Civic Intelligence

Waddell Foundation

990PF • Fiscal year 2020 • EIN 31-4386851

Jun 01, 2019 to May 31, 2020 • Filed on Nov 13, 2020

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

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.72x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

63rd percentile

13%

Higher net margin than 63% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$8,400

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

8.0%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$3,928,280

Down $57,910 (-1.5%) from 2019

Net Assets

Down

$3,763,074

Down $25,298 (-0.7%) from 2019

Liabilities

Down

$165,206

Down $32,612 (-16%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin63rd percentile

Revenue

Up

$228,713

Up $16,954 (+8.0%) from 2019

Expenses

Down

$198,292

Down $179,566 (-48%) from 2019

Net Income

Up

$30,421

Up $196,520 (+118%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2020

Assets$3,928,280
Liabilities$165,206
Net Assets$3,763,074
Open 2020 Filing

Operations Trend

Revenue Growth64th 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

2020

Revenue$228,713
Expenses$198,292
Net Income$30,421
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM WADDELLSecretary-$8,400-$8,400
JAMES P WADDELLPresident-$6,000-$6,000
DAVID WILLIAMSONAttorney-$6,000-$6,000
ROBERT WADDELLTrustee-$6,000-$6,000
BETTY DENDINGERTrustee-$4,500-$4,500
MICHAEL PAYETTEVice Preside-$3,000-$3,000
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
2020-11-13

Preparer

Firm
Holbrook & Manter Inc
Address
181 E CENTER ST, MARION, OH 43302-3813
Preparer
Brian E Ravencraft
Phone
7403878620
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BRISTOL MYERS SQUIBB 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CBS CORP NEW 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CISCO SYSTEMS 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CITIGROUP INC NEW 3256
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COVETRUS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DEVON ENERGY CORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DISCOVER FINANCIAL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DODGE & COX INCOME 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DOW INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOWPOINT INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DTE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DUPONT DE NEMOURS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ETRADE FINANCIAL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ENCANA CORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EQUITABLE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EURONET WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EUROPACIFIC GROWTH 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EXELON CORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FAIRFAX FINANCIAL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FIDELITY ADVISOR NEW INSIGHTS 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FIRST AMERICIAN FINANCIAL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FMI INTERNATIONAL 3526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FOOT LOCKER INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FRANKLIN US GOVERNMENT SECS 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FUNDAMENTAL INVESTORS 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GATX CORP 3256
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GOLDMAN SACH INTL SM CAP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GRAY TELEVISION INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HONEYWELL INTL 3256
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ISHARES S&P 500 GR 3256
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72JANUS HENERSON GLOBAL EQ 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73JOHN HANCOCK DISC V 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74JOHNSON & JOHNSON 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75JOHNSON CONTROLS INTL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76JPMORGAN GOVT BOND 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77JPMORGAN MID CAP VALUE 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78JPMORGAN U S EQUITY 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79KEYCORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80KINDER MORGAN INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81LOOMIS SALYLES 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82LORD ABBETT HI YLD 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MELCO RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MERCK & CO INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MERIDIAN SMALL CAP GR 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86METLIFE INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MFS GROWTH CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MFS INTL GROWTH 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89MGIC INVESTMENT CORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90MORGAN STANLEY BANK 1670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91MURPHY USA INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92MYLAN N V 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93NETAPP INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94NEW YORK CMNTY BANK 1670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95NUCOR CORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96NUVEEN SMALL CAP V 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97ONEMAIN HLDGS INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98ORACLE CORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99OWENS CORNING INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PEBBLEBROOK HOTEL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101PGIM HI YLD 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102PIMCO INVESTMENT GRADE CREDIT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105PREFERRED BANK LOS ANGELES 1670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107QUALCOMM INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108REYNOLDS CONSUMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109SANDERSON FARMS INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110SCHWAB INGTERMED 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111SCHWAB SHORT TERM US TREAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112SERVICE CORP INTL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113SONY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114SPROUTS FARMERS MKT 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115STANLEY BLACK & DECKER 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116SUNCOR ENERGY INC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117SYNCHRONY FINANCIAL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118T ROWE PRICE BLUE CH GR 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119U S BANKCORP 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121UNILEVER PLC 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122VANGUARD INTERMED TERM CORP BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123VANGUARD LT TREAS 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124VANGUARD MID CAP GR 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125VANGUARD MID CAP V 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126VANGUARD MORTGAGE BACKED 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127VANGUARD S&P 500 IND 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128VANGUARD SHORT TERM FED ADM 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129VANGUARD SHORT TERM INFLATION PROT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130VANGUARD SHORT TERM INFLATION PROT S
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133VIACOMCBS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135VIRTUS KAR SM CAP GR 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136VIRTUS SMALL CAP GR 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137VISTRA ENERGY 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138VOLKWAGEN 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139VOYA FINANCIAL 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140WASHINGTON MUTUAL INVESTORS 3256
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142WELLS FARGO SPECIAL MED CAP V 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144WEYERHAESER CO 3256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145WHEATON PRECIOUS METALS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt086953
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065107
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt071705
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04948
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0157008
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt071705
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0228713
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08065
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08065
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0136812
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0159000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0109000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086953
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086953

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Filings

Displayed year

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

Open filing
Assets
$3,928,280
Liabilities
$165,206
Net assets
$3,763,074
Revenue
$228,713
Expenses
$198,292
Net income
$30,421
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