Civic Intelligence

Waukee Area Historical Society

EIN 45-4530173 • 501(c)3 • Waukee, IA

Pub. 78 Eligible990-N CoverageNTEE A80

Profile

To support, honor & recognize the history of the city of Waukee, while continuing to build the foundation and values for future generations

PO Box 358Waukee, IA 50263

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

5.9%

Higher net margin than 40% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE A80 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-51%

Faster revenue growth than 20% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$103,974

Up $1,777 (+1.7%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$103,974

Up $1,777 (+1.7%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin40th percentile

Revenue

Down

$29,910

Down $31,312 (-51%) from 2023

Expenses

Down

$28,133

Down $15,633 (-36%) from 2023

Net Income

Down

$1,777

Down $15,679 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2023: $102,197Net Assets 2023: $102,1972023Assets 2024: $103,974Liabilities 2024: $0Net Assets 2024: $103,9742024

Highlighted filing

2024

Assets$103,974
Liabilities$0
Net Assets$103,974
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$80K$60K$40K$20K$0Revenue 2023: $61,222Expenses 2023: $43,766Net Income 2023: $17,4562023Revenue 2024: $29,910Expenses 2024: $28,133Net Income 2024: $1,7772024

Highlighted filing

2024

Revenue$29,910
Expenses$28,133
Net Income$1,777
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,974
Liabilities
$0
Net assets
$103,974
Revenue
$29,910
Expenses
$28,133
Net income
$1,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.30$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.61$0.44$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 1, 2025
Return Version
2024v5.0
Gross Receipts
$65,957
Mission and Program Overview

Mission

To support, honor & recognize the history of the city of Waukee, while continuing to build the foundation and values for future generations

Program Services

DescriptionGrantsExpenses
Wauktoberfest event- bring together the community to celebrate the strong German heritage in Waukee Iowa with food, drinks, live music and events$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael BartosPresident-$0--
Terry SnyderVice President-$0--
Bryner GibsonTreasurer-$0--
Samantha Van MeterSecretary-$0--
Cindy DePondDirector-$0--
Kaitlyn Zimmer-HenningDirector-$0--
Scott HillerDirector-$0--
Jake LarsonDirector-$0--
Jimmy OlsenDirector-$0--
Joelle KleihauerDirector-$0--
Kelly NizziDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wauktoberfest$47,026$47,026$31,944$15,082
Total Events$47,026$47,026$35,525$11,501
Filing and Contact Details

Filer

Filer Name
Waukee Area Historical Society
EIN
45-4530173
Phone
6055900067
Address
PO Box 358, Waukee, IA 50263

Signing Officer

Name
Bryner Gibson
Title
Treasurer
Phone
6055900067
Signed
2025-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Sweeney Consulting Group
Address
5417 Aspen Drive, West Des Moines, IA 50266
Preparer
Brian Sweeney
Phone
5159888730
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Board development;4850|Insurance;1436|Office expense;11360|QuickBooks;56|Taxes;23|Advertising;394|Collection preservation;4750|Collection storage;4837|Meals;115|Rounding;-3^Total;27818^”

Raw XML Appendix244 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Board development;4850|Insurance;1436|Office expense;11360|QuickBooks;56|Taxes;23|Advertising;394|Collection preservation;4750|Collection storage;4837|Meals;115|Rounding;-3^Total;27818^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryner Gibson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06055900067
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAUKEE AREA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0WAUK
ReturnHeader/Filer/EIN0454530173
ReturnHeader/Filer/PhoneNum06055900067
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 358
ReturnHeader/Filer/USAddress/CityNm0Waukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050263
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0483866091
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sweeney Consulting Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05417 Aspen Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05159888730
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Sweeney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-27T06:57:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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