Civic Intelligence

Westerfield Foundation

990PF • Fiscal year 2015 • EIN 46-4387433

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

1.00x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-3423700%

Higher net margin than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,262,210

Down $34,238 (-0.8%) from 2014

Net Assets

Down

$4,262,210

Down $34,238 (-0.8%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin1st percentile

Revenue

Down

$1

Down $49,999 (-100%) from 2014

Expenses

Up

$34,238

Up $5,147 (+18%) from 2014

Net Income

Down

-$34,237

Down $55,146 (-264%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2015

Assets$4,262,210
Liabilities$1
Net Assets$4,262,210
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

2015

Revenue$1
Expenses$34,238
Net Income-$34,237
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
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
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Vwc Ps
Address
10510 NORTHUP WAY SUITE 300, KIRKLAND, WA 98033
Preparer
Anna Y Au
Phone
4252500051
Raw XML Appendix276 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07745
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OUTSIDE CONTRACTED SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt016946
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt016946
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LOZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03602013666
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
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/BusinessNameLine1Txt0VWC 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/ReturnTs02016-11-14T10:42:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,262,210
Liabilities
$1
Net assets
$4,262,210
Revenue
$1
Expenses
$34,238
Net income
-$34,237
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