Civic Intelligence

Dr Dave Welch Memeorial Foundation Inc

990EZ • Fiscal year 2016 • EIN 63-1281616

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 28, 2017

Organization ProfileN/A
109 Charleston CTMontgomery, AL 36117

(334) 271-2053

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

37th percentile

-1.4%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$9,756

Up $3,043 (+45%) from 2015

Net Assets

Down

$6,079

Down $634 (-9.4%) from 2015

Liabilities

$3,677

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin37th percentile

Revenue

Up

$45,697

Up $905 (+2.0%) from 2015

Expenses

Up

$46,331

Up $969 (+2.1%) from 2015

Net Income

Down

-$634

Down $64 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $8,595Liabilities 2011: $02011Assets 2012: $17,439Liabilities 2012: $02012Assets 2013: $6,182Liabilities 2013: $02013Assets 2014: $7,283Net Assets 2014: $7,2832014Assets 2015: $6,713Net Assets 2015: $6,7132015Assets 2016: $9,756Liabilities 2016: $3,677Net Assets 2016: $6,0792016Assets 2017: $11,355Net Assets 2017: $11,3552017Assets 2018: $2,405Net Assets 2018: $2,4052018Assets 2019: $2,266Net Assets 2019: $2,2662019Assets 2020: $2,413Net Assets 2020: $2,4132020

Highlighted filing

2016

Assets$9,756
Liabilities$3,677
Net Assets$6,079
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $37,840Expenses 2011: $41,396Net Income 2011: -$3,5562011Revenue 2012: $47,015Expenses 2012: $38,171Net Income 2012: $8,8442012Revenue 2013: $40,239Expenses 2013: $51,496Net Income 2013: -$11,2572013Revenue 2014: $45,532Expenses 2014: $44,431Net Income 2014: $1,1012014Revenue 2015: $44,792Expenses 2015: $45,362Net Income 2015: -$5702015Revenue 2016: $45,697Expenses 2016: $46,331Net Income 2016: -$6342016Revenue 2017: $45,400Expenses 2017: $40,124Net Income 2017: $5,2762017Revenue 2018: $28,973Expenses 2018: $37,923Net Income 2018: -$8,9502018Revenue 2019: $35,893Expenses 2019: $36,032Net Income 2019: -$1392019Revenue 2020: $185Expenses 2020: $38Net Income 2020: $1472020

Highlighted filing

2016

Revenue$45,697
Expenses$46,331
Net Income-$634
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 28, 2017
Return Version
2016v3.0
Gross Receipts
$45,697
Mission and Program Overview

Mission

Cancer patient treatments and support.

Program Services

DescriptionGrantsExpenses
COMMON GROUND 4,000-$46,331
MAKE A WISH 5,000--
MONTGOMERY CANCER WELLNESS FOUNDATION 12,000--
JOHN THAYER VOLTZ TRUST 4,000--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA REA POPE WELCHDirector-$0--
DAVID BRIAN WELCHDirector-$0--
JEFFREY WARREN WELCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dr Dave Welch Memeorial Foundation
EIN
63-1281616
Phone
3342712053
Address
109 CHARLESTON CT, MONTGOMERY, AL 36117

Signing Officer

Name
Donna Rea Pope Welch
Title
Director
Phone
3342712053
Signed
2017-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Leon M Kelley & Co Llp
Address
2527 BELL ROAD, MONTGOMERY, AL 36117
Preparer
Leon M Kelley
Phone
3342796464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses benefit expenses 21,173 bank charges 17 postage expense 141 make a wish 5,000 john thayer voltz trust 4,000 montgomery cancer wellnes 12,000 common ground ministry 4,000 total 46,331”

Form 990-ez, Part II, Line 26

“Families in need account 0 3,677”

Form 990-ez, Part III, Line 31

“COMMON GROUND 4,000”

Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DONNA REA POPE WELCH
IRS990EZ/BooksInCareOfDetail/PhoneNum03342712053
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0109 CHARLESTON COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09756
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045697
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-634
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06713
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09756
IRS990EZ/GrossReceiptsAmt045697
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06079
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA REA POPE WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BRIAN WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFREY WARREN WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046331
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CANCER PATIENT TREATMENTS AND SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAKE A WISH 5,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTGOMERY CANCER WELLNESS FOUNDATION 12,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2JOHN THAYER VOLTZ TRUST 4,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COMMON GROUND 4,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046331
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03677
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046331
IRS990EZ/TotalProgramServiceExpensesAmt046331
IRS990EZ/TotalRevenueAmt045697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0235710
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0235732
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047015
IRS990ScheduleA/Total509Grp/TotalAmt0235732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047035
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BENEFIT EXPENSES 21,173 BANK CHARGES 17 POSTAGE EXPENSE 141 MAKE A WISH 5,000 JOHN THAYER VOLTZ TRUST 4,000 MONTGOMERY CANCER WELLNES 12,000 COMMON GROUND MINISTRY 4,000 TOTAL 46,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILIES IN NEED ACCOUNT 0 3,677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMON GROUND 4,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA REA POPE WELCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342712053
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR DAVE WELCH MEMEORIAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0DRDA
ReturnHeader/Filer/EIN0631281616
ReturnHeader/Filer/PhoneNum03342712053
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 CHARLESTON CT
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036117
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07CB644D3F09625409C39BB07E6BBDA2B8E281C59
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CA0B92027D90F5CF8BEB8D911980DB15845DE51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631191475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEON M KELLEY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02527 BELL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036117
ReturnHeader/PreparerPersonGrp/PhoneNum03342796464
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEON M KELLEY
ReturnHeader/ReturnTs02017-08-23T08:36:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,756
Liabilities
$3,677
Net assets
$6,079
Revenue
$45,697
Expenses
$46,331
Net income
-$634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.41$2.41$0.19$0.04$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.27$2.27$35.9$36.0$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.41$2.41$29.0$37.9$8.95
2017Detailed filing. Detailed filing data is available for this year.$11.4$11.4$45.4$40.1$5.28
2016Detailed filing. Detailed filing data is available for this year.$9.76$3.68$6.08$45.7$46.3$0.63
2015Detailed filing. Detailed filing data is available for this year.$6.71$6.71$44.8$45.4$0.57
2014Detailed filing. Detailed filing data is available for this year.$7.28$7.28$45.5$44.4$1.10
2013Summary only. Only limited summary data is available for this year.$6.18$0.00$40.2$51.5$11.3
2012Summary only. Only limited summary data is available for this year.$17.4$0.00$47.0$38.2$8.84
2011Summary only. Only limited summary data is available for this year.$8.60$0.00$37.8$41.4$3.56