Civic Intelligence

Waverly Heritagefest

EIN 42-1338834 • 501(c)3 • Waverly, IA

Profile

Conduct a community endeavor or festival

PO Box 81Waverly, IA 50677
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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

82nd percentile

35%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

85th percentile

55%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$16,719

Up $4,297 (+35%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$16,719

Up $4,297 (+35%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Up

$18,873

Up $6,675 (+55%) from 2024

Expenses

Down

$14,576

Down $14,106 (-49%) from 2024

Net Income

Up

$4,297

Up $20,781 (+126%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$40K$30K$20K$10K$0Assets 2022: $30,326Liabilities 2022: $0Net Assets 2022: $30,3262022Assets 2023: $28,906Liabilities 2023: $0Net Assets 2023: $28,9062023Assets 2024: $12,422Liabilities 2024: $0Net Assets 2024: $12,4222024Assets 2025: $16,719Liabilities 2025: $0Net Assets 2025: $16,7192025

Highlighted filing

2025

Assets$16,719
Liabilities$0
Net Assets$16,719
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$40K$20K$0-$20KRevenue 2022: $24,117Expenses 2022: $21,409Net Income 2022: $2,7082022Revenue 2023: $25,225Expenses 2023: $26,645Net Income 2023: -$1,4202023Revenue 2024: $12,198Expenses 2024: $28,682Net Income 2024: -$16,4842024Revenue 2025: $18,873Expenses 2025: $14,576Net Income 2025: $4,2972025

Highlighted filing

2025

Revenue$18,873
Expenses$14,576
Net Income$4,297
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,719
Liabilities
$0
Net assets
$16,719
Revenue
$18,873
Expenses
$14,576
Net income
$4,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$18.9$14.6$4.30
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$12.2$28.7$16.5
2023Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$25.2$26.6$1.42
2022Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$24.1$21.4$2.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 15, 2026
Return Version
2024v5.2
Gross Receipts
$73,450
Mission and Program Overview

Mission

Conduct a community endeavor or festival

Program Services

DescriptionGrantsExpenses
THE CORP WILL CONDUCT A COMMUNITY ENDEAVOR OFFERING OPPORTUNITIES TO EXPLORE HISTORICAL, ETHNIC, AND CULTURAL HERITAGE WITHIN THE FRAMEWORK OF A TOWN FESTIVAL.-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE R KNEIPTreasurer-$0--
JESSICA HAMILTONPresident-$0--
HOLLY ARMSTRONGSecretary-$0--
DARWIN RITTGERSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Town Fest$26,446$26,446$10,091$16,355
Total Events$26,446$26,446$60,261$-33,815
Filing and Contact Details

Filer

Filer Name
Waverly Heritagefest
EIN
42-1338834
In Care Of
% JULIE R KNEIP
Phone
3194291301
Address
PO BOX 81, WAVERLY, IA 50677

Signing Officer

Name
Julie R Kneip
Title
Treasurer
Phone
3194291301
Signed
2026-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Shepard Gibson Lievens & Kuehner
Address
503 N MAIN ST PO BOX 158, Allison, IA 50602-0158
Preparer
David a Kuehner
Phone
3193472931
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountCAN REDEMPTION 13,105”

Raw XML Appendix181 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/BooksInCareOfDetail/PhoneNum03194291301
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAVERLY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012422
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016719
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033899
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04297
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09053
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt073450
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012422
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016719
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012422
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016719
IRS990EZ/OccupancyRentUtltsAndMaintAmt05451
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE R KNEIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARWIN RITTGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherRevenueTotalAmt013105
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCT A COMMUNITY ENDEAVOR OR FESTIVAL
IRS990EZ/PrintingPublicationsPostageAmt072
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CORP WILL CONDUCT A COMMUNITY ENDEAVOR OFFERING OPPORTUNITIES TO EXPLORE HISTORICAL, ETHNIC, AND CULTURAL HERITAGE WITHIN THE FRAMEWORK OF A TOWN FESTIVAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054577
IRS990EZ/SpecialEventsNetIncomeLossAmt0-28131
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014576
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018873
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0132511
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt026446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt026438
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0125290
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013105
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt032881
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt021988
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt013239
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0100834
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.71880
IRS990ScheduleA/PublicSupportPY509Pct00.69240
IRS990ScheduleA/PublicSupportTotal509Amt0257801
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073450
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035789
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060261
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt044487
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt044487
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TOWN FEST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05632
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt051
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010091
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010091
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCAN REDEMPTION 13,105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE R KNEIP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03194291301
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY HERITAGEFEST
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0421338834
ReturnHeader/Filer/InCareOfNm0% JULIE R KNEIP
ReturnHeader/Filer/PhoneNum03194291301
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81
ReturnHeader/Filer/USAddress/CityNm0WAVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853880148
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0503 N MAIN ST PO BOX 158
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0506020158
ReturnHeader/PreparerPersonGrp/PhoneNum03193472931
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-14T18:02:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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