Civic Intelligence

The Wetherell Foundation

990PF • Fiscal year 2017 • EIN 81-4238344

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

$633,787

No earlier filing loaded for comparison.

Net Assets

$633,787

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin99th percentile

Revenue

$662,545

No earlier filing loaded for comparison.

Expenses

$28,758

No earlier filing loaded for comparison.

Net Income

$633,787

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2017: $633,787Liabilities 2017: $0Net Assets 2017: $633,7872017Assets 2018: $781,116Liabilities 2018: $3,722Net Assets 2018: $777,3942018Assets 2019: $773,776Liabilities 2019: $316Net Assets 2019: $773,4602019Assets 2020: $721,248Liabilities 2020: $2,196Net Assets 2020: $719,0522020Assets 2021: $779,342Liabilities 2021: $306Net Assets 2021: $779,0362021Assets 2022: $744,797Liabilities 2022: $646Net Assets 2022: $744,1512022Assets 2023: $728,159Liabilities 2023: $170Net Assets 2023: $727,9892023Assets 2024: $722,987Liabilities 2024: $1,500Net Assets 2024: $721,4872024

Highlighted filing

2017

Assets$633,787
Liabilities$0
Net Assets$633,787
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $662,545Expenses 2017: $28,758Net Income 2017: $633,7872017Revenue 2018: $167,119Expenses 2018: $23,512Net Income 2018: $143,6072018Revenue 2019: $37,752Expenses 2019: $41,686Net Income 2019: -$3,9342019Revenue 2020: $6,105Expenses 2020: $60,513Net Income 2020: -$54,4082020Revenue 2021: $96,882Expenses 2021: $36,898Net Income 2021: $59,9842021Revenue 2022: $28,788Expenses 2022: $63,673Net Income 2022: -$34,8852022Revenue 2023: $29,560Expenses 2023: $45,722Net Income 2023: -$16,1622023Revenue 2024: $41,697Expenses 2024: $48,199Net Income 2024: -$6,5022024

Highlighted filing

2017

Revenue$662,545
Expenses$28,758
Net Income$633,787
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory P Turza JDDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Wetherell Foundation
EIN
81-4238344
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Gregory P Turza
Title
president
Phone
8008391754
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*Gregory P. Turza, Director, President, Secretary, and Treasurer of The Wetherell Foundation (the "Foundation"), is a disqualified person with respect to the Foundation. During taxable year ending December 31, 2017, the Foundation paid $11,775.00 to Gregory P. Turza for legal services as reported in Form 990-PF, Part I, Line 16a.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.0
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022704
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022898
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0194
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022898
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022898
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029466
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022898
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06568
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Estate of J Wetherell - G P Turz
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0626 Busse Hwy
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Park Ridge
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060068
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0646625
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum101
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum111
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum121
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum131
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum141
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum151
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum161
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum171
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum181
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum191
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum201
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum211
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum221
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum231
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum241
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum251
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum261
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum271
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum281
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum291
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum301
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum311
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum321
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum331
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum341
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum351
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum361
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum371
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum381
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum391
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum401
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum411
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum421
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010079
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt16024
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt214170
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt316424
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt44052
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt58338
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt65915
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt714099
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt89598
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt912093
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt105923
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1122228
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1223503
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt139830
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt144473
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt156160
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt169201
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1718139
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1816107
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt198518
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2034912
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt211639
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2212880
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt231329
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt244872
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt254082
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt261517
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt275821
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt281213
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt291539
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3016422
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3116483
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3211119

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$633,787
Liabilities
$0
Net assets
$633,787
Revenue
$662,545
Expenses
$28,758
Net income
$633,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.02$7.21$0.42$0.48$0.07
2023Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.30$0.46$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.45$0.01$7.44$0.29$0.64$0.35
2021Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.97$0.37$0.60
2020Detailed filing. Detailed filing data is available for this year.$7.21$0.02$7.19$0.06$0.61$0.54
2019Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.73$0.38$0.42$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.81$0.04$7.77$1.67$0.24$1.44
2017Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$6.63$0.29$6.34