Civic Intelligence

Old Waverly Foundation Inc.

990 • Fiscal year 2018 • EIN 31-1511701

Mar 01, 2017 to Feb 28, 2018 • Filed on Jul 12, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-113%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$355,822

Down $50,798 (-12%) from 2017

Net Assets

Down

$355,822

Down $39,048 (-9.9%) from 2017

Liabilities

Down

$0

Down $11,750 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$34,656

Down $25,306 (-42%) from 2017

Expenses

Down

$73,704

Down $12,838 (-15%) from 2017

Net Income

Down

-$39,048

Down $12,468 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2018

Assets$355,822
Liabilities$0
Net Assets$355,822
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$34,656
Expenses$73,704
Net Income-$39,048
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Jul 12, 2018
Return Version
2017v2.3
Gross Receipts
$54,656
Mission and Program Overview

Mission

Promotes education through golf and associated activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$268,967$258,296▼ $10,671
Investments in Publicly Traded Securities$94,644$84,664▼ $9,980
Cash and Non-Interest-Bearing Accounts$34,489$11,293▼ $23,196
Savings and Temporary Cash Investments$7,738$787▼ $6,951
Total Assets$406,620$355,822▼ $50,798
Other Assets Total$782$782→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,750--
Total Liabilities$11,750$0▼ $11,750
Net Assets / Fund Balance
Unrestricted Net Assets$359,631$325,409▼ $34,222
Permanently Rstr Net Assets$35,239$30,413▼ $4,826
Total Net Assets Fund Balance$394,870$355,822▼ $39,048
Total Liabilities and Net Assets / Fund Balance$406,620$355,822▼ $50,798

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$240,614$33,703$274,317
Other Land Buildings$17,682$28,174$45,856

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$35,239-▲ $1,744-$31,199
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
$12,000
Program Service Revenue
$13,474
Investment Income
$3,070
Other Revenue
$6,112
All Other Contributions
$12,000
Change in Net Assets
$-39,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,704
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$41,175--$41,175
Depreciation Depletion$10,671--$10,671
Fees for Services Accounting-$3,350-$3,350
Occupancy$2,216--$2,216
Advertising$2,000--$2,000
Interest$659--$659
Other Expenses$656--$656
All Other Expenses$235$202-$437
Total Functional Expenses$70,152$3,552$0$73,704
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
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
2018-07-12
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 41,175 0 0”

Raw XML Appendix362 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNSELOR FEES 41,175 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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0406620
IRS990/TotalAssetsEOYAmt0355822
IRS990/TotalAssetsGrp/BOYAmt0406620
IRS990/TotalAssetsGrp/EOYAmt0355822
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03552
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070152
IRS990/TotalFunctionalExpensesGrp/TotalAmt073704
IRS990/TotalGrossUBIAmt06112
IRS990/TotalLiabilitiesBOYAmt011750
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt011750
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0394870
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0355822
IRS990/TotalProgramServiceExpensesAmt070152
IRS990/TotalProgramServiceRevenueAmt013474
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016544
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034656
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06112
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0406620
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0355822
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0359631
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0325409
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02005 SEMINOLE
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039705
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOYCE ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06624945732
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
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/AtSubmissionCreationDeviceId08D69CCE39B5DB858E3AA1BF0C5D32DBB1A5E88F1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E773006910D34343A3EAB97B0BDAF7EB32D0E678
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.175.162.242
ReturnHeader/FilingSecurityInformation/IPDt02018-07-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:17:54
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/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY S CASKEY CPA
ReturnHeader/ReturnTs02018-07-12T16:17:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,822
Liabilities
$0
Net assets
$355,822
Revenue
$34,656
Expenses
$73,704
Net income
-$39,048
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
2018Detailed filing. Detailed filing data is available for this year.$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