Civic Intelligence

Lady Foundation Co Wellspring Group Ps Cpas

990PF • Fiscal year 2020 • EIN 27-0400100

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 27, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

61st percentile

7.4%

Faster asset growth than 61% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,025,209

Up $209,672 (+7.4%) from 2019

Net Assets

Up

$3,025,209

Up $209,672 (+7.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Up

$489,373

Up $77,327 (+19%) from 2019

Expenses

Up

$279,701

Up $153,377 (+121%) from 2019

Net Income

Down

$209,672

Down $76,050 (-27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2020

Assets$3,025,209
Liabilities$0
Net Assets$3,025,209
Open 2020 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

2020

Revenue$489,373
Expenses$279,701
Net Income$209,672
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-07-27
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 Appendix355 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/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/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF WATERFRONT SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE BLOEDEL RESERVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 WESTERN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17571 NORTHEAST DOLPHIN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BAINBRIDGE ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0262500
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/AppliedToCurrentYearAmt0163523
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0163523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0195021
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0100759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094262
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0264282
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0100759
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0195021
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094262
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/TotalContributionsAmt062777
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1331874
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08000
TaxesSchedule/TaxesDetail/Amt02061
TaxesSchedule/TaxesDetail/Amt13600
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRILL B WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04256252694
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-27
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/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/ReturnTs02021-09-03T11:20:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MERRILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,025,209
Liabilities
$0
Net assets
$3,025,209
Revenue
$489,373
Expenses
$279,701
Net income
$209,672
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