Civic Intelligence

John H Wellons Foundation Inc.

990 • Fiscal year 2013 • EIN 56-6061476

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 05, 2014

Organization ProfileN/A
PO Box 125428335

(910) 892-0436

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

20th percentile

0.07x

Higher debt load relative to revenue than 20% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

68th percentile

8.8%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,273,521

Up $1,073,743 (+8.8%) from 2012

Net Assets

Up

$13,141,686

Up $1,067,165 (+8.8%) from 2012

Liabilities

Up

$131,835

Up $6,578 (+5.3%) from 2012

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin91st percentile

Revenue

$2,001,817

No earlier filing loaded for comparison.

Expenses

Up

$934,650

Up $166,639 (+22%) from 2012

Net Income

$1,067,167

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$30M$20M$10M$0Assets 2010: $9,470,191Liabilities 2010: $51,650Net Assets 2010: $9,418,5412010Assets 2011: $10,272,247Liabilities 2011: $63,280Net Assets 2011: $10,208,9672011Assets 2012: $12,199,778Liabilities 2012: $125,257Net Assets 2012: $12,074,5212012Assets 2013: $13,273,521Liabilities 2013: $131,835Net Assets 2013: $13,141,6862013Assets 2014: $13,997,181Liabilities 2014: $64,415Net Assets 2014: $13,932,7662014Assets 2015: $14,803,686Liabilities 2015: $55,634Net Assets 2015: $14,748,0522015Assets 2016: $15,598,188Liabilities 2016: $83,298Net Assets 2016: $15,514,8902016Assets 2017: $16,529,664Liabilities 2017: $96,897Net Assets 2017: $16,432,7672017Assets 2018: $16,818,650Liabilities 2018: $137,095Net Assets 2018: $16,681,5552018Assets 2019: $18,754,673Liabilities 2019: $139,449Net Assets 2019: $18,615,2242019Assets 2020: $20,266,130Liabilities 2020: $518,230Net Assets 2020: $19,747,9002020Assets 2021: $22,578,351Liabilities 2021: $114,921Net Assets 2021: $22,463,4302021Assets 2022: $21,542,491Liabilities 2022: $124,483Net Assets 2022: $21,418,0082022Assets 2023: $22,778,853Liabilities 2023: $160,217Net Assets 2023: $22,618,6362023Assets 2024: $24,156,478Liabilities 2024: $129,790Net Assets 2024: $24,026,6882024

Highlighted filing

2013

Assets$13,273,521
Liabilities$131,835
Net Assets$13,141,686
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $621,5262010Expenses 2011: $679,8792011Expenses 2012: $768,0112012Revenue 2013: $2,001,817Expenses 2013: $934,650Net Income 2013: $1,067,1672013Revenue 2014: $1,929,839Expenses 2014: $1,138,759Net Income 2014: $791,0802014Revenue 2015: $1,937,124Expenses 2015: $1,121,838Net Income 2015: $815,2862015Revenue 2016: $1,773,984Expenses 2016: $1,007,146Net Income 2016: $766,8382016Revenue 2017: $2,153,652Expenses 2017: $1,235,775Net Income 2017: $917,8772017Revenue 2018: $1,304,386Expenses 2018: $1,055,598Net Income 2018: $248,7882018Revenue 2019: $2,946,962Expenses 2019: $1,013,293Net Income 2019: $1,933,6692019Revenue 2020: $2,106,906Expenses 2020: $974,230Net Income 2020: $1,132,6762020Revenue 2021: $3,828,400Expenses 2021: $1,112,870Net Income 2021: $2,715,5302021Revenue 2022: $1,699,013Expenses 2022: $1,051,185Net Income 2022: $647,8282022Revenue 2023: $1,824,812Expenses 2023: $1,130,086Net Income 2023: $694,7262023Revenue 2024: $2,021,780Expenses 2024: $1,054,755Net Income 2024: $967,0252024

Highlighted filing

2013

Revenue$2,001,817
Expenses$934,650
Net Income$1,067,167
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 5, 2014
Return Version
2013v3.1
Gross Receipts
$2,431,031
Mission and Program Overview

Mission

Charitable giving, student loans, elderly housing

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,108,620$3,530,914▲ $1,422,294
Investments Program Related$3,485,709$3,498,438▲ $12,729
Cash and Non-Interest-Bearing Accounts$3,284,399$2,991,956▼ $292,443
Land, Buildings, and Equipment, Net$1,757,853$1,707,077▼ $50,776
Savings and Temporary Cash Investments$497,023$498,775▲ $1,752
Other Notes and Loans Receivable, Net$404,715$362,688▼ $42,027
Accounts Receivable$49,194$62,150▲ $12,956
Prepaid Expenses and Deferred Charges$27,228$28,733▲ $1,505
Total Assets$12,199,778$13,273,521▲ $1,073,743
Other Assets Total$585,037$592,790▲ $7,753
Liabilities
Accounts Payable and Accrued Expenses$122,209$127,785▲ $5,576
Other Liabilities$3,050$4,050▲ $1,000
Total Liabilities$125,259$131,835▲ $6,576
Net Assets / Fund Balance
Unrestricted Net Assets$11,993,519$13,060,686▲ $1,067,167
Temporarily Rstr Net Assets$81,000$81,000→ $0
Total Net Assets Fund Balance$12,074,519$13,141,686▲ $1,067,167
Total Liabilities and Net Assets / Fund Balance$12,199,778$13,273,521▲ $1,073,743

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,498,438--
Buildings$976,996$510,271-
Land$547,400--
Equipment$59,249$142,838-
Leasehold Improvements$123,432$145,426-
Other Assets Org$592,790--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Shirley P GodwinAsst. Sec/Treasurer/Director
Daneel L Le RouxDirector
Gene T JerniganDirector
John H Wellons JrPres./Director
Llewellyn T JerniganSecr./Tr./Director
Sylvia W CraftV. Pres./Director
Revenue and Support

Revenue Composition

Contributions and Grants
$137,766
Program Service Revenue
$863,280
Investment Income
$345,410
Other Revenue
$655,361
All Other Contributions
$137,766
Change in Net Assets
$1,067,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$512,488
Other Expenses$422,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$430,440$0$0$430,440
Fees for Services Management$129,700$0$0$129,700
Other Expenses$98,688$0$0$98,688
Other Employee Benefits$49,052$0$0$49,052
Travel$39,038$0$0$39,038
Office Expenses$32,130$0$0$32,130
Payroll Taxes$27,109$0$0$27,109
Depreciation Depletion$17,511$0$0$17,511
Conferences and Meetings$6,171$0$0$6,171
Pension Plan Contributions$5,887$0$0$5,887
Fees for Services Accounting$3,100$0$0$3,100
Fees for Services Legal$1,485$0$0$1,485
Occupancy$446$0$0$446
Total Functional Expenses$934,650$0$0$934,650
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$4,050
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
56-6061476
Phone
9108920436

Signing Officer

Name
John H Wellons Jr
Title
President
Phone
9108920436
Signed
2014-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John H Wellons Jr
Formed
1950
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
88
Volunteers
0

Preparer

Preparer
Matthew a Patterson CPA
Phone
9107381448
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“Documents available for inspection at organization's office.”

Pt III, Line 2

“N/A”

Pt III, Line 3

“N/A”

Pt V, Line 3B

“N/A”

Pt V, Line 13A

“N/A”

Pt V, Line 14B

“N/A”

Pt VI, Line 1A

“N/A”

Pt VI, Line 2

“N/A”

Pt VI, Line 3

“N/A”

Pt VI, Line 4

“N/A”

Pt VI, Line 5

“N/A”

Pt VI, Line 6

“N/A”

Pt VI, Line 7A

“N/A”

Pt VI, Line 7B

“N/A”

Pt VI, Line 8A

“N/A”

Pt VI, Line 8B

“N/A”

Pt VI, Line 10B

“N/A”

Pt VI, Line 11B

“N/A”

Pt VI, Line 12C

“N/A”

Pt VI, Line 15A

“N/A”

Pt VI, Line 15B

“N/A”

Pt XI

“Temporarily restricted cash deposits”

Pt VI, Line 18

“N/A”

Pt VI, Line 19

“N/A”

Pt VII, Col (E)

“N/A”

Raw XML AppendixShowing 400 of 470 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Pt VII, Col (E)
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,273,521
Liabilities
$131,835
Net assets
$13,141,686
Revenue
$2,001,817
Expenses
$934,650
Net income
$1,067,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$0.13$24.0$2.02$1.05$0.97
2023Detailed filing. Detailed filing data is available for this year.$22.8$0.16$22.6$1.82$1.13$0.69
2022Detailed filing. Detailed filing data is available for this year.$21.5$0.12$21.4$1.70$1.05$0.65
2021Detailed filing. Detailed filing data is available for this year.$22.6$0.11$22.5$3.83$1.11$2.72
2020Detailed filing. Detailed filing data is available for this year.$20.3$0.52$19.7$2.11$0.97$1.13
2019Detailed filing. Detailed filing data is available for this year.$18.8$0.14$18.6$2.95$1.01$1.93
2018Detailed filing. Detailed filing data is available for this year.$16.8$0.14$16.7$1.30$1.06$0.25
2017Detailed filing. Detailed filing data is available for this year.$16.5$0.10$16.4$2.15$1.24$0.92
2016Detailed filing. Detailed filing data is available for this year.$15.6$0.08$15.5$1.77$1.01$0.77
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.06$14.7$1.94$1.12$0.82
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.06$13.9$1.93$1.14$0.79
2013Detailed filing. Detailed filing data is available for this year.$13.3$0.13$13.1$2.00$0.93$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.13$12.1$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.06$10.2$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$0.05$9.42$0.62