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Wellik Foundation FY2023 filing

Tax-deductible

Phoenix, AZ501(c)(3)Human ServicesEIN 86-0938555Revenue −$970K in FY2023

On file with the IRS2201 E Camelback Road 405b, 85016-3431 · Phoenix, AZTax-exempt since Jul 1999Supporting organization — 509(a)(3)

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To perform the functions of, or to carry out the purposes of the arizona community Foundation, an AZ nonprofit corporation, so long as arizona community foundatoin remains a qualified organization.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $693K a year · 121% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$70K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 12 voting members
Looks good: 10 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
−$970K
-172% vs prior year
Spent
$829K
To programs
66%
Net assets
$26.0M
By yearFY2021–FY2025
Revenue
−$970K
FY2023▼ -172%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.3M
FY2022$1.3M
FY2023−$970K
FY2024$637K
FY2025$584K
Expenses
$829K
FY2023+0.2%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.3M
FY2022$827K
FY2023$829K
FY2024$934K
FY2025$2.4M
Net assets
$26.0M
FY2023▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2021$26.9M
FY2022$28.8M
FY2023$26.0M
FY2024$28.1M
FY2025$27.7M

From the FY2023 Form 990 (year ending March 2023) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $544K Management & general 34% · $285K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Alan Abare
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Eileen McGuire
Chairperson
$0Pt VII · Sec A
See Wellik Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Arizona Community Foundation's charitable work and mission.

Questions for Wellik Foundation

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Provided by the organization

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1 program · $544K · in their own filed words · FY2022
01

Grants supporting program services carried on by the organization in the wickenburg area. See schedule I, part ii for more information.

$544Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 64 grants · $4.6M · 2020–2024
Sigler Western MuseumAZ · FY2024$1,500,000
Foundation for Senior LivingAZ · FY2024$170,000
Wickenburg Community Hospital Foundation INCAZ · FY2024$68,500
Wickenburg Community Services CorporationAZ · FY2024$61,400
Wickenburg Unified School DistrictFY2024$55,000
Round-Up FoundationAZ · FY2024$50,000
Vulture City PreservationAZ · FY2024$35,000
Jobs for Arizonas Graduates INCAZ · FY2024$25,000
Friends of Music Committee INCAZ · FY2024$18,000
Del E Webb Center for the Performing ArtsAZ · FY2024$15,000
Wickenburg Ducks in a Row FoundationAZ · FY2024$14,725
Arizona Community FoundationAZ · FY2024$10,000
Wickenburg Community Services CorporationAZ · FY2023$166,700
Foundation for Senior LivingAZ · FY2023$140,000
Round-Up FoundationAZ · FY2023$108,300
Del E Webb Center for the Performing ArtsAZ · FY2023$40,000
Wickenburg Christian Academy INCAZ · FY2023$21,000
Friends of Music Committee INCAZ · FY2023$20,000
See all 64 grants →

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
−$970K
Ln 12
Investment incomeLn 3$435K
Money outPt IX
$829K
Ln 25
Programscol B$544K
Managementcol C$285K
Owns and owesPt X
$26.0M
net assets · Ln 32
Cash and savingsLn 1–2$25K
Total assetsLn 16$26.1M
LiabilitiesLn 26$70K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$435K
Gains on assetsLn 7−$1.4M
Total revenueLn 12−$970K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$25K
Cash and savings togetherLn 1–2$25K
InvestmentsLn 11–13$15.8M
Land, buildings, equipmentLn 10c$2.9M
Total assetsLn 16$26.1M
LiabilitiesLn 26$70K
Net assetsLn 32$26.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$11K$25K
InvestmentsLn 11–13$16.0M$15.8M
Land, buildings, equipmentLn 10c$7.9M$2.9M
Total assetsLn 16$28.9M$26.1M
LiabilitiesLn 26$100K$70K
Net assetsLn 32$28.8M$26.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$485K$485K
Management feesLn 11a$260K$260K
Legal feesLn 11b$37K$37K
Investment management feesLn 11f$24K$24K
Office expensesLn 13$2K$2K
InsuranceLn 23$708$708
Other expenses (24a–d)Ln 24$20K$20K
Total functional expensesLn 25$829K$544K$285K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $584K$2.4M−$1.8M$27.7M 990 PDF
FY2024 $637K$934K−$297K$28.1M 990 PDF
FY2023 Viewing −$970K$829K−$1.8M$26.0M 990 PDF
FY2022 $1.3M$827K$520K$28.8M 990 PDF
FY2021 $1.3M$1.3M−$76K$26.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary −$970,370 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,346,532−$979,370
I-11 Other revenuePrior year $0$9,000
I-12 Total revenuePrior year $1,346,532−$970,370
I-13 Grants and similar amounts paidPrior year $507,285$484,594
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $319,581$344,165
I-18 Total expensesPrior year $826,866$828,759
I-19 Revenue less expensesPrior year $519,666−$1,799,129
Part VI · Governance 10 of 12 board members independent, 2 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue −$970,370 across 4 lines filed
VIII-3 Investment incomeExcluded from tax $435,078$435,078
VIII-6 Net rental income or lossExcluded from tax $9,000$9,000
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,414,448−$1,414,448
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$970,370−$970,370
Part IX · Statement of functional expenses $828,759 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $484,594$484,594
IX-11a Management feesManagement $260,345$260,345
IX-11b Legal feesPrograms $36,618$36,618
IX-11f Investment management feesManagement $24,198$24,198
IX-13 Office expensesPrograms $2,299$2,299
IX-23 InsurancePrograms $708$708
IX-24 Other expenses (24a–d)Programs $19,997$19,997
IX-25 Total functional expensesPrograms $544,216 · Management $284,543 · Fundraising $0$828,759
Part X · Balance sheet $26,086,146 assets, 12 lines filed
Asset lines not itemized here account for $7,381,266; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $10,787$24,745
X-9 Prepaid expenses and deferred chargesStart of year $708$0
X-10c Land, buildings and equipment, netStart of year $7,885,000$2,880,000
X-11 Publicly traded securitiesStart of year $16,006,737$15,800,135
X-16 Total assetsStart of year $28,861,974$26,086,146
X-17 Accounts payable and accrued expensesStart of year $162$3,734
X-18 Grants payableStart of year $100,125$66,125
X-26 Total liabilitiesStart of year $100,287$69,859
X-27 Net assets without donor restrictionsStart of year $28,761,687$26,016,287
X-32 Total net assets or fund balancesStart of year $28,761,687$26,016,287
X-33 Total liabilities and net assetsStart of year $28,861,974$26,086,146
Part XI · Reconciliation of net assets $26,016,287 net assets at year end
XI-1 Total revenue−$970,370
XI-2 Total expenses$828,759
XI-3 Revenue less expenses−$1,799,129
XI-4 Net assets at start of year$28,761,687
XI-5 Net unrealized gains (losses) on investments−$946,271
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$26,016,287

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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