Civic Intelligence

Waupaca Thrift Ltd.

990EZ • Fiscal year 2025 • EIN 39-1491058

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 12, 2025

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

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.01x

Higher debt load relative to revenue than 73% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

1.4%

Faster revenue growth than 49% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$201,557

Up $10,617 (+5.6%) from 2024

Net Assets

Up

$200,191

Up $10,454 (+5.5%) from 2024

Liabilities

Up

$1,366

Up $163 (+14%) from 2024

Revenue

Up

$97,723

Up $1,331 (+1.4%) from 2024

Expenses

Up

$87,269

Up $8,610 (+11%) from 2024

Net Income

Down

$10,454

Down $7,279 (-41%) from 2024

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

2025

Assets$201,557
Liabilities$1,366
Net Assets$200,191

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

2025

Revenue$97,723
Expenses$87,269
Net Income$10,454
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.2
Gross Receipts
$97,723
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.-$59,221
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA LINDPresident-$0--
BRITANY BROWNSecretary-$0--
KIM BROWNManager-$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
2025-09-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

Sales Tax Discounts $42

Other Expenses.1001

Advertising and Promotion $233

Other Expenses.1002

Office Expenses $1003

Other Expenses.1009

Depreciation $6585

Other Expenses.1012

Insurance $4588

Other Expenses.1

Donations $13100

Other Expenses.2

Repairs & Maintenance $5680

Other Expenses.3

Bank & Credit Card Fees $831

Other Expenses.4

SUPPLIES $576

Other Expenses.5

Mileage $161

Other Expenses.6

Licenses $64

Other Expenses.7

Meal and Entertainment $46

Other Assets.1004

Miscellaneous - Beginning $77217 Miscellaneous - Ending $80568

Total Liabilities.1

PAYROLL LIABILITIES - Beginning $727 PAYROLL LIABILITIES - Ending $866

Total Liabilities.2

Sales Tax Payable - Beginning $476 Sales Tax Payable - Ending $500

Raw XML Appendix199 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/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherRevenueTotalAmt042
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0To provide the needy and poor with clothing & etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide the community and the surrounding area with a thrift store for the poor and needy to purchase clothing, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059221
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax Discounts $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $6585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $4588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Donations $13100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs & Maintenance $5680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank & Credit Card Fees $831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Mileage $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Licenses $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meal and Entertainment $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous - Beginning $77217 Miscellaneous - Ending $80568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PAYROLL LIABILITIES - Beginning $727 PAYROLL LIABILITIES - Ending $866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Sales Tax Payable - Beginning $476 Sales Tax Payable - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Lind
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
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/PreparerFirmEIN0431871840
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/PreparerPersonNm0William Schoenmakers
ReturnHeader/ReturnTs02025-09-12T07:37:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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