Marion G Wells Foundation
Only null% goes to programs Strong reserves Growing revenue
Marion G Wells Foundation is a 501(c)(3) organization based in Windermere, Florida, registered in 2001, with $521,179 in FY2024 revenue. CharityIndex grades it C+.
3242 Downs Cove Rd, Windermere, FL, 34786 EIN 36-7354545 Since 2001
Revenue (FY2024)
$521K
▲ 64.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$518K
Net assets
$2.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Marion G Wells Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating65 mo reserves · +1% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Marion G Wells Foundation: 65 mo reserves · +1% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Marion G Wells Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Marion G Wells Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 3242 Downs Cove Rd, Windermere, FL, 34786
- City
- Windermere
- State
- Florida
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $94K (FY2018) to $521K (FY2024) across 6 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1,616Net assets $2.8M
Operating margin
0.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$1,616
Net assets
$2.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $521,179▲64.1% | $517,558▲11.0% | $2,785,209▲0.1% | $2,786,825▲0.2% | 990PF |
| 2023 | $317,658▲68.2% | $466,477▲8.4% | $2,781,588▼5.1% | $2,781,588▼5.1% | 990PF |
| 2022 | $188,910▼50.9% | $430,258▲2.7% | $2,930,407▼7.6% | $2,930,407▼7.6% | 990PF |
| 2021 | $385,022▲2516% | $419,133▲68.7% | $3,171,755▼1.1% | $3,171,755▼1.8% | 990PF |
| 2020 | -$15,935▼117% | $248,403▲13.7% | $3,205,866▼10.9% | $3,230,866▼11.4% | 990PF |
| 2018 | $93,898 | $218,476▲468% | $3,597,878▲738% | $3,647,878▲749% | 990PF |
| 2012 | — | $38,460 | $429,528 | $429,528 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Marion G Wells Foundation a legitimate nonprofit?
- Yes. Marion G Wells Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-7354545, based in Windermere, Florida. Donations are tax-deductible.
- What is Marion G Wells Foundation's EIN?
- Marion G Wells Foundation's Employer Identification Number (EIN) is 36-7354545.
- How much revenue does Marion G Wells Foundation report?
- Marion G Wells Foundation reported $521,179 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Marion G Wells Foundation have?
- CharityIndex grades Marion G Wells Foundation C+, based on financial health (reserves and operating margin).
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Data for Marion G Wells Foundation (EIN 36-7354545) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.