Civic Intelligence

The Waverly Consort Inc

EIN 13-2681673 • 501(c)3 • Patterson, NY

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Profile

The organization's exempt purpose is to educate the public on renaissance music (music from the twelfth through the mid-eighteenth centuries)

PO Box 386Patterson, NY 12563-0386

www.waverlyconsort.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-50%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

85th percentile

$9,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

45th percentile

-5.6%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$282,927

Down $16,754 (-5.6%) from 2018

Liabilities

Up

$5,750

Up $2,436 (+74%) from 2018

Net Assets

Down

$277,177

Down $19,190 (-6.5%) from 2018

Operations
Liabilities / Revenue86th percentileNet Margin14th percentile

Revenue

Down

$31,990

Down $20,288 (-39%) from 2018

Expenses

Down

$48,009

Down $3,128 (-6.1%) from 2018

Net Income

Down

-$16,019

Down $17,160 (-1504%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2011: $396,950Liabilities 2011: $5,138Net Assets 2011: $391,8122011Assets 2012: $301,254Liabilities 2012: $4,938Net Assets 2012: $296,3162012Assets 2013: $166,018Liabilities 2013: $4,615Net Assets 2013: $161,4032013Assets 2014: $219,574Liabilities 2014: $4,115Net Assets 2014: $215,4592014Assets 2015: $251,897Liabilities 2015: $3,323Net Assets 2015: $248,5742015Assets 2016: $178,124Liabilities 2016: $3,323Net Assets 2016: $174,8012016Assets 2017: $248,059Liabilities 2017: $3,323Net Assets 2017: $244,7362017Assets 2018: $299,681Liabilities 2018: $3,314Net Assets 2018: $296,3672018Assets 2019: $282,927Liabilities 2019: $5,750Net Assets 2019: $277,1772019

Highlighted filing

2019

Assets$282,927
Liabilities$5,750
Net Assets$277,177
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100KRevenue 2011: $174,561Expenses 2011: $167,582Net Income 2011: $6,9792011Revenue 2012: $25,720Expenses 2012: $112,393Net Income 2012: -$86,6732012Revenue 2013: $32,274Expenses 2013: $91,544Net Income 2013: -$59,2702013Revenue 2014: $52,277Expenses 2014: $96,467Net Income 2014: -$44,1902014Revenue 2015: $39,855Expenses 2015: $67,294Net Income 2015: -$27,4392015Revenue 2016: $35,850Expenses 2016: $51,679Net Income 2016: -$15,8292016Revenue 2017: $36,998Expenses 2017: $48,078Net Income 2017: -$11,0802017Revenue 2018: $52,278Expenses 2018: $51,137Net Income 2018: $1,1412018Revenue 2019: $31,990Expenses 2019: $48,009Net Income 2019: -$16,0192019

Highlighted filing

2019

Revenue$31,990
Expenses$48,009
Net Income-$16,019
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$282,927
Liabilities
$5,750
Net assets
$277,177
Revenue
$31,990
Expenses
$48,009
Net income
-$16,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.06$2.77$0.32$0.48$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.03$2.96$0.52$0.51$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.03$2.45$0.37$0.48$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.03$1.75$0.36$0.52$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.03$2.49$0.40$0.67$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.04$2.15$0.52$0.96$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.05$1.61$0.32$0.92$0.59
2012Summary only. Only limited summary data is available for this year.$3.01$0.05$2.96$0.26$1.12$0.87
2011Summary only. Only limited summary data is available for this year.$3.97$0.05$3.92$1.75$1.68$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 27, 2020
Return Version
2018v3.1
Mission and Program Overview

Mission

The organization's exempt purpose is to educate the public on renaissance music (music from the twelfth through the mid-eighteenth centuries)

Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY JAFFEEMember/Director & Treas.FT$9,000-$9,000
MICHAEL JAFFEE DECEASEDBoard Member/DirectorFT$9,000-$9,000
CLAIRE SPECINERBoard Member/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Waverly Consort Inc
EIN
13-2681673
Phone
8458783723
Address
PO BOX 386, PATTERSON, NY 12563-0386

Signing Officer

Name
Kay Jaffee
Title
Director
Phone
8458783723
Signed
2020-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Martin Berkowitz
Phone
2126972299
Raw XML Appendix369 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/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt09659
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt038717
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt09218
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt07325
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt012515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt075137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt075432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt048907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt048078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt051679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt067294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt096467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.259311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.176856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.218779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.137644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.280235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.483043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0289757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0276535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0219756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0375454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0240134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0199707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt043047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.296557
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt043047
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt043047
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt043047
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0CONCERT FEES AND RECORD SALES CONTRIBUTE TO THE EXEMPT PURPOSE OF THE FOUNDATION BY EDUCATING THE PUBLIC ON RENAISSANCE MUSIC.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0OUTSOURCE YOUR BOOKS LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01182 TEANECK RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TEANECK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007666
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02013842800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.WAVERLYCONSORT.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION'S EXEMPT PURPOSE IS TO EDUCATE THE PUBLIC ON RENAISSANCE MUSIC (MUSIC FROM THE TWELFTH THROUGH THE MID-EIGHTEENTH CENTURIES).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt035902
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03171
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED INVESTMENT LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01530
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1632
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21202
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt390
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01530
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt390
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0324
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RECORD / MUSIC ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0324
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0409
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY JAFFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08458783723
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WAVERLY CONSORT INC
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0132681673
ReturnHeader/Filer/PhoneNum08458783723
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 386
ReturnHeader/Filer/USAddress/CityNm0PATTERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0125630386
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07EE24DDEAA34AFAE9DF92C3D2672F42BD3DA974D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096FB9905D49D557DC439409F2A27F61CBFD9A220
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.140.186
ReturnHeader/FilingSecurityInformation/IPDt02020-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:51:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131655065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND CARR CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0551 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010176
ReturnHeader/PreparerPersonGrp/PhoneNum02126972299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN BERKOWITZ
ReturnHeader/ReturnTs02020-04-28T14:09:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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