Civic Intelligence

Wellness Foundation

990PF • Fiscal year 2016 • EIN 47-4390056

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 19, 2017

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

97th percentile

136%

Faster asset growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

41%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,404,630

Up $810,350 (+136%) from 2015

Net Assets

$1,404,630

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$859,310

Up $247,968 (+41%) from 2015

Expenses

Up

$48,960

Up $31,898 (+187%) from 2015

Net Income

Up

$810,350

Up $216,070 (+36%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $594,280Liabilities 2015: $02015Assets 2016: $1,404,630Liabilities 2016: $0Net Assets 2016: $1,404,6302016Assets 2017: $1,986,904Liabilities 2017: $0Net Assets 2017: $1,986,9042017Assets 2018: $2,493,786Liabilities 2018: $0Net Assets 2018: $2,493,7862018Assets 2019: $2,951,014Liabilities 2019: $1Net Assets 2019: $2,951,0142019Assets 2020: $3,808,022Liabilities 2020: $1Net Assets 2020: $3,808,0222020Assets 2021: $5,154,355Liabilities 2021: $1Net Assets 2021: $5,154,3552021Assets 2022: $5,093,397Liabilities 2022: $1Net Assets 2022: $5,093,3972022Assets 2023: $5,158,183Liabilities 2023: $1Net Assets 2023: $5,158,1832023Assets 2024: $5,802,807Liabilities 2024: $0Net Assets 2024: $5,802,8072024

Highlighted filing

2016

Assets$1,404,630
Liabilities$0
Net Assets$1,404,630
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $611,342Expenses 2015: $17,062Net Income 2015: $594,2802015Revenue 2016: $859,310Expenses 2016: $48,960Net Income 2016: $810,3502016Revenue 2017: $644,493Expenses 2017: $62,219Net Income 2017: $582,2742017Revenue 2018: $542,146Expenses 2018: $45,264Net Income 2018: $496,8822018Revenue 2019: $574,422Expenses 2019: $117,194Net Income 2019: $457,2282019Revenue 2020: $1,009,907Expenses 2020: $157,899Net Income 2020: $852,0082020Revenue 2021: $1,786,459Expenses 2021: $440,126Net Income 2021: $1,346,3332021Revenue 2022: $20,413Expenses 2022: $81,371Net Income 2022: -$60,9582022Revenue 2023: $203,709Expenses 2023: $150,923Net Income 2023: $52,7862023Revenue 2024: $854,499Expenses 2024: $208,957Net Income 2024: $645,5422024

Highlighted filing

2016

Revenue$859,310
Expenses$48,960
Net Income$810,350
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 19, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mahmood I SiddiqueVP / Director / Sec-$0--
Rania SiddiqueVP / Director-$0--
Reshmi M SiddiquePres / Director / Treas-$0--
Filing and Contact Details

Filer

Filer Name
Wellness foundation aka
EIN
47-4390056
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Mahmood Siddique
Title
vice president
Phone
8008391754
Signed
2017-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix339 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/PersonNm1Rania Siddique
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Reshmi M Siddique
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP / Dir / Sec
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Pres / Dir / Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Reshmi M Siddique
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Women and Girls Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PRINCETON AREA COMMUNITY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YOUNG WOMENS CHRISTIAN ASSOCIATION OF PRINCETON NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 SEAPORT BLVD MAIL ZONE NCW4B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 SEAPORT BLVD MAIL ZONE NCW4B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215 PRINCESS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt359 PAUL ROBESON PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAWRENCEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208648
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308540
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt040905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012695
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040905
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012695
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03426
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Siddique Reshmi M
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1The Reshmi Siddique Revocable Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03 Fairview Terrace
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13 Fairview Terrace
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Lawrenceville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Lawrenceville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008648
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd108648
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0650000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp TOCQUEVILLE BULLION RE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06880
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17845
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27845
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0The Reshmi Siddique Revocable Trust
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03 Fairview Terrace
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Lawrenceville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd008648
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAHMOOD SIDDIQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vice president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wellness foundation aka
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0The Reshmi & Mahmood Siddique Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0474390056
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06B1EFC400AF5C33D9B3602785388C863E4E2E7C3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520172165000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-08-04T12:05:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,404,630
Liabilities
$0
Net assets
$1,404,630
Revenue
$859,310
Expenses
$48,960
Net income
$810,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.85$0.21$0.65
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$1.79$0.44$1.35
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$1.01$0.16$0.85
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.57$0.12$0.46
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.54$0.05$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.64$0.06$0.58
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.86$0.05$0.81
2015Summary only. Only limited summary data is available for this year.$0.59$0.00$0.61$0.02$0.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $1M-$5M nonprofits