Civic Intelligence

Waterford Heritage Fund Inc

EIN 27-5100862 • 501(c)3 • Waterford, WI

Profile

Historic Preservation

123 N River StreetWaterford, WI 53185

www.explorewaterford.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

3rd percentile

-700%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

-0.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,617

Up $1,527 (+37%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$5,617

Up $1,527 (+37%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Up

$13,824

Up $13,819 (+276380%) from 2022

Expenses

Up

$8,207

Up $8,167 (+20418%) from 2022

Net Income

Up

$5,617

Up $5,652 (+16149%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2023

Assets$5,617
Liabilities$0
Net Assets$5,617
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$13,824
Expenses$8,207
Net Income$5,617
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,617
Liabilities
$0
Net assets
$5,617
Revenue
$13,824
Expenses
$8,207
Net income
$5,617
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$13,824
Mission and Program Overview

Mission

Economic Development and Historic Preservation

Historic Preservation

Program Services

DescriptionGrantsExpenses
Cemetery Project$0$8,086
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn JurgensenChairmanPT$0--
Judy GambrelTreasurerPT$0--
Sheila LeanderOfficer-$0--
Maureen Vander SandenOfficer-$0--
Teri EulgenOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Waterford Heritage Fund Inc
EIN
27-5100862
Phone
8152890003
Address
123 N River Street, Waterford, WI 53185

Signing Officer

Name
Judy Gambrel
Title
Treasurer
Phone
8152890003
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
JB Tax Accounting & Payroll Services L
Address
6233 Durand Ave, Mount Pleasant, WI 53406
Preparer
Jonathon Baugher CPA
Phone
2629898512
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Iron Wolfe Forge (for Cemetery Project). Amount: 7,500. Description: Misc Supplies and other Items. Amount: 707. Total to Form 990-EZ, line 16: 8,207.”

Raw XML Appendix145 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/PhoneNum08152890003
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05800 Island View Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waterford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053185
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05617
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt013824
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05617
IRS990EZ/FiledScheduleAInd01
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IRS990EZ/GrossReceiptsAmt013824
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dawn Jurgensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Judy Gambrel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sheila Leander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maureen Vander Sanden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Teri Eulgen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Officer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Historic Preservation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cemetery Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08086
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08207
IRS990EZ/TotalProgramServiceExpensesAmt08086
IRS990EZ/TotalRevenueAmt013824
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.explorewaterford.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013829
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt013829
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/Total509Grp/TotalAmt013829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Iron Wolfe Forge (for Cemetery Project). Amount: 7,500. Description: Misc Supplies and other Items. Amount: 707. Total to Form 990-EZ, line 16: 8,207.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Gambrel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08152890003
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Waterford Heritage Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0275100862
ReturnHeader/Filer/PhoneNum08152890003
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 N River Street
ReturnHeader/Filer/USAddress/CityNm0Waterford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461765334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JB Tax Accounting & Payroll Services L
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06233 Durand Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mount Pleasant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053406
ReturnHeader/PreparerPersonGrp/PhoneNum02629898512
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathon Baugher CPA
ReturnHeader/ReturnTs02024-11-07T14:06:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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