Civic Intelligence

Waterford Community Foundation Inc

990EZ • Fiscal year 2017 • EIN 27-5100862

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 24, 2019

Organization ProfileN/A
300 E Main StWaterford, WI 53185

(262) 534-9000

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$42,601

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 74.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$7,275

Down $12,971 (-64%) from 2016

Net Assets

Down

$5,873

Down $12,997 (-69%) from 2016

Liabilities

Up

$1,402

Up $26 (+1.9%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin14th percentile

Revenue

Up

$57,228

Up $8,221 (+17%) from 2016

Expenses

Up

$70,225

Up $15,007 (+27%) from 2016

Net Income

Down

-$12,997

Down $6,786 (-109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$40K$30K$20K$10K$0Assets 2012: $30,789Liabilities 2012: $743Net Assets 2012: $30,0462012Assets 2016: $20,246Liabilities 2016: $1,376Net Assets 2016: $18,8702016Assets 2017: $7,275Liabilities 2017: $1,402Net Assets 2017: $5,8732017Assets 2018: $19,147Liabilities 2018: $1,778Net Assets 2018: $17,3692018Assets 2019: $14,296Liabilities 2019: $1,406Net Assets 2019: $12,8902019Assets 2020: $3,737Liabilities 2020: $2,197Net Assets 2020: $1,5402020Assets 2021: $4,125Net Assets 2021: $4,1252021Assets 2022: $4,090Net Assets 2022: $4,0902022Assets 2023: $5,617Liabilities 2023: $0Net Assets 2023: $5,6172023

Highlighted filing

2017

Assets$7,275
Liabilities$1,402
Net Assets$5,873
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50KRevenue 2012: $42,456Expenses 2012: $14,894Net Income 2012: $27,5622012Revenue 2016: $49,007Expenses 2016: $55,218Net Income 2016: -$6,2112016Revenue 2017: $57,228Expenses 2017: $70,225Net Income 2017: -$12,9972017Revenue 2018: $40,474Expenses 2018: $28,978Net Income 2018: $11,4962018Revenue 2019: $20,340Expenses 2019: $24,819Net Income 2019: -$4,4792019Revenue 2020: $22,892Expenses 2020: $34,242Net Income 2020: -$11,3502020Revenue 2021: $10Expenses 2021: $15Net Income 2021: -$52021Revenue 2022: $5Expenses 2022: $40Net Income 2022: -$352022Revenue 2023: $13,824Expenses 2023: $8,207Net Income 2023: $5,6172023

Highlighted filing

2017

Revenue$57,228
Expenses$70,225
Net Income-$12,997
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 24, 2019
Return Version
2017v2.2
Gross Receipts
$64,810
Mission and Program Overview

Mission

Economic Development and Historic Preservation

Program Services

DescriptionGrantsExpenses
A Main Street program that emphasizes economic development and historic preservation through events that attract 4500 visitors to 61 businesses in the district.-$55,530
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA JENSENExecutive DirectorPT$42,601-$42,601
MARY BETH MIKRUTPresident-$0--
HOWARD BRYANTVice President-$0--
MICHELE JONESTreasurer-$0--
DAWN JURGENSENSecretary-$0--
NICK BORTHDirector-$0--
TOM ROANHOUSEDirector-$0--
KATHY NARGISVillage Liason-$0--
KATY ENGELSChamber Ex-Officio-$0--
Filing and Contact Details

Filer

Filer Name
Absolutely Waterford Inc
EIN
27-5100862
Phone
2625349000
Address
300 E MAIN ST, WATERFORD, WI 53185

Signing Officer

Name
Dawn Jurgensen
Title
Secretary
Phone
2625349000
Signed
2019-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Premier Accounting Services LLC
Address
PO BOX 90, LYONS, WI 53148-0090
Preparer
Steven J Bahr
Phone
2628222455
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Beautification Expense 257.”

Form 990EZ, Part I, Line 16

“Computer & Website Expenses 9282.”

Form 990EZ, Part I, Line 16

“Dues & Memberships 435.”

Form 990EZ, Part I, Line 16

“Insurance Expense 1920.”

Form 990EZ, Part I, Line 16

“License & Permits 560.”

Form 990EZ, Part I, Line 16

“Marketing Expenses 455.”

Form 990EZ, Part I, Line 16

“Miscellaneous 71.”

Form 990EZ, Part I, Line 16

“Supplies 917.”

Form 990EZ, Part I, Line 16

“Telephone 1028.”

Form 990EZ, Part I, Line 16

“Travel Expenses 169.”

Raw XML Appendix181 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/BooksInCareOfDetail/PersonNm0DAWN JERGENSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02625349000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 E MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WATERFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053185
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020246
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07275
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053306
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12997
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01995
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020246
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07275
IRS990EZ/FundraisingGrossIncomeAmt011504
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064810
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018870
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05873
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018870
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05873
IRS990EZ/OccupancyRentUtltsAndMaintAmt05737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt830.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt842601
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY BETH MIKRUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOWARD BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAWN JURGENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK BORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM ROANHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY NARGIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATY ENGELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CYNTHIA JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VILLAGE LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAMBER EX-OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Economic Development and Historic Preservation
IRS990EZ/PrintingPublicationsPostageAmt01539
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A Main Street program that emphasizes economic development and historic preservation through events that attract 4500 visitors to 61 businesses in the district.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt045860
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07582
IRS990EZ/SpecialEventsNetIncomeLossAmt03922
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01376
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01402
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070225
IRS990EZ/TotalProgramServiceExpensesAmt055530
IRS990EZ/TotalRevenueAmt057228
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240634
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0240634
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041990
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0240634
IRS990ScheduleA/TotalSupportAmt0240634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Beautification Expense 257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Computer & Website Expenses 9282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues & Memberships 435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance Expense 1920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4License & Permits 560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Marketing Expenses 455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 71.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies 917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Telephone 1028.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Travel Expenses 169.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN JURGENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02625349000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABSOLUTELY WATERFORD INC
ReturnHeader/Filer/BusinessNameControlTxt0ABSO
ReturnHeader/Filer/EIN0275100862
ReturnHeader/Filer/PhoneNum02625349000
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 E MAIN ST
ReturnHeader/Filer/USAddress/CityNm0WATERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053185
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F2D136DA815423645BF5559EA16BB4E06412E0FC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F2D136DA815423645BF5559EA16BB4E06412E0FC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.169.97.19
ReturnHeader/FilingSecurityInformation/IPDt02019-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:34:09
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PREMIER ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 90
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531480090
ReturnHeader/PreparerPersonGrp/PhoneNum02628222455
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J BAHR
ReturnHeader/ReturnTs02019-07-10T17:34:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,275
Liabilities
$1,402
Net assets
$5,873
Revenue
$57,228
Expenses
$70,225
Net income
-$12,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$13.8$8.21$5.62
2022Detailed filing. Detailed filing data is available for this year.$4.09$4.09$0.01$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.13$4.13$0.01$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.74$2.20$1.54$22.9$34.2$11.4
2019Detailed filing. Detailed filing data is available for this year.$14.3$1.41$12.9$20.3$24.8$4.48
2018Detailed filing. Detailed filing data is available for this year.$19.1$1.78$17.4$40.5$29.0$11.5
2017Detailed filing. Detailed filing data is available for this year.$7.28$1.40$5.87$57.2$70.2$13.0
2016Detailed filing. Detailed filing data is available for this year.$20.2$1.38$18.9$49.0$55.2$6.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$0.74$30.0$42.5$14.9$27.6