Civic Intelligence

Waddell Foundation

990PF • Fiscal year 2021 • EIN 31-4386851

Jun 01, 2020 to May 31, 2021 • Filed on Sep 14, 2021

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

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.41x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

79th percentile

42%

Higher net margin than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

58%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$4,793,971

Up $865,691 (+22%) from 2020

Net Assets

Up

$4,646,091

Up $883,017 (+23%) from 2020

Liabilities

Down

$147,880

Down $17,326 (-10%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin79th percentile

Revenue

Up

$361,060

Up $132,347 (+58%) from 2020

Expenses

Up

$209,807

Up $11,515 (+5.8%) from 2020

Net Income

Up

$151,253

Up $120,832 (+397%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$4,793,971
Liabilities$147,880
Net Assets$4,646,091
Open 2021 Filing

Operations Trend

Revenue Growth75th 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

2021

Revenue$361,060
Expenses$209,807
Net Income$151,253
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM WADDELLSecretary-$8,400-$8,400
JAMES P WADDELLPresident-$6,000-$6,000
MICHAEL PAYETTEVice Preside-$6,000-$6,000
BETTY DENDINGERTrustee-$6,000-$6,000
DAVID WILLIAMSONAttorney-$6,000-$6,000
ROBERT WADDELLTrustee-$6,000-$6,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Tim Waddell
Title
Secretary
Phone
7402255733
Signed
2021-09-14

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/StockNm29DUPONT DE NEMOURS
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,793,971
Liabilities
$147,880
Net assets
$4,646,091
Revenue
$361,060
Expenses
$209,807
Net income
$151,253
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