Civic Intelligence

Waunakee Community Foundation Inc.

990EZ • Fiscal year 2015 • EIN 35-2232375

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profilewww.waunakeefoundation.com
817 S Division StreetWaunakee, WI 53597

(608) 255-8000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$46,622

Down $251 (-0.5%) from 2014

Net Assets

Down

$46,622

Down $251 (-0.5%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Down

$73,853

Down $13,046 (-15%) from 2014

Expenses

Down

$74,104

Down $16,176 (-18%) from 2014

Net Income

Up

-$251

Up $3,130 (+93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2015

Assets$46,622
Liabilities-
Net Assets$46,622
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

2015

Revenue$73,853
Expenses$74,104
Net Income-$251
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Gross Receipts
$73,853
Mission and Program Overview

Mission

Enrichment of the Waunakee Community

Advancement and enrichment of the Waunakee Community

Program Services

DescriptionGrantsExpenses
Waunakee Lions Rotary Knights of Columbus 615785 each Each received a portion of the Wauktoberfest proceeds as they were major volunteer contributors to the Wauktoberfest celebration$18,474-
Waunakee Neighborhood Connection Payments to the program to provide services including providing indigent community members with basic household items such as clothing toiletries etc$5,000-
Waunakee Rotary Grant made from fundraising efforts to support the organizations exempt purposes$3,000-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN LAFFEYPresident-$0--
STEVE KRAUSEVice President-$0--
BRIAN GRABARSKISecretary-$0--
ALAN LANGETEIGTreasurer-$0--
PHILIP SIMONDirector-$0--
KENNETH BALLWEGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Waunakee Community Foundation Inc
EIN
35-2232375
In Care Of
% Kevin Laffey
Phone
6082558000
Address
817 S Division Street, Waunakee, WI 53597

Signing Officer

Name
Kevin Laffey
Title
President
Phone
6088377386
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Talent Accounting Services LLC
Address
100 Wilburn Street Suite 114, Sun Prairie, WI 53590
Preparer
Emily S Olson
Phone
6088257888
Supplemental Narrative

Additional Explanations

Part I Line 10

“Grants and other assistance to domestic organizations and governments $39645.00”

Part I Line 16

“Insurance $215.00”

Part I Line 16

“Postage $72.00”

Part I Line 16

“Wauktoberfest Expenses $33872.00”

Raw XML Appendix157 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Prepare annual financial statements and tax return
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Talent Accounting Services LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum06088257888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 Wilburn Road Ste Suite 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sun Prairie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046873
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046622
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073853
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-251
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034459
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN LAFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE KRAUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN GRABARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN LANGETEIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHILIP SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENNETH BALLWEG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Advancement and enrichment of the Waunakee Community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Waunakee Lions Rotary Knights of Columbus 615785 each Each received a portion of the Wauktoberfest proceeds as they were major volunteer contributors to the Wauktoberfest celebration
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Waunakee Neighborhood Connection Payments to the program to provide services including providing indigent community members with basic household items such as clothing toiletries etc
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Waunakee Rotary Grant made from fundraising efforts to support the organizations exempt purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018474
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074104
IRS990EZ/TotalRevenueAmt073853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.waunakeefoundation.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt086898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0316271
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0316271
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036025
IRS990ScheduleA/Total509Grp/TotalAmt0316271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036025
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and other assistance to domestic organizations and governments $39645.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $215.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Postage $72.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Wauktoberfest Expenses $33872.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN LAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06088377386
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Waunakee Community Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WAUN
ReturnHeader/Filer/EIN0352232375
ReturnHeader/Filer/InCareOfNm0% Kevin Laffey
ReturnHeader/Filer/PhoneNum06082558000
ReturnHeader/Filer/USAddress/AddressLine1Txt0817 S Division Street
ReturnHeader/Filer/USAddress/CityNm0Waunakee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053597
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453860504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Talent Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Wilburn Street Suite 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sun Prairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053590
ReturnHeader/PreparerPersonGrp/PhoneNum06088257888
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY S OLSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-12T13:44:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,622
Liabilities
-
Net assets
$46,622
Revenue
$73,853
Expenses
$74,104
Net income
-$251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.06$0.01$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.06$0.23$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.34$1.46$1.13
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.56$0.06$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.84$0.03$0.81
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.04$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.07$0.06$0.01