Civic Intelligence

Watley Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 31-1515286

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
679 Serenity PointeAshland, NE 68003-1060

(402) 310-3695

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-273%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-9.1%

Faster asset growth than 28% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

760%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$197,931

Down $19,889 (-9.1%) from 2016

Net Assets

Down

$197,931

Down $19,889 (-9.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$7,294

Up $6,446 (+760%) from 2016

Expenses

Down

$27,183

Down $78,380 (-74%) from 2016

Net Income

Up

-$19,889

Up $84,826 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2013: $359,682Liabilities 2013: $0Net Assets 2013: $359,6822013Assets 2014: $258,928Liabilities 2014: $0Net Assets 2014: $258,9282014Assets 2016: $217,820Liabilities 2016: $0Net Assets 2016: $217,8202016Assets 2017: $197,931Liabilities 2017: $0Net Assets 2017: $197,9312017Assets 2018: $790,475Liabilities 2018: $0Net Assets 2018: $790,4752018Assets 2019: $784,161Liabilities 2019: $0Net Assets 2019: $784,1612019Assets 2020: $811,473Liabilities 2020: $0Net Assets 2020: $811,4732020Assets 2021: $853,265Liabilities 2021: $0Net Assets 2021: $853,2652021Assets 2022: $908,933Liabilities 2022: $0Net Assets 2022: $908,9332022Assets 2024: $994,881Liabilities 2024: $0Net Assets 2024: $994,8812024

Highlighted filing

2017

Assets$197,931
Liabilities$0
Net Assets$197,931
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $133,041Expenses 2013: $103,994Net Income 2013: $29,0472013Revenue 2014: $2,204Expenses 2014: $102,958Net Income 2014: -$100,7542014Revenue 2016: $848Expenses 2016: $105,563Net Income 2016: -$104,7152016Revenue 2017: $7,294Expenses 2017: $27,183Net Income 2017: -$19,8892017Revenue 2018: $594,774Expenses 2018: $2,230Net Income 2018: $592,5442018Revenue 2019: $31,594Expenses 2019: $37,908Net Income 2019: -$6,3142019Revenue 2020: $34,425Expenses 2020: $2,997Net Income 2020: $31,4282020Revenue 2021: $43,050Expenses 2021: $1,258Net Income 2021: $41,7922021Revenue 2022: $103,964Expenses 2022: $48,296Net Income 2022: $55,6682022Revenue 2024: $47,487Expenses 2024: $85,872Net Income 2024: -$38,3852024

Highlighted filing

2017

Revenue$7,294
Expenses$27,183
Net Income-$19,889
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOY D WATLEYPresident-$0--
DOLORES A WATLEYDirector-$0--
LOGAN WATLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Watley Charitable Foundation
EIN
31-1515286
In Care Of
% LOY D WATLEY
Phone
4023103695
Address
679 Serenity Pointe, Ashland, NE 68003-1060

Signing Officer

Name
Loy D Watley
Title
Director
Phone
4023103695
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Labenz & Associates LLC
Address
8555 Pioneers Boulevard, Lincoln, NE 68520
Preparer
Kristian H Rutford
Phone
4024378383
Raw XML Appendix368 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE PROGRAMS OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER THE PROGRAMS OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER THE PROGRAMS OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER THE PROGRAMS OF THE ORGANIZATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INTERVARSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIRST BAPTIST CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0635 SCIENCE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15670 HIGHWAY 412 EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23102 W RALPH ROGERS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3603 WEST STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4401 N LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOCUST GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CENTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HASTINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd468901
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026691
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08106
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt069147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt044537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt072963
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08106
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0224604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050101
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026691
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0289461
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0297567
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LOGAN WATLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018368 HARNEY STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ELKHORN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd068022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09992
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09992
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SPDR S&P MIDCAP - 30 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-11-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX-2015 FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt12016 ESTIMATES FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX PENALTIES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOY D WATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04023103695
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Watley Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WATL
ReturnHeader/Filer/EIN0311515286
ReturnHeader/Filer/InCareOfNm0% LOY D WATLEY
ReturnHeader/Filer/PhoneNum04023103695
ReturnHeader/Filer/USAddress/AddressLine1Txt0679 Serenity Pointe
ReturnHeader/Filer/USAddress/CityNm0Ashland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0680031060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C72AC557E339BABF4789D0A6CC02CD901604A93
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FCC31059FF56F4FE46C00873FB9B07887B5178A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047121420181295000006
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.51.221.110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Labenz & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08555 Pioneers Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068520
ReturnHeader/PreparerPersonGrp/PhoneNum04024378383
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristian H Rutford
ReturnHeader/ReturnTs02018-05-09T12:51:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$197,931
Liabilities
$0
Net assets
$197,931
Revenue
$7,294
Expenses
$27,183
Net income
-$19,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.47$0.86$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$0.00$9.09$1.04$0.48$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.53$0.00$8.53$0.43$0.01$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$0.34$0.03$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.00$7.84$0.32$0.38$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.90$0.00$7.90$5.95$0.02$5.93
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.07$0.27$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.01$1.06$1.05
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.02$1.03$1.01
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.33$1.04$0.29