Civic Intelligence

The Wellmark Foundation

990PF • Fiscal year 2020 • EIN 42-1368650

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
1331 Grand Avenue Station 4W526Des Moines, IA 50309

(515) 376-5009

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.08x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

55th percentile

7.3%

Faster asset growth than 55% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

29%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$81,030,470

Up $5,545,163 (+7.3%) from 2019

Net Assets

$80,546,780

No earlier filing loaded for comparison.

Liabilities

Down

$483,690

Down $143,790 (-23%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin77th percentile

Revenue

Up

$6,016,884

Up $1,341,689 (+29%) from 2019

Expenses

Up

$4,538,971

Up $58,361 (+1.3%) from 2019

Net Income

Up

$1,477,913

Up $1,283,328 (+660%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$100M$50M$0Assets 2011: $33,282,007Liabilities 2011: $683,2432011Assets 2012: $48,259,255Liabilities 2012: $476,0932012Assets 2013: $67,548,986Liabilities 2013: $657,6132013Assets 2014: $66,835,694Liabilities 2014: $331,3112014Assets 2015: $62,529,387Liabilities 2015: $411,9292015Assets 2019: $75,485,307Liabilities 2019: $627,4802019Assets 2020: $81,030,470Liabilities 2020: $483,690Net Assets 2020: $80,546,7802020Assets 2021: $84,611,630Liabilities 2021: $669,092Net Assets 2021: $83,942,5382021Assets 2022: $68,745,360Liabilities 2022: $487,907Net Assets 2022: $68,257,4532022Assets 2023: $74,300,021Liabilities 2023: $401,749Net Assets 2023: $73,898,2722023Assets 2024: $79,766,543Liabilities 2024: $452,797Net Assets 2024: $79,313,7462024

Highlighted filing

2020

Assets$81,030,470
Liabilities$483,690
Net Assets$80,546,780
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $1,426,756Expenses 2011: $2,555,457Net Income 2011: -$1,128,7012011Revenue 2012: $13,663,316Expenses 2012: $2,629,824Net Income 2012: $11,033,4922012Revenue 2013: $23,312,574Expenses 2013: $2,901,699Net Income 2013: $20,410,8752013Revenue 2014: $5,233,364Expenses 2014: $3,100,997Net Income 2014: $2,132,3672014Revenue 2015: $1,284,876Expenses 2015: $4,109,057Net Income 2015: -$2,824,1812015Revenue 2019: $4,675,195Expenses 2019: $4,480,610Net Income 2019: $194,5852019Revenue 2020: $6,016,884Expenses 2020: $4,538,971Net Income 2020: $1,477,9132020Revenue 2021: $6,941,383Expenses 2021: $4,526,745Net Income 2021: $2,414,6382021Revenue 2022: $2,015,022Expenses 2022: $7,021,273Net Income 2022: -$5,006,2512022Revenue 2023: $6,770,892Expenses 2023: $4,194,297Net Income 2023: $2,576,5952023Revenue 2024: $3,039,209Expenses 2024: $3,945,427Net Income 2024: -$906,2182024

Highlighted filing

2020

Revenue$6,016,884
Expenses$4,538,971
Net Income$1,477,913
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John D ForsythChairperson(01/2020 - 08/2020)-$0--
Cory R HarrisChairperson(08/2020 - 12/2020)-$0--
Scott A SundstromSecretary-$0--
Christa D KuennenTreasurer-$0--
Chris G AtchisonDirector-$0--
Thomas M Cink MDDirector-$0--
John D ForsythDirector-$0--
Cory R HarrisDirector-$0--
Izaah KnoxDirector-$0--
Tom M McMahonDirector-$0--
Sheila RiggsDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE STATEMENT 13SEE STATEMENT 13-Des Moines, IA, US$4,091,238
Filing and Contact Details

Filer

Filer Name
The Wellmark Foundation
EIN
42-1368650
In Care Of
% CHRISTA KUENNEN
Phone
5153765009
Address
1331 Grand Avenue Station 4W526, Des Moines, IA 50309

Signing Officer

Name
Christa Kuennen
Title
Treasurer
Phone
5153764144
Signed
2021-11-11
Raw XML AppendixShowing 400 of 431 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Christa D Kuennen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Chris G Atchison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Thomas M Cink MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6John D Forsyth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Cory R Harris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Izaah Knox
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Tom M McMahon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Sheila Riggs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairperson(01/2020 - 08/2020)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chairperson(08/2020 - 12/2020)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01331 Grand Avenue Station 4W526
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11331 Grand Avenue Station 4W526
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21331 Grand Avenue Station 4W526
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31331 Grand Avenue Station 4W526
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51331 Grand Avenue Station 4W526
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DES MOINES
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0503092901
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHRISTA KUENNEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum05153764144
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE WELLMARK FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05153765009
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01331 Grand Avenue Station 5W 443
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DES MOINES
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050309
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED STATEMENT 12
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01331 Grand Avenue Station 4W526
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01331 Grand Avenue Station 4W526
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03709914
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03709914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0439693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt052789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0734997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0696405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0676173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0676173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02305208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0381324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0439693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt052789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0734997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0696405
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04091238
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0381324
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02981381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02600057
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0274
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt116186
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT DUE & ACCRUED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OUTSIDE INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2AUDITING & ACCOUNTING SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LEGAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BOARDS & BUREAUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0169356
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0169356
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1405126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3624
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Gain/Loss
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01021715
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03188545
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0415760
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13795280
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DONATED SERVICES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAINS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt032749
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt174826
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2103000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt318183
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt40
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1PAYABLE TO WELLMARK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2DEFERRED TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3CASH
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc4FEDERAL TAX PAYABLE

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,030,470
Liabilities
$483,690
Net assets
$80,546,780
Revenue
$6,016,884
Expenses
$4,538,971
Net income
$1,477,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.8$0.45$79.3$3.04$3.95$0.91
2023Detailed filing. Detailed filing data is available for this year.$74.3$0.40$73.9$6.77$4.19$2.58
2022Detailed filing. Detailed filing data is available for this year.$68.7$0.49$68.3$2.02$7.02$5.01
2021Detailed filing. Detailed filing data is available for this year.$84.6$0.67$83.9$6.94$4.53$2.41
2020Detailed filing. Detailed filing data is available for this year.$81.0$0.48$80.5$6.02$4.54$1.48
2019Summary only. Only limited summary data is available for this year.$75.5$0.63$4.68$4.48$0.19
2015Summary only. Only limited summary data is available for this year.$62.5$0.41$1.28$4.11$2.82
2014Summary only. Only limited summary data is available for this year.$66.8$0.33$5.23$3.10$2.13
2013Summary only. Only limited summary data is available for this year.$67.5$0.66$23.3$2.90$20.4
2012Summary only. Only limited summary data is available for this year.$48.3$0.48$13.7$2.63$11.0
2011Summary only. Only limited summary data is available for this year.$33.3$0.68$1.43$2.56$1.13