Civic Intelligence

Old Waverly Foundation Inc.

990 • Fiscal year 2014 • EIN 31-1511701

Mar 01, 2013 to Feb 28, 2014 • Filed on Jan 14, 2015

Organization ProfileN/A
One Magnolia Drive39773

(662) 494-5732

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

90th percentile

90%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

2.6%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$355,894

Up $168,997 (+90%) from 2013

Net Assets

Up

$345,894

Up $158,997 (+85%) from 2013

Liabilities

$10,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin97th percentile

Revenue

Up

$201,776

Up $5,026 (+2.6%) from 2013

Expenses

Up

$42,779

Up $32,926 (+334%) from 2013

Net Income

Down

$158,997

Down $27,900 (-15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$600K$400K$200K$0Assets 2013: $186,897Net Assets 2013: $186,8972013Assets 2014: $355,894Liabilities 2014: $10,000Net Assets 2014: $345,8942014Assets 2015: $342,190Liabilities 2015: $11,250Net Assets 2015: $330,9402015Assets 2016: $432,950Liabilities 2016: $11,500Net Assets 2016: $421,4502016Assets 2017: $406,620Liabilities 2017: $11,750Net Assets 2017: $394,8702017Assets 2018: $355,822Liabilities 2018: $0Net Assets 2018: $355,8222018Assets 2019: $345,248Liabilities 2019: $0Net Assets 2019: $345,2482019Assets 2020: $383,433Net Assets 2020: $383,4332020Assets 2021: $333,235Net Assets 2021: $333,2352021Assets 2022: $332,646Net Assets 2022: $332,6462022Assets 2025: $500,097Liabilities 2025: $215Net Assets 2025: $499,8822025

Highlighted filing

2014

Assets$355,894
Liabilities$10,000
Net Assets$345,894
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $196,750Expenses 2013: $9,853Net Income 2013: $186,8972013Revenue 2014: $201,776Expenses 2014: $42,779Net Income 2014: $158,9972014Revenue 2015: $57,732Expenses 2015: $72,516Net Income 2015: -$14,7842015Revenue 2016: $166,640Expenses 2016: $76,130Net Income 2016: $90,5102016Revenue 2017: $59,962Expenses 2017: $86,542Net Income 2017: -$26,5802017Revenue 2018: $34,656Expenses 2018: $73,704Net Income 2018: -$39,0482018Revenue 2019: $40,055Expenses 2019: $50,629Net Income 2019: -$10,5742019Revenue 2020: $86,106Expenses 2020: $47,921Net Income 2020: $38,1852020Revenue 2021: $48,424Expenses 2021: $98,622Net Income 2021: -$50,1982021Revenue 2022: $58,553Expenses 2022: $59,142Net Income 2022: -$5892022Revenue 2025: $56,238Expenses 2025: $39,109Net Income 2025: $17,1292025

Highlighted filing

2014

Revenue$201,776
Expenses$42,779
Net Income$158,997
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Jan 14, 2015
Return Version
2013v4.0
Gross Receipts
$201,776
Mission and Program Overview

Mission

Promotes education through golf and associated activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$307,531-
Investments in Publicly Traded Securities-$20,242-
Cash and Non-Interest-Bearing Accounts$10,500$17,169▲ $6,669
Savings and Temporary Cash Investments-$10,170-
Total Assets$186,897$355,894▲ $168,997
Other Assets Total$176,397$782▼ $175,615
Liabilities
Mortgage Notes Payable Secured by Investment Property-$10,000-
Total Liabilities$0$10,000▲ $10,000
Net Assets / Fund Balance
Unrestricted Net Assets$186,897$315,652▲ $128,755
Permanently Rstr Net Assets-$30,242-
Total Net Assets Fund Balance$186,897$345,894▲ $158,997
Total Liabilities and Net Assets / Fund Balance$186,897$355,894▲ $168,997

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$268,749$5,568$274,317
Other Land Buildings$38,782$4,399$43,181

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013-$30,242▲ $170-$30,412
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
H Joe TrulovePresident
Boyce AdamsDirector
Cissye GallagherDirector
Doug HedermanDirector
George W Bryan JrDirector
George W Bryan SrDirector
Jake LambertDirector
Jeffrey RuppDirector
Sandra HarpoleDirector
Tim YelvertonDirector
Vj TrolioDirector
James L StaffordSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$174,096
Program Service Revenue
$27,510
Investment Income
$170
Other Revenue
$0
All Other Contributions
$174,096
Change in Net Assets
$158,997

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded2$95,360
Total Noncash Contributions2$95,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$15,850--$15,850
Depreciation Depletion$9,967--$9,967
Fees for Services Accounting-$5,580-$5,580
Occupancy$1,985--$1,985
Interest$1,118--$1,118
Insurance$764--$764
Other Expenses$654--$654
Fees for Services Legal-$400-$400
Advertising$375--$375
Travel$100--$100
Office Expenses$18--$18
Total Functional Expenses$36,799$5,980$0$42,779
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Vj TrolioBoard DirectorGoods & ServicesNo$12,601
-Board DirectorCounselor FeesNo$6,800
-Board DirectorCounselor FeesNo$6,800
-OfficerAccounting ServicesNo$5,580
Tim YelvertonSpouse DirectorGoods & ServicesNo$3,550
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
Yes
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, Page 6, Part VI, Line 2

“George w bryan sr george w bryan jr director director father/son”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
31-1511701
Phone
6624945732

Signing Officer

Name
H Joe Trulove
Title
President
Phone
6624945732
Signed
2015-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Joe Trulove
Voting Board Members
12
Independent Board Members
10
Employees
0

Preparer

Preparer
Kimberly S Caskey CPA
Phone
6624945732
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Counselor fees 15,850 0 0”

Raw XML Appendix383 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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3BOARD DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4BOARD DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt012601
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt13550
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt25580
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt36800
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt46800
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0GOODS & SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1GOODS & SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2ACCOUNTING SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3COUNSELOR FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4COUNSELOR FEES
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt095360
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GEORGE W BRYAN SR GEORGE W BRYAN JR DIRECTOR DIRECTOR FATHER/SON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNSELOR FEES 15,850 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0186897
IRS990/TotalAssetsEOYAmt0355894
IRS990/TotalAssetsGrp/BOYAmt0186897
IRS990/TotalAssetsGrp/EOYAmt0355894
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0174096
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05980
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036799
IRS990/TotalFunctionalExpensesGrp/TotalAmt042779
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt010000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt010000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0186897
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0345894
IRS990/TotalProgramServiceExpensesAmt036799
IRS990/TotalProgramServiceRevenueAmt027510
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027680
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0201776
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0186897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0355894
IRS990/TravelGrp/ProgramServicesAmt0100
IRS990/TravelGrp/TotalAmt0100
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0186897
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0315652
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102287 WHITE ARCHES COVE
IRS990/USAddress/City0WEST POINT
IRS990/USAddress/State0MS
IRS990/USAddress/ZIPCode039773
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H JOE TRULOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06624945732
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10OLD WAVERLY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OLDW
ReturnHeader/Filer/EIN0311511701
ReturnHeader/Filer/PhoneNum06624945732
ReturnHeader/Filer/USAddress/AddressLine10ONE MAGNOLIA DRIVE
ReturnHeader/Filer/USAddress/City0WEST POINT
ReturnHeader/Filer/USAddress/State0MS
ReturnHeader/Filer/USAddress/ZIPCode039773
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640394922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WATKINS WARD AND STAFFORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0397731216
ReturnHeader/PreparerPersonGrp/PhoneNum06624945732
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY S CASKEY CPA
ReturnHeader/ReturnTs02015-01-14T13:12:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-03-01
ReturnHeader/TaxPeriodEndDt02014-02-28
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,894
Liabilities
$10,000
Net assets
$345,894
Revenue
$201,776
Expenses
$42,779
Net income
$158,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$0.56$0.39$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$3.33$0.59$0.59$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$3.33$0.48$0.99$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.83$3.83$0.86$0.48$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.40$0.51$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$0.35$0.74$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.12$3.95$0.60$0.87$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.12$4.21$1.67$0.76$0.91
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.11$3.31$0.58$0.73$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.10$3.46$2.02$0.43$1.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$1.87$1.97$0.10$1.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits