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Nonprofit · EIN 88-2137864

WELLROOT FAMILY SERVICES FOUNDATION INC

Tax-exempt · TUCKER, GA 30084

Financials

$102K$80K2022$4.4M$696K2023$9.3M$722K2024
Revenue Expenses · by fiscal year end
Financials of WELLROOT FAMILY SERVICES FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$9,326,371$721,942$8,604,429$85,075,928$0$85,075,928
June 30, 2024990$4,372,749$696,087$3,676,662$84,803,484$10,021$84,793,463
June 30, 2023990$101,804$79,768$22,036$81,365,714$0$81,365,714
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$50,000
Program service revenue
$0
Investment income
$9,276,371
Net gain from sales of assets
$2,235,387
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$12,500
Program services (functional)
$721,942

Balance sheet and other

Total assets, start of year
$84,803,484
Total assets, end of year
$85,075,928
Total liabilities, end of year
$0
Net assets, end of year
$85,075,928
Publicly traded securities
$73,339,758
Net assets without donor restrictions
$69,442,333
Net assets with donor restrictions
$15,633,595
Gross receipts
$36,593,445
Employees
0
Volunteers
0
Year formed
2022
State of legal domicile
GA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MR GREGORY COPELANDTREASURER
Trustee or director, Officer
1$0$181,113$41,465
MS PATRICIA PATERSONBOARD CHAIR
Trustee or director, Officer
1$0$0$0
MR DAN BEALESECRETARY
Trustee or director, Officer
1$0$0$0
MR WARREN MCCLELLANTRUSTEE
Trustee or director
1$0$0$0
MR MASON MCWHORTERTRUSTEE
Trustee or director
1$0$0$0
MR WILLIAM VOGELTRUSTEE
Trustee or director
1$0$0$0
MR STEVEN MARCOTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MS ALLISON ASHEPRESIDENT & CEO
Trustee or director, Officer
1$0$249,729$38,243
MR GREGORY COPELANDTREASURER
Trustee or director, Officer
1$0$176,134$36,293
MS PATRICIA PATERSONBOARD CHAIR
Trustee or director, Officer
1$0$0$0
MR DAN BEALESECRETARY
Trustee or director, Officer
1$0$0$0
MR WARREN MCCLELLANTRUSTEE
Trustee or director
1$0$0$0
MR MASON MCWHORTERTRUSTEE
Trustee or director
1$0$0$0
MR WILLIAM VOGELTRUSTEE
Trustee or director
1$0$0$0
MR STEVEN MARCOTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MR GREGORY COPELANDTREASURER
Trustee or director, Officer
1$0$172,056$47,684
DR PATRICIA GOODWINBOARD CHAIR
Trustee or director, Officer
1$0$0$0
MR DAN BEALESECRETARY
Trustee or director, Officer
1$0$0$0
MR WARREN MCCLELLANTRUSTEE
Trustee or director
1$0$0$0
MR MASON MCWHORTERTRUSTEE
Trustee or director
1$0$0$0
MR WILLIAM VOGELTRUSTEE
Trustee or director
1$0$0$0
MR STEVEN MARCOTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1967 LAKESIDE PKWY STE 400, TUCKER, GA 30084-5867
Mailing address (990-N for 2021)
1967 LAKESIDE PARKWAY SUITE 400, TUCKER GA 30084
Principal officer (990 for 2024)
PATRICIA PATERSON, 1967 LAKESIDE PARKWAY SUITE 400, TUCKER, GA 30084
Principal officer (990-N for 2021)
LESLIE S KEHOE, 1967 LAKESIDE PARKWAY SUITE 400, TUCKER GA 30084
Signed the 990
GREGORY GOPELAND, TREASURER
Phone
(404) 327-5820
Return prepared by
CRI ADVISORS LLC

Mission

THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND AS A SUPPORTING ORGANIZATION TO, THE UNITED METHODIST CHILDREN'S HOME OF THE NORTH GEORGIA CONFERENCE.

990 for the year ended June 30, 2025

Program accomplishments

  • THE FOUNDATION HOLDS INVESTMENTS ON BEHALF OF THE UNITED METHODIST CHILDREN'S HOME OF THE NORTH GEORGIA CONFERENCE.
    Expenses $721,942

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
88-2137864
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2022
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P11)
Assets (IRS master file)
$85,075,928
Income (IRS master file)
$36,593,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$9,326,371$721,942$85,075,928IRS
990June 2024$4,372,749$696,087$84,803,484IRS
990June 2023$101,804$79,768$81,365,714XML
990-N for 2021
Officer: LESLIE S KEHOE
June 30, 2022≤ $50,000 receipts––e-Postcard

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 88-2137864).

Questions about WELLROOT FAMILY SERVICES FOUNDATION INC

What is the EIN of WELLROOT FAMILY SERVICES FOUNDATION INC?
The employer identification number (EIN) of WELLROOT FAMILY SERVICES FOUNDATION INC is 88-2137864.
Is WELLROOT FAMILY SERVICES FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to WELLROOT FAMILY SERVICES FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does WELLROOT FAMILY SERVICES FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WELLROOT FAMILY SERVICES FOUNDATION INC 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 WELLROOT FAMILY SERVICES FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of WELLROOT FAMILY SERVICES FOUNDATION INC?
The 990 for the year ended June 30, 2025 names PATRICIA PATERSON.
Who are the officers and directors of WELLROOT FAMILY SERVICES FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does WELLROOT FAMILY SERVICES FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $9,326,371, expenses of $721,942 and total assets of $85,075,928 at year end.

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