Civic Intelligence

Westerfield Foundation

990PF • Fiscal year 2018 • EIN 46-4387433

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
7420 Westerfield RoadLynden, WA 98264

(360) 201-3666

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

42nd percentile

-0.1%

Faster asset growth than 42% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$5,184,317

Down $7,130 (-0.1%) from 2017

Net Assets

Down

$5,184,317

Down $7,130 (-0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2017

Expenses

Down

$7,130

Down $55,862 (-89%) from 2017

Net Income

Up

-$7,130

Up $55,862 (+89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $4,296,448Liabilities 2014: $1Net Assets 2014: $4,296,4482014Assets 2015: $4,262,210Liabilities 2015: $1Net Assets 2015: $4,262,2102015Assets 2016: $5,254,439Liabilities 2016: $0Net Assets 2016: $5,254,4392016Assets 2017: $5,191,447Liabilities 2017: $0Net Assets 2017: $5,191,4472017Assets 2018: $5,184,317Liabilities 2018: $0Net Assets 2018: $5,184,3172018Assets 2019: $5,164,859Liabilities 2019: $1Net Assets 2019: $5,164,8592019Assets 2020: $5,156,839Liabilities 2020: $1Net Assets 2020: $5,156,8392020Assets 2021: $5,137,664Liabilities 2021: $1Net Assets 2021: $5,137,6642021Assets 2022: $5,128,642Liabilities 2022: $1Net Assets 2022: $5,128,6422022Assets 2023: $5,133,917Liabilities 2023: $1Net Assets 2023: $5,133,9172023Assets 2024: $4,035,603Liabilities 2024: $0Net Assets 2024: $4,035,6032024

Highlighted filing

2018

Assets$5,184,317
Liabilities$0
Net Assets$5,184,317
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2014: $50,000Expenses 2014: $29,091Net Income 2014: $20,9092014Revenue 2015: $1Expenses 2015: $34,238Net Income 2015: -$34,2372015Revenue 2016: $1,000,000Expenses 2016: $7,771Net Income 2016: $992,2292016Revenue 2017: $0Expenses 2017: $62,992Net Income 2017: -$62,9922017Revenue 2018: $0Expenses 2018: $7,130Net Income 2018: -$7,1302018Revenue 2019: $8,736Expenses 2019: $28,194Net Income 2019: -$19,4582019Revenue 2020: $1Expenses 2020: $8,020Net Income 2020: -$8,0192020Revenue 2021: $1Expenses 2021: $19,175Net Income 2021: -$19,1742021Revenue 2022: $1Expenses 2022: $9,023Net Income 2022: -$9,0222022Revenue 2023: $12,941Expenses 2023: $7,666Net Income 2023: $5,2752023Revenue 2024: $44,215Expenses 2024: $34,473Net Income 2024: $9,7422024

Highlighted filing

2018

Revenue$0
Expenses$7,130
Net Income-$7,130
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID LOZIERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Westerfield Foundation
EIN
46-4387433
Phone
3602013666
Address
7420 WESTERFIELD ROAD, LYNDEN, WA 98264

Signing Officer

Name
David Lozier
Title
Director
Phone
3602013666
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Larson Gross Pllc
Address
2211 RIMLAND DR STE 422, BELLINGHAM, WA 98226
Preparer
Marv Tjoelker-cpa
Phone
3607344280
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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/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
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04685
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04685
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LOZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03602013666
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WESTERFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0464387433
ReturnHeader/Filer/PhoneNum03602013666
ReturnHeader/Filer/USAddress/AddressLine1Txt07420 WESTERFIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0LYNDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098264
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B7C635265D06E0B7E584E156D41ABB7C33B623E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId024140DDF9CC48268E5DE775709F399F7B5BF8C0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.7.45.162
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:01:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911663574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON GROSS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02211 RIMLAND DR STE 422
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098226
ReturnHeader/PreparerPersonGrp/PhoneNum03607344280
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARV TJOELKER-CPA
ReturnHeader/ReturnTs02019-05-14T17:01:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,184,317
Liabilities
$0
Net assets
$5,184,317
Revenue
$0
Expenses
$7,130
Net income
-$7,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.04$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.01$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.01$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.00$0.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$1.00$0.01$0.99
2015Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.05$0.03$0.02