Civic Intelligence

North America Wales Foundation

EIN 52-1183465 • 501(c)3 • Trumansburg, NY

Profile

Promotion of welsh culture

PO Box 1054Trumansburg, NY 14886

nawalesfoundation.org/index.html

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$0

Down $849,118 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $849,118 (-100%) from 2024

Revenue

Down

$23,723

Down $59,416 (-71%) from 2024

Expenses

Down

$28,922

Down $9,886 (-25%) from 2024

Net Income

Down

-$5,199

Down $49,530 (-112%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $320,678Liabilities 2010: $02010Assets 2011: $325,929Liabilities 2011: $02011Assets 2012: $354,341Liabilities 2012: $02012Assets 2013: $372,187Liabilities 2013: $02013Assets 2014: $387,657Liabilities 2014: $02014Assets 2015: $362,068Liabilities 2015: $02015Assets 2016: $498,913Liabilities 2016: $02016Assets 2017: $632,264Liabilities 2017: $0Net Assets 2017: $632,2642017Assets 2018: $583,884Liabilities 2018: $0Net Assets 2018: $583,8842018Assets 2019: $707,287Liabilities 2019: $0Net Assets 2019: $707,2872019Assets 2020: $681,171Liabilities 2020: $0Net Assets 2020: $681,1712020Assets 2021: $800,509Liabilities 2021: $0Net Assets 2021: $800,5092021Assets 2022: $692,062Liabilities 2022: $0Net Assets 2022: $692,0622022Assets 2023: $745,157Liabilities 2023: $0Net Assets 2023: $745,1572023Assets 2024: $849,118Liabilities 2024: $0Net Assets 2024: $849,1182024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $30,368Expenses 2010: $24,637Net Income 2010: $5,7312010Revenue 2011: $33,916Expenses 2011: $24,463Net Income 2011: $9,4532011Revenue 2012: $43,199Expenses 2012: $31,845Net Income 2012: $11,3542012Revenue 2013: $33,118Expenses 2013: $27,518Net Income 2013: $5,6002013Revenue 2014: $19,838Expenses 2014: $62,297Net Income 2014: -$42,4592014Revenue 2015: $23,149Expenses 2015: $34,790Net Income 2015: -$11,6412015Revenue 2016: $118,870Expenses 2016: $29,051Net Income 2016: $89,8192016Revenue 2017: $139,660Expenses 2017: $42,463Net Income 2017: $97,1972017Revenue 2018: $22,367Expenses 2018: $37,949Net Income 2018: -$15,5822018Revenue 2019: $55,720Expenses 2019: $49,830Net Income 2019: $5,8902019Revenue 2020: $40,036Expenses 2020: $30,918Net Income 2020: $9,1182020Revenue 2021: $26,327Expenses 2021: $34,031Net Income 2021: -$7,7042021Revenue 2022: $28,217Expenses 2022: $32,716Net Income 2022: -$4,4992022Revenue 2023: $24,652Expenses 2023: $37,664Net Income 2023: -$13,0122023Revenue 2024: $83,139Expenses 2024: $38,808Net Income 2024: $44,3312024Revenue 2025: $23,723Expenses 2025: $28,922Net Income 2025: -$5,1992025

Highlighted filing

2025

Revenue$23,723
Expenses$28,922
Net Income-$5,199

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.24$0.29$0.05
2024Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.83$0.39$0.44
2023Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.25$0.38$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.28$0.33$0.04
2021Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.26$0.34$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.40$0.31$0.09
2019Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.56$0.50$0.06
2018Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.22$0.38$0.16
2017Summary only. Only limited summary data is available for this year.$6.32$0.00$6.32$1.40$0.42$0.97
2016Summary only. Only limited summary data is available for this year.$4.99$0.00$1.19$0.29$0.90
2015Summary only. Only limited summary data is available for this year.$3.62$0.00$0.23$0.35$0.12
2014Summary only. Only limited summary data is available for this year.$3.88$0.00$0.20$0.62$0.42
2013Summary only. Only limited summary data is available for this year.$3.72$0.00$0.33$0.28$0.06
2012Summary only. Only limited summary data is available for this year.$3.54$0.00$0.43$0.32$0.11
2011Summary only. Only limited summary data is available for this year.$3.26$0.00$0.34$0.24$0.09
2010Summary only. Only limited summary data is available for this year.$3.21$0.00$0.30$0.25$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Sep 30, 2025
Signed
Feb 9, 2026
Return Version
2025v4.0
Gross Receipts
$23,723
Mission and Program Overview

Mission

Promotion of welsh culture

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$830,501$0▼ $830,501
Cash and Non-Interest-Bearing Accounts$18,617$0▼ $18,617
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$849,118$0▼ $849,118
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$849,118$0▼ $849,118
Total Net Assets Fund Balance$849,118$0▼ $849,118
Total Liabilities and Net Assets / Fund Balance$849,118$0▼ $849,118
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roderic OwenPresident
Laura GorunSecretary
David WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$411
Program Service Revenue
$0
Investment Income
$23,312
Other Revenue
$0
All Other Contributions
$411
Change in Net Assets
$-5,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,234
Other Expenses$11,688
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,234--$17,234
Fees for Services Accounting-$2,445-$2,445
Travel$1,681--$1,681
Insurance-$1,263-$1,263
Office Expenses$902--$902
Advertising$300--$300
Other Expenses$1--$1
Total Functional Expenses$25,214$3,708$0$28,922
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the executive secretary and an officer of the merged organization before filing.

Form 990, Part VI, Section C, Line 18

Financial statements are available upon request.

Form 990, Part VI, Section C, Line 19

Financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
North America Wales Foundation
EIN
52-1183465
Phone
7245441777
Address
PO BOX 1054, TRUMANSBURG, NY 14886

Signing Officer

Name
Megan Williams
Title
Executive Secretary
Phone
7245441777
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Williams
Formed
1980
Legal Domicile
Pa
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
0

Preparer

Firm
Ciuni & Panichi Inc
Address
25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
Preparer
Michael Klein CPA
Phone
2168317171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer to welsh north american association inc. -906,780.

Raw XML Appendix344 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.

Path#Value
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IRS990/AllOtherContributionsAmt0411
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IRS990/BooksInCareOfDetail/PhoneNum07245441777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1054
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/GrantAmt017234
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt017234
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt023723
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/ManagementAndGeneralAmt01263
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt023312
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1WELLS FARGO INVESTMENTS
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1WELSH NORTH AMERICAN ASSOCIATION INC
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt14609 SENECA RD PO BOX 1054
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0TRUMANSBURG
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1TRUMANSBURG
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd014886
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd114886
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE EXECUTIVE SECRETARY AND AN OFFICER OF THE MERGED ORGANIZATION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER TO WELSH NORTH AMERICAN ASSOCIATION INC. -906,780.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0849118
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0849118
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0411
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03708
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025214
IRS990/TotalFunctionalExpensesGrp/TotalAmt028922
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0849118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025214
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023312
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023723
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0849118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01681
IRS990/TravelGrp/TotalAmt01681
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1054
IRS990/USAddress/CityNm0TRUMANSBURG
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014886
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0HTTPS://NAWALESFOUNDATION.ORG/INDEX.HTML
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07245441777
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH AMERICA WALES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0521183465
ReturnHeader/Filer/PhoneNum07245441777
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1054
ReturnHeader/Filer/USAddress/CityNm0TRUMANSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014886
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341322309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CIUNI & PANICHI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025201 CHAGRIN BLVD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225683
ReturnHeader/PreparerPersonGrp/PhoneNum02168317171
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL KLEIN CPA
ReturnHeader/ReturnTs02026-02-09T08:27:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02025

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