Civic Intelligence

Wells Legacy Foundation C/O Robert G Wells

990PF • Fiscal year 2019 • EIN 82-3602316

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 28, 2020

Organization Profile
2415 Pimlico LaneMelbourne, FL 32934

(321) 432-8085

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-252%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-4.4%

Faster asset growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$441,253

Down $20,547 (-4.4%) from 2018

Net Assets

Down

$441,253

Down $20,547 (-4.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Down

$20,382

Down $470,528 (-96%) from 2018

Expenses

Up

$71,758

Up $29,635 (+70%) from 2018

Net Income

Down

-$51,376

Down $500,163 (-111%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$600K$400K$200K$0Assets 2018: $461,800Liabilities 2018: $0Net Assets 2018: $461,8002018Assets 2019: $441,253Liabilities 2019: $0Net 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

2019

Assets$441,253
Liabilities$0
Net Assets$441,253
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$20,382
Expenses$71,758
Net Income-$51,376
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 28, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-08-28
Discuss with paid preparer
Yes

Preparer

Firm
The Valentino Group
Address
2725 E AUBURN ST, PHILADELPHIA, PA 19134-5620
Preparer
Anthony C Valentino
Phone
2153779322
Raw XML Appendix272 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/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048205
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026118
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14711
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET VALUE INCREASE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT
ReasonableCauseExplanation/ExplanationTxt0THE TAXPAYER HAD TROUBLE RETRIEVING THEIR SOURCE DOCUMENTS DUE TO CORONAVIRUS. THIS WAS NOT INTENTIONAL. WE ARE ASKING FOR A WAIVER OF THE LATE PAYMENT PENALTIES ASSOCIATED WITH THE ERROR.
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ReturnHeader/TaxPeriodEndDt02019-12-31
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Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,253
Liabilities
$0
Net assets
$441,253
Revenue
$20,382
Expenses
$71,758
Net income
-$51,376
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