Civic Intelligence

Terry Lee Wells Foundation

990PF • Fiscal year 2012 • EIN 88-0431758

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
PO Box 7080689570-0806
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$30,000

Higher top officer pay than 92% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,496,798

Down $671,278 (-13%) from 2011

Net Assets

Down

$4,496,798

Down $671,278 (-13%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$946,219

Up $620,334 (+190%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,244,825Liabilities 2010: $0Net Assets 2010: $5,244,8252010Assets 2011: $5,168,076Liabilities 2011: $0Net Assets 2011: $5,168,0762011Assets 2012: $4,496,798Liabilities 2012: $0Net Assets 2012: $4,496,7982012Assets 2013: $3,891,683Liabilities 2013: $1Net Assets 2013: $3,891,6832013Assets 2014: $3,782,484Liabilities 2014: $1Net Assets 2014: $3,782,4842014Assets 2015: $2,895,773Liabilities 2015: $1Net Assets 2015: $2,895,7732015Assets 2016: $2,079,938Liabilities 2016: $0Net Assets 2016: $2,079,9382016Assets 2017: $1,167,822Liabilities 2017: $0Net Assets 2017: $1,167,8222017

Highlighted filing

2012

Assets$4,496,798
Liabilities$0
Net Assets$4,496,798
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,500,2112010Expenses 2011: $325,8852011Expenses 2012: $946,2192012Revenue 2013: $413,623Expenses 2013: $1,064,305Net Income 2013: -$650,6822013Revenue 2014: $539,257Expenses 2014: $397,567Net Income 2014: $141,6902014Revenue 2015: $316,996Expenses 2015: $1,045,778Net Income 2015: -$728,7822015Revenue 2016: $201,490Expenses 2016: $900,805Net Income 2016: -$699,3152016Revenue 2017: $84,756Expenses 2017: $982,426Net Income 2017: -$897,6702017

Highlighted filing

2012

Revenue-
Expenses$946,219
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN E WELLSPresidentPT$30,000-$30,000
CHARLOTTE MCCONNELLTreasuerPT$12,000-$12,000
LYNN S ATCHESONSecretaryPT$6,900-$6,900
SHERRIE CARTINELLADirectorPT$6,300-$6,300
ELOISE ESSERDirectorPT$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEVADA DISCOVERY MUSEUMGENERAL PURPOSE501(C)(3)RENO, NV, US$385,000
Paid GrantHIGH SIERRA INDUSTRIES (WARC)GENERAL PURPOSE501(C)(3)RENO, NV, US$246,725
Paid GrantNEVADA DIABETES ASSOCIATIONGENERAL PURPOSE501(C)(3)RENO, NV, US$30,000
Paid GrantNEVADA MUSEUM OF ARTGENERAL PURPOSE501(C)(3)RENO, NV, US$25,000
Paid GrantSIERRA NEVADA JOURNEYSGENERAL PURPOSE501(C)(3)RENO, NV, US$10,550
Paid GrantBOYS & GIRLS CLUB OF TRUCKEE MEADOWSGENERAL PURPOSE501(C)(3)RENO, NV, US$10,000
Paid GrantCOMMUNITY CHEST INCGENERAL PURPOSE501(C)(3)VIRGINIA CITY, NV, US$10,000
Paid GrantFOOD BANK OF NORTHERN NEVADAGENERAL PURPOSE501(C)(3)MCCARRAN, NV, US$10,000
Paid GrantHOUSE CALLS LTDGENERAL PURPOSE501(C)(3)FERNLEY, NV, US$10,000
Paid GrantAUSTIN'S HOUSEGENERAL PURPOSE501(C)(3)MINDEN, NV, US$5,000
Paid GrantCARE CHEST OF SIERRA NEVADAGENERAL PURPOSE501(C)(3)RENO, NV, US$5,000
Paid GrantHAWC INCGENERAL PURPOSE501(C)(3)RENO, NV, US$5,000
Paid GrantNORTHERN NEVADA CHILDREN'S CANCER FOUNDATIONGENERAL PURPOSE501(C)(3)RENO, NV, US$5,000
Paid GrantNOTE-ABLE MUSIC THERAPY SERVICESGENERAL PURPOSE501(C)(3)SPARKS, NV, US$5,000
Paid GrantRENO PHILHARMONIC ASSOCIATIONGENERAL PURPOSE501(C)(3)RENO, NV, US$5,000
Paid GrantSAFE EMBRACEGENERAL PURPOSE501(C)(3)RENO, NV, US$5,000
Paid GrantSPECIAL RECREATION SERVICES INCGENERAL PURPOSE501(C)(3)RENO, NV, US$5,000
Paid GrantTHE HOLLAND PROJECTGENERAL PURPOSE501(C)(3)RENO, NV, US$5,000
Paid GrantREBUILDING TOGETHER NORTHWEST NEVADAGENERAL PURPOSE501(C)(3)RENO, NV, US$3,900
Paid GrantCITICAREGENERAL PURPOSE501(C)(3)RENO, NV, US$3,500
Paid GrantKIDS & HORSES INCGENERAL PURPOSE501(C)(3)MINDEN, NV, US$2,700
Paid GrantWELLS FAMILY RESOURCE AND CULTURAL CENTERGENERAL PURPOSE501(C)(3)WELLS, NV, US$2,700
Paid GrantCHILD ASSAULT PREVENTION PROJECTGENERAL PURPOSE501(C)(3)RENO, NV, US$2,500
Paid GrantNEVADA WOMEN'S FUNDGENERAL PURPOSE501(C)(3)RENO, NV, US$2,500
Paid GrantSTEP 2 INCGENERAL PURPOSE501(C)(3)RENO, NV, US$2,500
Paid GrantTAHOE YOUTH & FAMILY SERVICESGENERAL PURPOSE501(C)(3)GARDNERVILLE, NV, US$2,500
Paid GrantVOLUTEERS OF AMERICAGENERAL PURPOSE501(C)(3)RENO, NV, US$2,500
Paid GrantTAHOE SAFE ALLIANCEGENERAL PURPOSE501(C)(3)INCLINE VILLAGE, NV, US$2,025
Paid GrantBOYS & GIRLS CLUB OF WESTERN NEVADAGENERAL PURPOSE501(C)(3)CARSON CITY, NV, US$1,500
Paid GrantCASA DE VIDAGENERAL PURPOSE501(C)(3)RENO, NV, US$1,500
Paid GrantASSOCIATION OF SMALL FOUNDATIONSGENERAL PURPOSE501(C)(3)WINOOSKI, VT, US$1,000
Paid GrantJOHNSON O'MALLEY PROGRAMGENERAL PURPOSE501(C)(3)NIXON, NV, US$1,000
Filing and Contact Details

Filer

EIN
88-0431758
Raw XML AppendixShowing 400 of 953 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82,423.71 SHS - DODGE & COX INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9539.183 SHS - DODGE & COX INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10819.739 SHS - PIMCO COMMODITY REAL RETURN STRAT CL INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112,162.931 SHS - PIMCO COMMIDITY REAL RETURN STRAT CL INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset126,034.13 SHS - PRINCIPAL HIGH YIELD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132,684.518 SHS - PRINCIPAL HIGH YIELD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14958.821 SHS - T ROWE PRICE EQUITY INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset151,240 SHS - T ROWE PRICE EQUITY INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16619.898 SHS - T ROWE PRICE GROWTH STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171,193 SHS - T ROWE PRICE GROWTH STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset181,274.023 SHS - T ROWE PRICE GROWTH STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset193,658.681 SHS - PIMCO REAL RETURN FUND INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20393.192 SHS - PIMCO REAL RETURN FUND INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21775.313 SHS - PIMCO TOTAL RETURN FUND INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset222,493.689 SHS - PIMCO TOTAL RETURN FUND INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset231,131.008 SHS - ROYCE OPPORTUNITY FUND SERVICE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241,495.727 SHS - ROYCE OPPORTUNITY FUND SERVICE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset251,655.706 SHS - SCHRODER EMERGING MRKTS EQUITY INV CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset261,548.261 SHS - SHRODER EMERGING MRKTS EQUITY INV CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset272,360.648 SHS - TEMPLETON GLOBAL BOND FUND ADV CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset283,123.118 SHS - TEMPLETON GLOBAL BOND FUND ADV CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset292,803.545 SHS - VANGUARD S/T INVESTMENT GRADE FUND INV CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30553.768 SHS - VANGUARD S/T INVESTMENT GRADE FUND INV CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31301.971 SHS - VANGUARD 500 INDEX FD SIGNAL SHRS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32425.516 SHS - VANGUARD 500 INDEX FD SIGNAL SHRS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33200 SHS - VANGUARD 500 INDEX FD SIGNAL SHRS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset341,250.166 SHS - T ROWE PRICE EQUITY INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21492
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses52459
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-1564
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8618
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9296
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-1591
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-2391
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20561
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice725000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3596109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-671278
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04496798
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY05168076
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04496798
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0243561
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0243561
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0243561
IRS990PF/DistributableAmount/MinimumInvestmentReturn0245106
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01545
IRS990PF/DistributableAmount/TotalTax01545
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01895
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment03440
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01545
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01895
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01545
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01545
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03440
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04800790
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04976764
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0158655
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04818109
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable074651
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,496,798
Liabilities
$0
Net assets
$4,496,798
Revenue
-
Expenses
$946,219
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08$0.98$0.90
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.20$0.90$0.70
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.32$1.05$0.73
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.54$0.40$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.41$1.06$0.65
2012Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.95
2011Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.33
2010Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$4.50