Civic Intelligence

Waupaca Thrift Ltd.

990EZ • Fiscal year 2017 • EIN 39-1491058

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 17, 2017

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

0.22x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.41x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-8.7%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$110,173

Down $10,531 (-8.7%) from 2016

Net Assets

Down

$85,563

Down $7,533 (-8.1%) from 2016

Liabilities

Down

$24,610

Down $2,998 (-11%) from 2016

Revenue

Down

$60,422

Down $20,176 (-25%) from 2016

Expenses

Down

$67,955

Down $6,371 (-8.6%) from 2016

Net Income

Down

-$7,533

Down $13,805 (-220%) from 2016

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

2017

Assets$110,173
Liabilities$24,610
Net Assets$85,563

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

2017

Revenue$60,422
Expenses$67,955
Net Income-$7,533
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 17, 2017
Return Version
2016v3.0
Gross Receipts
$60,422
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.$1,099-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA LINDPresident-$0--
BRITANY BROWNSecretary-$0--
ALYSSA RICEManager-$0--
ROGER LINDVice President-$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
2017-07-17
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

Sales Tax Discounts $40

Other Expenses.1001

Advertising and Promotion $208

Other Expenses.1002

Office Expenses $1283

Other Expenses.1008

Interest $2248

Other Expenses.1009

Depreciation $5460

Other Expenses.1012

Insurance $2773

Other Expenses.1

UTILITIES $5636

Other Expenses.2

Repairs & Maintenance $1659

Other Expenses.3

Bank & Credit Card Fees $1335

Other Expenses.4

Donations $1099

Other Expenses.5

TELEPHONE $951

Other Expenses.6

SUPPLIES $308

Other Expenses.7

Credit Card Fees $114

Other Expenses.8

Licenses / Permits $45

Other Expenses.9

Bad Debt $13

Other Assets.1004

Miscellaneous - Beginning $102296 Miscellaneous - Ending $96836

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1756 Accounts Payable and Accrued Expenses - Ending $5511

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $25852 Secured Mortgages and Notes Payable - Ending $19099

Raw XML Appendix196 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/OperateHospitalInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01099
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99610
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0390715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax Discounts $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interest $2248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $5460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $2773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UTILITIES $5636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Repairs & Maintenance $1659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank & Credit Card Fees $1335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donations $1099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TELEPHONE $951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Credit Card Fees $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Licenses / Permits $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bad Debt $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Miscellaneous - Beginning $102296 Miscellaneous - Ending $96836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $1756 Accounts Payable and Accrued Expenses - Ending $5511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Secured Mortgages and Notes Payable - Beginning $25852 Secured Mortgages and Notes Payable - Ending $19099
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1009
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1007
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Lind
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-17
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 AFSP
ReturnHeader/ReturnTs02017-07-17T08:01:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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