Civic Intelligence

The Wellworth Foundation

EIN 91-6438273 • Redmond, WA

11055 - 204th Avenue NERedmond, WA 98053
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.4%

Faster asset growth than 52% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

1.7%

Faster revenue growth than 38% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,836,057

Down $39,047 (-2.1%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Up

$64,827

Up $5,009 (+8.4%) from 2022

Expenses

Down

$103,874

Down $150,047 (-59%) from 2022

Net Income

Up

-$39,047

Up $155,056 (+80%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,326,477Liabilities 2011: $02011Assets 2012: $2,209,812Liabilities 2012: $02012Assets 2013: $2,091,291Liabilities 2013: $37,649Net Assets 2013: $2,053,6422013Assets 2014: $2,078,752Liabilities 2014: $92,654Net Assets 2014: $1,986,0982014Assets 2015: $2,540,561Liabilities 2015: $02015Assets 2016: $2,172,514Liabilities 2016: $0Net Assets 2016: $2,172,5142016Assets 2017: $2,224,876Liabilities 2017: $0Net Assets 2017: $2,224,8762017Assets 2018: $2,289,171Liabilities 2018: $25,000Net Assets 2018: $2,264,1712018Assets 2019: $2,330,481Liabilities 2019: $0Net Assets 2019: $2,330,4812019Assets 2020: $2,002,987Liabilities 2020: $0Net Assets 2020: $2,002,9872020Assets 2021: $2,069,207Liabilities 2021: $12021Assets 2022: $1,875,104Liabilities 2022: $0Net Assets 2022: $1,875,1042022Assets 2023: $1,836,057Liabilities 2023: $12023

Highlighted filing

2023

Assets$1,836,057
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $62,965Expenses 2011: $224,797Net Income 2011: -$161,8322011Revenue 2012: $148,971Expenses 2012: $266,852Net Income 2012: -$117,8812012Revenue 2013: $53,409Expenses 2013: $208,363Net Income 2013: -$154,9542013Revenue 2014: $223,016Expenses 2014: $290,560Net Income 2014: -$67,5442014Revenue 2015: $558,491Expenses 2015: $4,028Net Income 2015: $554,4632015Revenue 2016: $27,659Expenses 2016: $395,706Net Income 2016: -$368,0472016Revenue 2017: $60,617Expenses 2017: $8,255Net Income 2017: $52,3622017Revenue 2018: $68,487Expenses 2018: $29,192Net Income 2018: $39,2952018Revenue 2019: $70,603Expenses 2019: $4,293Net Income 2019: $66,3102019Revenue 2020: $58,341Expenses 2020: $385,835Net Income 2020: -$327,4942020Revenue 2021: $68,889Expenses 2021: $2,669Net Income 2021: $66,2202021Revenue 2022: $59,818Expenses 2022: $253,921Net Income 2022: -$194,1032022Revenue 2023: $64,827Expenses 2023: $103,874Net Income 2023: -$39,0472023

Highlighted filing

2023

Revenue$64,827
Expenses$103,874
Net Income-$39,047
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,836,057
Liabilities
$1
Net assets
-
Revenue
$64,827
Expenses
$103,874
Net income
-$39,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.84$0.00$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.06$0.25$0.19
2021Summary only. Only limited summary data is available for this year.$2.07$0.00$0.07$0.00$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.06$0.39$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.07$0.00$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.03$2.26$0.07$0.03$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.06$0.01$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.03$0.40$0.37
2015Summary only. Only limited summary data is available for this year.$2.54$0.00$0.56$0.00$0.55
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.09$1.99$0.22$0.29$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.04$2.05$0.05$0.21$0.15
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$0.15$0.27$0.12
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$0.06$0.22$0.16
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J THACHERCo-Trustee-$0--
NANCY C THACHERCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHWAB CHARITABLETHACHER DONOR ADVISED FUNDPCORLANDO, FL, US$250,000
Filing and Contact Details

Filer

Filer Name
The Wellworth Foundation
EIN
91-6438273
Phone
4258681655
Address
11055 - 204TH AVENUE NE, REDMOND, WA 98053

Signing Officer

Name
David Thacher
Title
Co-trustee
Phone
4258681655
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Alpine Ps Cpas
Address
10900 NE 8TH ST STE 1620, BELLEVUE, WA 98004
Preparer
Joshua Solomon
Phone
4256252694
Raw XML Appendix316 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02900
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ISHARES CORE US BOND ETF
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0124590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt189250
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES MSCI EAFE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES RUSSELL 1000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES RUSSELL 2000 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES RUSSELL 1000 VALUE INDEX
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011055 - 204TH AVENUE NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0REDMOND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098053
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04258681655
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID J THACHER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1NANCY C THACHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THACHER DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0190733
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0190733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0221248
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0281990
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0221248
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0251475
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060742
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0281990
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0221248
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01702
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt015
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0996
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID THACHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04258681655
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WELLWORTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0916438273
ReturnHeader/Filer/PhoneNum04258681655
ReturnHeader/Filer/USAddress/AddressLine1Txt011055 - 204TH AVENUE NE
ReturnHeader/Filer/USAddress/CityNm0REDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098053
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814659652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALPINE PS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 8TH ST STE 1620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04256252694
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA SOLOMON
ReturnHeader/ReturnTs02023-05-08T13:15:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THACHER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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