Civic Intelligence

Waupaca Thrift Ltd.

990EZ • Fiscal year 2023 • EIN 39-1491058

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 08, 2023

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

6.9%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

7.7%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$173,236

Up $11,254 (+6.9%) from 2022

Net Assets

Up

$172,004

Up $11,584 (+7.2%) from 2022

Liabilities

Down

$1,232

Down $330 (-21%) from 2022

Revenue

Up

$87,815

Up $6,268 (+7.7%) from 2022

Expenses

Up

$76,231

Up $6,865 (+9.9%) from 2022

Net Income

Down

$11,584

Down $597 (-4.9%) from 2022

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

2023

Assets$173,236
Liabilities$1,232
Net Assets$172,004

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

2023

Revenue$87,815
Expenses$76,231
Net Income$11,584
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 8, 2023
Return Version
2022v5.0
Gross Receipts
$87,815
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.-$48,319
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
President
Signed
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Summit Accounting & Tax LLC
Address
201 S MAIN ST, WAUPACA, WI 54981
Preparer
Jason Radtke CPA
Phone
7152584282
Supplemental Narrative

Additional Explanations

Other Revenue.1

Sales Tax Discounts $40

Other Expenses.1001

Advertising and Promotion $389

Other Expenses.1002

Office Expenses $435

Other Expenses.1009

Depreciation $6585

Other Expenses.1012

Insurance $2696

Other Expenses.1

Donations $4500

Other Expenses.2

Repairs & Maintenance $4379

Other Expenses.3

Bank & Credit Card Fees $3128

Other Expenses.4

TELEPHONE $1458

Other Expenses.5

SUPPLIES $427

Other Expenses.6

Equipment rental $410

Other Expenses.7

Licenses $75

Other Expenses.8

Meal and Entertainment $37

Other Assets.1004

Miscellaneous - Beginning $81018 Miscellaneous - Ending $82602

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $252 Accounts Payable and Accrued Expenses - Ending $0

Total Liabilities.1

PAYROLL LIABILITIES - Beginning $895 PAYROLL LIABILITIES - Ending $804

Total Liabilities.2

Sales Tax Payable - Beginning $415 Sales Tax Payable - Ending $428

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/PrintingPublicationsPostageAmt036
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01562
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax Discounts $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $6585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Donations $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs & Maintenance $4379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank & Credit Card Fees $3128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $1458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Equipment rental $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Licenses $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Meal and Entertainment $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Miscellaneous - Beginning $81018 Miscellaneous - Ending $82602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $252 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PAYROLL LIABILITIES - Beginning $895 PAYROLL LIABILITIES - Ending $804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Sales Tax Payable - Beginning $415 Sales Tax Payable - Ending $428
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Lind
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203864629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUMMIT ACCOUNTING & TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUPACA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054981
ReturnHeader/PreparerPersonGrp/PhoneNum07152584282
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON RADTKE CPA
ReturnHeader/ReturnTs02023-08-08T13:43:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Debra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lind
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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