Civic Intelligence

Lady Foundation Co Wellspring Group Ps Cpas

990PF • Fiscal year 2017 • EIN 27-0400100

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

10900 NE 8th Street No 1620Bellevue, WA 98004

(206) 264-8200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

69th percentile

9.0%

Faster asset growth than 69% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

26%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,482,460

Up $204,998 (+9.0%) from 2016

Net Assets

Up

$2,482,460

Up $207,198 (+9.1%) from 2016

Liabilities

Down

$0

Down $2,200 (-100%) from 2016

Revenue

Up

$309,973

Up $64,444 (+26%) from 2016

Expenses

Down

$102,775

Down $7,311 (-6.6%) from 2016

Net Income

Up

$207,198

Up $71,755 (+53%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $960,785Liabilities 2011: $0Net Assets 2011: $960,7852011Assets 2012: $1,953,311Liabilities 2012: $0Net Assets 2012: $1,953,3112012Assets 2013: $1,964,345Liabilities 2013: $0Net Assets 2013: $1,964,3452013Assets 2014: $2,005,637Liabilities 2014: $0Net Assets 2014: $2,005,6372014Assets 2015: $2,139,819Liabilities 2015: $0Net Assets 2015: $2,139,8192015Assets 2016: $2,277,462Liabilities 2016: $2,200Net Assets 2016: $2,275,2622016Assets 2017: $2,482,460Liabilities 2017: $0Net Assets 2017: $2,482,4602017Assets 2018: $2,529,815Liabilities 2018: $0Net Assets 2018: $2,529,8152018Assets 2019: $2,815,537Liabilities 2019: $0Net Assets 2019: $2,815,5372019Assets 2020: $3,025,209Liabilities 2020: $0Net Assets 2020: $3,025,2092020Assets 2021: $3,440,671Liabilities 2021: $0Net Assets 2021: $3,440,6712021Assets 2022: $3,920,935Liabilities 2022: $0Net Assets 2022: $3,920,9352022Assets 2023: $5,358,748Liabilities 2023: $0Net Assets 2023: $5,358,7482023Assets 2024: $4,100,861Liabilities 2024: $0Net Assets 2024: $4,100,8612024

Highlighted filing

2017

Assets$2,482,460
Liabilities$0
Net Assets$2,482,460

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $127,3542011Expenses 2012: $59,6822012Revenue 2013: $206,116Expenses 2013: $195,082Net Income 2013: $11,0342013Revenue 2014: $169,493Expenses 2014: $128,201Net Income 2014: $41,2922014Revenue 2015: $232,526Expenses 2015: $98,344Net Income 2015: $134,1822015Revenue 2016: $245,529Expenses 2016: $110,086Net Income 2016: $135,4432016Revenue 2017: $309,973Expenses 2017: $102,775Net Income 2017: $207,1982017Revenue 2018: $344,858Expenses 2018: $297,503Net Income 2018: $47,3552018Revenue 2019: $412,046Expenses 2019: $126,324Net Income 2019: $285,7222019Revenue 2020: $489,373Expenses 2020: $279,701Net Income 2020: $209,6722020Revenue 2021: $553,111Expenses 2021: $137,649Net Income 2021: $415,4622021Revenue 2022: $666,760Expenses 2022: $186,496Net Income 2022: $480,2642022Revenue 2023: $1,716,339Expenses 2023: $278,526Net Income 2023: $1,437,8132023Revenue 2024: $386,583Expenses 2024: $1,644,470Net Income 2024: -$1,257,8872024

Highlighted filing

2017

Revenue$309,973
Expenses$102,775
Net Income$207,198
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRILL WRIGHTTrustee-$0--
ADA WRIGHTTrustee-$0--
LUCY POTTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lady Foundation
EIN
27-0400100
Phone
2062648200
Address
10900 NE 8TH STREET NO 1620, BELLEVUE, WA 98004

Signing Officer

Name
Merrill B Wright
Title
Trustee
Phone
2062648200
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Alpine Ps Cpas
Address
10900 NE 8TH ST SUITE 1620, BELLEVUE, WA 98004
Preparer
Joan S Albee
Phone
4256252694
Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0METROPOLITAN WEST TOTAL RETURN BOND FUND
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01301 2ND AVE 2640
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAN DAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02062648200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt090000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ON THE BOARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 W ROY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt091291
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0130230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091291
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026296
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012643
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt02013 VBW CLAT 515
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt12013 VBW CLAT 1010
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010900 NE 8TH STREET SUITE 1620
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110900 NE 8TH STREET SUITE 1620
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELLEVUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BELLEVUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098004
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd198004
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt036329
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1192057
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02200
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRUSTEE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08000
TaxesSchedule/TaxesDetail/Amt01682
TaxesSchedule/TaxesDetail/Amt1555
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01682
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRILL B WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02062648200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ALPINE PS CPAS
ReturnHeader/Filer/BusinessNameControlTxt0LADY
ReturnHeader/Filer/EIN0270400100
ReturnHeader/Filer/PhoneNum02062648200
ReturnHeader/Filer/USAddress/AddressLine1Txt010900 NE 8TH STREET NO 1620
ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098004
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03387BB51C9D94C1537AFC9C9FD23F495ACC2F7E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B85B7D0D38E6592FF08F84F5A621584DE9754459
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.66.241.93
ReturnHeader/FilingSecurityInformation/IPDt02018-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:18:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814659652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALPINE PS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 8TH ST SUITE 1620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04256252694
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN S ALBEE
ReturnHeader/ReturnTs02018-05-09T12:54:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.39$1.64$1.26
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$1.72$0.28$1.44
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.67$0.19$0.48
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.55$0.14$0.42
2020Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.49$0.28$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.41$0.13$0.29
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.34$0.30$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.31$0.10$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.25$0.11$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.23$0.10$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.17$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.21$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.13