Civic Intelligence

Do Well Foundation C/O Jonathan Barton

990PF • Fiscal year 2023 • EIN 43-1908659

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 28, 2025

Organization Profile
117 East 19th StreetNew York, NY 10003

(314) 241-3963

Siviq Scores

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

Liabilities / Assets

78th percentile

0.03x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • NTEE T21 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.23x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • NTEE T21 • <$500k nonprofits • Source year 2023

Net Margin

32nd percentile

-42%

Higher net margin than 32% of similar nonprofits.

2023 filings • NTEE T21 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2023 filings • NTEE T21 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

5.6%

Faster asset growth than 76% of similar nonprofits.

2023 filings • NTEE T21 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • NTEE T21 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$272,397

Up $14,413 (+5.6%) from 2022

Net Assets

Up

$265,522

Up $15,559 (+6.2%) from 2022

Liabilities

Down

$6,875

Down $1,146 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin32nd percentile

Revenue

Down

$29,386

Down $6,181 (-17%) from 2022

Expenses

Down

$41,610

Down $1,466 (-3.4%) from 2022

Net Income

Down

-$12,224

Down $4,715 (-63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0Assets 2011: $310,542Liabilities 2011: $7,7242011Assets 2012: $316,290Liabilities 2012: $7,9702012Assets 2013: $318,398Liabilities 2013: $8,5642013Assets 2014: $309,791Liabilities 2014: $8,2842014Assets 2015: $309,733Liabilities 2015: $8,7232015Assets 2016: $238,128Liabilities 2016: $6,502Net Assets 2016: $231,6262016Assets 2017: $274,610Liabilities 2017: $7,298Net Assets 2017: $267,3122017Assets 2018: $268,601Liabilities 2018: $17,263Net Assets 2018: $251,3382018Assets 2019: $278,806Liabilities 2019: $8,029Net Assets 2019: $270,7772019Assets 2020: $296,977Liabilities 2020: $9,452Net Assets 2020: $287,5252020Assets 2021: $294,821Liabilities 2021: $7,000Net Assets 2021: $287,8212021Assets 2022: $257,984Liabilities 2022: $8,021Net Assets 2022: $249,9632022Assets 2023: $272,397Liabilities 2023: $6,875Net Assets 2023: $265,5222023Assets 2024: $412,802Liabilities 2024: $14,464Net Assets 2024: $398,3382024

Highlighted filing

2023

Assets$272,397
Liabilities$6,875
Net Assets$265,522
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $23,346Expenses 2011: $11,320Net Income 2011: $12,0262011Revenue 2012: $6,151Expenses 2012: $9,997Net Income 2012: -$3,8462012Revenue 2013: $5,705Expenses 2013: $9,763Net Income 2013: -$4,0582013Revenue 2014: $45,948Expenses 2014: $37,639Net Income 2014: $8,3092014Revenue 2015: $47,785Expenses 2015: $34,041Net Income 2015: $13,7442015Revenue 2016: $20,513Expenses 2016: $35,569Net Income 2016: -$15,0562016Revenue 2017: $51,104Expenses 2017: $37,633Net Income 2017: $13,4712017Revenue 2018: $36,151Expenses 2018: $33,524Net Income 2018: $2,6272018Revenue 2019: $47,406Expenses 2019: $37,727Net Income 2019: $9,6792019Revenue 2020: $17,419Expenses 2020: $9,008Net Income 2020: $8,4112020Revenue 2021: $44,260Expenses 2021: $41,423Net Income 2021: $2,8372021Revenue 2022: $35,567Expenses 2022: $43,076Net Income 2022: -$7,5092022Revenue 2023: $29,386Expenses 2023: $41,610Net Income 2023: -$12,2242023Revenue 2024: $25,316Expenses 2024: $45,031Net Income 2024: -$19,7152024

Highlighted filing

2023

Revenue$29,386
Expenses$41,610
Net Income-$12,224
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 28, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKLIN F WALLISDirector-$0--
AMANDA FOREMANDirector-$0--
JONATHAN BARTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Do Well Foundation
EIN
43-1908659
Phone
3142413963
Address
117 EAST 19TH STREET, NEW YORK, NY 10003

Signing Officer

Name
Jonathan Barton
Title
Officer
Phone
3142413963
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
1133 WESTCHESTER AVE SUITE N-328, WHITE PLAINS, NY 10604
Preparer
Patrick Manning
Phone
9149492990
Raw XML Appendix323 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/RecipientForeignAddress/CountryCd0UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0OX2 6QA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0117 EAST 19TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032774
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/AppliedToCurrentYearAmt012035
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067971
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012612
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036133
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024098
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076317
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052219
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JONATHAN BARTON DR AMANDA FOREMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0117 EAST 19TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010003
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt024989
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt024989
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0130 SHARES OF APPLE INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROPERTY MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXPENDITURE ON PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01801
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01801
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1318
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015789
OtherIncreasesSchedule/OtherIncreasesDetail/Amt111994
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED CHANGE IN VALUE OF PROPERTY
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED LOSS ON FOREIGN EXCHANGE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN BARTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03142413963
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DO WELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JONATHAN BARTON
ReturnHeader/Filer/BusinessNameControlTxt0DOWE
ReturnHeader/Filer/EIN0431908659
ReturnHeader/Filer/PhoneNum03142413963
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 EAST 19TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01133 WESTCHESTER AVE SUITE N-328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09149492990
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK MANNING
ReturnHeader/ReturnTs02025-04-28T13:47:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,397
Liabilities
$6,875
Net assets
$265,522
Revenue
$29,386
Expenses
$41,610
Net income
-$12,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.14$3.98$0.25$0.45$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.07$2.66$0.29$0.42$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.08$2.50$0.36$0.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.95$0.07$2.88$0.44$0.41$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.09$2.88$0.17$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.08$2.71$0.47$0.38$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.17$2.51$0.36$0.34$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.07$2.67$0.51$0.38$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.07$2.32$0.21$0.36$0.15
2015Summary only. Only limited summary data is available for this year.$3.10$0.09$0.48$0.34$0.14
2014Summary only. Only limited summary data is available for this year.$3.10$0.08$0.46$0.38$0.08
2013Summary only. Only limited summary data is available for this year.$3.18$0.09$0.06$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$3.16$0.08$0.06$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$3.11$0.08$0.23$0.11$0.12