Civic Intelligence

Waukee Community School Foundation

990 • Fiscal year 2020 • EIN 42-1461516

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

560 SE UniversityWaukee, IA 50263

(515) 210-3724

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.05x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

46th percentile

3.9%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

35th percentile

0.4%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$661,860

Up $2,963 (+0.4%) from 2019

Net Assets

Up

$649,516

Up $8,933 (+1.4%) from 2019

Liabilities

Down

$12,344

Down $5,970 (-33%) from 2019

Revenue

Up

$227,025

Up $54,457 (+32%) from 2019

Expenses

Up

$218,092

Up $67,882 (+45%) from 2019

Net Income

Down

$8,933

Down $13,425 (-60%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $309,323Liabilities 2010: $52,500Net Assets 2010: $256,8232010Assets 2011: $361,809Liabilities 2011: $50,050Net Assets 2011: $311,7592011Assets 2012: $381,341Liabilities 2012: $51,800Net Assets 2012: $329,5412012Assets 2013: $439,154Liabilities 2013: $58,175Net Assets 2013: $380,9792013Assets 2014: $552,633Liabilities 2014: $61,800Net Assets 2014: $490,8332014Assets 2015: $555,263Liabilities 2015: $62,700Net Assets 2015: $492,5632015Assets 2016: $583,090Liabilities 2016: $68,393Net Assets 2016: $514,6972016Assets 2017: $636,608Liabilities 2017: $101,187Net Assets 2017: $535,4212017Assets 2018: $646,524Liabilities 2018: $28,299Net Assets 2018: $618,2252018Assets 2019: $658,897Liabilities 2019: $18,314Net Assets 2019: $640,5832019Assets 2020: $661,860Liabilities 2020: $12,344Net Assets 2020: $649,5162020Assets 2021: $787,578Liabilities 2021: $16,603Net Assets 2021: $770,9752021Assets 2022: $689,249Liabilities 2022: $28,819Net Assets 2022: $660,4302022Assets 2023: $705,668Liabilities 2023: $10,928Net Assets 2023: $694,7402023Assets 2024: $745,246Liabilities 2024: $11,154Net Assets 2024: $734,0922024Assets 2025: $803,042Liabilities 2025: $2,929Net Assets 2025: $800,1132025

Highlighted filing

2020

Assets$661,860
Liabilities$12,344
Net Assets$649,516

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $121,269Expenses 2010: $105,413Net Income 2010: $15,8562010Revenue 2011: $111,252Expenses 2011: $82,583Net Income 2011: $28,6692011Revenue 2012: $102,233Expenses 2012: $85,523Net Income 2012: $16,7102012Revenue 2013: $120,019Expenses 2013: $80,278Net Income 2013: $39,7412013Revenue 2014: $185,078Expenses 2014: $101,163Net Income 2014: $83,9152014Revenue 2015: $98,981Expenses 2015: $97,053Net Income 2015: $1,9282015Revenue 2016: $158,915Expenses 2016: $113,465Net Income 2016: $45,4502016Revenue 2017: $184,994Expenses 2017: $171,873Net Income 2017: $13,1212017Revenue 2018: $172,588Expenses 2018: $107,198Net Income 2018: $65,3902018Revenue 2019: $172,568Expenses 2019: $150,210Net Income 2019: $22,3582019Revenue 2020: $227,025Expenses 2020: $218,092Net Income 2020: $8,9332020Revenue 2021: $144,127Expenses 2021: $133,866Net Income 2021: $10,2612021Revenue 2022: $169,922Expenses 2022: $211,001Net Income 2022: -$41,0792022Revenue 2023: $280,204Expenses 2023: $294,887Net Income 2023: -$14,6832023Revenue 2024: $320,410Expenses 2024: $321,979Net Income 2024: -$1,5692024Revenue 2025: $352,564Expenses 2025: $330,985Net Income 2025: $21,5792025

Highlighted filing

2020

Revenue$227,025
Expenses$218,092
Net Income$8,933
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.0
Gross Receipts
$316,533
Mission and Program Overview

Mission

EDUCATIONAL PURPOSES

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$502,026$499,913▼ $2,113
Savings and Temporary Cash Investments$135,206$160,205▲ $24,999
Cash and Non-Interest-Bearing Accounts$21,665$1,742▼ $19,923
Total Assets$658,897$661,860▲ $2,963
Liabilities
Other Liabilities$647$8,842▲ $8,195
Accounts Payable and Accrued Expenses$16,467$3,502▼ $12,965
Grants Payable$1,200--
Total Liabilities$18,314$12,344▼ $5,970
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$462,090$471,023▲ $8,933
Net Assets With Donor Restrictions$178,493$178,493→ $0
Total Net Assets Fund Balance$640,583$649,516▲ $8,933
Total Liabilities and Net Assets / Fund Balance$658,897$661,860▲ $2,963
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristin BrobergPresident
Andrea LawrenceDirector
Casey ScheveDirector
Chad TerryDirector
Dan RicklefsDirector
Elizabeth OlsonDirector
Karen GoldsworthDirector
Liz RivenburghDirector
Marsha MezgerDirector
Michael TrettinDirector
Pamela BeckerDirector
Rhett OseletteDirector
Sam RouseDirector
Terry HurlburtDirector
Todd McgowanDirector
Wendy MarshSecretary
Travis WilsonTreasurer
Tony GuidicessiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$139,907
Program Service Revenue
$0
Investment Income
$945
Other Revenue
$86,173
All Other Contributions
$139,907
Change in Net Assets
$8,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,046
Salaries, Compensation, and Employee Benefits$57,176
Other Expenses$35,870
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,046--$84,046
Other Salaries and Wages$53,067--$53,067
Grants to Domestic Individuals$41,000--$41,000
Information Technology$10,617--$10,617
Office Expenses$5,176$5,177-$10,353
Payroll Taxes$4,109--$4,109
Travel$2,706--$2,706
Advertising$2,599--$2,599
Insurance$2,420--$2,420
Other Expenses$342$2,501-$342
All Other Expenses$230--$230
Interest$13--$13
Total Functional Expenses$206,881$11,211$0$218,092
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Waukee Community School DistrWaukee, IAGov-$84,046
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$174,181
Fundraising Direct Expenses$89,508
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner & Auctio$121,038$121,038$27,222$93,816
Merchandise Sal$28,110$28,110$18,804$9,306
Total Events$174,181$174,181$89,508$84,673
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Ppp$8,400
Accrued Payroll Taxes$442
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

A copy of the 990 is reviewed and approved by board members before filing.

Form 990, Page 6, Part VI, Line 19

Documents are available opon request

Filing and Contact Details

Filer

Filer Name
Waukee Community School Foundation
EIN
42-1461516
Phone
5152103724
Address
560 SE UNIVERSITY, WAUKEE, IA 50263

Signing Officer

Name
Travis Wilson
Title
Treasurer
Phone
5153307496
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Broberg
Formed
1996
Legal Domicile
Ia
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
92

Preparer

Firm
Van Maanen Sietstra Meyer & Nikkel Pc
Address
PO BOX 381, PELLA, IA 50219-0381
Preparer
Brett Nikkel CPA
Phone
6416283737
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IRS990/OfficeExpensesGrp/TotalAmt010353
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3STORAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03533
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12501
IRS990/OtherExpensesGrp/ProgramServicesAmt0556
IRS990/OtherExpensesGrp/ProgramServicesAmt1342
IRS990/OtherExpensesGrp/TotalAmt03533
IRS990/OtherExpensesGrp/TotalAmt12501
IRS990/OtherExpensesGrp/TotalAmt2556
IRS990/OtherExpensesGrp/TotalAmt3342
IRS990/OtherLiabilitiesGrp/BOYAmt0647
IRS990/OtherLiabilitiesGrp/EOYAmt08842
IRS990/OtherRevenueMiscGrp/Desc0PRIOR UNCLAIMED GRANT/SCH
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01500
IRS990/OtherRevenueTotalAmt01500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053067
IRS990/OtherSalariesAndWagesGrp/TotalAmt053067
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt04109
IRS990/PayrollTaxesGrp/TotalAmt04109
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KRISTIN BROBERG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0111332
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt071945
IRS990/PYInvestmentIncomeAmt021558
IRS990/PYOtherExpensesAmt036208
IRS990/PYOtherRevenueAmt039678
IRS990/PYRevenuesLessExpensesAmt022358
IRS990/PYSalariesCompEmpBnftPaidAmt042057
IRS990/PYTotalExpensesAmt0150210
IRS990/PYTotalRevenueAmt0172568
IRS990/ReconcilationRevenueExpnssAmt08933
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0135206
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0139907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0415642
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09003
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017568
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0458203
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95940
IRS990ScheduleA/PublicSupportPY170Pct00.92280
IRS990ScheduleA/PublicSupportTotal170Amt0415642
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0139907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0111332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034031
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0415642
IRS990ScheduleA/TotalSupportAmt0433210
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1442
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE - PPP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL TAXES
IRS990ScheduleD/TotalLiabilityAmt08842
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt089508
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER & AUCTIO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MERCHANDISE SAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt030355
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt030355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0121038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0174181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0121038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025033
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0174181
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt084673
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02717
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027222
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07210
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07210
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt041000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/RecipientTable/CashGrantAmt084046
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WAUKEE COMMUNITY SCHOOL DISTR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0560 SE UNIVERSITY AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050263
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS REVIEWED AND APPROVED BY BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE OPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0658897
IRS990/TotalAssetsEOYAmt0661860
IRS990/TotalAssetsGrp/BOYAmt0658897
IRS990/TotalAssetsGrp/EOYAmt0661860
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0139907
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.03$0.03$8.00$3.53$3.31$0.22
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.11$7.34$3.20$3.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.06$0.11$6.95$2.80$2.95$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.89$0.29$6.60$1.70$2.11$0.41
2021Detailed filing. Detailed filing data is available for this year.$7.88$0.17$7.71$1.44$1.34$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.62$0.12$6.50$2.27$2.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.59$0.18$6.41$1.73$1.50$0.22
2018Detailed filing. Detailed filing data is available for this year.$6.47$0.28$6.18$1.73$1.07$0.65
2017Detailed filing. Detailed filing data is available for this year.$6.37$1.01$5.35$1.85$1.72$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.83$0.68$5.15$1.59$1.13$0.45
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.63$4.93$0.99$0.97$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.53$0.62$4.91$1.85$1.01$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.58$3.81$1.20$0.80$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.52$3.30$1.02$0.86$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.50$3.12$1.11$0.83$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.53$2.57$1.21$1.05$0.16