Civic Intelligence

Westerfield Foundation

990PF • Fiscal year 2014 • EIN 46-4387433

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

$4,296,448

No earlier filing loaded for comparison.

Net Assets

$4,296,448

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin86th percentile

Revenue

$50,000

No earlier filing loaded for comparison.

Expenses

$29,091

No earlier filing loaded for comparison.

Net Income

$20,909

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2014

Assets$4,296,448
Liabilities$1
Net Assets$4,296,448
Open 2014 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

2014

Revenue$50,000
Expenses$29,091
Net Income$20,909
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st 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
2015-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Voldal Wartelle & Co Ps
Address
10510 NORTHUP WAY SUITE 300, KIRKLAND, WA 98033
Preparer
Anna Y Au
Phone
4252500051
Raw XML Appendix310 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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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06850
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER CONTRACT SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02815
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt44120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1311
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51276
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID AND ELAINE LOZIER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt07420 WESTERFIELD ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LYNDEN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd098264
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt09785
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09785
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LOZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03602013666
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
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/PreparerFirmGrp/PreparerFirmEIN0911007261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VOLDAL WARTELLE & CO PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010510 NORTHUP WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098033
ReturnHeader/PreparerPersonGrp/PhoneNum04252500051
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA Y AU
ReturnHeader/ReturnTs02015-11-12T15:42:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,296,448
Liabilities
$1
Net assets
$4,296,448
Revenue
$50,000
Expenses
$29,091
Net income
$20,909
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