Civic Intelligence

Wayne and Sharon Wellman

EIN 36-7521570 • Bonita Springs, FL

26072 Fawnwood CourtBonita Springs, FL 34134
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

65th percentile

7.7%

Faster asset growth than 65% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

125%

Faster revenue growth than 90% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$696,801

Up $49,570 (+7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$696,801

Up $49,570 (+7.7%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin95th percentile

Revenue

Up

$197,723

Up $109,736 (+125%) from 2023

Expenses

Up

$45,874

Up $61 (+0.1%) from 2023

Net Income

Up

$151,849

Up $109,675 (+260%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$800K$600K$400K$200K$0Assets 2013: $528,413Liabilities 2013: $0Net Assets 2013: $528,4132013Assets 2014: $535,519Liabilities 2014: $0Net Assets 2014: $535,5192014Assets 2015: $503,703Liabilities 2015: $0Net Assets 2015: $503,7032015Assets 2016: $513,013Liabilities 2016: $0Net Assets 2016: $513,0132016Assets 2017: $552,008Liabilities 2017: $0Net Assets 2017: $552,0082017Assets 2018: $496,732Liabilities 2018: $0Net Assets 2018: $496,7322018Assets 2019: $582,540Liabilities 2019: $0Net Assets 2019: $582,5402019Assets 2020: $650,238Liabilities 2020: $0Net Assets 2020: $650,2382020Assets 2021: $744,269Liabilities 2021: $0Net Assets 2021: $744,2692021Assets 2022: $555,075Liabilities 2022: $0Net Assets 2022: $555,0752022Assets 2023: $647,231Liabilities 2023: $0Net Assets 2023: $647,2312023Assets 2024: $696,801Liabilities 2024: $0Net Assets 2024: $696,8012024

Highlighted filing

2024

Assets$696,801
Liabilities$0
Net Assets$696,801
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100KRevenue 2013: $22,013Expenses 2013: $36,185Net Income 2013: -$14,1722013Revenue 2014: $62,493Expenses 2014: $36,979Net Income 2014: $25,5142014Revenue 2015: $24,547Expenses 2015: $37,292Net Income 2015: -$12,7452015Revenue 2016: $14,202Expenses 2016: $30,028Net Income 2016: -$15,8262016Revenue 2017: $77,647Expenses 2017: $34,656Net Income 2017: $42,9912017Revenue 2018: $22,741Expenses 2018: $33,359Net Income 2018: -$10,6182018Revenue 2019: $13,045Expenses 2019: $33,644Net Income 2019: -$20,5992019Revenue 2020: $16,242Expenses 2020: $38,157Net Income 2020: -$21,9152020Revenue 2021: $18,670Expenses 2021: $37,443Net Income 2021: -$18,7732021Revenue 2022: -$3,530Expenses 2022: $41,703Net Income 2022: -$45,2332022Revenue 2023: $87,987Expenses 2023: $45,813Net Income 2023: $42,1742023Revenue 2024: $197,723Expenses 2024: $45,874Net Income 2024: $151,8492024

Highlighted filing

2024

Revenue$197,723
Expenses$45,874
Net Income$151,849
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$696,801
Liabilities
$0
Net assets
$696,801
Revenue
$197,723
Expenses
$45,874
Net income
$151,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$1.98$0.46$1.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.00$6.47$0.88$0.46$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.04$0.42$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.00$7.44$0.19$0.37$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.00$6.50$0.16$0.38$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.13$0.34$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.00$4.97$0.23$0.33$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.78$0.35$0.43
2016Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.14$0.30$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.25$0.37$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.62$0.37$0.26
2013Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.22$0.36$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE H WELLMANTrustee-$0--
SHARON WELLMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wayne and Sharon Wellman
EIN
36-7521570
Phone
7734012052
Address
26072 FAWNWOOD COURT, BONITA SPRINGS, FL 34134

Signing Officer

Name
Wayne H Wellman
Title
Trustee
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Professional Accounting Services Pllc
Address
19615 S LAGRANGE RD, MOKENA, IL 60448
Preparer
Charles Digiovanni
Phone
7089957180
Raw XML Appendix324 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 CULVER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt512751 NEW BRITTANY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 52139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt733 E COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt810501 FGCU BLVD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt94001 W MCNICHOLS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOLLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DOUGLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAUGATUCK
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030441
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01198
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01198
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024173
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02797
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07759
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025371
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017612
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-102279
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED DEPRECIATION ON ASSETS HELD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06674
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WAYNE SHARON WELLMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt026072 FAWNWOOD CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BONITA SPRINGS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE H WELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYNE AND SHARON WELLMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0367521570
ReturnHeader/Filer/PhoneNum07734012052
ReturnHeader/Filer/USAddress/AddressLine1Txt026072 FAWNWOOD COURT
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034134
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921530140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL ACCOUNTING SERVICES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019615 S LAGRANGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOKENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060448
ReturnHeader/PreparerPersonGrp/PhoneNum07089957180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES DIGIOVANNI
ReturnHeader/ReturnTs02025-05-14T13:07:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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