Civic Intelligence

Waterford Community Foundation Inc

990EZ • Fiscal year 2021 • EIN 27-5100862

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 02, 2022

Organization ProfileN/A
123 N River StreetWaterford, WI 53185

(262) 534-9000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

56th percentile

10%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,125

Up $388 (+10%) from 2020

Net Assets

Up

$4,125

Up $2,585 (+168%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$10

Down $22,882 (-100%) from 2020

Expenses

Down

$15

Down $34,227 (-100%) from 2020

Net Income

Up

-$5

Up $11,345 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2021

Assets$4,125
Liabilities-
Net Assets$4,125
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$10
Expenses$15
Net Income-$5
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 2, 2022
Return Version
2021v4.2
Gross Receipts
$10
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.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim VandevillePresidentPT$0--
Jay NobleVice President-$0--
Jonathon BaugherTreasurer-$0--
Todd NimmerDirector-$0--
Chad SchmidtDirector-$0--
Rae Ann ArrigoniDirector-$0--
Aaron VossDirector-$0--
Donna FearingDirector-$0--
Holly BaumannDirector-$0--
Tanya ManeyExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Waterford Community Foundation Inc
EIN
27-5100862
Phone
2625349000
Address
123 N River Street, Waterford, WI 53185

Signing Officer

Name
Tanya Maney
Title
Executive Director
Phone
2625349000
Signed
2022-08-02
Discuss with paid preparer
Yes

Preparer

Firm
JB Tax LLC
Address
6233 Durand Ave, Racine, WI 53406
Preparer
Jonathon Baugher CPA
Phone
2629898512
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Other Revenue 10”

Form 990-EZ, Part II, Line 24, Other Assets

“Prepaid Insurance Beginning of year 360, End of year 0”

Form 990-EZ, Part II, Line 26, Liabilities

“Payroll Liabilities Beginning of year 2,197, End of year 0”

Raw XML Appendix153 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tim Vandeville
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jay Noble
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Holly Baumann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tanya Maney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0360
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02197
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt010
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018094
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0117016
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,125
Liabilities
-
Net assets
$4,125
Revenue
$10
Expenses
$15
Net income
-$5
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