Civic Intelligence

Waitt Foundation

990PF • Fiscal year 2021 • EIN 46-0428166

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

View Organization Page

PO Box 1397North Sioux City, SD 57049

(605) 232-9929

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.05x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

3rd percentile

-84%

Higher net margin than 3% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$205,595

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

26th percentile

3.3%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

710%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$157,175,219

Up $4,988,788 (+3.3%) from 2020

Net Assets

Up

$156,897,068

Up $4,980,797 (+3.3%) from 2020

Liabilities

Up

$278,151

Up $7,991 (+3.0%) from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin3rd percentile

Revenue

Up

$6,009,824

Up $5,267,902 (+710%) from 2020

Expenses

Up

$11,069,116

Up $3,598,416 (+48%) from 2020

Net Income

Up

-$5,059,292

Up $1,669,486 (+25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$200M$150M$100M$50M$0Assets 2011: $133,107,453Liabilities 2011: $766,3472011Assets 2012: $139,187,620Liabilities 2012: $92,9412012Assets 2013: $147,192,953Liabilities 2013: $124,2662013Assets 2014: $146,089,616Liabilities 2014: $123,7422014Assets 2015: $140,011,593Liabilities 2015: $196,497Net Assets 2015: $139,815,0962015Assets 2016: $142,306,926Liabilities 2016: $155,886Net Assets 2016: $142,151,0402016Assets 2017: $153,913,627Liabilities 2017: $197,922Net Assets 2017: $153,715,7052017Assets 2018: $139,270,650Liabilities 2018: $750,068Net Assets 2018: $138,520,5822018Assets 2019: $149,625,444Liabilities 2019: $174,788Net Assets 2019: $149,450,6562019Assets 2020: $152,186,431Liabilities 2020: $270,160Net Assets 2020: $151,916,2712020Assets 2021: $157,175,219Liabilities 2021: $278,151Net Assets 2021: $156,897,0682021Assets 2022: $130,699,893Liabilities 2022: $805,701Net Assets 2022: $129,894,1922022Assets 2023: $136,284,471Liabilities 2023: $817,396Net Assets 2023: $135,467,0752023Assets 2024: $136,326,231Liabilities 2024: $777,677Net Assets 2024: $135,548,5542024

Highlighted filing

2021

Assets$157,175,219
Liabilities$278,151
Net Assets$156,897,068
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$20M$10M$0-$10M-$20MRevenue 2011: $4,368,660Expenses 2011: $6,129,841Net Income 2011: -$1,761,1812011Revenue 2012: $2,779,605Expenses 2012: $6,549,120Net Income 2012: -$3,769,5152012Revenue 2013: $3,443,163Expenses 2013: $7,613,039Net Income 2013: -$4,169,8762013Revenue 2014: $4,950,721Expenses 2014: $7,271,056Net Income 2014: -$2,320,3352014Revenue 2015: $8,470,934Expenses 2015: $7,876,327Net Income 2015: $594,6072015Revenue 2016: $2,760,695Expenses 2016: $7,616,987Net Income 2016: -$4,856,2922016Revenue 2017: $5,570,050Expenses 2017: $7,797,649Net Income 2017: -$2,227,5992017Revenue 2018: $7,814,043Expenses 2018: $8,543,710Net Income 2018: -$729,6672018Revenue 2019: $3,093,823Expenses 2019: $10,048,160Net Income 2019: -$6,954,3372019Revenue 2020: $741,922Expenses 2020: $7,470,700Net Income 2020: -$6,728,7782020Revenue 2021: $6,009,824Expenses 2021: $11,069,116Net Income 2021: -$5,059,2922021Revenue 2022: $5,062,551Expenses 2022: $11,350,303Net Income 2022: -$6,287,7522022Revenue 2023: $1,078,607Expenses 2023: $12,439,943Net Income 2023: -$11,361,3362023Revenue 2024: $5,074,165Expenses 2024: $12,020,275Net Income 2024: -$6,946,1102024

Highlighted filing

2021

Revenue$6,009,824
Expenses$11,069,116
Net Income-$5,059,292
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERIE PROTHRO-SHEAManaging DirectorFT$173,944$31,651$205,595
HAILEY WAITTDirector-$0--
SHANE HARTNETTDirector-$0--
MAX WAITTDirector-$0--
MARK DICKEYSecretary-$0--
JOSH SHERERTreasurer-$0--
DAVE RUSSELLVice Chairman/Director-$0--
THEODORE W WAITTChairman/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Waitt Foundation
EIN
46-0428166
Phone
6052329929
Address
PO BOX 1397, NORTH SIOUX CITY, SD 57049

Signing Officer

Name
Josh Sherer
Title
Treasurer
Phone
6052329929
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FARALLON CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FIXED INCOME FUND - COLCHESTER GLOBAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FIXED INCOME FUND - OAKTREE ENHANCED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FOLIUM CAPITAL AGRICULTURE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FOLIUM CAPITAL TIMBER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FORWARD VENTURES IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21GENERATION IM GLOBAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GLOBAL EVENT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GREENSPRING GLOBAL PARTNERS IX-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24GREENSPRING GLOBAL PARTNERS V-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GREENSPRING GLOBAL PARTNERS VII-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26NITORUM OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27POMONA CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28Q-BLK REAL ASSETS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29TACONIC OPPORTUNITY OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30TYBOURNE EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31UBS TRUMBULL PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32US VENTURE PARTNERS XII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33VARDE FUND XII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VARDE FUND XIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VIVO CAPITAL VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VIVO VENTURES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37WAVE EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02000000
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02389291
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03540663
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01443
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME PER BOOKS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt078427
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06009824
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06009824
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt061208
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt061208
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07058886
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0205595
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0205595
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08879416
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08879416
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt052700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02389291
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02389291
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5059292
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020305942
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01443
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03540663
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09375365
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0167303
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0179876
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0156799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0320655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt078427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0427812
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0366717
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0787017
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt064855
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt064855
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt045590
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt028193
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0110264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010595857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0394910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011069116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09770275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06009824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01716441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0394910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02189700
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0126907
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0126907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03542864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13520856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03542864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13520856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020305942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS FROM SALE OF PTP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07058886
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5059292
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010040089
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0156897068
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0151916271
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0156897068
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05836508

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Filings

Displayed year

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

Open filing
Assets
$157,175,219
Liabilities
$278,151
Net assets
$156,897,068
Revenue
$6,009,824
Expenses
$11,069,116
Net income
-$5,059,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$136$0.78$136$5.07$12.0$6.95
2023Detailed filing. Detailed filing data is available for this year.$136$0.82$135$1.08$12.4$11.4
2022Detailed filing. Detailed filing data is available for this year.$131$0.81$130$5.06$11.4$6.29
2021Detailed filing. Detailed filing data is available for this year.$157$0.28$157$6.01$11.1$5.06
2020Detailed filing. Detailed filing data is available for this year.$152$0.27$152$0.74$7.47$6.73
2019Detailed filing. Detailed filing data is available for this year.$150$0.17$149$3.09$10.0$6.95
2018Detailed filing. Detailed filing data is available for this year.$139$0.75$139$7.81$8.54$0.73
2017Detailed filing. Detailed filing data is available for this year.$154$0.20$154$5.57$7.80$2.23
2016Detailed filing. Detailed filing data is available for this year.$142$0.16$142$2.76$7.62$4.86
2015Detailed filing. Detailed filing data is available for this year.$140$0.20$140$8.47$7.88$0.59
2014Summary only. Only limited summary data is available for this year.$146$0.12$4.95$7.27$2.32
2013Summary only. Only limited summary data is available for this year.$147$0.12$3.44$7.61$4.17
2012Summary only. Only limited summary data is available for this year.$139$0.09$2.78$6.55$3.77
2011Summary only. Only limited summary data is available for this year.$133$0.77$4.37$6.13$1.76