Civic Intelligence

Watley Family Charitable Foundation

990PF • Fiscal year 2020 • EIN 31-1515286

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

9.0%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$811,473

Up $27,312 (+3.5%) from 2019

Net Assets

Up

$811,473

Up $27,312 (+3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin97th percentile

Revenue

Up

$34,425

Up $2,831 (+9.0%) from 2019

Expenses

Down

$2,997

Down $34,911 (-92%) from 2019

Net Income

Up

$31,428

Up $37,742 (+598%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$811,473
Liabilities$0
Net Assets$811,473
Open 2020 Filing

Operations Trend

Revenue Growth67th 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

2020

Revenue$34,425
Expenses$2,997
Net Income$31,428
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th 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
2021-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Labenz & Associates LLC
Address
8555 Pioneers Boulevard, Lincoln, NE 68520
Preparer
Michael R Abramson
Phone
4024378383
Raw XML Appendix273 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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IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05158
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc023 Shares of Berkshire Hathaway Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-01-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST BASIS ON
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CONTRIBUTED PROPERTY
OtherIncomeSchedule2/OtherIncomeDetail/Desc0COMPASS DIVERSIFIED PTSP-OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1COMPASS DIVERSIFIED PTSP-PY LOSS ALLOWED
TaxesSchedule/TaxesDetail/Amt0597
TaxesSchedule/TaxesDetail/CategoryTxt02020 ESTIMATES FORM 990-PF
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Loy D Watley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04023103695
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
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/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/PreparerPersonNm0Michael R Abramson
ReturnHeader/ReturnTs02021-04-23T09:11:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Loy D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Watley
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$811,473
Liabilities
$0
Net assets
$811,473
Revenue
$34,425
Expenses
$2,997
Net income
$31,428
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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