Civic Intelligence

Marion G Wells Foundation

990PF • Fiscal year 2012 • EIN 36-7354545

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 13, 2013

Organization Profile
2100 S Ocean Drive 4G33316
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$429,528

No earlier filing loaded for comparison.

Net Assets

$429,528

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$38,460

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $429,528Liabilities 2012: $0Net Assets 2012: $429,5282012Assets 2018: $3,647,878Liabilities 2018: $50,000Net Assets 2018: $3,597,8782018Assets 2020: $3,230,866Liabilities 2020: $25,000Net Assets 2020: $3,205,8662020Assets 2021: $3,171,755Liabilities 2021: $0Net Assets 2021: $3,171,7552021Assets 2022: $2,930,407Liabilities 2022: $0Net Assets 2022: $2,930,4072022Assets 2023: $2,781,588Liabilities 2023: $0Net Assets 2023: $2,781,5882023Assets 2024: $2,786,825Liabilities 2024: $1,616Net Assets 2024: $2,785,2092024

Highlighted filing

2012

Assets$429,528
Liabilities$0
Net Assets$429,528
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2012: $38,4602012Revenue 2018: $93,898Expenses 2018: $218,476Net Income 2018: -$124,5782018Revenue 2020: -$15,935Expenses 2020: $248,403Net Income 2020: -$264,3382020Revenue 2021: $385,022Expenses 2021: $419,133Net Income 2021: -$34,1112021Revenue 2022: $188,910Expenses 2022: $430,258Net Income 2022: -$241,3482022Revenue 2023: $317,658Expenses 2023: $466,477Net Income 2023: -$148,8192023Revenue 2024: $521,179Expenses 2024: $517,558Net Income 2024: $3,6212024

Highlighted filing

2012

Revenue-
Expenses$38,460
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARION G WELLSTstee As Nec.-$0--
JOHN J FLEMMTstee As Nec.-$0--
TERRENCE SCANLONTstee As Nec.-$0--
JOHN VON KANNONTstee As Nec.-$0--
TED DIMIGTstee As Nec.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAPITAL RESEARCH CENTERGENERAL FUNDS FOR THE ORGANIZATION'S EXEMPT PURPOSE.501(C)(3) PUBLICWASHINGTON, DC, US$12,000
Paid GrantHERITAGE FOUNDATIONGENERAL FUNDS FOR THE ORGANIZATION'S EXEMPT PURPOSE.501(C)(3) PUBLICWASHINGTON, DC, US$12,000
Paid GrantJAMES MADISON INSTITUTEGENERAL FUNDS FOR THE ORGANIZATION'S EXEMPT PURPOSE.501(C)(3) PUBLICTALLAHASSEE, FL, US$12,000
Filing and Contact Details

Filer

EIN
36-7354545
Raw XML Appendix387 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1150049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue219793
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue410122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5125916
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue651243
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0237615
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5127710
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV650286
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CITIGROUP INC PREFERRED - CONTVERTED TO COMMON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2GOLDMAN SACHS GROUP INC FLTNG RATE SR D
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JPM CHASE CAPITL XXVIII 7.20%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4MORGAN STANLEY CAP TR V
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JP MORGAN LARGE CAP GROWTH FUND CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JP MORGAN LARGE CAP CORE PLUS FUND A
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0205215
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARION G WELLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOHN J FLEMM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2TERRENCE SCANLON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOHN VON KANNON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4TED DIMIG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TSTEE AS NEC.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TSTEE AS NEC.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TSTEE AS NEC.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TSTEE AS NEC.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TSTEE AS NEC.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13214 MASSACHUSETTS AVE NE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14240 EAST 39TH STREET 11G
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04078760002
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FT LAUDERDALE
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SUBMIT ALL REQUESTS IN WRITING. OUTLINE THE PROGRAM FOR WHICH THE FUNDS WILL BE USED AND THE TIME FRAME. INCLUDE A COPY OF YOUR 501(C)(3) EXEMPTION LETTER.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN J FLEMM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04078760002
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103242 DOWN COVE ROAD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WINDERMERE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode034786
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0EDUCATION, MEDICAL AND CONSERVATIVE POLICY INSTITUTIONS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0ALL APPLICATIONS AND REQUESTS MUST BE SUBMITTED BY AUGUST 31ST OF THE CALENDAR YEAR OF THE REQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount012000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount112000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount212000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUNDS FOR THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL FUNDS FOR THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL FUNDS FOR THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CAPITAL RESEARCH CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HERITAGE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12JAMES MADISON INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3) PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3) PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3) PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101513 16TH STREET NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11214 MASSACHUSSETS AVE NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122017 DELTA BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TALLAHASSEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020036
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode232303
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear036000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear031755
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031755
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101037
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear05882
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04845
IRS990PF/UndistributedIncome/ExcessFromYear101037
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions036600
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04845
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus05882
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01037
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
TaxesSchedule/Taxes/Amount060
TaxesSchedule/Taxes/Category0EXCISE TAX (2011)
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0367354545
ReturnHeader/Filer/Name/BusinessNameLine10MARION G WELLS FOUNDATION
ReturnHeader/Filer/NameControl0MARI
ReturnHeader/Filer/Phone04078760002
ReturnHeader/Filer/USAddress/AddressLine102100 S OCEAN DRIVE 4G
ReturnHeader/Filer/USAddress/City0FT LAUDERDALE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033316
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-13
ReturnHeader/Officer/Name0MARION G WELLS
ReturnHeader/Officer/Phone09543321345
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0593096580
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BAKER HYATT & HOMRICH PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102203 EAST MICHIGAN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ORLANDO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0328064944
ReturnHeader/Preparer/Name0WILLIAM J HYATT CPA
ReturnHeader/Preparer/Phone04074255200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-19T11:08:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$429,528
Liabilities
$0
Net assets
$429,528
Revenue
-
Expenses
$38,460
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.52$0.52$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.32$0.47$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.19$0.43$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.39$0.42$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.03$3.21$0.02$0.25$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.65$0.05$3.60$0.09$0.22$0.12
2012Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.04