Civic Intelligence

Waverly Area Development Fund

990 • Fiscal year 2020 • EIN 42-1263254

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

Organization ProfileN/A

Refreshing map…

118 E Bremer AvenueWaverly, IA 50677

(319) 352-4526

Siviq Scores

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

Liabilities / Assets

49th percentile

0.10x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

5.26x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-1.3%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$1,150,612

Down $15,083 (-1.3%) from 2019

Net Assets

Down

$1,040,614

Down $5,665 (-0.5%) from 2019

Liabilities

Down

$109,998

Down $9,418 (-7.9%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin13th percentile

Revenue

Up

$20,907

Up $4,012 (+24%) from 2019

Expenses

Up

$26,572

Up $20,688 (+352%) from 2019

Net Income

Down

-$5,665

Down $16,676 (-151%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,192,176Liabilities 2011: $191,482Net Assets 2011: $1,000,6942011Assets 2012: $1,201,198Liabilities 2012: $182,785Net Assets 2012: $1,018,4132012Assets 2013: $1,208,152Liabilities 2013: $174,000Net Assets 2013: $1,034,1522013Assets 2014: $1,166,904Liabilities 2014: $165,127Net Assets 2014: $1,001,7772014Assets 2015: $1,168,611Liabilities 2015: $156,166Net Assets 2015: $1,012,4452015Assets 2016: $1,161,864Liabilities 2016: $147,115Net Assets 2016: $1,014,7492016Assets 2017: $1,163,195Liabilities 2017: $137,974Net Assets 2017: $1,025,2212017Assets 2018: $1,164,011Liabilities 2018: $128,743Net Assets 2018: $1,035,2682018Assets 2019: $1,165,695Liabilities 2019: $119,416Net Assets 2019: $1,046,2792019Assets 2020: $1,150,612Liabilities 2020: $109,998Net Assets 2020: $1,040,6142020Assets 2021: $1,052,018Liabilities 2021: $100,485Net Assets 2021: $951,5332021Assets 2022: $960,925Liabilities 2022: $0Net Assets 2022: $960,9252022Assets 2023: $978,381Liabilities 2023: $0Net Assets 2023: $978,3812023Assets 2024: $990,023Liabilities 2024: $0Net Assets 2024: $990,0232024

Highlighted filing

2020

Assets$1,150,612
Liabilities$109,998
Net Assets$1,040,614
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $40,471Expenses 2011: $5,034Net Income 2011: $35,4372011Revenue 2012: $26,606Expenses 2012: $8,887Net Income 2012: $17,7192012Revenue 2013: $24,130Expenses 2013: $8,391Net Income 2013: $15,7392013Revenue 2014: $21,840Expenses 2014: $28,215Net Income 2014: -$6,3752014Revenue 2015: $17,255Expenses 2015: $6,587Net Income 2015: $10,6682015Revenue 2016: $17,073Expenses 2016: $14,769Net Income 2016: $2,3042016Revenue 2017: $16,034Expenses 2017: $5,562Net Income 2017: $10,4722017Revenue 2018: $15,756Expenses 2018: $5,709Net Income 2018: $10,0472018Revenue 2019: $16,895Expenses 2019: $5,884Net Income 2019: $11,0112019Revenue 2020: $20,907Expenses 2020: $26,572Net Income 2020: -$5,6652020Revenue 2021: $16,529Expenses 2021: $105,689Net Income 2021: -$89,1602021Revenue 2022: $14,906Expenses 2022: $6,150Net Income 2022: $8,7562022Revenue 2023: $17,987Expenses 2023: $531Net Income 2023: $17,4562023Revenue 2024: $16,957Expenses 2024: $5,315Net Income 2024: $11,6422024

Highlighted filing

2020

Revenue$20,907
Expenses$26,572
Net Income-$5,665
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.1
Gross Receipts
$20,907
Mission and Program Overview

Mission

Community economic development and low interest loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$743,216$702,443▼ $40,773
Savings and Temporary Cash Investments$421,479$419,075▼ $2,404
Cash and Non-Interest-Bearing Accounts$1,000$29,094▲ $28,094
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$-5,665▼ $5,665
Total Assets$1,165,695$1,150,612▼ $15,083
Liabilities
Mortgage Notes Payable Secured by Investment Property$119,416$109,998▼ $9,418
Total Liabilities$119,416$109,998▼ $9,418
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,046,279$1,040,614▼ $5,665
Total Liabilities and Net Assets / Fund Balance$1,165,695$1,150,612▼ $15,083

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$25,988$25,988
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
David HuberPresident
Levi EpleyVice President
Dan WedemeierMember
Darrel WenzelMember
Ken KammeyerMember
Luke KnutsonMember
Marv SchumacherMember
Tom GrieseMember
Connie TolanSecretary
Travis ToliverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,635
Investment Income
$1,272
Other Revenue
$0
Change in Net Assets
$-5,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,907
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$24
Total Revenue per Audited Statements
$20,931
Total Revenue per Form 990
$20,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$4,250--$4,250
Interest$1,194--$1,194
Other Expenses$331--$331
Total Functional Expenses$26,572$0$0$26,572

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,572
Expenses per Audited Statements$26,507
Total Expenses per Audited Statements$26,507
Expenses Not Reported on Financial Statements$65
Other Expense Adjustments$65
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The documents are available upon request at the organization's office.”

Form 990, Part VI, Section C, line 19

“The treasurer reviews the form 990.”

Filing and Contact Details

Filer

Filer Name
Waverly Area Development Fund
EIN
42-1263254
Phone
3193524526
Address
118 E BREMER AVENUE, WAVERLY, IA 50677

Signing Officer

Name
Travis Toliver
Title
Treasurer
Phone
3193524526
Signed
2021-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Toliver
Formed
2001
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Keith Oltrogge CPA PC
Address
201 E Main St, Denver, IA 50622-0310
Preparer
Keith Oltrogge CPA PC
Phone
3199845292
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“CASH BASIS ADJUSTMENT”

Part XII, Line 4B - Other Adjustments:

“CASH BASIS ADJUSTMENT”

Part XI, Line 2D and Part XII, Line 4B

“Both are cash basis adjustments.”

Raw XML Appendix391 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015377
IRS990ScheduleA/Total509Grp/TotalAmt080586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020907
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017073
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt086665
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025988
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025988
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt065
IRS990ScheduleD/ExpensesSubtotalAmt026507
IRS990ScheduleD/OtherExpensesNotIncludedAmt065
IRS990ScheduleD/OtherRevenueAmt024
IRS990ScheduleD/RevenueNotReportedAmt024
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt020907
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CASH BASIS ADJUSTMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CASH BASIS ADJUSTMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BOTH ARE CASH BASIS ADJUSTMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D AND PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt026572
IRS990ScheduleD/TotalRevenuePerForm990Amt020907
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020931
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026507
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01165695
IRS990/TotalAssetsEOYAmt01150612
IRS990/TotalAssetsGrp/BOYAmt01165695
IRS990/TotalAssetsGrp/EOYAmt01150612
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026572
IRS990/TotalFunctionalExpensesGrp/TotalAmt026572
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119416
IRS990/TotalLiabilitiesEOYAmt0109998
IRS990/TotalLiabilitiesGrp/BOYAmt0119416
IRS990/TotalLiabilitiesGrp/EOYAmt0109998
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01046279
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01040614
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026572
IRS990/TotalProgramServiceRevenueAmt019635
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01272
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019635
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020907
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01165695
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01150612
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0118 E BREMER AVENUE
IRS990/USAddress/CityNm0WAVERLY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050677
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS TOLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193524526
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY AREA DEVELOPMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0421263254
ReturnHeader/Filer/PhoneNum03193524526
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 E BREMER AVENUE
ReturnHeader/Filer/USAddress/CityNm0WAVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050677
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010852927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Keith Oltrogge CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0506220310
ReturnHeader/PreparerPersonGrp/PhoneNum03199845292
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith Oltrogge CPA PC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-21T11:52:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRAVIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOLIVER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,150,612
Liabilities
$109,998
Net assets
$1,040,614
Revenue
$20,907
Expenses
$26,572
Net income
-$5,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.02$0.01$0.01
2023Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.02$0.00$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.01$0.01$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.10$0.95$0.02$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.11$1.04$0.02$0.03$0.01
2019Summary only. Only limited summary data is available for this year.$1.17$0.12$1.05$0.02$0.01$0.01
2018Summary only. Only limited summary data is available for this year.$1.16$0.13$1.04$0.02$0.01$0.01
2017Summary only. Only limited summary data is available for this year.$1.16$0.14$1.03$0.02$0.01$0.01
2016Summary only. Only limited summary data is available for this year.$1.16$0.15$1.01$0.02$0.01$0.00
2015Summary only. Only limited summary data is available for this year.$1.17$0.16$1.01$0.02$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$1.17$0.17$1.00$0.02$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$1.21$0.17$1.03$0.02$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$1.20$0.18$1.02$0.03$0.01$0.02
2011Summary only. Only limited summary data is available for this year.$1.19$0.19$1.00$0.04$0.01$0.04