Civic Intelligence

Welltower Charitable Foundation

990PF • Fiscal year 2020 • EIN 81-0981987

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
4500 Dorr StreetToledo, OH 43615

(419) 247-2800

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.09x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

99th percentile

3159%

Faster asset growth than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$316,900

Up $307,177 (+3159%) from 2019

Net Assets

$284,723

No earlier filing loaded for comparison.

Liabilities

Up

$32,177

Up $32,177 from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin95th percentile

Revenue

Up

$341,000

Up $71,525 (+27%) from 2019

Expenses

Down

$66,000

Down $197,695 (-75%) from 2019

Net Income

Up

$275,000

Up $269,220 (+4658%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2019: $9,723Liabilities 2019: $02019Assets 2020: $316,900Liabilities 2020: $32,177Net Assets 2020: $284,7232020Assets 2021: $252,900Liabilities 2021: $0Net Assets 2021: $252,9002021Assets 2022: $17,300Liabilities 2022: $17,843Net Assets 2022: -$5432022Assets 2023: $741,257Liabilities 2023: $64,590Net Assets 2023: $676,6672023Assets 2024: $302,939Liabilities 2024: $0Net Assets 2024: $302,9392024

Highlighted filing

2020

Assets$316,900
Liabilities$32,177
Net Assets$284,723
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $269,475Expenses 2019: $263,695Net Income 2019: $5,7802019Revenue 2020: $341,000Expenses 2020: $66,000Net Income 2020: $275,0002020Revenue 2021: $1,177Expenses 2021: $33,000Net Income 2021: -$31,8232021Revenue 2022: $200,000Expenses 2022: $448,443Net Income 2022: -$248,4432022Revenue 2023: $1,135,000Expenses 2023: $457,790Net Income 2023: $677,2102023Revenue 2024: $102,635Expenses 2024: $476,042Net Income 2024: -$373,4072024

Highlighted filing

2020

Revenue$341,000
Expenses$66,000
Net Income$275,000
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ELLEN PISANELLIPresident-$0--
CHRISTY CONTARDI STONEVice President-$0--
MATTHEW MCQUEENSecretary-$0--
TIM MCHUGHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Welltower Charitable Foundation
EIN
81-0981987
Phone
4192472800
Address
4500 DORR STREET, TOLEDO, OH 43615

Signing Officer

Name
Pam Byrne
Title
President
Phone
4192472800
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
3434 GRANITE CIRCLE, TOLEDO, OH 43617-1160
Preparer
David a Dimanna
Phone
4198436000
Raw XML Appendix335 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143449
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt021000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0913
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0261833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0336421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0433250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0550255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01625846
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0261833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0336421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0433250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0550255
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044087
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01625846
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01581759
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WELLTOWER TRS HOLDCO LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1HEALTHCARE PROPERTY MANAGERS OF AMERICA
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04500 DOOR STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14500 DOOR STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TOLEDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1TOLEDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043615
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd143615
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0316000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WELLTOWER TRS HOLDCO LLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04500 DORR STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TOLEDO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd043615
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM BYRNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04192472800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLTOWER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0810981987
ReturnHeader/Filer/PhoneNum04192472800
ReturnHeader/Filer/USAddress/AddressLine1Txt04500 DORR STREET
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043615
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03434 GRANITE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0436171160
ReturnHeader/PreparerPersonGrp/PhoneNum04198436000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A DIMANNA
ReturnHeader/ReturnTs02021-11-09T12:35:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRNE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,900
Liabilities
$32,177
Net assets
$284,723
Revenue
$341,000
Expenses
$66,000
Net income
$275,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.10$0.48$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.06$0.68$1.14$0.46$0.68
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$0.20$0.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.03$0.28$0.34$0.07$0.28
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.27$0.26$0.01