Civic Intelligence

Old Waverly Foundation Inc.

990 • Fiscal year 2017 • EIN 31-1511701

Mar 01, 2016 to Feb 28, 2017 • Filed on Jun 01, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-6.1%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$406,620

Down $26,330 (-6.1%) from 2016

Net Assets

Down

$394,870

Down $26,580 (-6.3%) from 2016

Liabilities

Up

$11,750

Up $250 (+2.2%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin9th percentile

Revenue

Down

$59,962

Down $106,678 (-64%) from 2016

Expenses

Up

$86,542

Up $10,412 (+14%) from 2016

Net Income

Down

-$26,580

Down $117,090 (-129%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$406,620
Liabilities$11,750
Net Assets$394,870
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$59,962
Expenses$86,542
Net Income-$26,580
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jun 1, 2017
Return Version
2016v3.0
Gross Receipts
$79,962
Mission and Program Overview

Mission

Promotes education through golf and associated activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$280,716$268,967▼ $11,749
Investments in Publicly Traded Securities$114,644$94,644▼ $20,000
Cash and Non-Interest-Bearing Accounts$32,200$34,489▲ $2,289
Savings and Temporary Cash Investments$4,608$7,738▲ $3,130
Total Assets$432,950$406,620▼ $26,330
Other Assets Total$782$782→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,500$11,750▲ $250
Total Liabilities$11,500$11,750▲ $250
Net Assets / Fund Balance
Unrestricted Net Assets$387,877$359,631▼ $28,246
Permanently Rstr Net Assets$33,573$35,239▲ $1,666
Total Net Assets Fund Balance$421,450$394,870▼ $26,580
Total Liabilities and Net Assets / Fund Balance$432,950$406,620▼ $26,330

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$247,647$26,670$274,317
Other Land Buildings$21,320$24,536$45,856

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$33,573-▲ $1,666-$35,239
2015$31,964-▲ $1,609-$33,573
2014$30,412-▲ $1,552-$31,964
2013-$30,242▲ $170-$30,412
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Boyce AdamsPresident
George W Bryan JrDirector
George W Bryan SrDirector
Moak GriffinDirector
Troy BlantonDirector
James L StaffordSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$21,400
Program Service Revenue
$30,030
Investment Income
$3,131
Other Revenue
$5,401
All Other Contributions
$21,400
Change in Net Assets
$-26,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,542
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$40,050--$40,050
Depreciation Depletion$11,748--$11,748
All Other Expenses$4,491--$4,491
Fees for Services Accounting-$3,912-$3,912
Other Expenses$2,500--$2,500
Advertising$2,500--$2,500
Occupancy$1,999--$1,999
Interest$610--$610
Total Functional Expenses$82,630$3,912$0$86,542
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$3,052
Professional Fundraising Fees$0
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
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
Boyce Adams
Title
President
Phone
6624945732
Signed
2017-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Boyce Adams
Voting Board Members
6
Independent Board Members
4
Employees
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Counselor fees 40,050 0 0”

Raw XML Appendix365 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/TransactionDesc1ACCOUNTING SERVICES
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 40,050 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/TotalAssetsBOYAmt0432950
IRS990/TotalAssetsEOYAmt0406620
IRS990/TotalAssetsGrp/BOYAmt0432950
IRS990/TotalAssetsGrp/EOYAmt0406620
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021400
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082630
IRS990/TotalFunctionalExpensesGrp/TotalAmt086542
IRS990/TotalGrossUBIAmt02349
IRS990/TotalLiabilitiesBOYAmt011500
IRS990/TotalLiabilitiesEOYAmt011750
IRS990/TotalLiabilitiesGrp/BOYAmt011500
IRS990/TotalLiabilitiesGrp/EOYAmt011750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0421450
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0394870
IRS990/TotalProgramServiceExpensesAmt082630
IRS990/TotalProgramServiceRevenueAmt030030
IRS990/TotalRevenueGrp/ExclusionAmt03052
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033161
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059962
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02349
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0432950
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0406620
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0387877
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0359631
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02005 SEMINOLE
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039705
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOYCE ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06624945732
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BA4C25F46C651CB4B1A9B1C8994B6875A7C15932
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA4C25F46C651CB4B1A9B1C8994B6875A7C15932
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/ZIPCd0397731216
ReturnHeader/PreparerPersonGrp/PhoneNum06624945732
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY S CASKEY CPA
ReturnHeader/ReturnTs02017-07-17T10:44:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,620
Liabilities
$11,750
Net assets
$394,870
Revenue
$59,962
Expenses
$86,542
Net income
-$26,580
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
2017Detailed filing. Detailed filing data is available for this year.$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