Civic Intelligence

Waverly Shell Rock Area United Way Inc

EIN 42-1098807 • 501(c)3 • Waverly, IA

Waverly, IA
Siviq Scores

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

Liabilities / Assets

86th percentile

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.54x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

19th percentile

-30%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-14%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

35th percentile

-15%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$420,160

Down $70,085 (-14%) from 2022

Liabilities

Up

$151,265

Up $14,480 (+11%) from 2022

Net Assets

Down

$268,895

Down $84,565 (-24%) from 2022

Operations
Liabilities / Revenue92nd percentileNet Margin19th percentile

Revenue

Down

$279,277

Down $49,027 (-15%) from 2022

Expenses

Up

$363,842

Up $117,851 (+48%) from 2022

Net Income

Down

-$84,565

Down $166,878 (-203%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$600K$400K$200K$0Assets 2011: $289,049Liabilities 2011: $175,000Net Assets 2011: $114,0492011Assets 2012: $292,538Liabilities 2012: $175,000Net Assets 2012: $117,5382012Assets 2013: $308,370Liabilities 2013: $175,000Net Assets 2013: $133,3702013Assets 2014: $341,487Liabilities 2014: $180,001Net Assets 2014: $161,4862014Assets 2015: $371,378Liabilities 2015: $200,000Net Assets 2015: $171,3782015Assets 2016: $372,474Liabilities 2016: $196,500Net Assets 2016: $175,9742016Assets 2017: $353,363Liabilities 2017: $160,000Net Assets 2017: $193,3632017Assets 2018: $349,092Liabilities 2018: $160,000Net Assets 2018: $189,0922018Assets 2019: $356,095Liabilities 2019: $150,000Net Assets 2019: $206,0952019Assets 2020: $428,516Liabilities 2020: $150,000Net Assets 2020: $278,5162020Assets 2021: $396,147Liabilities 2021: $125,000Net Assets 2021: $271,1472021Assets 2022: $490,245Liabilities 2022: $136,785Net Assets 2022: $353,4602022Assets 2023: $420,160Liabilities 2023: $151,265Net Assets 2023: $268,8952023

Highlighted filing

2023

Assets$420,160
Liabilities$151,265
Net Assets$268,895
Open 2023 Filing

Operations Trend

Revenue Growth35th percentile

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

$400K$200K$0-$200KRevenue 2011: $259,692Expenses 2011: $260,295Net Income 2011: -$6032011Revenue 2012: $361,345Expenses 2012: $257,856Net Income 2012: $103,4892012Revenue 2013: $253,995Expenses 2013: $238,163Net Income 2013: $15,8322013Revenue 2014: $278,157Expenses 2014: $250,041Net Income 2014: $28,1162014Revenue 2015: $285,329Expenses 2015: $275,437Net Income 2015: $9,8922015Revenue 2016: $294,180Expenses 2016: $289,584Net Income 2016: $4,5962016Revenue 2017: $290,322Expenses 2017: $281,134Net Income 2017: $9,1882017Revenue 2018: $261,336Expenses 2018: $265,607Net Income 2018: -$4,2712018Revenue 2019: $275,071Expenses 2019: $258,068Net Income 2019: $17,0032019Revenue 2020: $323,263Expenses 2020: $250,842Net Income 2020: $72,4212020Revenue 2021: $245,208Expenses 2021: $252,577Net Income 2021: -$7,3692021Revenue 2022: $328,304Expenses 2022: $245,991Net Income 2022: $82,3132022Revenue 2023: $279,277Expenses 2023: $363,842Net Income 2023: -$84,5652023

Highlighted filing

2023

Revenue$279,277
Expenses$363,842
Net Income-$84,565
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$420,160
Liabilities
$151,265
Net assets
$268,895
Revenue
$279,277
Expenses
$363,842
Net income
-$84,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.20$1.51$2.69$2.79$3.64$0.85
2022Summary only. Only limited summary data is available for this year.$4.90$1.37$3.53$3.28$2.46$0.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$1.25$2.71$2.45$2.53$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$1.50$2.79$3.23$2.51$0.72
2019Summary only. Only limited summary data is available for this year.$3.56$1.50$2.06$2.75$2.58$0.17
2018Summary only. Only limited summary data is available for this year.$3.49$1.60$1.89$2.61$2.66$0.04
2017Summary only. Only limited summary data is available for this year.$3.53$1.60$1.93$2.90$2.81$0.09
2016Summary only. Only limited summary data is available for this year.$3.72$1.97$1.76$2.94$2.90$0.05
2015Summary only. Only limited summary data is available for this year.$3.71$2.00$1.71$2.85$2.75$0.10
2014Summary only. Only limited summary data is available for this year.$3.41$1.80$1.61$2.78$2.50$0.28
2013Summary only. Only limited summary data is available for this year.$3.08$1.75$1.33$2.54$2.38$0.16
2012Summary only. Only limited summary data is available for this year.$2.93$1.75$1.18$3.61$2.58$1.03
2011Summary only. Only limited summary data is available for this year.$2.89$1.75$1.14$2.60$2.60$0.01
Latest Filing Detail
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Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Mission and Program Overview

Mission

Raise and distribute funds to tax exempt organizations that provide human services for the betterment of the residents of northeast iowa.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.