Civic Intelligence

Wells Legacy Foundation

EIN 82-3602316 • Melbourne, FL

2415 Pimlico LaneMelbourne, FL 32934
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-33%

Faster asset growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

96th percentile

250%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$142,608

Down $86,957 (-38%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$142,608

Down $86,957 (-38%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin65th percentile

Revenue

Up

$366,479

Up $351,986 (+2429%) from 2023

Expenses

Up

$327,765

Up $210,878 (+180%) from 2023

Net Income

Up

$38,714

Up $141,108 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $461,800Liabilities 2018: $0Net Assets 2018: $461,8002018Assets 2019: $441,253Liabilities 2019: $1Net Assets 2019: $441,2532019Assets 2020: $399,582Liabilities 2020: $1Net Assets 2020: $399,5822020Assets 2021: $363,274Liabilities 2021: $1Net Assets 2021: $363,2742021Assets 2022: $317,719Liabilities 2022: $1Net Assets 2022: $317,7192022Assets 2023: $229,565Liabilities 2023: $1Net Assets 2023: $229,5652023Assets 2024: $142,608Liabilities 2024: $0Net Assets 2024: $142,6082024

Highlighted filing

2024

Assets$142,608
Liabilities$0
Net Assets$142,608
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2018: $490,910Expenses 2018: $42,123Net Income 2018: $448,7872018Revenue 2019: $20,382Expenses 2019: $71,758Net Income 2019: -$51,3762019Revenue 2020: $15,439Expenses 2020: $70,050Net Income 2020: -$54,6112020Revenue 2021: $25,709Expenses 2021: $76,598Net Income 2021: -$50,8892021Revenue 2022: $29,995Expenses 2022: $78,621Net Income 2022: -$48,6262022Revenue 2023: $14,493Expenses 2023: $116,887Net Income 2023: -$102,3942023Revenue 2024: $366,479Expenses 2024: $327,765Net Income 2024: $38,7142024

Highlighted filing

2024

Revenue$366,479
Expenses$327,765
Net Income$38,714
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,608
Liabilities
$0
Net assets
$142,608
Revenue
$366,479
Expenses
$327,765
Net income
$38,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$3.66$3.28$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.14$1.17$1.02
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.30$0.79$0.49
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.26$0.77$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.15$0.70$0.55
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.20$0.72$0.51
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$4.91$0.42$4.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G WELLSOfficer/Trus-$0--
Filing and Contact Details

Filer

Filer Name
Wells Legacy Foundation
EIN
82-3602316
Phone
3214328085
Address
2415 PIMLICO LANE, MELBOURNE, FL 32934

Signing Officer

Name
Robert G Wells
Title
Officer/trustee
Phone
3214328085
Signed
2025-07-08
Discuss with paid preparer
Yes

Preparer

Firm
The Valentino Group LLC
Address
PO BOX K, YARDLEY, PA 19067
Preparer
Anthony C Valentino
Phone
2153779322
Raw XML Appendix237 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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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