Civic Intelligence

Welfund Inc.

990PF • Fiscal year 2021 • EIN 95-6091887

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
7525 SE 24th Street Ste 360Mercer Island, WA 98040

(206) 236-0734

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-224%

Higher net margin than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

11th percentile

-6.3%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-2.2%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,057,355

Down $71,016 (-6.3%) from 2020

Net Assets

Down

$1,057,355

Down $71,016 (-6.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin2nd percentile

Revenue

Down

$31,716

Down $700 (-2.2%) from 2020

Expenses

Up

$102,732

Up $5,650 (+5.8%) from 2020

Net Income

Down

-$71,016

Down $6,350 (-9.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2021

Assets$1,057,355
Liabilities$0
Net Assets$1,057,355
Open 2021 Filing

Operations Trend

Revenue Growth29th 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

2021

Revenue$31,716
Expenses$102,732
Net Income-$71,016
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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 STE 360, MERCER ISLAND, WA 98040

Signing Officer

Name
M Anthony Keyser
Title
President
Phone
3102766163
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Baber & Mason Cpas
Address
7525 SE 24TH ST STE 360, MERCER ISLAND, WA 98040
Preparer
Phillip C Baber
Phone
2062360734
Raw XML Appendix286 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS - VARIOUS STOCKS & EFTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01840 S 1300 EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1228 CHUMSTICK HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32501 S PLUM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 2073
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt510701 SKI HILL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6817 COMMERCIAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LEAVENWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLE ELUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LEAVENWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LEAVENWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LEAVENWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298922
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498826
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598826
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698826
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt079500
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/AppliedToCurrentYearAmt02471
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt078501
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097591
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080972
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt095120
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt078501
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019922
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019922
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1340
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA REGISTRATON FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0340
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M ANTHONY KEYSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03102766163
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELFUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WELF
ReturnHeader/Filer/EIN0956091887
ReturnHeader/Filer/PhoneNum02062360734
ReturnHeader/Filer/USAddress/AddressLine1Txt07525 SE 24TH STREET STE 360
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 STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCER ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098040
ReturnHeader/PreparerPersonGrp/PhoneNum02062360734
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP C BABER
ReturnHeader/ReturnTs02022-05-13T15:00:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0M ANTHONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEYSER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,057,355
Liabilities
$0
Net assets
$1,057,355
Revenue
$31,716
Expenses
$102,732
Net income
-$71,016
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