Civic Intelligence

Wapello Heritage Foundation Inc

EIN 04-3714753 • 501(c)3 • Bloomfield, IA

Profile

Provide educational services to county youth

1339 Highway 63Bloomfield, IA 52537

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

79%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$64,287

Up $3,003 (+4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$64,287

Up $3,003 (+4.9%) from 2014

Operations
Liabilities / Revenue61st percentileNet Margin98th percentile

Revenue

Up

$3,203

Up $1,412 (+79%) from 2014

Expenses

Down

$200

Down $2,982 (-94%) from 2014

Net Income

Up

$3,003

Up $4,394 (+316%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2011: $101,011Liabilities 2011: $02011Assets 2012: $104,356Liabilities 2012: $02012Assets 2013: $62,675Liabilities 2013: $0Net Assets 2013: $62,6752013Assets 2014: $61,284Liabilities 2014: $0Net Assets 2014: $61,2842014Assets 2015: $64,287Liabilities 2015: $0Net Assets 2015: $64,2872015

Highlighted filing

2015

Assets$64,287
Liabilities$0
Net Assets$64,287
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $14,032Expenses 2011: $68,856Net Income 2011: -$54,8242011Revenue 2012: $3,606Expenses 2012: $261Net Income 2012: $3,3452012Revenue 2013: $5,144Expenses 2013: $46,825Net Income 2013: -$41,6812013Revenue 2014: $1,791Expenses 2014: $3,182Net Income 2014: -$1,3912014Revenue 2015: $3,203Expenses 2015: $200Net Income 2015: $3,0032015

Highlighted filing

2015

Revenue$3,203
Expenses$200
Net Income$3,003
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,287
Liabilities
$0
Net assets
$64,287
Revenue
$3,203
Expenses
$200
Net income
$3,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.03$0.00$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.02$0.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.05$0.47$0.42
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.04$0.00$0.03
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.14$0.69$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$3,203
Mission and Program Overview

Mission

Provide educational services to county youth

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL SERVICES FOR YOUTH OF WAPELLO COUNTY THROUGH VARIOUS PROGRAMS.-$200
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS BOWERSPresident-$0--
STEVE GARDNERTreasurer-$0--
KURT BAKERDirector-$0--
MARGIT TRAUTMANDirector-$0--
MARSHA PARKERDirector-$0--
JOHN HELGERSONDirector-$0--
JANICE ZELLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wapello Heritage Foundation Inc
EIN
04-3714753
Phone
6416833716
Address
1339 HIGHWAY 63, BLOOMFIELD, IA 52537

Signing Officer

Name
Steven Gardner
Title
Treasurer
Phone
6416833716
Signed
2016-02-15

Preparer

Firm
Davis & Lewis Plc
Address
PO BOX 369, OTTUMWA, IA 52501-0369
Preparer
Keith W Lewis
Phone
6416828117
Raw XML Appendix151 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SERVICES TO COUNTY YOUTH
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt03140
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0200
IRS990EZ/TotalProgramServiceExpensesAmt0200
IRS990EZ/TotalRevenueAmt03203
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04000
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IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94360
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN GARDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06416833716
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAPELLO HERITAGE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WAPE
ReturnHeader/Filer/EIN0043714753
ReturnHeader/Filer/PhoneNum06416833716
ReturnHeader/Filer/USAddress/AddressLine1Txt01339 HIGHWAY 63
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052537
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0525010369
ReturnHeader/PreparerPersonGrp/PhoneNum06416828117
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH W LEWIS
ReturnHeader/ReturnTs02016-02-13T13:14:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

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