Civic Intelligence

Greater Wayzata Community Foundation

EIN 36-3844389 • 501(c)3 • Minnetonka, MN

Profile

To engage in, advance, support, promote and administer charitable, educational and cultural causes and projects of the greater wayzata area.

12800 Marion Lane W Apt 106WMinnetonka, MN 55305-1365

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

51%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-50%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$30,025

Up $7,621 (+34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$30,025

Up $7,621 (+34%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Down

$12,805

Down $23,604 (-65%) from 2017

Expenses

Down

$2,655

Down $21,941 (-89%) from 2017

Net Income

Down

$10,150

Down $1,663 (-14%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $27,736Liabilities 2012: $18,868Net Assets 2012: $8,8682012Assets 2013: $38,158Liabilities 2013: $0Net Assets 2013: $38,1582013Assets 2014: $37,845Liabilities 2014: $0Net Assets 2014: $37,8452014Assets 2015: $63,692Liabilities 2015: $0Net Assets 2015: $63,6922015Assets 2016: $10,591Liabilities 2016: $0Net Assets 2016: $10,5912016Assets 2017: $22,404Liabilities 2017: $0Net Assets 2017: $22,4042017Assets 2019: $30,025Liabilities 2019: $0Net Assets 2019: $30,0252019

Highlighted filing

2019

Assets$30,025
Liabilities$0
Net Assets$30,025
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2012: $40,675Expenses 2012: $58,831Net Income 2012: -$18,1562012Revenue 2013: $40,694Expenses 2013: $11,404Net Income 2013: $29,2902013Revenue 2014: $15,520Expenses 2014: $15,833Net Income 2014: -$3132014Revenue 2015: $96,385Expenses 2015: $70,538Net Income 2015: $25,8472015Revenue 2016: $11,232Expenses 2016: $64,333Net Income 2016: -$53,1012016Revenue 2017: $36,409Expenses 2017: $24,596Net Income 2017: $11,8132017Revenue 2019: $12,805Expenses 2019: $2,655Net Income 2019: $10,1502019

Highlighted filing

2019

Revenue$12,805
Expenses$2,655
Net Income$10,150
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$30,025
Liabilities
$0
Net assets
$30,025
Revenue
$12,805
Expenses
$2,655
Net income
$10,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$12.8$2.66$10.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.00$22.4$36.4$24.6$11.8
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$11.2$64.3$53.1
2015Detailed filing. Detailed filing data is available for this year.$63.7$0.00$63.7$96.4$70.5$25.8
2014Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$15.5$15.8$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$0.00$38.2$40.7$11.4$29.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$18.9$8.87$40.7$58.8$18.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$12,805
Mission and Program Overview

Mission

To engage in, advance, support, promote and administer charitable, educational and cultural causes and projects of the greater wayzata area.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO INDIVIDUALS AND ORGANIZATIONS WITHIN GREATER WAYZATA AREA$2,000$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL NELSONSecretary-$0--
JEFF LAMBERTPresident-$0--
CARRIE LEE STARRYDirector-$0--
NATE LILLEODDENTreasurer-$0--
BARRY PETITDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greater Wayzata Community Foundation
EIN
36-3844389
Phone
6127239647
Address
12800 MARION LANE W APT 106W, MINNETONKA, MN 55305-1365

Signing Officer

Name
Bill Nelson
Title
Secretary
Phone
6127239647
Signed
2020-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Copeland Buhl & Company Pllp
Address
800 EAST WAYZATA BOULEVARD STE 300, WAYZATA, MN 55391-1766
Preparer
David Niemela
Phone
9524767100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship. Grantee name: individual. Grantee relationship: none. Property description: cash. Date of gift: 04/23/18. Amount given: 2,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: supplies. Amount: 630. Description: filing fees. Amount: 25. Total to form 990-ez, line 16: 655.”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BILL NELSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06127239647
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012800 MARION LANE W APT 106W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNETONKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0553051365
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019875
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030025
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt012805
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010150
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019875
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030025
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt012805
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030025
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019875
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARRIE LEE STARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATE LILLEODDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARRY PETIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0655
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENGAGE IN, ADVANCE, SUPPORT, PROMOTE AND ADMINISTER CHARITABLE, EDUCATIONAL AND CULTURAL CAUSES AND PROJECTS OF THE GREATER WAYZATA AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO INDIVIDUALS AND ORGANIZATIONS WITHIN GREATER WAYZATA AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02655
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt012805
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0182340
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62010
IRS990ScheduleA/PublicSupportPY170Pct00.62850
IRS990ScheduleA/PublicSupportTotal170Amt0113060
IRS990ScheduleA/SubstantialContributorsTotAmt069280
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096385
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0182340
IRS990ScheduleA/TotalSupportAmt0182340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: INDIVIDUAL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/23/18. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SUPPLIES. AMOUNT: 630. DESCRIPTION: FILING FEES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 655.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06127239647
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER WAYZATA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0363844389
ReturnHeader/Filer/PhoneNum06127239647
ReturnHeader/Filer/USAddress/AddressLine1Txt012800 MARION LANE W APT 106W
ReturnHeader/Filer/USAddress/CityNm0MINNETONKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0553051365
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D79E098AD1A6F058B4CFA9B1E2ABE6E4F6993D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D39BF8A536011E1CEB1572E40D8B7A423BFF645
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.167.213.2
ReturnHeader/FilingSecurityInformation/IPDt02020-02-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:06:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411292716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COPELAND BUHL & COMPANY PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 EAST WAYZATA BOULEVARD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYZATA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0553911766
ReturnHeader/PreparerPersonGrp/PhoneNum09524767100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID NIEMELA
ReturnHeader/ReturnTs02020-02-14T13:24:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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