Civic Intelligence

Waunakee Community Foundation Inc.

990EZ • Fiscal year 2013 • EIN 35-2232375

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

817 South Division Street53597

(608) 255-8000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$50,254

No earlier filing loaded for comparison.

Net Assets

$50,254

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$68,249

No earlier filing loaded for comparison.

Expenses

$58,937

No earlier filing loaded for comparison.

Net Income

$9,312

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $50,254Liabilities 2013: $0Net Assets 2013: $50,2542013Assets 2014: $46,873Liabilities 2014: $0Net Assets 2014: $46,8732014Assets 2015: $46,622Net Assets 2015: $46,6222015Assets 2016: $57,464Liabilities 2016: $0Net Assets 2016: $57,4642016Assets 2017: $870,104Liabilities 2017: $0Net Assets 2017: $870,1042017Assets 2018: $1,376,500Liabilities 2018: $0Net Assets 2018: $1,376,5002018Assets 2019: $250,888Liabilities 2019: $0Net Assets 2019: $250,8882019Assets 2020: $79,360Liabilities 2020: $0Net Assets 2020: $79,3602020Assets 2021: $72,355Liabilities 2021: $0Net Assets 2021: $72,3552021Assets 2022: $127,995Liabilities 2022: $0Net Assets 2022: $127,9952022Assets 2023: $121,633Liabilities 2023: $0Net Assets 2023: $121,6332023Assets 2024: $93,626Liabilities 2024: $0Net Assets 2024: $93,6262024

Highlighted filing

2013

Assets$50,254
Liabilities$0
Net Assets$50,254

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $68,249Expenses 2013: $58,937Net Income 2013: $9,3122013Revenue 2014: $86,899Expenses 2014: $90,280Net Income 2014: -$3,3812014Revenue 2015: $73,853Expenses 2015: $74,104Net Income 2015: -$2512015Revenue 2016: $43,419Expenses 2016: $32,577Net Income 2016: $10,8422016Revenue 2017: $843,090Expenses 2017: $30,450Net Income 2017: $812,6402017Revenue 2018: $564,483Expenses 2018: $59,382Net Income 2018: $505,1012018Revenue 2019: $336,400Expenses 2019: $1,462,012Net Income 2019: -$1,125,6122019Revenue 2020: $55,532Expenses 2020: $227,060Net Income 2020: -$171,5282020Revenue 2021: $74,376Expenses 2021: $81,381Net Income 2021: -$7,0052021Revenue 2022: $61,693Expenses 2022: $6,053Net Income 2022: $55,6402022Revenue 2023: $3,312Expenses 2023: $9,674Net Income 2023: -$6,3622023Revenue 2024: -$10,759Expenses 2024: $17,248Net Income 2024: -$28,0072024

Highlighted filing

2013

Revenue$68,249
Expenses$58,937
Net Income$9,312
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.0
Gross Receipts
$68,249
Mission and Program Overview

Mission

Enrichment of the Waunakee Community

The corporation is formed pursuant to Chapter 181 of the Wisconsin Statutes without stock and not for profit. The organization is organized exclusively for charitable, educational, scientific or religious purposes within the meaning of 501c3 of the Internal Revenue Code. To the extent consistent with the above general purposes, the specific purpose of the corporation shall to be to create an entity through which community members in the area in and around the Village of Waunakee and others may contribute to the progressive advancement and continued enrichment of the Waunakee Community School District area.

Program Services

DescriptionGrantsExpenses
Waunakee Neighborhood Connection: Payments made to the Waunakee Neighborhood Connection for its capital campaign in order purchase a building to provide services. The services include providing indigent community members with basic household items such as clothing, winter apparel, toiletries, laundry soap, diapers and bedding.$15,000$0
Village of Waunakee Imagination Celebration: Payment to Village of Waunakee to be used for Imagination Celebration which is a community event designed to bring together community members from the public school district, business sector, cultural institutions and the general community to reveal and explore every aspect of creativity, imagination, innovation, artistry and spirit which exists in Waunakee, WI. One of the most important aspects of the program is the communication which occurs between the local non profits, business sector and general public. This aspect of the event is key to not only allowing people to get the name of their organization out to new individuals and/or organizations but also to truly show whey they have done well and what they are doing to continue to succeed. We believe these conversations and communications will lead to new partnerships, ideas and solutions to old problems within the Village of Waunakee school district area.$6,650$0
Line 31 - Other Program Service Accomplishments: Waunakee Rotary - $4,468.47$4,468$0
Waunakee Public High School (Angie Statz Bauer Memorial Scholarship) 301 Community Drive Waunakee, WI 53597. $500. Class of activity - payment to High School to be used for a scholarship for a high school student who will be seeking a college degree in the field of family and consumer sciences, culinary arts or horticulture.$500$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin LaffeyPresident-$0--
Steve KrausVice President-$0--
Brian GrabarskiSecretary-$0--
Alan LangeteigTreasurer-$0--
Philip SimonDirector-$0--
Kenneth BallwegDirector-$0--
Sue WipperfurthDirector-$0--
Filing and Contact Details

Filer

EIN
35-2232375
Phone
6082558000

Signing Officer

Name
Kevin Laffey
Title
President
Phone
6082558000
Signed
2014-05-06
Discuss with paid preparer
Yes

Preparer

Preparer
Emily Olson
Phone
6083860038
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Village of Waunakee - $6,650.00, Waunakee Community School District - $500.00, Waunakee Rotary - $4,468.47, Waunakee Neighborhood Connection - $15,000

Form 990-EZ, Part I, Line 16

Description;Amount^Wauktoberfest Event Expenses;31639|Wauktoberfest General Expenses;430|St Johns Mini Golf Rent;250^Total;32319^

Form 990-EZ, Part I, Line 20

Description;Amount^Miscellaneous Expenses;-346^Total;-346^

Raw XML Appendix199 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kevin Laffey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Kraus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brian Grabarski
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Philip Simon
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sue Wipperfurth
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0The corporation is formed pursuant to Chapter 181 of the Wisconsin Statutes without stock and not for profit. The organization is organized exclusively for charitable, educational, scientific or religious purposes within the meaning of 501c3 of the Internal Revenue Code. To the extent consistent with the above general purposes, the specific purpose of the corporation shall to be to create an entity through which community members in the area in and around the Village of Waunakee and others may contribute to the progressive advancement and continued enrichment of the Waunakee Community School District area.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt059283
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Village of Waunakee Imagination Celebration: Payment to Village of Waunakee to be used for Imagination Celebration which is a community event designed to bring together community members from the public school district, business sector, cultural institutions and the general community to reveal and explore every aspect of creativity, imagination, innovation, artistry and spirit which exists in Waunakee, WI. One of the most important aspects of the program is the communication which occurs between the local non profits, business sector and general public. This aspect of the event is key to not only allowing people to get the name of their organization out to new individuals and/or organizations but also to truly show whey they have done well and what they are doing to continue to succeed. We believe these conversations and communications will lead to new partnerships, ideas and solutions to old problems within the Village of Waunakee school district area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Waunakee Neighborhood Connection: Payments made to the Waunakee Neighborhood Connection for its capital campaign in order purchase a building to provide services. The services include providing indigent community members with basic household items such as clothing, winter apparel, toiletries, laundry soap, diapers and bedding.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Waunakee Public High School (Angie Statz Bauer Memorial Scholarship) 301 Community Drive Waunakee, WI 53597. $500. Class of activity - payment to High School to be used for a scholarship for a high school student who will be seeking a college degree in the field of family and consumer sciences, culinary arts or horticulture.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Line 31 - Other Program Service Accomplishments: Waunakee Rotary - $4,468.47
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06650
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2500
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036025
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0172636
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Village of Waunakee - $6,650.00, Waunakee Community School District - $500.00, Waunakee Rotary - $4,468.47, Waunakee Neighborhood Connection - $15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Wauktoberfest Event Expenses;31639|Wauktoberfest General Expenses;430|St Johns Mini Golf Rent;250^Total;32319^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Miscellaneous Expenses;-346^Total;-346^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Laffey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06082558000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10Waunakee Community Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WAUN
ReturnHeader/Filer/EIN0352232375
ReturnHeader/Filer/PhoneNum06082558000
ReturnHeader/Filer/USAddress/AddressLine10817 South Division Street
ReturnHeader/Filer/USAddress/City0Waunakee
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053597
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453860504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Talent Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 Wilburn Road Suite 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Sun Prairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053590
ReturnHeader/PreparerPersonGrp/PhoneNum06083860038
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emily Olson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-06T10:23:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits