Nonprofit · EIN 20-5193741
ISORA WELLS FOUNDATION
Tax-exempt · ALBUQUERQUE, NM 87111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $678,475 | $511,032 | $167,443 | $7,412,804 | $0 | $7,412,804 |
| June 30, 2024 | 990-PF | $296,469 | $408,136 | -$111,667 | $7,245,361 | $0 | $7,245,361 |
| June 30, 2022 | 990-PF | $1,123,218 | $545,462 | $577,756 | $7,376,857 | $0 | $7,376,857 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $239,827
- Net gain from sales of assets
- $438,648
Expenses
- Grants and similar amounts paid
- $395,000
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $449,706
- Excise tax on investment income
- $8,749
Balance sheet and other
- Total assets, start of year
- $7,245,361
- Total assets, end of year
- $7,412,804
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,412,804
- Fair market value of assets
- $8,633,427
- Qualifying distributions
- $449,706
- Net investment income
- $678,475
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIKA WELLS 12231 ACADEMY ROAD NE SUITE 301-322, ALBUQUERQUE, NM 87111 | TREASURER & VICE PRESIDENT | 1 | $1,500 |
| ALEXANDER MOLLER 12231 ACADEMY ROAD NE SUITE 301-322, ALBUQUERQUE, NM 87111 | SECRETARY | 1 | $1,500 |
| WENDY D WELLS 12231 ACADEMY ROAD NE SUITE 301-322, ALBUQUERQUE, NM 87111 | PRESIDENT | 2 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alexander Moller 12231 Academy Road NE Suite 301-322, Albuquerque, NM 87111 | Secretary | 1 | $1,500 |
| Marika Wells 12231 Academy Road NE Suite 301-322, Albuquerque, NM 87111 | VP/Treasurer | 1 | $1,500 |
| Wendy Wells 12231 Academy Road NE Suite 301-322, Albuquerque, NM 87111 | President | 2 | $0 |
990-PF for the year ended June 30, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alexander Moller 12231 Academy Road NE Suite 301-322, Albuquerque, NM 87111 | Director | 1 | $1,500 |
| William King 12231 Academy Road NE Suite 301-322, Albuquerque, NM 87111 | Secretary | 2 | $1,500 |
| Marika Wells 12231 Academy Road NE Suite 301-322, Albuquerque, NM 87111 | VP/Treasurer | 1 | $1,500 |
| Wendy Wells 12231 Academy Road NE Suite 301-322, Albuquerque, NM 87111 | President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 12231 ACADEMY RD NE STE 301 PMB 32, ALBUQUERQUE, NM 87111-7239
- In care of
- % WENDY WELLS
- Signed the 990-PF
- WENDY WELLS, PRESIDENT
- Phone
- (612) 328-9924
- Website
- ISORAFOUNDATION.ORG
- Return prepared by
- CARPENTER EVERT & ASSOCIATES LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5193741
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,412,804
- Income (IRS master file)
- $4,711,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $678,475 | $511,032 | $7,412,804 | XML |
| 990-PF | June 2024 | $296,469 | $408,136 | $7,245,361 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | $1,123,218 | $545,462 | $7,376,857 | XML |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5193741).
Questions about ISORA WELLS FOUNDATION
- What is the EIN of ISORA WELLS FOUNDATION?
- The employer identification number (EIN) of ISORA WELLS FOUNDATION is 20-5193741.
- Is ISORA WELLS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ISORA WELLS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ISORA WELLS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ISORA WELLS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ISORA WELLS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ISORA WELLS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $1,500 (MARIKA WELLS, TREASURER & VICE PRESIDENT).
- How much revenue does ISORA WELLS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $678,475, expenses of $511,032 and total assets of $7,412,804 at year end.
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