Civic Intelligence

Morrison R Waite High School Alumni Association Inc.

990 • Fiscal year 2019 • EIN 31-1259865

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 10, 2020

PO Box 166927Oregon, OH 43616

(419) 262-6138

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.6%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,111,878

Up $87,715 (+8.6%) from 2018

Net Assets

Up

$1,111,878

Up $87,715 (+8.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$155,416

Up $60,975 (+65%) from 2018

Expenses

Up

$67,701

Up $6,889 (+11%) from 2018

Net Income

Up

$87,715

Up $54,086 (+161%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $521,766Liabilities 2010: $0Net Assets 2010: $521,7662010Assets 2012: $541,013Liabilities 2012: $0Net Assets 2012: $541,0132012Assets 2013: $567,168Liabilities 2013: $0Net Assets 2013: $567,1682013Assets 2014: $800,478Liabilities 2014: $0Net Assets 2014: $800,4782014Assets 2015: $851,592Liabilities 2015: $0Net Assets 2015: $851,5922015Assets 2016: $907,615Liabilities 2016: $0Net Assets 2016: $907,6152016Assets 2017: $990,534Liabilities 2017: $0Net Assets 2017: $990,5342017Assets 2018: $1,024,163Liabilities 2018: $0Net Assets 2018: $1,024,1632018Assets 2019: $1,111,878Liabilities 2019: $0Net Assets 2019: $1,111,8782019Assets 2020: $1,132,693Liabilities 2020: $0Net Assets 2020: $1,132,6932020Assets 2021: $1,129,861Liabilities 2021: $0Net Assets 2021: $1,129,8612021Assets 2022: $1,169,848Liabilities 2022: $0Net Assets 2022: $1,169,8482022Assets 2023: $1,177,405Liabilities 2023: $0Net Assets 2023: $1,177,4052023Assets 2024: $1,197,061Liabilities 2024: $0Net Assets 2024: $1,197,0612024

Highlighted filing

2019

Assets$1,111,878
Liabilities$0
Net Assets$1,111,878

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $43,346Expenses 2010: $31,162Net Income 2010: $12,1842010Expenses 2012: $177,5312012Expenses 2013: $48,7102013Revenue 2014: $305,779Expenses 2014: $72,469Net Income 2014: $233,3102014Revenue 2015: $101,723Expenses 2015: $50,609Net Income 2015: $51,1142015Revenue 2016: $110,382Expenses 2016: $54,359Net Income 2016: $56,0232016Revenue 2017: $188,029Expenses 2017: $105,110Net Income 2017: $82,9192017Revenue 2018: $94,441Expenses 2018: $60,812Net Income 2018: $33,6292018Revenue 2019: $155,416Expenses 2019: $67,701Net Income 2019: $87,7152019Revenue 2020: $107,272Expenses 2020: $86,457Net Income 2020: $20,8152020Revenue 2021: $55,698Expenses 2021: $58,530Net Income 2021: -$2,8322021Revenue 2022: $91,393Expenses 2022: $51,406Net Income 2022: $39,9872022Revenue 2023: $113,334Expenses 2023: $105,777Net Income 2023: $7,5572023Revenue 2024: $97,112Expenses 2024: $77,456Net Income 2024: $19,6562024

Highlighted filing

2019

Revenue$155,416
Expenses$67,701
Net Income$87,715
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 10, 2020
Return Version
2018v3.1
Gross Receipts
$267,512
Mission and Program Overview

Mission

To support morrison r. Waite high school and its students.

To promote and recognize academic achievement of students and provide financial assistance for special projects to morrison r. Waite high school (public school).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$826,062$887,685▲ $61,623
Cash and Non-Interest-Bearing Accounts$91,035$115,417▲ $24,382
Savings and Temporary Cash Investments$107,066$108,776▲ $1,710
Total Assets$1,024,163$1,111,878▲ $87,715
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,024,163$1,111,878▲ $87,715
Total Net Assets Fund Balance$1,024,163$1,111,878▲ $87,715
Total Liabilities and Net Assets / Fund Balance$1,024,163$1,111,878▲ $87,715

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$887,685--
Compensation and Service Providers

Board Members and Trustees

NameTitle
David YenrickChair
Jean WilcikNominations Chair
S Jean ClarkScholarship Chair
Cynthia CrosbyVice Chair
Beverly SawyerBoard Member
Bill SchomakerBoard Member
Brenda HagmanBoard Member
Carol DealBoard Member
Dawn ThompsonBoard Member
Diane LudwigBoard Member
FRANCES O'CONNORBoard Member
Gary William NopperBoard Member
Jamie DorringBoard Member
Jason KendallBoard Member
Katherine PattayBoard Member
Michelle JacobsBoard Member
Rose BelvilleBoard Member
Ruth LightBoard Member
Sandy CherryBoard Member
Thelma ScarboroughBoard Member
Todd DeemBoard Member
Veronica PlackoBoard Member
Jean CutcherSecretary
Alisa IfflandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,627
Program Service Revenue
$0
Investment Income
$71,703
Other Revenue
$86
All Other Contributions
$59,637
Change in Net Assets
$87,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,678
Other Expenses$27,023
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,678--$40,678
Fees for Service Investment Mgmnt Fees-$8,369-$8,369
Fees for Services Accounting-$3,250-$3,250
Office Expenses-$1,624-$1,624
All Other Expenses-$1,013-$1,013
Advertising-$1,000-$1,000
Fees for Services Other-$979-$979
Other Expenses$550--$550
Total Functional Expenses$51,466$16,235$0$67,701
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,077
Fundraising Gross Income$13,048
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golden Luncheon$6,998$6,998$5,388$1,610
Purple and Gold$30,040$6,050$7,689$-1,639
Total Events$37,038$13,048$13,077$-29
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 was prepared by an independent accountant, reviewed by treasurer and chairperson, and sent to board members by e-mail before filing the form.

Form 990, Part VI, Section C, Line 18

Form 990 is available through guide star website @www.guidestar.org.

Form 990, Part VI, Section C, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Morrison R Waite High School Alumni
EIN
31-1259865
Phone
4192626138
Address
PO BOX 166927, OREGON, OH 43616

Signing Officer

Name
Alisa Iffland
Title
Treasurer
Phone
4196915316
Signed
2020-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alisa Iffland
Formed
1988
Legal Domicile
Oh
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
24

Preparer

Firm
Mira & Kolena Ltd
Address
4841 MONROE STREET STE 350, TOLEDO, OH 43623
Preparer
Dennis E Hoff
Phone
4194745020
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IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt023990
IRS990/FundraisingDirectExpensesAmt013077
IRS990/FundraisingGrossIncomeAmt013048
IRS990/GainOrLossGrp/SecuritiesAmt0-14894
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt040678
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt040678
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt040678
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt084125
IRS990/GrossReceiptsAmt0267512
IRS990/GrossSalesOfInventoryAmt0115
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt086597
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086597
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0826062
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0887685
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt099019
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT MORRISON R. WAITE HIGH SCHOOL AND ITS STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01024163
IRS990/NetAssetsOrFundBalancesEOYAmt01111878
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-14894
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14894
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-29
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-29
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0115
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0115
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01624
IRS990/OfficeExpensesGrp/TotalAmt01624
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INDIAN SUMMER
IRS990/OtherExpensesGrp/Desc1STUDENTS NASA TRIP SUPP
IRS990/OtherExpensesGrp/Desc2GIRLS BUCKEYE STATE SUP
IRS990/OtherExpensesGrp/ProgramServicesAmt07738
IRS990/OtherExpensesGrp/ProgramServicesAmt12500
IRS990/OtherExpensesGrp/ProgramServicesAmt2550
IRS990/OtherExpensesGrp/TotalAmt07738
IRS990/OtherExpensesGrp/TotalAmt12500
IRS990/OtherExpensesGrp/TotalAmt2550
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALISA IFFLAND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FINANCIAL ASSISTANCE TO MORRISON R. WAITE HIGH SCHOOL FOR INDIAN SUMMER PROJECTS, MEMORIAL GARDEN MAINTENANCE, ACADEMIC BANQUET, STUDENTS TRIP, AND OTHER SPECIAL PROJECTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010788
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt062771
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt029658
IRS990/PYInvestmentIncomeAmt030469
IRS990/PYOtherExpensesAmt031154
IRS990/PYOtherRevenueAmt01201
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033629
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt060812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094441
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt087715
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0107066
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0108776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt083627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0147586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt071149
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0381800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt086597
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt057768
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt039516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040940
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt031614
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0256435
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt064578
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49720
IRS990ScheduleA/PublicSupportPY170Pct00.49800
IRS990ScheduleA/PublicSupportTotal170Amt0317359
IRS990ScheduleA/SubstantialContributorsTotAmt064441
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt083627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0147586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt071149
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016667
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0381800
IRS990ScheduleA/TotalSupportAmt0638235
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0887685
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GENOA BANK INVESTMENT ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0887685
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023990
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023990
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013077
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PURPLE AND GOLD
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLDEN LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06998

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.11$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.06$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.11$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.16$0.07$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.19$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.11$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.10$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.31$0.07$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.04$0.03$0.01