Civic Intelligence

Welch Foundation Inc.

990PF • Fiscal year 2023 • EIN 91-6035155

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 15, 2024

Organization Profile

Refreshing map…

528 E Spokane Falls Blvd Ste 501Spokane, WA 99202-5050

(509) 999-7477

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

3.4%

Faster asset growth than 58% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-37%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$184,517

Flat from 2023

Net Assets

$184,517

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin95th percentile

Revenue

Flat

$7,466

Flat from 2023

Expenses

Flat

$1,334

Flat from 2023

Net Income

Flat

$6,132

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2011: $330,799Liabilities 2011: $0Net Assets 2011: $330,7992011Assets 2012: $313,499Liabilities 2012: $0Net Assets 2012: $313,4992012Assets 2013: $301,188Liabilities 2013: $0Net Assets 2013: $301,1882013Assets 2014: $296,776Liabilities 2014: $0Net Assets 2014: $296,7762014Assets 2015: $312,153Liabilities 2015: $0Net Assets 2015: $312,1532015Assets 2016: $305,633Liabilities 2016: $0Net Assets 2016: $305,6332016Assets 2017: $283,998Liabilities 2017: $0Net Assets 2017: $283,9982017Assets 2018: $302,541Liabilities 2018: $0Net Assets 2018: $302,5412018Assets 2019: $305,436Liabilities 2019: $0Net Assets 2019: $305,4362019Assets 2020: $203,720Liabilities 2020: $12020Assets 2021: $191,216Liabilities 2021: $0Net Assets 2021: $191,2162021Assets 2022: $178,374Liabilities 2022: $0Net Assets 2022: $178,3742022Assets 2023: $184,517Liabilities 2023: $0Net Assets 2023: $184,5172023Assets 2023: $184,517Liabilities 2023: $12023Assets 2025: $168,974Liabilities 2025: $0Net Assets 2025: $168,9742025

Highlighted filing

2023

Assets$184,517
Liabilities$0
Net Assets$184,517
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $37,4522011Expenses 2012: $21,0752012Expenses 2013: $24,8062013Revenue 2014: $15,562Expenses 2014: $19,974Net Income 2014: -$4,4122014Revenue 2015: $37,632Expenses 2015: $22,255Net Income 2015: $15,3772015Revenue 2016: $21,290Expenses 2016: $27,810Net Income 2016: -$6,5202016Revenue 2017: $11,460Expenses 2017: $33,095Net Income 2017: -$21,6352017Revenue 2018: $93,591Expenses 2018: $75,048Net Income 2018: $18,5432018Revenue 2019: $14,935Expenses 2019: $12,040Net Income 2019: $2,8952019Revenue 2020: $5,614Expenses 2020: $107,330Net Income 2020: -$101,7162020Revenue 2021: $11,850Expenses 2021: $24,354Net Income 2021: -$12,5042021Revenue 2022: $11,809Expenses 2022: $24,651Net Income 2022: -$12,8422022Revenue 2023: $7,466Expenses 2023: $1,334Net Income 2023: $6,1322023Revenue 2023: $7,466Expenses 2023: $1,334Net Income 2023: $6,1322023Revenue 2025: $21,915Expenses 2025: $29,129Net Income 2025: -$7,2142025

Highlighted filing

2023

Revenue$7,466
Expenses$1,334
Net Income$6,132
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL A WILSONPresident-$0--
JACQUELINE PETERSONVice-Preside-$0--
FRANK O'NEILLSecretary-$0--
MICHAEL F WILSONTrustee/Dire-$0--
LYN MILLSTrustee/Dire-$0--
JEFF O'NEILLTrustee/Dire-$0--
Filing and Contact Details

Filer

Filer Name
Welch Foundation Inc
EIN
91-6035155
Phone
5099997477
Address
528 E SPOKANE FALLS BLVD STE 501, SPOKANE, WA 99202-5050

Signing Officer

Name
Carol a Wilson
Title
President
Signed
2024-02-15

Preparer

Firm
David Green CPA Pllc
Address
528 E SPOKANE FALLS BLVD STE 501, SPOKANE, WA 99202-5050
Preparer
David Green CPA
Phone
5098503740
Raw XML Appendix309 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0DAVID GREEN CPA PLLC
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt091660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt055130
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111575
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010518
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0166705
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CUM ROUNDING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01334
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ETESIAN WEALTH ADVISORS - INVEST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01334
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL A WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WELC
ReturnHeader/Filer/EIN0916035155
ReturnHeader/Filer/PhoneNum05099997477
ReturnHeader/Filer/USAddress/AddressLine1Txt0528 E SPOKANE FALLS BLVD STE 501
ReturnHeader/Filer/USAddress/CityNm0SPOKANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0992025050
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273656757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID GREEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0528 E SPOKANE FALLS BLVD STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPOKANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0992025050
ReturnHeader/PreparerPersonGrp/PhoneNum05098503740
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID GREEN CPA
ReturnHeader/ReturnTs02024-02-15T13:00:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,517
Liabilities
$0
Net assets
$184,517
Revenue
$7,466
Expenses
$1,334
Net income
$6,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.22$0.29$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.01$0.06
2023Summary only. Only limited summary data is available for this year.$1.85$0.00$0.07$0.01$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.12$0.25$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.12$0.24$0.13
2020Summary only. Only limited summary data is available for this year.$2.04$0.00$0.06$1.07$1.02
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.15$0.12$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.94$0.75$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.11$0.33$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.21$0.28$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.38$0.22$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.16$0.20$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.25
2012Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.37