Civic Intelligence

A Z Wells Foundation

990PF • Fiscal year 2020 • EIN 91-6026580

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

9 S Wenatchee AveWenatchee, WA 98801

(509) 663-7716

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$15,808,381

Flat from 2020

Net Assets

Flat

$15,808,381

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$303,134

Flat from 2020

Expenses

Down

$111,717

Down $853,411 (-88%) from 2020

Net Income

Up

$191,417

Up $853,411 (+129%) from 2020

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $16,094,808Liabilities 2011: $02011Assets 2012: $17,245,854Liabilities 2012: $02012Assets 2013: $17,197,647Liabilities 2013: $02013Assets 2014: $17,147,133Liabilities 2014: $02014Assets 2015: $16,486,315Liabilities 2015: $02015Assets 2019: $15,967,420Liabilities 2019: $02019Assets 2020: $15,808,381Liabilities 2020: $0Net Assets 2020: $15,808,3812020Assets 2020: $15,808,381Liabilities 2020: $0Net Assets 2020: $15,808,3812020Assets 2021: $16,611,785Liabilities 2021: $13Net Assets 2021: $16,611,7722021Assets 2022: $13,773,634Liabilities 2022: $0Net Assets 2022: $13,773,6342022Assets 2023: $14,730,444Liabilities 2023: $0Net Assets 2023: $14,730,4442023Assets 2024: $15,582,686Liabilities 2024: $0Net Assets 2024: $15,582,6862024

Highlighted filing

2020

Assets$15,808,381
Liabilities$0
Net Assets$15,808,381

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,030,613Expenses 2011: $953,598Net Income 2011: $1,077,0152011Revenue 2012: $2,131,217Expenses 2012: $973,485Net Income 2012: $1,157,7322012Revenue 2013: $1,005,460Expenses 2013: $1,030,746Net Income 2013: -$25,2862013Revenue 2014: $622,764Expenses 2014: $1,078,315Net Income 2014: -$455,5512014Revenue 2015: $256,719Expenses 2015: $1,081,537Net Income 2015: -$824,8182015Revenue 2019: $868,950Expenses 2019: $1,009,875Net Income 2019: -$140,9252019Revenue 2020: $303,134Expenses 2020: $111,717Net Income 2020: $191,4172020Revenue 2020: $303,134Expenses 2020: $965,128Net Income 2020: -$661,9942020Revenue 2021: $1,027,484Expenses 2021: $981,961Net Income 2021: $45,5232021Revenue 2022: $424,390Expenses 2022: $955,725Net Income 2022: -$531,3352022Revenue 2023: $340,140Expenses 2023: $902,300Net Income 2023: -$562,1602023Revenue 2024: $493,332Expenses 2024: $875,840Net Income 2024: -$382,5082024

Highlighted filing

2020

Revenue$303,134
Expenses$111,717
Net Income$191,417
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg OakesCommittee Member-$0--
Lesley AllanCommittee Member-$0--
Mike WadeCommittee Member-$0--
Eric NelsonCommittee Member-$0--
Jeremy FrencyCommittee Member-$0--
Beth StipeCommittee Member-$0--
Filing and Contact Details

Filer

Filer Name
AZ Wells Foundation
EIN
91-6026580
Phone
5096637716
Address
9 S Wenatchee Ave, Wenatchee, WA 98801

Signing Officer

Name
Beth Stipe
Title
Committee Member
Phone
5096637716
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cordell Neher & Company PLLC
Address
PO Box 3068, Wenatchee, WA 98807-3068
Preparer
Sean M Patton CPA
Phone
5096631661
Raw XML Appendix380 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Greg Oakes
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mike Wade
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Eric Nelson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jeremy Frency
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Beth Stipe
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09 S Wenatchee Ave
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt49 S Wenatchee Ave
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09 S Wenatchee Ave
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0350456
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NB Private Markets II K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NB Private Markets III K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NB Private Markets IV K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Invesco DB Commodity Index Tracking Fund K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03591
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11530
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt27459
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3791
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03591
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3791
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt094288
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt094288
TaxesSchedule/TaxesDetail/Amt01175
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01175
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Stipe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Committee Member
ReturnHeader/BusinessOfficerGrp/PhoneNum05096637716
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AZ Wells Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AZWE
ReturnHeader/Filer/EIN0916026580
ReturnHeader/Filer/PhoneNum05096637716
ReturnHeader/Filer/USAddress/AddressLine1Txt09 S Wenatchee Ave
ReturnHeader/Filer/USAddress/CityNm0Wenatchee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910950793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cordell Neher & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3068
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wenatchee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988073068
ReturnHeader/PreparerPersonGrp/PhoneNum05096631661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sean M Patton CPA
ReturnHeader/ReturnTs02021-11-15T14:21:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stipe
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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