Civic Intelligence

The Richard D Wells Foundation

990PF • Fiscal year 2012 • EIN 63-1212621

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 14, 2013

1340 Sledge Drive36606
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

47th percentile

-0.5%

Faster asset growth than 47% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$432,376

Down $2,045 (-0.5%) from 2011

Net Assets

Down

$432,376

Down $2,045 (-0.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,715

Up $9,448 (+55%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $434,421Liabilities 2011: $0Net Assets 2011: $434,4212011Assets 2012: $432,376Liabilities 2012: $0Net Assets 2012: $432,3762012Assets 2013: $443,414Liabilities 2013: $0Net Assets 2013: $443,4142013Assets 2014: $450,362Liabilities 2014: $0Net Assets 2014: $450,3622014Assets 2015: $458,421Liabilities 2015: $0Net Assets 2015: $458,4212015Assets 2016: $457,542Liabilities 2016: $0Net Assets 2016: $457,5422016Assets 2017: $455,393Liabilities 2017: $0Net Assets 2017: $455,3932017Assets 2018: $448,596Liabilities 2018: $0Net Assets 2018: $448,5962018Assets 2019: $435,279Liabilities 2019: $0Net Assets 2019: $435,2792019Assets 2020: $466,079Liabilities 2020: $0Net Assets 2020: $466,0792020Assets 2021: $480,121Liabilities 2021: $0Net Assets 2021: $480,1212021Assets 2022: $459,249Liabilities 2022: $0Net Assets 2022: $459,2492022Assets 2023: $402,650Liabilities 2023: $0Net Assets 2023: $402,6502023Assets 2024: $392,531Liabilities 2024: $0Net Assets 2024: $392,5312024

Highlighted filing

2012

Assets$432,376
Liabilities$0
Net Assets$432,376

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $17,2672011Expenses 2012: $26,7152012Revenue 2013: $21,912Expenses 2013: $20,668Net Income 2013: $1,2442013Revenue 2014: $21,239Expenses 2014: $18,845Net Income 2014: $2,3942014Revenue 2015: $17,993Expenses 2015: $18,822Net Income 2015: -$8292015Revenue 2016: $14,513Expenses 2016: $12,794Net Income 2016: $1,7192016Revenue 2017: $17,458Expenses 2017: $23,867Net Income 2017: -$6,4092017Revenue 2018: $18,698Expenses 2018: $23,999Net Income 2018: -$5,3012018Revenue 2019: $16,729Expenses 2019: $25,065Net Income 2019: -$8,3362019Revenue 2020: $31,362Expenses 2020: $8,937Net Income 2020: $22,4252020Revenue 2021: $38,994Expenses 2021: $24,952Net Income 2021: $14,0422021Revenue 2022: $19,317Expenses 2022: $40,189Net Income 2022: -$20,8722022Revenue 2023: -$17,992Expenses 2023: $38,607Net Income 2023: -$56,5992023Revenue 2024: $64,666Expenses 2024: $73,039Net Income 2024: -$8,3732024

Highlighted filing

2012

Revenue-
Expenses$26,715
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 14, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL KALIFEHDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLARCHEFUND RAISERPAIDMOBILE, AL, US$7,000
Paid GrantTEAM FOCUSFUND RAISERPAIDMOBILE, AL, US$6,100
Paid GrantST JUDE'SFUND RAISERPAIDFOLEY, AL, US$3,100
Paid GrantCENTER FOR FAMILY ANDFUND RAISERPAIDMOBILE, AL, US$1,570
Paid GrantMCGILL TOOLEN HIGHFUND RAISERPAIDMOBILE, AL, US$1,500
Paid GrantMULTIPLE SCLEROSISFUND RAISERPAIDMOBILE, AL, US$100
Filing and Contact Details

Filer

EIN
63-1212621
Raw XML Appendix273 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0471603
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0RAYMOND JAMES
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0999999
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount024668
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/BusinessCode0999999
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/UnrelatedBusinessIncomeAmount02
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount024670
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA024670
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0560
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0282
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01653
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/UnrestrictedBOY0434421
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis176129
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-10-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0COMMON STOCK
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice016000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2045
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0432376
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0432376
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0380
IRS990PF/DistributableAmount/TotalTax0380
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0380
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0380
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0380
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0473666
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PAUL KALIFEH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101506 CAPTAIN ONEAL DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DAPHNE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0AL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode036526
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0190
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.000000
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0190
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.000000
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0PAUL KALIFEH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03344760314
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101340 SLEDGE DR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MOBILE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0AL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode036606
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0AL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUND RAISER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FUND RAISER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FUND RAISER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FUND RAISER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4FUND RAISER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5FUND RAISER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ST JUDE'S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13TEAM FOCUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MCGILL TOOLEN HIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MULTIPLE SCLEROSIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PAID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PAID
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MOBILE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MOBILE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode336606
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode536606
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05783
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05783
TaxesSchedule/Taxes/Amount0451
TaxesSchedule/Taxes/NetInvestmentIncome0451
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0631212621
ReturnHeader/Filer/Name/BusinessNameLine10THE RICHARD D WELLS FOUNDATION
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/Phone02514760314
ReturnHeader/Filer/USAddress/AddressLine101340 SLEDGE DRIVE
ReturnHeader/Filer/USAddress/City0MOBILE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036606
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-14
ReturnHeader/Officer/Name0PAUL KALIFEH
ReturnHeader/Officer/Phone02514760314
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-08-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KALIFEH BEDSOLE & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101340 SLEDGE DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MOBILE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0366063034
ReturnHeader/Preparer/Name0KENNETH BEDSOLE
ReturnHeader/Preparer/Phone02514760314
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-14T13:11:26-07:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.65$0.73$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.18$0.39$0.57
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.19$0.40$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.39$0.25$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.31$0.09$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.17$0.25$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.19$0.24$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.17$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.15$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.18$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.21$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.22$0.21$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.17