Civic Intelligence

James and Jane Welch Foundation

990PF • Fiscal year 2013 • EIN 38-2927749

Oct 01, 2012 to Sep 30, 2013 • Filed on May 12, 2014

PO Box 363649501-3636
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,838,113

Flat from 2013

Net Assets

$4,838,113

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$385,257

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,392,284Liabilities 2011: $0Net Assets 2011: $3,392,2842011Assets 2012: $3,160,399Liabilities 2012: $12012Assets 2013: $4,838,113Liabilities 2013: $0Net Assets 2013: $4,838,1132013Assets 2013: $4,838,113Liabilities 2013: $12013Assets 2014: $4,602,910Liabilities 2014: $0Net Assets 2014: $4,602,9102014Assets 2015: $4,436,303Liabilities 2015: $02015Assets 2017: $4,745,236Liabilities 2017: $0Net Assets 2017: $4,745,2362017Assets 2018: $6,570,722Liabilities 2018: $0Net Assets 2018: $6,570,7222018Assets 2019: $6,535,982Liabilities 2019: $0Net Assets 2019: $6,535,9822019Assets 2020: $6,288,435Liabilities 2020: $0Net Assets 2020: $6,288,4352020Assets 2021: $6,242,481Liabilities 2021: $0Net Assets 2021: $6,242,4812021Assets 2022: $6,100,760Liabilities 2022: $0Net Assets 2022: $6,100,7602022Assets 2023: $5,954,415Liabilities 2023: $0Net Assets 2023: $5,954,4152023Assets 2024: $5,804,232Liabilities 2024: $0Net Assets 2024: $5,804,2322024

Highlighted filing

2013

Assets$4,838,113
Liabilities$0
Net Assets$4,838,113

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $184,1052011Revenue 2012: $152,204Expenses 2012: $384,089Net Income 2012: -$231,8852012Expenses 2013: $385,2572013Revenue 2013: $2,062,971Expenses 2013: $385,257Net Income 2013: $1,677,7142013Revenue 2014: $200,784Expenses 2014: $435,987Net Income 2014: -$235,2032014Revenue 2015: $248,318Expenses 2015: $414,925Net Income 2015: -$166,6072015Revenue 2017: $923,733Expenses 2017: $381,035Net Income 2017: $542,6982017Revenue 2018: $2,249,030Expenses 2018: $423,542Net Income 2018: $1,825,4882018Revenue 2019: $426,108Expenses 2019: $437,627Net Income 2019: -$11,5192019Revenue 2020: $169,052Expenses 2020: $416,599Net Income 2020: -$247,5472020Revenue 2021: $352,471Expenses 2021: $398,425Net Income 2021: -$45,9542021Revenue 2022: $348,035Expenses 2022: $489,756Net Income 2022: -$141,7212022Revenue 2023: $80,705Expenses 2023: $29,605Net Income 2023: $51,1002023Revenue 2024: $334,850Expenses 2024: $485,033Net Income 2024: -$150,1832024

Highlighted filing

2013

Revenue-
Expenses$385,257
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
May 12, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE N WELCHPresident-$0--
CHARLES B WELCHTreasurer-$0--
THOMAS BRAD WELCHVice President-$0--
ELIZABETH WELCH LYKINSSecretary-$0--
JOHN WELCHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWEST MICHIGAN CENTERCAPITAL CAMPAIGN FUND501(C)(3)GRAND RAPIDS, MI, US$75,000
Paid GrantYMCA - GRAND RAPIDSGENERAL CONTRIBTION501(C)(3)GRAND RAPIDS, MI, US$40,000
Paid GrantEAST GRAND RAPIDS SCHOOLSUNRESTRICTED GIFT501(C)(3)GRAND RAPIDS, MI, US$40,000
Paid GrantGRAND RAPIDS COMMUNITY FOUNDATIONGENERAL CONTRIBUTION501(C)(3)GRAND RAPIDS, MI, US$40,000
Paid GrantJOHN BALL ZOOLOGICAL SOCIETYGENERAL CONTRIBUTION501(C)(3)GRAND RAPIDS, MI, US$25,000
Paid GrantMINNEAPOLIS HEARTRESEARCH & EDUCATION501(C)(3)MINNEAPOLIS, MN, US$20,000
Paid GrantMISSION ARLINGTONCHARITABLE CONTRIBUTION501(C)3ARLINGTON, TX, US$20,000
Paid GrantJOANNE'S HOUSE AT HOPE HOSPICEDONATION501(C)(3)BONITA SPRINGS, FL, US$10,000
Paid GrantYOUNG LIFE COLLIER COUNTYGENERAL CONTRIBUTION501(C)(3)NAPLES, FL, US$10,000
Paid GrantSUNSHINE AFTER RAIN MINISTRIESWOUNDED WARRIORS501(C)(3)DALLAS, TX, US$10,000
Paid GrantCAMP HENRYUNRESTRICTED GIFT501(C)(3)GRAND RAPIDS, MI, US$10,000
Paid GrantWEDGWOOD CHRISTIAN SERVICLIGHTHOUSE SCHOOL ACADEMY501(C)(3)GRAND RAPIDS, MI, US$10,000
Paid GrantDA BLODGETT SERVICESUNRESTRICTED GIFT501(C)(3)GRAND RAPIDS, MI, US$7,500
Paid GrantHOME REPAIR SERVICESMAKING IT HOME AUCTION501(C)(3)GRAND RAPIDS, MI, US$7,500
Paid GrantBRAINS FOUNDATIONDONATION501(C)(3)GRAND RAPIDS, MI, US$5,000
Paid GrantMICHIGAN LEAGUE OFGENERAL CONTRIBUTION501(C)(4)GRAND RAPIDS, MI, US$5,000
Paid GrantGERENTOLOGY NETWORKUNRESTRICTED GIFT501(C)(3)GRAND RAPIDS, MI, US$5,000
Paid GrantGOODWILL INDUSTRIES OFGENERAL CONTRIBUTION501(C)(3)GRANDVILLE, MI, US$5,000
Paid GrantHUMANE SOCIETY OF COLLIER CNTYDONATION501(C)(3)NAPLES, FL, US$5,000
Paid GrantST MARY'S EPISCOPAL CHURCHGENERAL DONATION501(C)(3)BONITA SPRINGS, FL, US$5,000
Paid GrantUNIVERSITY OF TEXASAUDUBON CARES FUNDRAISER501(C)(3)HOUSTON, MI, US$2,500
Filing and Contact Details

Filer

EIN
38-2927749
Raw XML AppendixShowing 400 of 5,361 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/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0915681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02062971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0744
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm027013
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss027757
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps0349
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0349
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY03160399
IRS990PF/BalanceSheets/CapitalStockEOY04838113
IRS990PF/BalanceSheets/CashBOY07
IRS990PF/BalanceSheets/CashEOY08
IRS990PF/BalanceSheets/CashEOYFMV08
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01517
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01336
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02590526
IRS990PF/BalanceSheets/InvestmentsOtherBOY02866665
IRS990PF/BalanceSheets/InvestmentsOtherEOY03830964
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV04045435
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0292210
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01005805
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01005805
IRS990PF/BalanceSheets/TotalAssetsBOY03160399
IRS990PF/BalanceSheets/TotalAssetsEOY04838113
IRS990PF/BalanceSheets/TotalAssetsEOYFMV07641774
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03160399
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04838113
IRS990PF/BalanceSheets/TotalNetAssetsBOY03160399
IRS990PF/BalanceSheets/TotalNetAssetsEOY04838113
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0755965
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis016572
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112649
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis32268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis331954
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis351581
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis37714
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7057
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis72857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis732000
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.33$0.49$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.08$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.35$0.49$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.35$0.40$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.17$0.42$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$0.43$0.44$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$2.25$0.42$1.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.92$0.38$0.54
2015Summary only. Only limited summary data is available for this year.$4.44$0.00$0.25$0.41$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.20$0.44$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.39
2013Summary only. Only limited summary data is available for this year.$4.84$0.00$2.06$0.39$1.68
2012Summary only. Only limited summary data is available for this year.$3.16$0.00$0.15$0.38$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.18