Civic Intelligence

Waupaca Thrift Ltd.

990EZ • Fiscal year 2015 • EIN 39-1491058

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 03, 2015

123 E Fulton StreetWaupaca, WI 54981

(715) 258-3111

Siviq Scores

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

Liabilities / Assets

84th percentile

0.27x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

38th percentile

-1.0%

Higher net margin than 38% 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

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

53rd percentile

2.8%

Faster revenue growth than 53% of similar nonprofits.

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

Assets

Down

$119,336

Down $5,734 (-4.6%) from 2014

Net Assets

Down

$86,824

Down $884 (-1.0%) from 2014

Liabilities

Down

$32,512

Down $4,850 (-13%) from 2014

Revenue

Up

$84,658

Up $2,290 (+2.8%) from 2014

Expenses

Up

$85,542

Up $105 (+0.1%) from 2014

Net Income

Up

-$884

Up $2,185 (+71%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $149,400Liabilities 2011: $59,437Net Assets 2011: $89,9632011Assets 2012: $142,826Liabilities 2012: $52,324Net Assets 2012: $90,5022012Assets 2013: $133,318Liabilities 2013: $42,541Net Assets 2013: $90,7772013Assets 2014: $125,070Liabilities 2014: $37,362Net Assets 2014: $87,7082014Assets 2015: $119,336Liabilities 2015: $32,512Net Assets 2015: $86,8242015Assets 2016: $120,704Liabilities 2016: $27,608Net Assets 2016: $93,0962016Assets 2017: $110,173Liabilities 2017: $24,610Net Assets 2017: $85,5632017Assets 2018: $117,118Liabilities 2018: $18,269Net Assets 2018: $98,8492018Assets 2019: $128,134Liabilities 2019: $13,319Net Assets 2019: $114,8152019Assets 2020: $147,464Liabilities 2020: $8,877Net Assets 2020: $138,5872020Assets 2021: $150,981Liabilities 2021: $2,742Net Assets 2021: $148,2392021Assets 2022: $161,982Liabilities 2022: $1,562Net Assets 2022: $160,4202022Assets 2023: $173,236Liabilities 2023: $1,232Net Assets 2023: $172,0042023Assets 2024: $190,940Liabilities 2024: $1,203Net Assets 2024: $189,7372024Assets 2025: $201,557Liabilities 2025: $1,366Net Assets 2025: $200,1912025

Highlighted filing

2015

Assets$119,336
Liabilities$32,512
Net Assets$86,824

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $83,164Expenses 2011: $85,440Net Income 2011: -$2,2762011Revenue 2012: $83,948Expenses 2012: $83,409Net Income 2012: $5392012Revenue 2013: $82,670Expenses 2013: $82,395Net Income 2013: $2752013Revenue 2014: $82,368Expenses 2014: $85,437Net Income 2014: -$3,0692014Revenue 2015: $84,658Expenses 2015: $85,542Net Income 2015: -$8842015Revenue 2016: $80,598Expenses 2016: $74,326Net Income 2016: $6,2722016Revenue 2017: $60,422Expenses 2017: $67,955Net Income 2017: -$7,5332017Revenue 2018: $71,187Expenses 2018: $57,901Net Income 2018: $13,2862018Revenue 2019: $78,753Expenses 2019: $62,787Net Income 2019: $15,9662019Revenue 2020: $84,614Expenses 2020: $60,842Net Income 2020: $23,7722020Revenue 2021: $80,697Expenses 2021: $71,045Net Income 2021: $9,6522021Revenue 2022: $81,547Expenses 2022: $69,366Net Income 2022: $12,1812022Revenue 2023: $87,815Expenses 2023: $76,231Net Income 2023: $11,5842023Revenue 2024: $96,392Expenses 2024: $78,659Net Income 2024: $17,7332024Revenue 2025: $97,723Expenses 2025: $87,269Net Income 2025: $10,4542025

Highlighted filing

2015

Revenue$84,658
Expenses$85,542
Net Income-$884
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 3, 2015
Return Version
2014v5.0
Gross Receipts
$84,658
Mission and Program Overview

Mission

To provide the needy and poor with clothing & etc.

Program Services

DescriptionGrantsExpenses
Provide the community and the surrounding area with a thrift store for the poor and needy to purchase clothing, etc.$1,558-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger LindPresident-$0--
Eleanor PetersonSecretary-$0--
Debra LindManager-$0--
Filing and Contact Details

Filer

Filer Name
Waupaca Thrift Ltd
EIN
39-1491058
Phone
7152583111
Address
123 E Fulton Street, Waupaca, WI 54981

Signing Officer

Name
Debra Lind
Title
Manager
Signed
2015-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Radtke LLC
Address
208 E UNION ST, WAUPACA, WI 54981-1574
Preparer
Brian R Smith
Phone
7152584282
Supplemental Narrative

Additional Explanations

Other Revenue.1

Sales Tax Discounts $120

Other Revenue.2

Misc Income $20

Other Expenses.1001

Advertising and Promotion $259

Other Expenses.1002

Office Expenses $1006

Other Expenses.1006

Payments of Travel or Entertainment for Public Officials $79

Other Expenses.1008

Interest $849

Other Expenses.1009

Depreciation $5506

Other Expenses.1012

Insurance $3217

Other Expenses.1

UTILITIES $6718

Other Expenses.2

Donations $1558

Other Expenses.3

Bank & Credit Card Fees $1392

Other Expenses.4

Repairs & Maintenance $1122

Other Expenses.5

TELEPHONE $665

Other Expenses.6

Equipment rental $497

Other Expenses.7

Laundry $491

Other Expenses.8

SUPPLIES $121

Other Expenses.9

Licenses / Permits $10

Other Assets.1004

Miscellaneous - Beginning $113310 Miscellaneous - Ending $107804

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $5999 Accounts Payable and Accrued Expenses - Ending $2174

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $31363 Secured Mortgages and Notes Payable - Ending $30338

Raw XML Appendix174 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/BooksInCareOfDetail/USAddress/CityNm0Waupaca
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OtherExpensesTotalAmt023490
IRS990EZ/OtherRevenueTotalAmt0140
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01558
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IRS990EZ/SalariesOtherCompEmplBnftAmt058829
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TotalProgramServiceExpensesAmt01558
IRS990EZ/TotalRevenueAmt084658
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax Discounts $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Misc Income $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $1006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payments of Travel or Entertainment for Public Officials $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Interest $849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation $5506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance $3217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UTILITIES $6718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donations $1558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank & Credit Card Fees $1392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Repairs & Maintenance $1122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE $665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Equipment rental $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Laundry $491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SUPPLIES $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Licenses / Permits $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Miscellaneous - Beginning $113310 Miscellaneous - Ending $107804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $5999 Accounts Payable and Accrued Expenses - Ending $2174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Secured Mortgages and Notes Payable - Beginning $31363 Secured Mortgages and Notes Payable - Ending $30338
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1006
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1007
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Lind
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Waupaca Thrift Ltd
ReturnHeader/Filer/BusinessNameControlTxt0WAUP
ReturnHeader/Filer/EIN0391491058
ReturnHeader/Filer/PhoneNum07152583111
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 E Fulton Street
ReturnHeader/Filer/USAddress/CityNm0Waupaca
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & RADTKE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0208 E UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUPACA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549811574
ReturnHeader/PreparerPersonGrp/PhoneNum07152584282
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian R Smith
ReturnHeader/ReturnTs02015-09-03T07:51:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$0.01$2.00$0.98$0.87$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$0.96$0.79$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.72$0.88$0.76$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.02$1.60$0.82$0.69$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.03$1.48$0.81$0.71$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.09$1.39$0.85$0.61$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.13$1.15$0.79$0.63$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.18$0.99$0.71$0.58$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.25$0.86$0.60$0.68$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.28$0.93$0.81$0.74$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.33$0.87$0.85$0.86$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.37$0.88$0.82$0.85$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.43$0.91$0.83$0.82$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.52$0.91$0.84$0.83$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.59$0.90$0.83$0.85$0.02