Civic Intelligence

Waterloo Community Schools Foundation

990 • Fiscal year 2019 • EIN 42-1364293

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 14, 2020

Organization ProfileWWW.WCSFOUNDATION.ORG
201 Tower Park Drive No 106Waterloo, IA 50701

(319) 939-9550

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$66,389

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$460,273

Up $9,657 (+2.1%) from 2018

Net Assets

Up

$453,094

Up $11,751 (+2.7%) from 2018

Liabilities

Down

$7,179

Down $2,094 (-23%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin50th percentile

Revenue

Up

$346,639

Up $80,165 (+30%) from 2018

Expenses

Up

$334,888

Up $119,430 (+55%) from 2018

Net Income

Down

$11,751

Down $39,265 (-77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $105,964Liabilities 2011: $4,9962011Assets 2012: $438,561Liabilities 2012: $34,801Net Assets 2012: $403,7602012Assets 2013: $321,679Liabilities 2013: $33,262Net Assets 2013: $288,4172013Assets 2015: $569,578Liabilities 2015: $225,433Net Assets 2015: $344,1452015Assets 2016: $551,156Liabilities 2016: $207,734Net Assets 2016: $343,4222016Assets 2017: $404,317Liabilities 2017: $13,990Net Assets 2017: $390,3272017Assets 2018: $450,616Liabilities 2018: $9,273Net Assets 2018: $441,3432018Assets 2019: $460,273Liabilities 2019: $7,179Net Assets 2019: $453,0942019Assets 2020: $843,408Liabilities 2020: $20,725Net Assets 2020: $822,6832020Assets 2021: $1,125,441Liabilities 2021: $0Net Assets 2021: $1,125,4412021Assets 2022: $1,202,339Liabilities 2022: $240,000Net Assets 2022: $962,3392022Assets 2023: $1,253,311Liabilities 2023: $181,151Net Assets 2023: $1,072,1602023Assets 2024: $1,496,847Liabilities 2024: $146,000Net Assets 2024: $1,350,8472024

Highlighted filing

2019

Assets$460,273
Liabilities$7,179
Net Assets$453,094
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $151,205Expenses 2011: $50,237Net Income 2011: $100,9682011Expenses 2012: $153,0572012Expenses 2013: $354,5942013Revenue 2015: $324,821Expenses 2015: $149,553Net Income 2015: $175,2682015Revenue 2016: $182,930Expenses 2016: $182,771Net Income 2016: $1592016Revenue 2017: $289,197Expenses 2017: $242,292Net Income 2017: $46,9052017Revenue 2018: $266,474Expenses 2018: $215,458Net Income 2018: $51,0162018Revenue 2019: $346,639Expenses 2019: $334,888Net Income 2019: $11,7512019Revenue 2020: $777,031Expenses 2020: $407,442Net Income 2020: $369,5892020Revenue 2021: $619,661Expenses 2021: $316,903Net Income 2021: $302,7582021Revenue 2022: $482,487Expenses 2022: $503,359Net Income 2022: -$20,8722022Revenue 2023: $285,040Expenses 2023: $240,797Net Income 2023: $44,2432023Revenue 2024: $573,982Expenses 2024: $354,876Net Income 2024: $219,1062024

Highlighted filing

2019

Revenue$346,639
Expenses$334,888
Net Income$11,751
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$356,803
Mission and Program Overview

Mission

To fund, inspire and promote educational opportunities for all in the waterloo schools.

Serving as a catalyst for educational excellence and pride in the waterloo school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$0$250,000▲ $250,000
Savings and Temporary Cash Investments$399,299$152,317▼ $246,982
Cash and Non-Interest-Bearing Accounts$49,767$57,381▲ $7,614
Pledges and Grants Receivable$1,550$575▼ $975
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$450,616$460,273▲ $9,657
Liabilities
Accounts Payable and Accrued Expenses$9,273$7,179▼ $2,094
Total Liabilities$9,273$7,179▼ $2,094
Net Assets / Fund Balance
Temporarily Rstr Net Assets$342,605$332,975▼ $9,630
Unrestricted Net Assets$98,738$120,119▲ $21,381
Total Net Assets Fund Balance$441,343$453,094▲ $11,751
Total Liabilities and Net Assets / Fund Balance$450,616$460,273▲ $9,657

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$13,817$13,817
Other Securities$250,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$129,954-▲ $2,482-$131,816
2017$123,567$5,000▲ $2,387-$129,954
2016$111,830$9,700▲ $2,701-$123,567
2015$102,106$10,000▲ $1,246-$111,830
2014$40,256$60,000▲ $1,850-$102,106
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily HansonExecutive DirectorFT$60,718$5,671$66,389

Board Members and Trustees

NameTitle
Shawna BuckleyPast President
Renee ChristofferPresident
Kristin StanfordVice President
Ann RichterDirector
Anna CaughronDirector
Beverly BoveiaDirector
Carol BoyceDirector
Chuck ShireyDirector
Janet LockeDirector
Jay KoweilDirector
John BerryDirector
Kalola RobyDirector
Lori JohnsonDirector
Mike YoungDirector
Sharina SallisDirector
Tiffini KielerDirector
Mike WaldenSecretary
Ryan RisetterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$351,264
Program Service Revenue
$0
Investment Income
$3,639
Other Revenue
$-8,264
All Other Contributions
$303,594
Change in Net Assets
$11,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,140
Salaries, Compensation, and Employee Benefits$88,207
Total Fundraising Expense$69,464
Other Expenses$25,541
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$213,337--$213,337
Current Officers, Directors, Trustees, and Key Employees$6,495$12,991$45,469$64,955
Other Salaries and Wages$1,325$2,651$9,278$13,254
Fees for Services Accounting-$8,100-$8,100
Grants to Domestic Individuals$7,803--$7,803
Payroll Taxes$575$1,150$4,023$5,748
Office Expenses$541$1,082$3,786$5,409
Other Employee Benefits$425$850$2,975$4,250
Conferences and Meetings-$3,201-$3,201
Information Technology$296$592$2,074$2,962
Travel-$2,215-$2,215
Advertising--$1,859$1,859
Insurance-$1,588-$1,588
Fees for Services Other-$207-$207
Total Functional Expenses$230,797$34,627$69,464$334,888
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Waterloo Community School DistrictWaterloo, IA501(c)(3)Purchase of Educational Equipment and Student Program Support.$213,337
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,164
Fundraising Gross Income$1,900
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Breakfast$49,570$1,900$2,449$-549
Total Events$49,570$1,900$10,164$-8,264
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“A draft copy of the form 990 was reviewed by the treasurer and president. A final copy of the form 990 was provided to all board members.”

Form 990, Part VI, Section B, Line 12C

“Board members sign a conflict of interest statement annually. The policy is monitored by reviewing the subject matter and, if appropriate, the board member will refrain from discussion and abstain from voting. All board and executive committee meeting agendas include an item addressing conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“The executive committee does an annual evaluation of performance. Formal evaluations are prepared by designated individuals, including the executive director. Salary and benefits are based upon performance. Compensation is determined using compensation of other similar foundations within the community and state of iowa. Documentation of the review process is included in the executive directors personnel file.”

Form 990, Part VI, Section C, Line 19

“Governing documents , conflict of interest policy and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Waterloo Community Schools Foundation
EIN
42-1364293
Phone
3199399550
Address
201 TOWER PARK DRIVE NO 106, WATERLOO, IA 50701

Signing Officer

Name
Emily Hanson
Title
Executive Director
Phone
3199399550
Signed
2020-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Hanson
Formed
1989
Legal Domicile
Ia
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
55

Preparer

Firm
Bergankdv Ltd
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
David a Richter
Phone
3192346885
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The use of the unrestricted and temporary restricted endowment funds is based on the wishes of the donor(restricted) or the board(unrestricted).”

Raw XML AppendixShowing 400 of 554 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09273
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07179
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SERVING AS A CATALYST FOR EDUCATIONAL EXCELLENCE AND PRIDE IN THE WATERLOO SCHOOL DISTRICT.
IRS990/AdvertisingGrp/FundraisingAmt01859
IRS990/AdvertisingGrp/TotalAmt01859
IRS990/AllOtherContributionsAmt0303594
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EMILY HANSON
IRS990/BooksInCareOfDetail/PhoneNum03199399550
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 TOWER PARK DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0WATERLOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050701
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt049767
IRS990/CashNonInterestBearingGrp/EOYAmt057381
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt045469
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012991
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06495
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt064955
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03201
IRS990/ConferencesMeetingsGrp/TotalAmt03201
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt047670
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0351264
IRS990/CYGrantsAndSimilarPaidAmt0221140
IRS990/CYInvestmentIncomeAmt03639
IRS990/CYOtherExpensesAmt025541
IRS990/CYOtherRevenueAmt0-8264
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt011751
IRS990/CYSalariesCompEmpBnftPaidAmt088207
IRS990/CYTotalExpensesAmt0334888
IRS990/CYTotalFundraisingExpenseAmt069464
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0346639
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE WATERLOO COMMUNITY SCHOOLS FOUNDATION RAISES FUNDS WHICH ARE USED TO ENCOURAGE AND PROMOTE THE IMPROVEMENT OF THE QUALITY OF EDUCATION WITHIN THE WATERLOO COMMUNITY SCHOOL DISTRICT. THE WATERLOO COMMUNITY SCHOOLS FOUNDATION PROVIDES (1)A MECHANISM FOR CONTRIBUTIONS TO BE ALLOCATED TO WORTHWHILE CHARITABLE AND EDUCATIONAL PROGRAMS AND FACILITIES; (2) A VEHICLE FOR SOLICITATION, ACCUMULATION, INVESTMENT, OTHER MANAGEMENT, AND DISTRIBUTION OF SUCH RESOURCES FOR IDENTIFIED NEEDS AND PURPOSES; AND (3) AN INCREASE IN COMMUNITY INVOLVEMENT WITH AND SUPPORT FOR THE WATERLOO COMMUNITY SCHOOL DISTRICT BY ENGOURAGING OPEN COMMUNICATION BETWEEN THE COMMUNITY AND THE DISTRICT ON MATTERS OF MUTUAL CONCERN, AND BY INCREASING COMMUNITY CONFIDENCE IN THE WATERLOO COMMUNITY SCHOOL DISTRICT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0230797
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08100
IRS990/FeesForServicesAccountingGrp/TotalAmt08100
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0207
IRS990/FeesForServicesOtherGrp/TotalAmt0207
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt185671
IRS990/Form990PartVIISectionAGrp/PersonNm0RENEE CHRISTOFFER
IRS990/Form990PartVIISectionAGrp/PersonNm1KRISTIN STANFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2RYAN RISETTER
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE WALDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4SHAWNA BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm6BEVERLY BOVEIA
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROL BOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm8ANNA CAUGHRON
IRS990/Form990PartVIISectionAGrp/PersonNm9LORI JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm10TIFFINI KIELER
IRS990/Form990PartVIISectionAGrp/PersonNm11JAY KOWEIL
IRS990/Form990PartVIISectionAGrp/PersonNm12JANET LOCKE
IRS990/Form990PartVIISectionAGrp/PersonNm13ANN RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm14KALOLA ROBY
IRS990/Form990PartVIISectionAGrp/PersonNm15SHARINA SALLIS
IRS990/Form990PartVIISectionAGrp/PersonNm16CHUCK SHIREY
IRS990/Form990PartVIISectionAGrp/PersonNm17MIKE YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm18EMILY HANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1860718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt047670
IRS990/FundraisingDirectExpensesAmt010164
IRS990/FundraisingGrossIncomeAmt01900
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0221140
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt07803
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07803
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0213337
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0213337
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0356803
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02074
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0592
IRS990/InformationTechnologyGrp/ProgramServicesAmt0296
IRS990/InformationTechnologyGrp/TotalAmt02962
IRS990/InsuranceGrp/ManagementAndGeneralAmt01588
IRS990/InsuranceGrp/TotalAmt01588
IRS990/InvestmentIncomeGrp/ExclusionAmt03639
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03639
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0250000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013817
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt013817
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FUND, INSPIRE AND PROMOTE EDUCATIONAL OPPORTUNITIES FOR ALL IN THE WATERLOO SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0441343
IRS990/NetAssetsOrFundBalancesEOYAmt0453094
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8264
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8264
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03786
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01082
IRS990/OfficeExpensesGrp/ProgramServicesAmt0541
IRS990/OfficeExpensesGrp/TotalAmt05409
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02975
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0850
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0425
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04250
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09278
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02651
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01325
IRS990/OtherSalariesAndWagesGrp/TotalAmt013254
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04023
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01150
IRS990/PayrollTaxesGrp/ProgramServicesAmt0575
IRS990/PayrollTaxesGrp/TotalAmt05748
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0575
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0EMILY HANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0269126
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0111308
IRS990/PYInvestmentIncomeAmt04980
IRS990/PYOtherExpensesAmt021478
IRS990/PYOtherRevenueAmt0-7632
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt051016
IRS990/PYSalariesCompEmpBnftPaidAmt082672
IRS990/PYTotalExpensesAmt0215458
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0266474
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011751
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0399299
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0152317
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME - 2014 AMOUNT: $ 7,680. 2015 AMOUNT: $ 5,359. 2016 AMOUNT: $ 4,790. 2017 AMOUNT: $ 2,050. 2018 AMOUNT: $ 1,900.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DESCRIPTION: CASH DATE: 06/17/19 AMOUNT: 105917.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0245347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0208793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0239591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0182448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0213693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01089872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05884
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028462
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01900
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04790
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05359
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07680
IRS990ScheduleA/OtherIncome170Grp/TotalAmt021779
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70530
IRS990ScheduleA/PublicSupportPY170Pct00.75200
IRS990ScheduleA/PublicSupportTotal170Amt0804096
IRS990ScheduleA/SubstantialContributorsTotAmt0285776
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0245347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0208793
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0239591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0182448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0213693
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01089872
IRS990ScheduleA/TotalSupportAmt01140113
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.36700
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0129954
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0131816
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0620
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0123567
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0129954
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02387
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt064
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0111830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt09700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0123567
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt015
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0102106
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0111830
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01507
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt040256
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt060000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$460,273
Liabilities
$7,179
Net assets
$453,094
Revenue
$346,639
Expenses
$334,888
Net income
$11,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.15$1.35$0.57$0.35$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.18$1.07$0.29$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.24$0.96$0.48$0.50$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.62$0.32$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.78$0.41$0.37
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$0.35$0.33$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.27$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.21$0.34$0.18$0.18$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.23$0.34$0.32$0.15$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.03$0.29$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.03$0.40$0.15
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.15$0.05$0.10