Civic Intelligence

Wells Legacy Foundation C/O Robert G Wells

990PF • Fiscal year 2020 • EIN 82-3602316

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 04, 2021

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

5th percentile

-354%

Higher net margin than 5% 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

27th percentile

-9.4%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

40th percentile

-24%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$399,582

Down $41,671 (-9.4%) from 2019

Net Assets

Down

$399,582

Down $41,671 (-9.4%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$15,439

Down $4,943 (-24%) from 2019

Expenses

Down

$70,050

Down $1,708 (-2.4%) from 2019

Net Income

Down

-$54,611

Down $3,235 (-6.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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: $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

2020

Assets$399,582
Liabilities$1
Net Assets$399,582
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$15,439
Expenses$70,050
Net Income-$54,611
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 4, 2021
Return Version
2020v4.0
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
2021-03-04

Preparer

Firm
The Valentino Group
Address
2725 E AUBURN ST, PHILADELPHIA, PA 19134-5620
Preparer
Anthony C Valentino
Phone
2153779322
Raw XML Appendix230 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/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT G WELLS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS CASH - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VARIOUS CASH - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VARIOUS STOCK - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PAID VIA CHECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1PAID VIA PAYPAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2STOCK DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2SEE ATTACHED
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt049315
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118856
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt069541
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012940
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03214328085
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLS LEGACY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT G WELLS
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0823602316
ReturnHeader/Filer/PhoneNum03214328085
ReturnHeader/Filer/USAddress/AddressLine1Txt02415 PIMLICO LANE
ReturnHeader/Filer/USAddress/CityNm0MELBOURNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032934
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461447691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE VALENTINO GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02725 E AUBURN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191345620
ReturnHeader/PreparerPersonGrp/PhoneNum02153779322
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY C VALENTINO
ReturnHeader/ReturnTs02021-03-04T09:20:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$399,582
Liabilities
$1
Net assets
$399,582
Revenue
$15,439
Expenses
$70,050
Net income
-$54,611
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