Civic Intelligence

Dr Dave Welch Memeorial Foundation Inc

990EZ • Fiscal year 2017 • EIN 63-1281616

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

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

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-0.6%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,355

Up $1,599 (+16%) from 2016

Net Assets

Up

$11,355

Up $5,276 (+87%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Down

$45,400

Down $297 (-0.6%) from 2016

Expenses

Down

$40,124

Down $6,207 (-13%) from 2016

Net Income

Up

$5,276

Up $5,910 (+932%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2017

Assets$11,355
Liabilities-
Net Assets$11,355
Open 2017 Filing

Operations Trend

Revenue Growth47th 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

2017

Revenue$45,400
Expenses$40,124
Net Income$5,276
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.3
Gross Receipts
$45,400
Mission and Program Overview

Mission

Cancer patient treatments and support.

Program Services

DescriptionGrantsExpenses
COMMON GROUND 4,000-$40,124
MAKE A WISH 5,000--
MONTGOMERY CANCER WELLNESS FOUNDATION 12,000--
JOHN THAYER VOLTZ TRUST 4,000--
Compensation and Service Providers
Top Officer Pay76th 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
2018-08-14
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 17,874 xtreme outdoors 1,000 john thayer voltz trust 4,000 montgomery cancer wellnes 12,000 common ground ministry 5,000 southeast diabetes 250 total 40,124”

Form 990-ez, Part II, Line 26

“Families in need account 3,677 0”

Form 990-ez, Part III, Line 31

“COMMON GROUND 4,000”

Raw XML Appendix145 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/BOYAmt09756
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011355
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045400
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05276
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09756
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011355
IRS990EZ/GrossReceiptsAmt045400
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06079
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06079
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011355
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/OtherExpensesTotalAmt040124
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/ProgramServiceExpensesAmt040124
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03677
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040124
IRS990EZ/TotalProgramServiceExpensesAmt040124
IRS990EZ/TotalRevenueAmt045400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040238
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0234115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0234117
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040240
IRS990ScheduleA/Total509Grp/TotalAmt0234117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040242
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0234119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BENEFIT EXPENSES 17,874 XTREME OUTDOORS 1,000 JOHN THAYER VOLTZ TRUST 4,000 MONTGOMERY CANCER WELLNES 12,000 COMMON GROUND MINISTRY 5,000 SOUTHEAST DIABETES 250 TOTAL 40,124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILIES IN NEED ACCOUNT 3,677 0
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA REA POPE WELCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03342712053
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
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/AtSubmissionFilingDeviceId07CB644D3F09625409C39BB07E6BBDA2B8E281C59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.37.150.254
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:53:56
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/PreparationDt02018-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEON M KELLEY
ReturnHeader/ReturnTs02018-08-20T16:53:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,355
Liabilities
-
Net assets
$11,355
Revenue
$45,400
Expenses
$40,124
Net income
$5,276
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