Civic Intelligence

Old Waverly Foundation Inc.

990 • Fiscal year 2015 • EIN 31-1511701

Mar 01, 2014 to Feb 28, 2015 • Filed on Jan 15, 2016

Organization ProfileN/A
One Magnolia DriveWest Point, MS 39773

(662) 494-5732

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$342,190

Down $13,704 (-3.9%) from 2014

Net Assets

Down

$330,940

Down $14,954 (-4.3%) from 2014

Liabilities

Up

$11,250

Up $1,250 (+13%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin13th percentile

Revenue

Down

$57,732

Down $144,044 (-71%) from 2014

Expenses

Up

$72,516

Up $29,737 (+70%) from 2014

Net Income

Down

-$14,784

Down $173,781 (-109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2015

Assets$342,190
Liabilities$11,250
Net Assets$330,940
Open 2015 Filing

Operations Trend

Revenue Growth5th 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

2015

Revenue$57,732
Expenses$72,516
Net Income-$14,784
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$57,732
Mission and Program Overview

Mission

Promotes education through golf and associated activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$307,531$293,926▼ $13,605
Investments in Publicly Traded Securities$20,242$34,644▲ $14,402
Cash and Non-Interest-Bearing Accounts$17,169$10,179▼ $6,990
Savings and Temporary Cash Investments$10,000$2,659▼ $7,341
Total Assets$355,724$342,190▼ $13,534
Other Assets Total$782$782→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,000$11,250▲ $1,250
Total Liabilities$10,000$11,250▲ $1,250
Net Assets / Fund Balance
Unrestricted Net Assets$315,482$298,976▼ $16,506
Permanently Rstr Net Assets$30,242$31,964▲ $1,722
Total Net Assets Fund Balance$345,724$330,940▼ $14,784
Total Liabilities and Net Assets / Fund Balance$355,724$342,190▼ $13,534

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$261,715$12,602$274,317
Other Land Buildings$32,211$13,645$45,856

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$30,412-▲ $1,552-$31,964
2013-$30,242▲ $170-$30,412
Compensation and Service Providers
Top Officer Pay75th 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
Revenue and Support

Revenue Composition

Contributions and Grants
$21,000
Program Service Revenue
$31,355
Investment Income
$2,061
Other Revenue
$3,316
All Other Contributions
$21,000
Change in Net Assets
$-14,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,516
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$43,250--$43,250
Depreciation Depletion$16,280--$16,280
Fees for Services Accounting-$2,210-$2,210
Occupancy$2,131--$2,131
Advertising$1,000--$1,000
Other Expenses$743--$743
All Other Expenses$708--$708
Interest$369--$369
Total Functional Expenses$70,306$2,210$0$72,516
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
Tim YelvertonSpouseGoods & ServicesNo-
Vj TrolioIndirect OwnerGoods & ServicesNo-
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

Filer Name
Old Waverly Foundation Inc
EIN
31-1511701
Phone
6624945732
Address
ONE MAGNOLIA DRIVE, WEST POINT, MS 39773

Signing Officer

Name
H Joe Trulove
Title
President
Phone
6624945732
Signed
2016-01-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Watkins Ward and Stafford Pllc
Address
PO BOX 1216, WEST POINT, MS 39773
Preparer
Kimberly S Caskey CPA
Phone
6624945732
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Counselor fees 43,250 0 0”

Raw XML Appendix387 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTES EDUCATION THROUGH GOLF AND ASSOCIATED ACTIVITIES.
IRS990/AdvertisingGrp/ProgramServicesAmt01000
IRS990/AdvertisingGrp/TotalAmt01000
IRS990/AllOtherContributionsAmt021000
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0708
IRS990/AllOtherExpensesGrp/TotalAmt0708
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JAMES LEE STAFFORD
IRS990/BooksInCareOfDetail/PhoneNum06624945732
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1216
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST POINT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd039773
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt017169
IRS990/CashNonInterestBearingGrp/EOYAmt010179
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02061
IRS990/CYOtherExpensesAmt072516
IRS990/CYOtherRevenueAmt03316
IRS990/CYProgramServiceRevenueAmt031355
IRS990/CYRevenuesLessExpensesAmt0-14784
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt072516
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt057732
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt016280
IRS990/DepreciationDepletionGrp/TotalAmt016280
IRS990/Desc0PROMOTES EDUCATION THROUGH GOLF AND ASSOCIATED ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt070306
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02210
IRS990/FeesForServicesAccountingGrp/TotalAmt02210
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt043250
IRS990/FeesForServicesOtherGrp/TotalAmt043250
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0H JOE TRULOVE
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES L STAFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2BOYCE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE W BRYAN SR
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE W BRYAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm5CISSYE GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm6SANDRA HARPOLE
IRS990/Form990PartVIISectionAGrp/PersonNm7DOUG HEDERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JAKE LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm9VJ TROLIO
IRS990/Form990PartVIISectionAGrp/PersonNm10TIM YELVERTON
IRS990/Form990PartVIISectionAGrp/PersonNm11JEFFREY RUPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt057732
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ProgramServicesAmt0369
IRS990/InterestGrp/TotalAmt0369
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02061
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020242
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034644
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026247
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0307531
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0293926
IRS990/LandBldgEquipCostOrOtherBssAmt0320173
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTES EDUCATION THROUGH GOLF AND ASSOCIATED ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011250
IRS990/NetAssetsOrFundBalancesBOYAmt0345724
IRS990/NetAssetsOrFundBalancesEOYAmt0330940
IRS990/NetUnrelatedBusTxblIncmAmt02316
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt02131
IRS990/OccupancyGrp/TotalAmt02131
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0782
IRS990/OtherAssetsTotalGrp/EOYAmt0782
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1DIRECT SCHOLARSHP SUPPORT
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3JANITORIAL
IRS990/OtherExpensesGrp/ProgramServicesAmt03125
IRS990/OtherExpensesGrp/ProgramServicesAmt11450
IRS990/OtherExpensesGrp/ProgramServicesAmt21250
IRS990/OtherExpensesGrp/ProgramServicesAmt3743
IRS990/OtherExpensesGrp/TotalAmt03125
IRS990/OtherExpensesGrp/TotalAmt11450
IRS990/OtherExpensesGrp/TotalAmt21250
IRS990/OtherExpensesGrp/TotalAmt3743
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0COTTAGE RENT
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03316
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03316
IRS990/OtherRevenueTotalAmt03316
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt030242
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt031964
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0H JOE TRULOVE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0JR GOLF CAMP FEES
IRS990/ProgramServiceRevenueGrp/Desc1JR GOLF CAMP FEES SCHOLARSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0174096
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt042779
IRS990/PYProgramServiceRevenueAmt027510
IRS990/PYRevenuesLessExpensesAmt0158827
IRS990/PYTotalExpensesAmt042779
IRS990/PYTotalRevenueAmt0201606
IRS990/ReconcilationRevenueExpnssAmt0-14784
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0174096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0196750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt072125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0466271
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt033416
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99290
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0466271
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0174096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0196750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt072125
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0466271
IRS990ScheduleA/TotalSupportAmt0469587
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt03316
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt03316
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0261715
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012602
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0274317
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030412
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt031964
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01552
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0170
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032211
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013645
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045856
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0293926
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0WAVERLY PARTNERS LP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1MARCIA BRYAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2WATKINS WARD & STAFFORD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0VJ TROLIO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1TIM YELVERTON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0INDIRECT OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SPOUSE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2MANAGING MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0GOODS & SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1GOODS & SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2ACCOUNTING SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3COUNSELOR FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4COUNSELOR FEES
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 43,250 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/TotalAssetsBOYAmt0355724
IRS990/TotalAssetsEOYAmt0342190
IRS990/TotalAssetsGrp/BOYAmt0355724
IRS990/TotalAssetsGrp/EOYAmt0342190
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02210
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070306
IRS990/TotalFunctionalExpensesGrp/TotalAmt072516
IRS990/TotalGrossUBIAmt03316
IRS990/TotalLiabilitiesBOYAmt010000
IRS990/TotalLiabilitiesEOYAmt011250
IRS990/TotalLiabilitiesGrp/BOYAmt010000
IRS990/TotalLiabilitiesGrp/EOYAmt011250
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0345724
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0330940
IRS990/TotalProgramServiceExpensesAmt070306
IRS990/TotalProgramServiceRevenueAmt031355
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033416
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057732
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03316
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0355724
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0342190
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0315482
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0298976
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H JOE TRULOVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06624945732
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD WAVERLY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OLDW
ReturnHeader/Filer/EIN0311511701
ReturnHeader/Filer/PhoneNum06624945732
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE MAGNOLIA DRIVE
ReturnHeader/Filer/USAddress/CityNm0WEST POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039773
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640394922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS WARD AND STAFFORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039773
ReturnHeader/PreparerPersonGrp/PhoneNum06624945732
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY S CASKEY CPA
ReturnHeader/ReturnTs02016-01-15T14:37:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,190
Liabilities
$11,250
Net assets
$330,940
Revenue
$57,732
Expenses
$72,516
Net income
-$14,784
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