk Wellman Foundation
EIN
34-6520032
In Care Of
% LAURENCE BARTELL
Phone
2166211180
Address
1801 EAST 9TH STREET, Suite 920, CLEVELAND, OH 44114

Signing Officer

Name
Laurence a Bartell
Title
Trustee
Phone
2166211180
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Sustinbartellwaldman & Fitzgerald
Address
1801 EAST 9TH STREET 920, CLEVELAND, OH 44114
Preparer
Laurence a Bartell
Phone
2166211180
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0585337
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039266
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0120273
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2314702
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6456142
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8228945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt029942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1249832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22023
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt810338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt029942
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt493343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt669217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt714288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt810338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11332417

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,885,116
Liabilities
$0
Net assets
$3,885,116
Revenue
$585,337
Expenses
$388,773
Net income
$196,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.51$0.37$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.17$0.36$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.41$0.36$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.51$0.33$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.25$0.30$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.19$0.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.20$0.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.18$0.31$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.14$0.34$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.45$0.40$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.59$0.39$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.22$0.63$0.41