Civic Intelligence

Ivonne Welch Family Foundation

EIN 93-4911050 • Temecula, CA

Pub. 78 EligibleNTEE X20
42118 Arbor Glen DrTemecula, CA 92592
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.

NTEE X20 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.00x

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

NTEE X20 • $500k-$1M nonprofits • Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

NTEE X20 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

NTEE X20 • $500k-$1M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets43rd percentile

Assets

$570,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$570,000

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue43rd percentileNet Margin100th percentile

Revenue

$600,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$600,000

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2023: $570,000Liabilities 2023: $0Net Assets 2023: $570,0002023

Highlighted filing

2023

Assets$570,000
Liabilities$0
Net Assets$570,000
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2023: $600,000Expenses 2023: $0Net Income 2023: $600,0002023

Highlighted filing

2023

Revenue$600,000
Expenses$0
Net Income$600,000
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$570,000
Liabilities
$0
Net assets
$570,000
Revenue
$600,000
Expenses
$0
Net income
$600,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$6.00$0.00$6.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 18, 2023 to Dec 31, 2023
Signed
Jan 28, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL WELCHCEOPT$0--
IVONNE WELCHCFO, SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Ivonne Welch Family Foundation
EIN
93-4911050
Phone
7142401000
Address
42118 ARBOR GLEN DR, TEMECULA, CA 92592

Signing Officer

Name
Michael Welch
Title
President
Phone
7142401000
Signed
2025-01-28

Preparer

Firm
Tax City Inc
Address
31285 Temecula Pkwy Suite 160, Temecula, CA 92592
Preparer
Jason Shubin
Phone
9513021713
Raw XML Appendix215 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-11
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ReturnHeader/ReturnTs02025-04-11T21:17:34-07:00
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ReturnHeader/TaxPeriodBeginDt02023-12-18
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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