Civic Intelligence

Whitten-Welch Foundation Kelly Smith

990PF • Fiscal year 2017 • EIN 84-1379976

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 30, 2018

Organization Profile
320 Main Ave NorthTwin Falls, ID 83301

(208) 735-8812

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

332%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$615,943

Up $127,433 (+26%) from 2016

Net Assets

Up

$615,943

Up $127,433 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin91st percentile

Revenue

Up

$241,508

Up $185,588 (+332%) from 2016

Expenses

Up

$114,075

Up $1,881 (+1.7%) from 2016

Net Income

Up

$127,433

Up $183,707 (+326%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$800K$600K$400K$200K$0Assets 2010: $686,811Liabilities 2010: $0Net Assets 2010: $686,8112010Assets 2011: $702,864Liabilities 2011: $0Net Assets 2011: $702,8642011Assets 2012: $676,263Liabilities 2012: $12012Assets 2013: $609,750Liabilities 2013: $0Net Assets 2013: $609,7502013Assets 2014: $580,118Liabilities 2014: $0Net Assets 2014: $580,1182014Assets 2015: $544,784Liabilities 2015: $0Net Assets 2015: $544,7842015Assets 2016: $488,510Liabilities 2016: $0Net Assets 2016: $488,5102016Assets 2017: $615,943Liabilities 2017: $0Net Assets 2017: $615,9432017Assets 2018: $605,218Liabilities 2018: $0Net Assets 2018: $605,2182018Assets 2019: $664,631Liabilities 2019: $0Net Assets 2019: $664,6312019Assets 2020: $630,015Liabilities 2020: $0Net Assets 2020: $630,0152020Assets 2021: $714,824Liabilities 2021: $0Net Assets 2021: $714,8242021Assets 2022: $608,580Liabilities 2022: $0Net Assets 2022: $608,5802022Assets 2023: $601,264Liabilities 2023: $0Net Assets 2023: $601,2642023Assets 2024: $691,909Liabilities 2024: $0Net Assets 2024: $691,9092024Assets 2025: $787,617Liabilities 2025: $0Net Assets 2025: $787,6172025

Highlighted filing

2017

Assets$615,943
Liabilities$0
Net Assets$615,943
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $53,6762010Expenses 2011: $50,4432011Revenue 2012: $34,321Expenses 2012: $60,922Net Income 2012: -$26,6012012Revenue 2013: $6,813Expenses 2013: $73,326Net Income 2013: -$66,5132013Revenue 2014: $59,468Expenses 2014: $89,102Net Income 2014: -$29,6342014Revenue 2015: $55,905Expenses 2015: $91,239Net Income 2015: -$35,3342015Revenue 2016: $55,920Expenses 2016: $112,194Net Income 2016: -$56,2742016Revenue 2017: $241,508Expenses 2017: $114,075Net Income 2017: $127,4332017Revenue 2018: $88,024Expenses 2018: $98,749Net Income 2018: -$10,7252018Revenue 2019: $154,397Expenses 2019: $73,788Net Income 2019: $80,6092019Revenue 2020: $62,777Expenses 2020: $137,998Net Income 2020: -$75,2212020Revenue 2021: $224,324Expenses 2021: $139,515Net Income 2021: $84,8092021Revenue 2022: $22,119Expenses 2022: $128,363Net Income 2022: -$106,2442022Revenue 2023: $136,193Expenses 2023: $143,509Net Income 2023: -$7,3162023Revenue 2024: $207,702Expenses 2024: $117,057Net Income 2024: $90,6452024Revenue 2025: $211,917Expenses 2025: $116,209Net Income 2025: $95,7082025

Highlighted filing

2017

Revenue$241,508
Expenses$114,075
Net Income$127,433
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENELOPE PARKERLegal Adviso-$0--
KELLY PETERSONDirector-$0--
RUTH S PIERCEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whitten-welch Foundation
EIN
84-1379976
Phone
2087358812
Address
320 MAIN AVE NORTH, TWIN FALLS, ID 83301

Signing Officer

Name
Penelope Parker
Title
Legal Advisor
Phone
2087358812
Signed
2018-06-30

Preparer

Firm
Stevens Pierce & Associates
Address
PO BOX 145, TWIN FALLS, ID 83303
Preparer
Jeremy L Gooding CPA
Phone
2087348662
Raw XML Appendix296 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.

Path#Value
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065525
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RUTH S PIERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0LEGAL ADVISO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FALLBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FILER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052732
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1833030145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd283301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd483328
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt071675
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt065525
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt091200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042051
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042051
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0281296
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt091200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064679
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048667
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073475
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07950
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0323347
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0315397
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01800
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07216
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110800
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PENELOPE PARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LEGAL ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02087358812
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTEN-WELCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0841379976
ReturnHeader/Filer/PhoneNum02087358812
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 MAIN AVE NORTH
ReturnHeader/Filer/USAddress/CityNm0TWIN FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054E048BB019E5747A30B2209923E22A24E4DA316
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025153BAB34352D5C60ACA3EB22F1D97E862A5558
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.92.98.226
ReturnHeader/FilingSecurityInformation/IPDt02018-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:50:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464013046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVENS PIERCE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TWIN FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083303
ReturnHeader/PreparerPersonGrp/PhoneNum02087348662
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY L GOODING CPA
ReturnHeader/ReturnTs02018-07-20T08:50:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$615,943
Liabilities
$0
Net assets
$615,943
Revenue
$241,508
Expenses
$114,075
Net income
$127,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$2.12$1.16$0.96
2024Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$2.08$1.17$0.91
2023Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$1.36$1.44$0.07
2022Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.22$1.28$1.06
2021Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$2.24$1.40$0.85
2020Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.63$1.38$0.75
2019Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$1.54$0.74$0.81
2018Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.88$0.99$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$2.42$1.14$1.27
2016Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.56$1.12$0.56
2015Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.56$0.91$0.35
2014Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.59$0.89$0.30
2013Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.07$0.73$0.67
2012Summary only. Only limited summary data is available for this year.$6.76$0.00$0.34$0.61$0.27
2011Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.50
2010Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.54