Civic Intelligence

The Richard D Wells Foundation

990PF • Fiscal year 2018 • EIN 63-1212621

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 09, 2019

Organization Profile
3224 Executive Park CircleMobile, AL 36606

(251) 476-0314

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$448,596

Down $6,797 (-1.5%) from 2017

Net Assets

Down

$448,596

Down $6,797 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Up

$18,698

Up $1,240 (+7.1%) from 2017

Expenses

Up

$23,999

Up $132 (+0.6%) from 2017

Net Income

Up

-$5,301

Up $1,108 (+17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2018

Assets$448,596
Liabilities$0
Net Assets$448,596
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

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

2018

Revenue$18,698
Expenses$23,999
Net Income-$5,301
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL KALIFEHDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Richard D Wells Foundation
EIN
63-1212621
Phone
2514760314
Address
3224 EXECUTIVE PARK CIRCLE, MOBILE, AL 36606

Signing Officer

Name
Paul Kalifeh
Title
President
Phone
2514760314
Signed
2019-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Kalifeh Bedsole Adams PC
Address
3224 Executive Park Cir, Mobile, AL 36606
Preparer
Paul Kalifeh
Phone
2514760314
Raw XML Appendix340 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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ReturnHeader/BusinessOfficerGrp/PhoneNum02514760314
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARD D WELLS FOUNDATION
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ReturnHeader/Filer/PhoneNum02514760314
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ReturnHeader/FilingSecurityInformation/IPTm013:25:46
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03224 Executive Park Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mobile
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ReturnHeader/PreparerPersonGrp/PhoneNum02514760314
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Kalifeh
ReturnHeader/ReturnTs02019-07-09T13:25:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$448,596
Liabilities
$0
Net assets
$448,596
Revenue
$18,698
Expenses
$23,999
Net income
-$5,301
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