Civic Intelligence

Lady Foundation Co Wellspring Group Ps Cpas

990PF • Fiscal year 2019 • EIN 27-0400100

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 28, 2020

Organization Profile
10900 NE 8th Street No 1620Bellevue, WA 98004

(425) 625-2694

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,815,537

Up $285,722 (+11%) from 2018

Net Assets

Up

$2,815,537

Up $285,722 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$412,046

Up $67,188 (+19%) from 2018

Expenses

Down

$126,324

Down $171,179 (-58%) from 2018

Net Income

Up

$285,722

Up $238,367 (+503%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2019

Assets$2,815,537
Liabilities$0
Net Assets$2,815,537
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

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

2019

Revenue$412,046
Expenses$126,324
Net Income$285,722
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 28, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

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
4256252694
Address
10900 NE 8TH STREET NO 1620, BELLEVUE, WA 98004

Signing Officer

Name
Merrill B Wright
Title
Trustee
Phone
4256252694
Signed
2020-07-28
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 Appendix368 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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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/AddressLine1Txt010900 NE 8TH ST SUITE 1620
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELLEVUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ALPINE PS CPAS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04256252694
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/Amt062500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF WATERFRONT SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ON THE BOARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 WESTERN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 W ROY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0112500
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/AppliedToCurrentYearAmt0114137
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0148676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt034539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0128801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt034539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094262
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0114137
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094262
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0128801
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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 ST SUITE 1620
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110900 NE 8TH ST 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/TotalContributionsAmt052314
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1276562
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08000
TaxesSchedule/TaxesDetail/Amt02574
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02574
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRILL B WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04256252694
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ALPINE PS CPAS
ReturnHeader/Filer/BusinessNameControlTxt0LADY
ReturnHeader/Filer/EIN0270400100
ReturnHeader/Filer/PhoneNum04256252694
ReturnHeader/Filer/USAddress/AddressLine1Txt010900 NE 8TH STREET NO 1620
ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098004
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D1832CC623BD8A4B98EC05CDA04907AECAB4DDE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D1832CC623BD8A4B98EC05CDA04907AECAB4DDE2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.209.182.234
ReturnHeader/FilingSecurityInformation/IPDt02020-07-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:26:40
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/ReturnTs02020-09-16T14:01:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,815,537
Liabilities
$0
Net assets
$2,815,537
Revenue
$412,046
Expenses
$126,324
Net income
$285,722
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