Civic Intelligence

Walcott Unified Fund Inc

EIN 42-1384413 • 501(c)3 • Walcott, IA

Profile

To raise money for charitable organizations

PO Box 1Walcott, IA 52773-0001

n/A

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 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

90th percentile

80%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

303%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$76,997

Up $34,314 (+80%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$76,997

Up $34,314 (+80%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$45,058

Up $33,865 (+303%) from 2020

Expenses

Down

$10,744

Down $25,515 (-70%) from 2020

Net Income

Up

$34,314

Up $59,380 (+237%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$80K$60K$40K$20K$0Assets 2010: $39,720Liabilities 2010: $02010Assets 2011: $39,720Liabilities 2011: $02011Assets 2012: $65,363Liabilities 2012: $02012Assets 2013: $60,617Liabilities 2013: $02013Assets 2014: $57,402Liabilities 2014: $02014Assets 2015: $55,789Liabilities 2015: $02015Assets 2016: $60,583Liabilities 2016: $02016Assets 2017: $63,781Liabilities 2017: $02017Assets 2018: $63,967Liabilities 2018: $02018Assets 2019: $67,754Liabilities 2019: $02019Assets 2020: $42,683Liabilities 2020: $0Net Assets 2020: $42,6832020Assets 2021: $76,997Liabilities 2021: $0Net Assets 2021: $76,9972021

Highlighted filing

2021

Assets$76,997
Liabilities$0
Net Assets$76,997
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2010: $58,872Expenses 2010: $60,293Net Income 2010: -$1,4212010Revenue 2011: $58,872Expenses 2011: $60,293Net Income 2011: -$1,4212011Revenue 2012: $70,064Expenses 2012: $69,025Net Income 2012: $1,0392012Revenue 2013: $56,405Expenses 2013: $61,151Net Income 2013: -$4,7462013Revenue 2014: $62,886Expenses 2014: $66,101Net Income 2014: -$3,2152014Revenue 2015: $71,740Expenses 2015: $73,353Net Income 2015: -$1,6132015Revenue 2016: $69,058Expenses 2016: $64,264Net Income 2016: $4,7942016Revenue 2017: $69,043Expenses 2017: $65,839Net Income 2017: $3,2042017Revenue 2018: $77,040Expenses 2018: $76,854Net Income 2018: $1862018Revenue 2019: $29,337Expenses 2019: $25,550Net Income 2019: $3,7872019Revenue 2020: $11,193Expenses 2020: $36,259Net Income 2020: -$25,0662020Revenue 2021: $45,058Expenses 2021: $10,744Net Income 2021: $34,3142021

Highlighted filing

2021

Revenue$45,058
Expenses$10,744
Net Income$34,314
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,997
Liabilities
$0
Net assets
$76,997
Revenue
$45,058
Expenses
$10,744
Net income
$34,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$77.0$0.00$77.0$45.1$10.7$34.3
2020Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$11.2$36.3$25.1
2019Summary only. Only limited summary data is available for this year.$67.8$0.00$29.3$25.6$3.79
2018Summary only. Only limited summary data is available for this year.$64.0$0.00$77.0$76.9$0.19
2017Summary only. Only limited summary data is available for this year.$63.8$0.00$69.0$65.8$3.20
2016Summary only. Only limited summary data is available for this year.$60.6$0.00$69.1$64.3$4.79
2015Summary only. Only limited summary data is available for this year.$55.8$0.00$71.7$73.4$1.61
2014Summary only. Only limited summary data is available for this year.$57.4$0.00$62.9$66.1$3.22
2013Summary only. Only limited summary data is available for this year.$60.6$0.00$56.4$61.2$4.75
2012Summary only. Only limited summary data is available for this year.$65.4$0.00$70.1$69.0$1.04
2011Summary only. Only limited summary data is available for this year.$39.7$0.00$58.9$60.3$1.42
2010Summary only. Only limited summary data is available for this year.$39.7$0.00$58.9$60.3$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 20, 2022
Return Version
2021v4.0
Gross Receipts
$102,853
Mission and Program Overview

Mission

To raise money for charitable organizations

Program Services

DescriptionGrantsExpenses
WALCOTT DAY: HOLD AN EVENT TO RAISE MONEY FOR CITY IMPROVEMENTS & LOCAL CHARITABLE ORGANIZATIONS$3,800$10,744
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY KOBERGTreasurer-$0--
KIRK KOBERGPresident-$0--
JOE QUICKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Walcott Unified Fund Inc
EIN
42-1384413
Phone
5632100935
Address
PO BOX 1, WALCOTT, IA 52773-0001

Signing Officer

Name
Stacey Koberg
Title
Treasurer
Phone
5634471808
Signed
2022-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Moorhead Patterson & Company Pc
Address
3910 LILLIE AVE, DAVENPORT, IA 52806
Preparer
Scott T Moorhead CPA
Phone
5633884744
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses sales tax 578 security 1,456 total 2,034”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STACEY KOBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum05632100935
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 163
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALCOTT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0527730163
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042683
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076997
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt09211
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034314
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042683
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076997
IRS990EZ/FundraisingGrossIncomeAmt087377
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03800
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06247
IRS990EZ/GrossReceiptsAmt0102853
IRS990EZ/GrossSalesOfInventoryAmt015458
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042683
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042683
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076997
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY KOBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIRK KOBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE QUICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02034
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY FOR CHARITABLE ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt0110
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WALCOTT DAY: HOLD AN EVENT TO RAISE MONEY FOR CITY IMPROVEMENTS & LOCAL CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010744
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048584
IRS990EZ/SpecialEventsNetIncomeLossAmt038793
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010744
IRS990EZ/TotalProgramServiceExpensesAmt010744
IRS990EZ/TotalRevenueAmt045058
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026965
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt091408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0112319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt098555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0302300
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0102835
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt039553
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0142388
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0426
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0471653
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040234
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0116063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110845
IRS990ScheduleA/Total509Grp/TotalAmt0471653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0116145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110923
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0472079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SALES TAX 578 SECURITY 1,456 TOTAL 2,034
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY KOBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05634471808
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALCOTT UNIFIED FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WALC
ReturnHeader/Filer/EIN0421384413
ReturnHeader/Filer/PhoneNum05632100935
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1
ReturnHeader/Filer/USAddress/CityNm0WALCOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0527730001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421092253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORHEAD PATTERSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03910 LILLIE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052806
ReturnHeader/PreparerPersonGrp/PhoneNum05633884744
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT T MOORHEAD CPA
ReturnHeader/ReturnTs02022-10-17T17:23:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STACEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOBERG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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