Civic Intelligence

Julien & Vera Welles Foundation

EIN 95-4287544 • West Lake Village, CA

2961 Winding LaneWest Lake Village, CA 91361
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-45%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$11,000

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

35%

Faster revenue growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,489,351

Down $8,788 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,489,351

Down $8,788 (-0.6%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin11th percentile

Revenue

Up

$100,829

Up $19,804 (+24%) from 2023

Expenses

Up

$168,618

Up $51,297 (+44%) from 2023

Net Income

Down

-$67,789

Down $31,493 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,597,466Liabilities 2011: $02011Assets 2012: $1,694,453Liabilities 2012: $02012Assets 2013: $1,928,769Liabilities 2013: $02013Assets 2014: $1,952,737Liabilities 2014: $02014Assets 2015: $1,741,002Liabilities 2015: $02015Assets 2016: $1,732,221Liabilities 2016: $0Net Assets 2016: $1,732,2212016Assets 2017: $1,847,174Liabilities 2017: $0Net Assets 2017: $1,847,1742017Assets 2018: $1,712,473Liabilities 2018: $0Net Assets 2018: $1,712,4732018Assets 2019: $1,755,748Liabilities 2019: $0Net Assets 2019: $1,755,7482019Assets 2020: $1,805,419Liabilities 2020: $0Net Assets 2020: $1,805,4192020Assets 2021: $1,882,450Liabilities 2021: $848Net Assets 2021: $1,881,6022021Assets 2022: $1,514,326Liabilities 2022: $0Net Assets 2022: $1,514,3262022Assets 2023: $1,498,139Liabilities 2023: $0Net Assets 2023: $1,498,1392023Assets 2024: $1,489,351Liabilities 2024: $0Net Assets 2024: $1,489,3512024

Highlighted filing

2024

Assets$1,489,351
Liabilities$0
Net Assets$1,489,351
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $46,790Expenses 2011: $53,100Net Income 2011: -$6,3102011Revenue 2012: -$105,964Expenses 2012: $54,594Net Income 2012: -$160,5582012Revenue 2013: $48,170Expenses 2013: $64,627Net Income 2013: -$16,4572013Revenue 2014: $71,758Expenses 2014: $112,195Net Income 2014: -$40,4372014Revenue 2015: $161,556Expenses 2015: $139,121Net Income 2015: $22,4352015Revenue 2016: $81,035Expenses 2016: $134,689Net Income 2016: -$53,6542016Revenue 2017: $63,942Expenses 2017: $126,366Net Income 2017: -$62,4242017Revenue 2018: $99,858Expenses 2018: $128,002Net Income 2018: -$28,1442018Revenue 2019: $70,948Expenses 2019: $129,846Net Income 2019: -$58,8982019Revenue 2020: $37,665Expenses 2020: $134,787Net Income 2020: -$97,1222020Revenue 2021: $79,940Expenses 2021: $104,127Net Income 2021: -$24,1872021Revenue 2022: $59,990Expenses 2022: $171,913Net Income 2022: -$111,9232022Revenue 2023: $81,025Expenses 2023: $117,321Net Income 2023: -$36,2962023Revenue 2024: $100,829Expenses 2024: $168,618Net Income 2024: -$67,7892024

Highlighted filing

2024

Revenue$100,829
Expenses$168,618
Net Income-$67,789
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,489,351
Liabilities
$0
Net assets
$1,489,351
Revenue
$100,829
Expenses
$168,618
Net income
-$67,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.04$0.13$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07$0.13$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.10$0.13$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.06$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.08$0.13$0.05
2015Summary only. Only limited summary data is available for this year.$1.74$0.00$0.16$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$1.95$0.00$0.07$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.93$0.00$0.05$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.11$0.05$0.16
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$0.05$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY YOUNGERPresident &-$0--
BRENDA BROCKCFO & Secret-$0--
ALLAN WAGMANExecutive Di-$0--
CAROLYN WAGMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Julien & Vera Welles Foundation
EIN
95-4287544
Phone
4145316924
Address
2961 WINDING LANE, WEST LAKE VILLAGE, CA 91361

Signing Officer

Name
Allan Wagman
Title
Executive Director
Phone
8183009917
Signed
2025-05-07

Preparer

Firm
Kollath LLC
Address
421 WATER ST STE 111, PRAIRIE DU SAC, WI 53578
Preparer
Julie Miller
Phone
6086440206
Raw XML Appendix272 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KOLLATH & ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/PhoneNum06088243002
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CANINE COMPANIONS FOR INDEPENDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4568
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OCEANSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092052
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt076110
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044828
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076110
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029062
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029062
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029062
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029062
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044828
OtherIncreasesSchedule/OtherIncreasesDetail/Amt059001
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09562
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09562
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0636
TaxesSchedule/TaxesDetail/Amt0636
TaxesSchedule/TaxesDetail/Amt1438
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0438
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN WAGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08183009917
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIEN & VERA WELLES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0954287544
ReturnHeader/Filer/PhoneNum04145316924
ReturnHeader/Filer/USAddress/AddressLine1Txt02961 WINDING LANE
ReturnHeader/Filer/USAddress/CityNm0WEST LAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0372123844
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLLATH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 WATER ST STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRAIRIE DU SAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053578
ReturnHeader/PreparerPersonGrp/PhoneNum06086440206
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE MILLER
ReturnHeader/ReturnTs02025-05-13T15:12:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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