Civic Intelligence

Watley Family Charitable Foundation

990PF • Fiscal year 2019 • EIN 31-1515286

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

18th percentile

-20%

Higher net margin than 18% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.8%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$784,161

Down $6,314 (-0.8%) from 2018

Net Assets

Down

$784,161

Down $6,314 (-0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$31,594

Down $563,180 (-95%) from 2018

Expenses

Up

$37,908

Up $35,678 (+1600%) from 2018

Net Income

Down

-$6,314

Down $598,858 (-101%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$784,161
Liabilities$0
Net Assets$784,161

Operations Trend

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

2019

Revenue$31,594
Expenses$37,908
Net Income-$6,314
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

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
2020-05-15
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 Appendix373 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0679 SERENITY POINTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ASHLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOY D WATLEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023103695
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23463
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
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 ETHIOPIA PROJECTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INTERVARSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DOW RUMMEL VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2POSSIBILITIES AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CENTRAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0635 SCIENCE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11321 W DOW RUMMEL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33102 W RALPH ROGERS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ELKHORN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd157104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd357108
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024663
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025246
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013363
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031174
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060819
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025246
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0161140
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0174503
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPASS DIVERSIFIED PTSP - DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11412
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11412
OtherIncomeSchedule2/OtherIncomeDetail/Desc0COMPASS DIVERSIFIED PTSP-OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1COMPASS DIVERSIFIED PTSP-PY LOSS ALLOWED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2277
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2277
TaxesSchedule/TaxesDetail/Amt09868
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/CategoryTxt02019 TAX DUE FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt12020 ESTIMATES FORM 990-PF
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOY D WATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04023103695
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
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/AtSubmissionCreationDeviceId0A166858F2309C78536192F8C2444458D5230706A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FCC31059FF56F4FE46C00873FB9B07887B5178A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047121420201205000021
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-29
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/ReturnTs02020-04-29T13:36:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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