Civic Intelligence

Fundamental Wellbeing Foundation

EIN 88-2425515 • Jackson, WY

PO Box 8906Jackson, WY 83002
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$109,500

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

98th percentile

160%

Faster asset growth than 98% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Down

$14,319,344

Down $68,047 (-0.5%) from 2024

Liabilities

Up

$6,071

Up $6,070 (+607000%) from 2024

Net Assets

Down

$14,313,273

Down $74,118 (-0.5%) from 2024

Revenue

Down

$514,343

Down $12,323,896 (-96%) from 2024

Expenses

Up

$573,770

Up $4,364 (+0.8%) from 2024

Net Income

Down

-$59,427

Down $12,328,260 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2023: $2,112,787Liabilities 2023: $1Net Assets 2023: $2,112,7872023Assets 2024: $14,387,391Liabilities 2024: $1Net Assets 2024: $14,387,3912024Assets 2025: $14,319,344Liabilities 2025: $6,071Net Assets 2025: $14,313,2732025

Highlighted filing

2025

Assets$14,319,344
Liabilities$6,071
Net Assets$14,313,273

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2023: $2,416,046Expenses 2023: $303,259Net Income 2023: $2,112,7872023Revenue 2024: $12,838,239Expenses 2024: $569,406Net Income 2024: $12,268,8332024Revenue 2025: $514,343Expenses 2025: $573,770Net Income 2025: -$59,4272025

Highlighted filing

2025

Revenue$514,343
Expenses$573,770
Net Income-$59,427

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rodney Lee PenningtonExecutive DirectorFT$109,500-$109,500
Janet PenningtonDirector-$0--
Joseph SeigmannDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fundamental Wellbeing Foundation
EIN
88-2425515
Phone
8436977009
Address
PO Box 8906, Jackson, WY 83002

Signing Officer

Name
Rodney Pennington
Title
Executive Director
Phone
8436977009
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Andrew D Payne EA
Phone
6153619445
Raw XML Appendix300 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Information Technology
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Program Expense Training Education
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt033605
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13876
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22114
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt315031
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41559
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5275000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt032706
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032706
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt133605
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23876
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt415031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6275000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Class Participation
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt092824
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043458
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Consultants Contractors
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt043458
TaxesSchedule/TaxesDetail/Amt08589
TaxesSchedule/TaxesDetail/Amt1960
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0960
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rodney Pennington
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08436977009
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fundamental Wellbeing Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FUND
ReturnHeader/Filer/EIN0882425515
ReturnHeader/Filer/PhoneNum08436977009
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 8906
ReturnHeader/Filer/USAddress/CityNm0Jackson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd083002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Payne EA
ReturnHeader/ReturnTs02025-10-27T01:44:50-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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