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Wellik Foundation FY2024 filing

Tax-deductible

Phoenix, AZ501(c)(3)Human ServicesEIN 86-0938555Revenue $637K in FY2024

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.
70¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$45K
0.2% 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
$637K
+166% vs prior year
Spent
$934K
To programs
70%
Net assets
$28.1M
By yearFY2021–FY2025
Revenue
$637K
FY2024▲ +166%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.3M
FY2022$1.3M
FY2023−$970K
FY2024$637K
FY2025$584K
Expenses
$934K
FY2024▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.3M
FY2022$827K
FY2023$829K
FY2024$934K
FY2025$2.4M
Net assets
$28.1M
FY2024▲ +8%
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 FY2024 Form 990 (year ending March 2024) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2024 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

70 cents of each dollar spent went to programs.

Program services 70% · $652K Management & general 30% · $282K

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

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Eileen McGuire
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
$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
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 · $652K · in their own filed words · FY2023
01

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

$652Kprogram 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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$637K
Ln 12
Investment incomeLn 3$623K
Other incomeLn 4–11$14K
Money outPt IX
$934K
Ln 25
Programscol B$652K
Managementcol C$282K
Owns and owesPt X
$28.1M
net assets · Ln 32
Cash and savingsLn 1–2$319K
Total assetsLn 16$28.2M
LiabilitiesLn 26$45K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$623K
Other incomeLn 4–11$14K
Gains on assetsLn 7−$205K
Total revenueLn 12$637K
Assets in detailPt X, end of year
CashLn 1$312K
SavingsLn 2$6K
Cash and savings togetherLn 1–2$319K
InvestmentsLn 11–13$20.7M
Land, buildings, equipmentLn 10c$3.3M
Total assetsLn 16$28.2M
LiabilitiesLn 26$45K
Net assetsLn 32$28.1M
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 FY24End FY24
Cash and savingsLn 1–2$25K$319K
InvestmentsLn 11–13$15.8M$20.7M
Land, buildings, equipmentLn 10c$2.9M$3.3M
Total assetsLn 16$26.1M$28.2M
LiabilitiesLn 26$70K$45K
Net assetsLn 32$26.0M$28.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$593K$593K
Management feesLn 11a$262K$262K
Legal feesLn 11b$35K$35K
Investment management feesLn 11f$20K$20K
Other fees for servicesLn 11g$4K$4K
Office expensesLn 13$2K$2K
Other expenses (24a–d)Ln 24$18K$18K
Total functional expensesLn 25$934K$652K$282K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $584K$2.4M−$1.8M$27.7M 990 PDF
FY2024 Viewing $637K$934K−$297K$28.1M 990 PDF
FY2023 −$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 FY2024 990 (6 parts)
Part I · Summary $636,997 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 −$979,370$623,197
I-11 Other revenuePrior year $9,000$13,800
I-12 Total revenuePrior year −$970,370$636,997
I-13 Grants and similar amounts paidPrior year $484,594$593,080
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 $344,165$341,292
I-18 Total expensesPrior year $828,759$934,372
I-19 Revenue less expensesPrior year −$1,799,129−$297,375
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 $636,997 across 4 lines filed
VIII-3 Investment incomeExcluded from tax $828,404$828,404
VIII-6 Net rental income or lossExcluded from tax $13,800$13,800
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$205,207−$205,207
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $636,997$636,997
Part IX · Statement of functional expenses $934,372 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $593,080$593,080
IX-11a Management feesManagement $262,332$262,332
IX-11b Legal feesPrograms $35,331$35,331
IX-11f Investment management feesManagement $19,674$19,674
IX-11g Other fees for servicesPrograms $4,000$4,000
IX-13 Office expensesPrograms $1,847$1,847
IX-24 Other expenses (24a–d)Programs $18,108$18,108
IX-25 Total functional expensesPrograms $652,366 · Management $282,006 · Fundraising $0$934,372
Part X · Balance sheet $28,175,449 assets, 11 lines filed
Asset lines not itemized here account for $3,858,220; see the IRS return.
X-1 Cash, non-interest-bearing$312,500
X-2 Savings and temporary cash investmentsStart of year $24,745$6,399
X-10c Land, buildings and equipment, netStart of year $2,880,000$3,297,200
X-11 Publicly traded securitiesStart of year $15,800,135$20,701,130
X-16 Total assetsStart of year $26,086,146$28,175,449
X-17 Accounts payable and accrued expensesStart of year $3,734$11,607
X-18 Grants payableStart of year $66,125$32,925
X-26 Total liabilitiesStart of year $69,859$44,532
X-27 Net assets without donor restrictionsStart of year $26,016,287$28,130,917
X-32 Total net assets or fund balancesStart of year $26,016,287$28,130,917
X-33 Total liabilities and net assetsStart of year $26,086,146$28,175,449
Part XI · Reconciliation of net assets $28,130,917 net assets at year end
XI-1 Total revenue$636,997
XI-2 Total expenses$934,372
XI-3 Revenue less expenses−$297,375
XI-4 Net assets at start of year$26,016,287
XI-5 Net unrealized gains (losses) on investments$2,412,005
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$28,130,917

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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