Civic Intelligence

Watertown Area United Way Inc

EIN 39-6052299 • 501(c)3 • Watertown, WI

PO Box 114Watertown, WI 53094
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

19th percentile

-52%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$21,350

Down $23,481 (-52%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Down

$87,642

Down $10,834 (-11%) from 2015

Expenses

Up

$111,123

Up $27,531 (+33%) from 2015

Net Income

Down

-$23,481

Down $38,365 (-258%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2010: $30,637Liabilities 2010: $0Net Assets 2010: $30,6372010Assets 2011: $29,546Net Assets 2011: $29,5462011Assets 2012: $26,841Liabilities 2012: $02012Assets 2013: $27,058Liabilities 2013: $02013Assets 2014: $29,947Liabilities 2014: $02014Assets 2015: $44,831Liabilities 2015: $02015Assets 2016: $21,350Liabilities 2016: $02016

Highlighted filing

2016

Assets$21,350
Liabilities$0
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $111,2592010Revenue 2011: $116,507Expenses 2011: $117,598Net Income 2011: -$1,0912011Revenue 2012: $114,793Expenses 2012: $117,498Net Income 2012: -$2,7052012Revenue 2013: $112,004Expenses 2013: $111,787Net Income 2013: $2172013Revenue 2014: $104,460Expenses 2014: $101,571Net Income 2014: $2,8892014Revenue 2015: $98,476Expenses 2015: $83,592Net Income 2015: $14,8842015Revenue 2016: $87,642Expenses 2016: $111,123Net Income 2016: -$23,4812016

Highlighted filing

2016

Revenue$87,642
Expenses$111,123
Net Income-$23,481
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$21,350
Liabilities
$0
Net assets
-
Revenue
$87,642
Expenses
$111,123
Net income
-$23,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$0.21$0.00$0.88$1.11$0.23
2015Summary only. Only limited summary data is available for this year.$0.45$0.00$0.98$0.84$0.15
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$1.04$1.02$0.03
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$1.12$1.12$0.00
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$1.15$1.17$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$1.17$1.18$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.11
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 13, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
39-6052299
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.

Path#Value
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IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-1091
IRS990EZ/FeesAndOthPymtToIndContractors03000
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IRS990EZ/NetAssetsOrFundBalancesEOY029546
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO Box 114
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.75
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Rich Moen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Tom Merfeld
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Stephanie Curtis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Sandi Thompson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Helen Zuehlke
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Glenn Roberts
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0431
IRS990EZ/OtherAssetsTotal/EOY0274
IRS990EZ/OtherExpensesTotal04241
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0The Watertown Area United Way helps to create healthier communities by identifying local needs, raising and allocating funds to service those needs, and educating the communities about resources available to them.
IRS990EZ/PrintingPublicationsPostage0422
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IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
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IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053094
IRS990EZ/TheBooksAreInCareOf/NamePerson0Sandi Thompson
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09202612994
IRS990EZ/TotalAssets/BOY030637
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IRS990EZ/TotalExpenses0117598
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IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.watertownareaunitedway.org
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0116361
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0113924
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0146
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0239
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IRS990ScheduleA/GrossInvestmentIncome170/Total01034
IRS990ScheduleA/NetUBI/Total00
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IRS990ScheduleA/PublicSupportTotal1700592183
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IRS990ScheduleA/Total170/Total0592183
IRS990ScheduleA/TotalSupport0593217
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Furniture and Fixtures - Beginning $431 Furniture and Fixtures - Ending $274
IRS990ScheduleO/GeneralExplanation/Explanation1Fees $117
IRS990ScheduleO/GeneralExplanation/Explanation2Miscellaneous $121
IRS990ScheduleO/GeneralExplanation/Explanation3Supplies $404
IRS990ScheduleO/GeneralExplanation/Explanation4Membership dues $1398
IRS990ScheduleO/GeneralExplanation/Explanation5Depreciation $157
IRS990ScheduleO/GeneralExplanation/Explanation6Advertising and Promotion $2044
IRS990ScheduleO/GeneralExplanation/Explanation7| Cash Amount Given: $109935
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1002
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.5
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IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1
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IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference7Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396052299
ReturnHeader/Filer/Name/BusinessNameLine10Watertown Area United Way Inc
ReturnHeader/Filer/NameControl0WATE
ReturnHeader/Filer/Phone09202612994
ReturnHeader/Filer/USAddress/AddressLine10PO Box 114
ReturnHeader/Filer/USAddress/City0Watertown
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053094
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-13
ReturnHeader/Officer/Name0Sandi Thompson
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WINTER KLOMAN MOTER & REPP SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10138 HOSPITAL DR STE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WATERTOWN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0530983327
ReturnHeader/Preparer/Name0Mitzi K Cass CPA
ReturnHeader/Preparer/Phone09202616767
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-13T08:34:28-07:00

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