ANGIE AND LEO WELLS FOUNDATION INC (EIN 463902337) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

RANDY SIMMONS

Phone

4042520100

Tax Period

2025-01-01 to 2025-12-31

ANGIE AND LEO WELLS FOUNDATION INC, founded in 2013, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2025. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $12.2M exceeded revenue, resulting in a 880% operating deficit.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,241,056

Other Revenue $0

TOTAL REVENUE $1,241,056

Expense Breakdown

Grants Paid $1,163,162

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,163,162

Other Expenses $11,001,268

TOTAL EXPENSES $12,164,430

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,241,056	$3,410,780	-0.6%
Expenses	$12,164,430	$1,016,872	+11.0%
Net Income	$-10,923,374	$2,393,908	-5.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$618,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRILL A PARKER	DIRECTOR	1.00	Director	$0	$6,500	$6,500
DAVID H WILLS	DIRECTOR	1.00	Director	$0	$0	$0
DANA E RING PART YEAR	DIRECTOR	1.00	Director	$0	$10,140	$179,010
LEO F WELLS IV	DIRECTOR	1.00	Director	$0	$0	$0
CAMERON C WELLS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID D JOHNSON PART YEAR	DIRECTOR	1.00	Director	$0	$53,678	$433,140
LEO F WELLS III	BOARD CHAIR	1.00	Officer	$0	$0	$0
ANGELINE J WELLS	VICE CHAIR	1.00	Officer	$0	$0	$0
RANDY SIMMONS	PRESIDENT	5.00	Officer	$0	$0	$0
WILLIAM L O'CALLAGHAN	SECRETARY	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,241,056	$12,164,430	$9,320,441	$-10,923,374
2024	$3,410,780	$1,016,872	$20,243,814	$2,393,908
2023	$1,272,590	$2,014,961	$17,850,214	$-742,371
2022	$1,494,651	$3,378,151	$18,592,416	$-1,883,500
2021	$1,339,799	$663,585	$20,475,776	$676,214
2020	$2,988,504	$819,540	$19,799,563	$2,168,964

ANGIE AND LEO WELLS FOUNDATION INC