Civic Intelligence

Waddell Foundation

990PF • Fiscal year 2019 • EIN 31-4386851

Jun 01, 2018 to May 31, 2019 • Filed on Sep 06, 2019

Organization Profile
PO Box 358Marion, OH 43302

(740) 389-6335

Siviq Scores

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

Liabilities / Assets

55th percentile

0.05x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.93x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-78%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$8,400

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

17th percentile

-5.2%

Faster asset growth than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$3,986,190

Down $219,623 (-5.2%) from 2018

Net Assets

Down

$3,788,372

Down $378,585 (-9.1%) from 2018

Liabilities

Up

$197,818

Up $158,962 (+409%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin7th percentile

Revenue

Down

$211,759

Down $30,212 (-12%) from 2018

Expenses

Up

$377,858

Up $154,206 (+69%) from 2018

Net Income

Down

-$166,099

Down $184,418 (-1007%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,125,921Liabilities 2011: $200Net Assets 2011: $3,125,7212011Assets 2012: $3,075,949Liabilities 2012: $0Net Assets 2012: $3,075,9492012Assets 2013: $3,752,174Liabilities 2013: $1,607Net Assets 2013: $3,750,5672013Assets 2014: $4,247,297Liabilities 2014: $32,674Net Assets 2014: $4,214,6232014Assets 2018: $4,205,813Liabilities 2018: $38,856Net Assets 2018: $4,166,9572018Assets 2019: $3,986,190Liabilities 2019: $197,818Net Assets 2019: $3,788,3722019Assets 2020: $3,928,280Liabilities 2020: $165,206Net Assets 2020: $3,763,0742020Assets 2021: $4,793,971Liabilities 2021: $147,880Net Assets 2021: $4,646,0912021Assets 2022: $4,246,835Liabilities 2022: $128,946Net Assets 2022: $4,117,8892022Assets 2023: $4,038,723Liabilities 2023: $109,972Net Assets 2023: $3,928,7512023Assets 2024: $4,480,931Liabilities 2024: $90,246Net Assets 2024: $4,390,6852024Assets 2025: $4,650,342Liabilities 2025: $69,337Net Assets 2025: $4,581,0052025

Highlighted filing

2019

Assets$3,986,190
Liabilities$197,818
Net Assets$3,788,372
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $111,9742011Expenses 2012: $130,3052012Expenses 2013: $149,6462013Revenue 2014: $1,789,694Expenses 2014: $208,691Net Income 2014: $1,581,0032014Revenue 2018: $241,971Expenses 2018: $223,652Net Income 2018: $18,3192018Revenue 2019: $211,759Expenses 2019: $377,858Net Income 2019: -$166,0992019Revenue 2020: $228,713Expenses 2020: $198,292Net Income 2020: $30,4212020Revenue 2021: $361,060Expenses 2021: $209,807Net Income 2021: $151,2532021Revenue 2022: $308,650Expenses 2022: $200,526Net Income 2022: $108,1242022Revenue 2023: $158,576Expenses 2023: $183,791Net Income 2023: -$25,2152023Revenue 2024: $216,037Expenses 2024: $219,425Net Income 2024: -$3,3882024Revenue 2025: $262,442Expenses 2025: $230,658Net Income 2025: $31,7842025

Highlighted filing

2019

Revenue$211,759
Expenses$377,858
Net Income-$166,099
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Sep 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM WADDELLSecretary-$8,400-$8,400
JAMES P WADDELLPresident-$5,000-$5,000
ROBERT WADDELLTrustee-$5,000-$5,000
DAVID WILLIAMSONAttorney-$3,500-$3,500
BETTY DENDINGERTrustee-$3,000-$3,000
MICHAEL PAYETTEVice Preside-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Waddell Foundation
EIN
31-4386851
Phone
7403896335
Address
PO BOX 358, MARION, OH 43302

Signing Officer

Name
James P Waddell
Title
President
Phone
7402255733
Signed
2019-09-06

Preparer

Firm
Holbrook & Manter Inc
Address
181 E CENTER ST, MARION, OH 43302-3813
Preparer
Brian E Ravencraft
Phone
7403878620
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt086974
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt081453
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt037
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt043295
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0211759
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0124748
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt026400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0153125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0310943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086974
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086974
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-166099
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01881475
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0124748
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0186596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03520
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028683
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0191145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0377858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0211759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0211759
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt038020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025163

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,986,190
Liabilities
$197,818
Net assets
$3,788,372
Revenue
$211,759
Expenses
$377,858
Net income
-$166,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.65$0.07$4.58$0.26$0.23$0.03
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.09$4.39$0.22$0.22$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.11$3.93$0.16$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.25$0.13$4.12$0.31$0.20$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.79$0.15$4.65$0.36$0.21$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.17$3.76$0.23$0.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.20$3.79$0.21$0.38$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.04$4.17$0.24$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.03$4.21$1.79$0.21$1.58
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.13
2011Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.11