Civic Intelligence

Lady Foundation Co Wellspring Group Ps Cpas

990PF • Fiscal year 2022 • EIN 27-0400100

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization Profile
10900 NE 8th Street 1620Bellevue, WA 98004

(425) 625-2694

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

72%

Higher net margin than 92% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,920,935

Up $480,264 (+14%) from 2021

Net Assets

Up

$3,920,935

Up $480,264 (+14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Up

$666,760

Up $113,649 (+21%) from 2021

Expenses

Up

$186,496

Up $48,847 (+35%) from 2021

Net Income

Up

$480,264

Up $64,802 (+16%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2022

Assets$3,920,935
Liabilities$0
Net Assets$3,920,935
Open 2022 Filing

Operations Trend

Revenue Growth69th 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

2022

Revenue$666,760
Expenses$186,496
Net Income$480,264
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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 1620, BELLEVUE, WA 98004

Signing Officer

Name
Merrill B Wright
Title
Trustee
Phone
4256252694
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Alpine Ps Cpas
Address
10900 NE 8TH ST STE 1620, BELLEVUE, WA 98004
Preparer
Natalie Heitzeberg
Phone
4256252694
Raw XML Appendix361 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOUSING LOPEZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ON THE BOARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RSF SOCIAL FINANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE BLOEDEL RESERVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 493
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 W ROY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 2007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37571 NORTHEAST DOLPHIN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOPEZ ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BAINBRIDGE ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098261
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0165070
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/AppliedToCurrentYearAmt0167007
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0202441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0100759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010905
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035434
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt076230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076230
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167007
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076230
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111664
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/TotalContributionsAmt090399
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1477899
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03050
OtherIncomeSchedule2/OtherIncomeDetail/Desc02020 TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012250
TaxesSchedule/TaxesDetail/Amt03174
TaxesSchedule/TaxesDetail/Amt12152
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03174
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRILL B WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04256252694
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LADY
ReturnHeader/Filer/EIN0270400100
ReturnHeader/Filer/PhoneNum04256252694
ReturnHeader/Filer/USAddress/AddressLine1Txt010900 NE 8TH STREET 1620
ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814659652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALPINE PS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 8TH ST STE 1620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04256252694
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATALIE HEITZEBERG
ReturnHeader/ReturnTs02023-05-11T17:33:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MERRILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,920,935
Liabilities
$0
Net assets
$3,920,935
Revenue
$666,760
Expenses
$186,496
Net income
$480,264
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