Civic Intelligence

Waverly Community Foundation

990PF • Fiscal year 2022 • EIN 42-6058774

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 13, 2023

Organization Profile
PO Box 58Waverly, IA 50677

(319) 352-6000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$20,526

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-36%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,335,132

Down $516,182 (-18%) from 2021

Net Assets

Down

$2,335,132

Down $516,182 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$107,135

Down $61,287 (-36%) from 2021

Expenses

Up

$154,613

Up $38,918 (+34%) from 2021

Net Income

Down

-$47,478

Down $100,205 (-190%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,776,873Liabilities 2011: $02011Assets 2012: $1,748,431Liabilities 2012: $02012Assets 2013: $1,732,746Liabilities 2013: $02013Assets 2014: $1,754,158Liabilities 2014: $02014Assets 2015: $1,690,975Liabilities 2015: $02015Assets 2019: $1,763,070Liabilities 2019: $02019Assets 2020: $1,877,206Liabilities 2020: $0Net Assets 2020: $1,877,2062020Assets 2021: $2,851,314Liabilities 2021: $0Net Assets 2021: $2,851,3142021Assets 2022: $2,335,132Liabilities 2022: $0Net Assets 2022: $2,335,1322022Assets 2023: $2,536,703Liabilities 2023: $0Net Assets 2023: $2,536,7032023

Highlighted filing

2022

Assets$2,335,132
Liabilities$0
Net Assets$2,335,132
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$100K$0-$100KRevenue 2011: $127,896Expenses 2011: $111,272Net Income 2011: $16,6242011Revenue 2012: $83,105Expenses 2012: $111,547Net Income 2012: -$28,4422012Revenue 2013: $95,203Expenses 2013: $111,384Net Income 2013: -$16,1812013Revenue 2014: $144,500Expenses 2014: $124,087Net Income 2014: $20,4132014Revenue 2015: $62,452Expenses 2015: $125,635Net Income 2015: -$63,1832015Revenue 2019: $135,544Expenses 2019: $120,116Net Income 2019: $15,4282019Revenue 2020: $188,986Expenses 2020: $95,776Net Income 2020: $93,2102020Revenue 2021: $168,422Expenses 2021: $115,695Net Income 2021: $52,7272021Revenue 2022: $107,135Expenses 2022: $154,613Net Income 2022: -$47,4782022Revenue 2023: $59,656Expenses 2023: $134,703Net Income 2023: -$75,0472023

Highlighted filing

2022

Revenue$107,135
Expenses$154,613
Net Income-$47,478
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDELITY BANK AND TRUSTTrustee-$20,526-$20,526
Filing and Contact Details

Filer

Filer Name
Waverly Community Foundation
EIN
42-6058774
Phone
3193526000
Address
PO BOX 58, WAVERLY, IA 50677

Signing Officer

Name
Julie Versluis
Title
Trust Officer
Phone
3193526000
Signed
2023-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Gosling & Company Pc
Address
217 N FRANKLIN ST, MANCHESTER, IA 52057-1538
Preparer
Robert H Neuhaus
Phone
5639274810
Raw XML Appendix254 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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ReturnHeader/Filer/PhoneNum03193526000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 58
ReturnHeader/Filer/USAddress/CityNm0WAVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421277818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOSLING & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0217 N FRANKLIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0520571538
ReturnHeader/PreparerPersonGrp/PhoneNum05639274810
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H NEUHAUS
ReturnHeader/ReturnTs02023-07-13T10:44:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VERSLUIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,335,132
Liabilities
$0
Net assets
$2,335,132
Revenue
$107,135
Expenses
$154,613
Net income
-$47,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.06$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.19$0.10$0.09
2019Summary only. Only limited summary data is available for this year.$1.76$0.00$0.14$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$1.69$0.00$0.06$0.13$0.06
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.14$0.12$0.02
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$0.10$0.11$0.02
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$1.78$0.00$0.13$0.11$0.02