Civic Intelligence

Waverly Woods Charitable Foundation Inc.

990PF • Fiscal year 2024 • EIN 39-1953334

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 15, 2025

Organization Profile
PO Box 95Minocqua, WI 54548

(715) 614-7061

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-533%

Higher net margin than 3% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-9.7%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$9,252

Down $1,439 (-13%) from 2023

Net Assets

Down

$9,252

Down $1,439 (-13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Down

$354

Down $38 (-9.7%) from 2023

Expenses

Down

$2,241

Down $2 (-0.1%) from 2023

Net Income

Down

-$1,887

Down $36 (-1.9%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $18,585Liabilities 2011: $02011Assets 2012: $16,437Liabilities 2012: $02012Assets 2013: $16,862Liabilities 2013: $02013Assets 2014: $16,094Liabilities 2014: $02014Assets 2015: $15,407Liabilities 2015: $02015Assets 2016: $14,301Liabilities 2016: $0Net Assets 2016: $14,3012016Assets 2019: $15,643Liabilities 2019: $02019Assets 2020: $16,170Liabilities 2020: $1Net Assets 2020: $16,1702020Assets 2021: $16,798Liabilities 2021: $1Net Assets 2021: $16,7982021Assets 2022: $11,650Liabilities 2022: $1Net Assets 2022: $11,6502022Assets 2023: $10,691Liabilities 2023: $1Net Assets 2023: $10,6912023Assets 2024: $9,252Liabilities 2024: $0Net Assets 2024: $9,2522024

Highlighted filing

2024

Assets$9,252
Liabilities$0
Net Assets$9,252
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $264Expenses 2011: $1,921Net Income 2011: -$1,6572011Revenue 2012: $331Expenses 2012: $3,106Net Income 2012: -$2,7752012Revenue 2013: $297Expenses 2013: $2,364Net Income 2013: -$2,0672013Revenue 2014: $398Expenses 2014: $3,109Net Income 2014: -$2,7112014Revenue 2015: $284Expenses 2015: $2,288Net Income 2015: -$2,0042015Revenue 2016: $1,222Expenses 2016: $2,328Net Income 2016: -$1,1062016Revenue 2019: $1,803Expenses 2019: $2,924Net Income 2019: -$1,1212019Revenue 2020: $679Expenses 2020: $1,742Net Income 2020: -$1,0632020Revenue 2021: $501Expenses 2021: $1,267Net Income 2021: -$7662021Revenue 2022: $262Expenses 2022: $2,229Net Income 2022: -$1,9672022Revenue 2023: $392Expenses 2023: $2,243Net Income 2023: -$1,8512023Revenue 2024: $354Expenses 2024: $2,241Net Income 2024: -$1,8872024

Highlighted filing

2024

Revenue$354
Expenses$2,241
Net Income-$1,887
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOVELL ROE IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Waverly Woods Charitable Foundation Inc
EIN
39-1953334
Phone
7156147061
Address
PO BOX 95, MINOCQUA, WI 54548

Signing Officer

Name
Lovell Lloyd Roe Iii
Title
President
Phone
7156147061
Signed
2025-08-15

Preparer

Firm
Peterson Metz Ltd
Address
9531 Townline Rd, MINOCQUA, WI 54548
Preparer
Kimberly J Peterson CPA
Phone
7153584004
Raw XML Appendix272 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01000
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01500
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08200
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06700
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0130
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0130
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0258
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1190
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1REALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY MANAGEMENT FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOVELL LLOYD ROE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07156147061
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY WOODS CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0391953334
ReturnHeader/Filer/PhoneNum07156147061
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 95
ReturnHeader/Filer/USAddress/CityNm0MINOCQUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054548
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200429268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON METZ LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09531 Townline Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINOCQUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054548
ReturnHeader/PreparerPersonGrp/PhoneNum07153584004
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY J PETERSON CPA
ReturnHeader/ReturnTs02025-10-01T07:20:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,252
Liabilities
$0
Net assets
$9,252
Revenue
$354
Expenses
$2,241
Net income
-$1,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.35$2.24$1.89
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.39$2.24$1.85
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.26$2.23$1.97
2021Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.50$1.27$0.77
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.68$1.74$1.06
2019Summary only. Only limited summary data is available for this year.$15.6$0.00$1.80$2.92$1.12
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.22$2.33$1.11
2015Summary only. Only limited summary data is available for this year.$15.4$0.00$0.28$2.29$2.00
2014Summary only. Only limited summary data is available for this year.$16.1$0.00$0.40$3.11$2.71
2013Summary only. Only limited summary data is available for this year.$16.9$0.00$0.30$2.36$2.07
2012Summary only. Only limited summary data is available for this year.$16.4$0.00$0.33$3.11$2.78
2011Summary only. Only limited summary data is available for this year.$18.6$0.00$0.26$1.92$1.66