Civic Intelligence

Joseph & Marion Wesley Family Foundation

EIN 83-0469852 • Newtown, PA

Headquarters Farm 645 Pineville RdNewtown, PA 18940
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-97%

Higher net margin than 6% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

18th percentile

-10.0%

Faster asset growth than 18% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

52%

Faster revenue growth than 80% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$623,691

Down $69,136 (-10.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$623,691

Down $69,136 (-10.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin6th percentile

Revenue

Up

$70,984

Up $24,331 (+52%) from 2023

Expenses

Up

$140,120

Up $35,332 (+34%) from 2023

Net Income

Down

-$69,136

Down $11,001 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $658,291Liabilities 2011: $02011Assets 2012: $660,276Liabilities 2012: $0Net Assets 2012: $660,2762012Assets 2013: $843,837Liabilities 2013: $0Net Assets 2013: $843,8372013Assets 2014: $879,179Liabilities 2014: $0Net Assets 2014: $879,1792014Assets 2015: $1,403,878Liabilities 2015: $0Net Assets 2015: $1,403,8782015Assets 2016: $2,626,204Liabilities 2016: $0Net Assets 2016: $2,626,2042016Assets 2017: $2,054,965Liabilities 2017: $0Net Assets 2017: $2,054,9652017Assets 2019: $3,912,162Liabilities 2019: $0Net Assets 2019: $3,912,1622019Assets 2020: $806,952Liabilities 2020: $0Net Assets 2020: $806,9522020Assets 2021: $658,173Liabilities 2021: $0Net Assets 2021: $658,1732021Assets 2022: $750,962Liabilities 2022: $0Net Assets 2022: $750,9622022Assets 2023: $692,827Liabilities 2023: $0Net Assets 2023: $692,8272023Assets 2024: $623,691Liabilities 2024: $0Net Assets 2024: $623,6912024

Highlighted filing

2024

Assets$623,691
Liabilities$0
Net Assets$623,691
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: -$97,379Expenses 2011: $43,384Net Income 2011: -$140,7632011Expenses 2012: $32,7792012Revenue 2013: $1,258,131Expenses 2013: $1,074,570Net Income 2013: $183,5612013Revenue 2014: $687,207Expenses 2014: $652,128Net Income 2014: $35,0792014Revenue 2015: $1,070,185Expenses 2015: $545,486Net Income 2015: $524,6992015Revenue 2016: $1,759,387Expenses 2016: $537,061Net Income 2016: $1,222,3262016Revenue 2017: $1,969,049Expenses 2017: $1,395,954Net Income 2017: $573,0952017Revenue 2019: $3,164,458Expenses 2019: $1,606,458Net Income 2019: $1,558,0002019Revenue 2020: $7,041,875Expenses 2020: $10,147,083Net Income 2020: -$3,105,2082020Revenue 2021: $9,365,078Expenses 2021: $9,513,860Net Income 2021: -$148,7822021Revenue 2022: $3,624,009Expenses 2022: $3,531,220Net Income 2022: $92,7892022Revenue 2023: $46,653Expenses 2023: $104,788Net Income 2023: -$58,1352023Revenue 2024: $70,984Expenses 2024: $140,120Net Income 2024: -$69,1362024

Highlighted filing

2024

Revenue$70,984
Expenses$140,120
Net Income-$69,136
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$623,691
Liabilities
$0
Net assets
$623,691
Revenue
$70,984
Expenses
$140,120
Net income
-$69,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.07$0.14$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.05$0.10$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$3.62$3.53$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$9.37$9.51$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$7.04$10.1$3.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$3.16$1.61$1.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$1.97$1.40$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$1.76$0.54$1.22
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.07$0.55$0.52
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.69$0.65$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.26$1.07$0.18
2012Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.10$0.04$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH L WESLEY SRTrustee-$0--
MARION M WESLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wesley Joseph & Marion Family Foundation
EIN
83-0469852
Phone
2155987770
Address
HEADQUARTERS FARM 645 PINEVILLE RD, NEWTOWN, PA 18940

Signing Officer

Name
Joseph Wesley
Title
Trustee
Phone
2155987770
Signed
2025-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Kreischer Miller
Address
100 WITMER ROAD SUITE 350, HORSHAM, PA 19044-2369
Preparer
Allison Shoemaker
Phone
2154414600
Raw XML Appendix288 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0135000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEFFERSON HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 SOUTH 11TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135000
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/AppliedToCurrentYearAmt031654
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt067203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03389559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09410433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010055516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01447827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01447827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023026057
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0103346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt067203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03389559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09410433
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010055516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0135000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0103346
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024473884
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024370538
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03593
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03438
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03438
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt028905
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028905
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH WESLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155987770
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY JOSEPH & MARION FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0830469852
ReturnHeader/Filer/PhoneNum02155987770
ReturnHeader/Filer/USAddress/AddressLine1Txt0HEADQUARTERS FARM 645 PINEVILLE RD
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231980475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KREISCHER MILLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WITMER ROAD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HORSHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190442369
ReturnHeader/PreparerPersonGrp/PhoneNum02154414600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON SHOEMAKER
ReturnHeader/ReturnTs02025-07-29T09:34:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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