Civic Intelligence

Welfund Inc.

990PF • Fiscal year 2019 • EIN 95-6091887

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile
7525 SE 24th StreetMercer Island, WA 98040

(206) 236-0734

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-58%

Higher net margin than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

26th percentile

-2.9%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,193,037

Down $35,129 (-2.9%) from 2018

Net Assets

Down

$1,193,037

Down $35,129 (-2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Up

$60,638

Up $22,227 (+58%) from 2018

Expenses

Up

$95,767

Up $2,058 (+2.2%) from 2018

Net Income

Up

-$35,129

Up $20,169 (+36%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,079,814Liabilities 2011: $0Net Assets 2011: $3,079,8142011Assets 2012: $2,981,706Liabilities 2012: $0Net Assets 2012: $2,981,7062012Assets 2013: $3,138,076Liabilities 2013: $0Net Assets 2013: $3,138,0762013Assets 2014: $3,106,117Liabilities 2014: $0Net Assets 2014: $3,106,1172014Assets 2015: $1,761,048Liabilities 2015: $72,650Net Assets 2015: $1,688,3982015Assets 2016: $1,308,646Liabilities 2016: $0Net Assets 2016: $1,308,6462016Assets 2017: $1,283,464Liabilities 2017: $0Net Assets 2017: $1,283,4642017Assets 2018: $1,228,166Liabilities 2018: $0Net Assets 2018: $1,228,1662018Assets 2019: $1,193,037Liabilities 2019: $0Net Assets 2019: $1,193,0372019Assets 2020: $1,128,371Liabilities 2020: $0Net Assets 2020: $1,128,3712020Assets 2021: $1,057,355Liabilities 2021: $0Net Assets 2021: $1,057,3552021Assets 2022: $1,065,125Liabilities 2022: $0Net Assets 2022: $1,065,1252022Assets 2023: $1,030,603Liabilities 2023: $0Net Assets 2023: $1,030,6032023Assets 2024: $977,838Liabilities 2024: $0Net Assets 2024: $977,8382024

Highlighted filing

2019

Assets$1,193,037
Liabilities$0
Net Assets$1,193,037
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $215,2442011Expenses 2012: $216,2242012Revenue 2013: $357,604Expenses 2013: $201,234Net Income 2013: $156,3702013Revenue 2014: $162,717Expenses 2014: $194,676Net Income 2014: -$31,9592014Revenue 2015: $278,642Expenses 2015: $102,886Net Income 2015: $175,7562015Revenue 2016: -$273,713Expenses 2016: $93,278Net Income 2016: -$366,9912016Revenue 2017: $62,893Expenses 2017: $88,075Net Income 2017: -$25,1822017Revenue 2018: $38,411Expenses 2018: $93,709Net Income 2018: -$55,2982018Revenue 2019: $60,638Expenses 2019: $95,767Net Income 2019: -$35,1292019Revenue 2020: $32,416Expenses 2020: $97,082Net Income 2020: -$64,6662020Revenue 2021: $31,716Expenses 2021: $102,732Net Income 2021: -$71,0162021Revenue 2022: $61,580Expenses 2022: $117,231Net Income 2022: -$55,6512022Revenue 2023: $74,336Expenses 2023: $108,858Net Income 2023: -$34,5222023Revenue 2024: $55,409Expenses 2024: $108,174Net Income 2024: -$52,7652024

Highlighted filing

2019

Revenue$60,638
Expenses$95,767
Net Income-$35,129
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M ANTHONY KEYSERPresident-$0--
MARY ANNE KEYSERVice Preside-$0--
JILL KEYSERSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Welfund Inc
EIN
95-6091887
Phone
2062360734
Address
7525 SE 24TH STREET, MERCER ISLAND, WA 98040

Signing Officer

Name
M Anthony Keyser
Title
President
Phone
3102766163
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Baber & Mason Cpas
Address
7525 SE 24TH ST, MERCER ISLAND, WA 98040
Preparer
Phillip C Baber CPA
Phone
2062360734
Raw XML Appendix295 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TENDERLY DINGHY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROMOTE HEALTH AND FITNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2KEYSER/HOAGLAND SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT FIRE PROTECTION SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NW SCHOOL OF WOODEN BOAT BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LEAVENWORTH SKI HILL HERITAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WESTMINSTER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHELAN COUNTY FIRE DISTRICT 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt042 N WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110701 SKI HILL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21840 S 1300 EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3228 CHUMSTICK HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORT HADLOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LEAVENWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LEAVENWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198826
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398226
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076800
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/AppliedToCurrentYearAmt02082
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076093
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079128
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078175
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt077046
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076093
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015839
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015839
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/Amt1330
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA REGISTRATON FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0330
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M ANTHONY KEYSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03102766163
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELFUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WELF
ReturnHeader/Filer/EIN0956091887
ReturnHeader/Filer/PhoneNum02062360734
ReturnHeader/Filer/USAddress/AddressLine1Txt07525 SE 24TH STREET
ReturnHeader/Filer/USAddress/CityNm0MERCER ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200553295
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BABER & MASON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07525 SE 24TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCER ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098040
ReturnHeader/PreparerPersonGrp/PhoneNum02062360734
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP C BABER CPA
ReturnHeader/ReturnTs02020-05-14T13:18:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,193,037
Liabilities
$0
Net assets
$1,193,037
Revenue
$60,638
Expenses
$95,767
Net income
-$35,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.04$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.27$0.09$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.07$1.69$0.28$0.10$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.16$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.36$0.20$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.22
Peer Organizations

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