Civic Intelligence

The David and Heidi Welch Foundation

EIN 94-3332166 • Atherton, CA

217 Camino AL LagoAtherton, CA 94027-5424
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • 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

27th percentile

-17%

Higher net margin than 27% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

28th percentile

-28%

Faster asset growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$27,668

Down $10,575 (-28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$27,668

Down $10,575 (-28%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin27th percentile

Revenue

Down

$60,486

Down $40,688 (-40%) from 2023

Expenses

Down

$71,061

Down $306,300 (-81%) from 2023

Net Income

Up

-$10,575

Up $265,612 (+96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,290,305Liabilities 2011: $02011Assets 2012: $612,920Liabilities 2012: $02012Assets 2013: $1,315,349Liabilities 2013: $1,002Net Assets 2013: $1,314,3472013Assets 2014: $1,670,589Liabilities 2014: $5,000Net Assets 2014: $1,665,5892014Assets 2015: $1,332,954Liabilities 2015: $0Net Assets 2015: $1,332,9542015Assets 2016: $1,227,237Liabilities 2016: $0Net Assets 2016: $1,227,2372016Assets 2017: $1,781,987Liabilities 2017: $0Net Assets 2017: $1,781,9872017Assets 2018: $670,128Liabilities 2018: $0Net Assets 2018: $670,1282018Assets 2019: $653,302Liabilities 2019: $0Net Assets 2019: $653,3022019Assets 2020: $632,751Liabilities 2020: $5,000Net Assets 2020: $627,7512020Assets 2021: $564,551Liabilities 2021: $0Net Assets 2021: $564,5512021Assets 2022: $314,430Liabilities 2022: $0Net Assets 2022: $314,4302022Assets 2023: $38,243Liabilities 2023: $0Net Assets 2023: $38,2432023Assets 2024: $27,668Liabilities 2024: $0Net Assets 2024: $27,6682024

Highlighted filing

2024

Assets$27,668
Liabilities$0
Net Assets$27,668
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: -$6,339Expenses 2011: $728,810Net Income 2011: -$735,1492011Revenue 2012: -$65,675Expenses 2012: $611,710Net Income 2012: -$677,3852012Revenue 2013: $1,162,351Expenses 2013: $460,924Net Income 2013: $701,4272013Revenue 2014: $1,010,477Expenses 2014: $659,235Net Income 2014: $351,2422014Revenue 2015: $101,952Expenses 2015: $434,587Net Income 2015: -$332,6352015Revenue 2016: $90,592Expenses 2016: $196,309Net Income 2016: -$105,7172016Revenue 2017: $1,045,404Expenses 2017: $490,654Net Income 2017: $554,7502017Revenue 2018: -$669,702Expenses 2018: $442,157Net Income 2018: -$1,111,8592018Revenue 2019: $25,609Expenses 2019: $42,435Net Income 2019: -$16,8262019Revenue 2020: $42,307Expenses 2020: $67,858Net Income 2020: -$25,5512020Revenue 2021: $34,277Expenses 2021: $97,477Net Income 2021: -$63,2002021Revenue 2022: $30,791Expenses 2022: $280,912Net Income 2022: -$250,1212022Revenue 2023: $101,174Expenses 2023: $377,361Net Income 2023: -$276,1872023Revenue 2024: $60,486Expenses 2024: $71,061Net Income 2024: -$10,5752024

Highlighted filing

2024

Revenue$60,486
Expenses$71,061
Net Income-$10,575
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$27,668
Liabilities
$0
Net assets
$27,668
Revenue
$60,486
Expenses
$71,061
Net income
-$10,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.10$0.38$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.03$0.28$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.03$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.63$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.67$0.44$1.11
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.05$0.49$0.55
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.43$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.67$1.01$0.66$0.35
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.31$1.16$0.46$0.70
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.07$0.61$0.68
2011Summary only. Only limited summary data is available for this year.$1.29$0.00$0.01$0.73$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID F WELCHDirector And President-$0--
HEIDI A WELCHDirector/VP/Secretary/CFO-$0--
Filing and Contact Details

Filer

Filer Name
The David and Heidi Welch Foundation
EIN
94-3332166
Phone
6503210150
Address
217 CAMINO AL LAGO, ATHERTON, CA 94027-5424

Signing Officer

Name
David Welch
Title
President
Phone
6503210150
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Morgan Lev Financial Corp
Address
1625 THE ALAMEDA STE 206, SAN JOSE, CA 95126
Preparer
Paul a Podrid
Phone
4085545875
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS AND GIRLS CLUB OF THE PENINSULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CALTECH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RIEKES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3 PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3 PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3 PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0401 PIERCE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 E CALIFORNIA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23455 EDISON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01993
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0367258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0248285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt056902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0771393
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt068882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0367258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0248285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt056902
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030066
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070875
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt068882
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0807239
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0738357
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WFI INVESTMENTS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0217 CAMINO AL LAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ATHERTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094027
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12274
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12270
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0177
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt25
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MISC EXP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0177
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0WFI INVESTMENTS LLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0217 CAMINO AL LAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ATHERTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094027
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WELCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503210150
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID AND HEIDI WELCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0943332166
ReturnHeader/Filer/PhoneNum06503210150
ReturnHeader/Filer/USAddress/AddressLine1Txt0217 CAMINO AL LAGO
ReturnHeader/Filer/USAddress/CityNm0ATHERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940275424
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770420321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORGAN LEV FINANCIAL CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01625 THE ALAMEDA STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04085545875
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL A PODRID
ReturnHeader/ReturnTs02025-05-05T16:00:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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