Civic Intelligence

The Wellworth Foundation

990PF • Fiscal year 2017 • EIN 91-6438273

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
11055 - 204th Avenue NERedmond, WA 98053

(425) 868-1655

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

50th percentile

2.4%

Faster asset growth than 50% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

119%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,224,876

Up $52,362 (+2.4%) from 2016

Net Assets

Up

$2,224,876

Up $52,362 (+2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$60,617

Up $32,958 (+119%) from 2016

Expenses

Down

$8,255

Down $387,451 (-98%) from 2016

Net Income

Up

$52,362

Up $420,409 (+114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$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

2017

Assets$2,224,876
Liabilities$0
Net Assets$2,224,876
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$60,617
Expenses$8,255
Net Income$52,362
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID T THACHERCo-Trustee-$0--
NANCY C THACHERCo-Trustee-$0--
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
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Alpine Ps Cpas
Address
10900 NE 8TH ST SUITE 1620, BELLEVUE, WA 98004
Preparer
Joshua Solomon
Phone
4256252694
Raw XML Appendix322 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/PhoneNum04258681655
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID T THACHER
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt01440
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0145954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0144514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0264534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0152152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt085496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0150464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0144514
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0502182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0264534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0152152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt085496
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01440
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0508132
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0652646
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt01554
TaxesSchedule/TaxesDetail/Amt13846
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01554
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID THACHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04258681655
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03387BB51C9D94C1537AFC9C9FD23F495ACC2F7E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B85B7D0D38E6592FF08F84F5A621584DE9754459
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.66.241.93
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:07:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814659652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALPINE PS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 8TH ST SUITE 1620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04256252694
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA SOLOMON
ReturnHeader/ReturnTs02018-05-02T14:36:07-05:00
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
$2,224,876
Liabilities
$0
Net assets
$2,224,876
Revenue
$60,617
Expenses
$8,255
Net income
$52,362
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
2017Detailed filing. Detailed filing data is available for this year.$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