Civic Intelligence

Welch Family Foundation

EIN 85-1630318 • Naples, FL

8625 Tamiami Trail North 202Naples, FL 34108
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

24th percentile

-22%

Higher net margin than 24% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $126,101 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $126,101 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin24th percentile

Revenue

Up

$8,198

Up $3,710 (+83%) from 2023

Expenses

Up

$10,019

Up $158 (+1.6%) from 2023

Net Income

Up

-$1,821

Up $3,552 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2020: $143,533Liabilities 2020: $1Net Assets 2020: $143,5332020Assets 2021: $142,453Liabilities 2021: $1Net Assets 2021: $142,4532021Assets 2022: $131,474Liabilities 2022: $1Net Assets 2022: $131,4742022Assets 2023: $126,101Liabilities 2023: $0Net Assets 2023: $126,1012023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $143,540Expenses 2020: $7Net Income 2020: $143,5332020Revenue 2021: $10,329Expenses 2021: $11,409Net Income 2021: -$1,0802021Revenue 2022: -$2,005Expenses 2022: $8,974Net Income 2022: -$10,9792022Revenue 2023: $4,488Expenses 2023: $9,861Net Income 2023: -$5,3732023Revenue 2024: $8,198Expenses 2024: $10,019Net Income 2024: -$1,8212024

Highlighted filing

2024

Revenue$8,198
Expenses$10,019
Net Income-$1,821
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$8,198
Expenses
$10,019
Net income
-$1,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.04$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.02$0.09$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.44$0.00$1.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY W WELCHTrustee-$0--
SANDRA SCHEID WELCHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBREAKTHROUGH MIAMIGENERAL PURPOSESPCMIAMI, FL, US$6,100
Paid GrantRISE INTERNATIONALGENERAL PURPOSESPCWINNETKA, IL, US$2,500
Filing and Contact Details

Filer

Filer Name
Welch Family Foundation
EIN
85-1630318
Phone
2393161400
Address
8625 TAMIAMI TRAIL NORTH 202, NAPLES, FL 34108

Signing Officer

Name
Gregory W Welch
Title
Trustee
Phone
2393161400
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Harrison Llp
Address
333 W WACKER DRIVE SUITE 1700, CHICAGO, IL 60606
Preparer
Margaret a Nagela
Phone
3123321111
Raw XML Appendix291 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02559
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06041
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07709
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05150
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06041
LiquidationExplanationStmt/ExplanationTxt0DUE TO THE FOUNDATION'S SIZE AND THE CHANGING NEEDS OF THE FAMILY, THE FOUNDATION IS BEING TERMINATED AND ANY REMAINING ASSETS WILL BE SENT TO THE FOLLOWING DAF: AMERICAN ENDOWMENT FOUNDATION 5700 DARROW ROAD; SUITE 118 HUDSON, OH 44236
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0124280
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FINAL DISTRIBUTION OF ASSETS TO DAF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01308
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01308
TaxesSchedule/TaxesDetail/Amt0111
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0111
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY W WELCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02393161400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELCH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT T NAPIER HARRISON LLP
ReturnHeader/Filer/BusinessNameControlTxt0WELC
ReturnHeader/Filer/EIN0851630318
ReturnHeader/Filer/PhoneNum02393161400
ReturnHeader/Filer/USAddress/AddressLine1Txt08625 TAMIAMI TRAIL NORTH 202
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320077509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 W WACKER DRIVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03123321111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A NAGELA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-09T13:03:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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