Civic Intelligence

The Sk Wellman Foundation

990PF • Fiscal year 2017 • EIN 34-6520032

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
1801 EAST 9TH STREET Suite 920Cleveland, OH 44114

(216) 621-1180

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-66%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$39,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,617,087

Down $121,608 (-3.3%) from 2016

Net Assets

Down

$3,617,087

Down $121,608 (-3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$184,713

Up $40,066 (+28%) from 2016

Expenses

Down

$306,321

Down $33,561 (-9.9%) from 2016

Net Income

Up

-$121,608

Up $73,627 (+38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2017

Assets$3,617,087
Liabilities$0
Net Assets$3,617,087
Open 2017 Filing

Operations Trend

Revenue Growth76th 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

2017

Revenue$184,713
Expenses$306,321
Net Income-$121,608
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURENCE A BARTELLTrustee-$39,000-$39,000
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
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Sustin Bartell & Fitzgerald Ltd
Address
1801 EAST 9TH STREET 920, CLEVELAND, OH 44114
Preparer
Joseph Silvaggio
Phone
2166211180
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MTN GROUP LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69REGENERON PHARMA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94MFC FLEXSHARES MORNINGSTAR GBL
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt094521
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt090192
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0184713
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0184713
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt013625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt044025
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090192
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0197000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0197000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt094521
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt094521
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt094521
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-121608
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt090192
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt090192
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0134217
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt036871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt036871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt036871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt094521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt050496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0210825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0306321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0184713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0184713
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt050496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0109321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt237262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt237262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt237262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NT SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NT SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NT SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NT SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090192
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-121608
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03617087
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03738695
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03617087
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0205954
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0205954
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0205954
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0208638
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02684
IRS990PF/DistributableAmountGrp/TotalTaxAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05795
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05795
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08479
IRS990PF/FMVAssetsEOYAmt04431273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01046803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01080565

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,617,087
Liabilities
$0
Net assets
$3,617,087
Revenue
$184,713
Expenses
$306,321
Net income
-$121,608
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