Civic Intelligence

Wayne and Sharon Wellman Fam Foundation Wayne Wellman

990PF • Fiscal year 2015 • EIN 36-7521570

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

26072 Fawnwood CourtBonita Springs, FL 34134

(312) 840-7000

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

11th percentile

-52%

Higher net margin than 11% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

22nd percentile

-5.9%

Faster asset growth than 22% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$503,703

Down $31,816 (-5.9%) from 2014

Net Assets

Down

$503,703

Down $31,816 (-5.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$24,547

Down $37,946 (-61%) from 2014

Expenses

Up

$37,292

Up $313 (+0.8%) from 2014

Net Income

Down

-$12,745

Down $38,259 (-150%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$503,703
Liabilities$0
Net Assets$503,703

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$24,547
Expenses$37,292
Net Income-$12,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers

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
3128407000
Address
26072 FAWNWOOD COURT, BONITA SPRINGS, FL 34134

Signing Officer

Name
Wayne Wellman
Title
Trustee
Phone
3128407000
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Calibre CPA Group Pllc
Address
19615 SOUTH LAGRANGE ROAD, MOKENA, IL 60448
Preparer
Charles Digiovanni
Phone
7089957180
Raw XML Appendix363 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/RecipientBusinessName/BusinessNameLine1Txt1CHRISTIAN NEIGHBORS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GREATER CHICAGO FOOD DEPOSITORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HILLSDALE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAUGATUCK CENTER FOR THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ILLINOIS PATRIOT EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WOUNDED WARRIOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8RUSH UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05550 TECH CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 43
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24100 W ANN LURIE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31288 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 96607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5400 CULVER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64044 N LINCOLN AVE STE 436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74899 BELFORT RD SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81611 W HARRISON ST SUITE 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DOUGLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NFORT MEYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAUGATUCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd860612
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026057
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026026
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05905
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03350
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06443
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043363
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036920
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt019071
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED DEPRECIATION ON ASSETS HELD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04792
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04792
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE WELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03128407000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYNE AND SHARON WELLMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0367521570
ReturnHeader/Filer/PhoneNum03128407000
ReturnHeader/Filer/USAddress/AddressLine1Txt026072 FAWNWOOD COURT
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034134
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019615 SOUTH LAGRANGE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOKENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060448
ReturnHeader/PreparerPersonGrp/PhoneNum07089957180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES DIGIOVANNI
ReturnHeader/ReturnTs02016-05-16T18:03:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

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