Civic Intelligence

Wellspring Foundation

990PF • Fiscal year 2023 • EIN 83-6790857

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 05, 2024

Organization Profile
22460 Cedar Ridge RdEdmond, OK 73025

(214) 308-9050

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

8.4%

Higher net margin than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

4th percentile

-85%

Faster asset growth than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

51%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,108

Down $17,635 (-85%) from 2022

Net Assets

Down

$3,108

Down $17,635 (-85%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin60th percentile

Revenue

Up

$25,490

Up $8,610 (+51%) from 2022

Expenses

Up

$23,347

Up $3,005 (+15%) from 2022

Net Income

Up

$2,143

Up $5,605 (+162%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$30K$20K$10K$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $238Liabilities 2020: $0Net Assets 2020: $2382020Assets 2021: $24,205Liabilities 2021: $0Net Assets 2021: $24,2052021Assets 2022: $20,743Liabilities 2022: $0Net Assets 2022: $20,7432022Assets 2023: $3,108Liabilities 2023: $0Net Assets 2023: $3,1082023Assets 2024: $87Liabilities 2024: $0Net Assets 2024: $872024

Highlighted filing

2023

Assets$3,108
Liabilities$0
Net Assets$3,108
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $250Expenses 2020: $12Net Income 2020: $2382020Revenue 2021: $64,028Expenses 2021: $40,061Net Income 2021: $23,9672021Revenue 2022: $16,880Expenses 2022: $20,342Net Income 2022: -$3,4622022Revenue 2023: $25,490Expenses 2023: $23,347Net Income 2023: $2,1432023Revenue 2024: $12,560Expenses 2024: $15,581Net Income 2024: -$3,0212024

Highlighted filing

2023

Revenue$25,490
Expenses$23,347
Net Income$2,143
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corry MazzaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wellspring Foundation
EIN
83-6790857
Address
22460 Cedar Ridge Rd, Edmond, OK 73025

Signing Officer

Name
Corry Mazza
Title
Trustee
Phone
4058455101
Signed
2024-09-05
Discuss with paid preparer
No

Preparer

Firm
Chartered Financial Strategies LLC
Address
4686 MCDERMOTT RD SUITE 206, Plano, TX 75024
Preparer
Sean Monohan
Phone
2143089050
Raw XML Appendix137 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/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0836790857
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plano
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ReturnHeader/PreparerPersonGrp/PhoneNum02143089050
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sean Monohan
ReturnHeader/ReturnTs02024-09-11T16:10:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,108
Liabilities
$0
Net assets
$3,108
Revenue
$25,490
Expenses
$23,347
Net income
$2,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$12.6$15.6$3.02
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$25.5$23.3$2.14
2022Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$16.9$20.3$3.46
2021Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$64.0$40.1$24.0
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.25$0.01$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00