Civic Intelligence

Waverley Historic Foundation

EIN 46-1470791 • 501(c)3 • Portland, OR

Profile

To preserve and exhibit golf history and artifacts and to promote amateur golf.

1100 SE Waverly DrivePortland, OR 97222

n/A

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

9.35x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-87%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

46th percentile

-4.8%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-79%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$139,495

Down $7,038 (-4.8%) from 2023

Liabilities

Down

$24,631

Down $4,748 (-16%) from 2023

Net Assets

Down

$114,864

Down $2,290 (-2.0%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin10th percentile

Revenue

Down

$2,633

Down $9,741 (-79%) from 2023

Expenses

Down

$4,923

Down $10,825 (-69%) from 2023

Net Income

Up

-$2,290

Up $1,084 (+32%) 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 2016: $79,199Liabilities 2016: $0Net Assets 2016: $79,1992016Assets 2017: $26,375Liabilities 2017: $0Net Assets 2017: $26,3752017Assets 2018: $39,810Liabilities 2018: $0Net Assets 2018: $39,8102018Assets 2019: $66,688Liabilities 2019: $0Net Assets 2019: $66,6882019Assets 2020: $138,550Liabilities 2020: $0Net Assets 2020: $138,5502020Assets 2021: $136,289Liabilities 2021: $0Net Assets 2021: $136,2892021Assets 2022: $124,279Liabilities 2022: $0Net Assets 2022: $124,2792022Assets 2023: $146,533Liabilities 2023: $29,379Net Assets 2023: $117,1542023Assets 2024: $139,495Liabilities 2024: $24,631Net Assets 2024: $114,8642024

Highlighted filing

2024

Assets$139,495
Liabilities$24,631
Net Assets$114,864
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $158,952Expenses 2016: $87,968Net Income 2016: $70,9842016Revenue 2017: $231,562Expenses 2017: $284,386Net Income 2017: -$52,8242017Revenue 2018: $49,081Expenses 2018: $35,646Net Income 2018: $13,4352018Revenue 2019: $64,196Expenses 2019: $37,318Net Income 2019: $26,8782019Revenue 2020: $107,846Expenses 2020: $35,984Net Income 2020: $71,8622020Revenue 2021: $87,916Expenses 2021: $90,177Net Income 2021: -$2,2612021Revenue 2022: $3,618Expenses 2022: $15,628Net Income 2022: -$12,0102022Revenue 2023: $12,374Expenses 2023: $15,748Net Income 2023: -$3,3742023Revenue 2024: $2,633Expenses 2024: $4,923Net Income 2024: -$2,2902024

Highlighted filing

2024

Revenue$2,633
Expenses$4,923
Net Income-$2,290
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$139,495
Liabilities
$24,631
Net assets
$114,864
Revenue
$2,633
Expenses
$4,923
Net income
-$2,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.25$1.15$0.03$0.05$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.29$1.17$0.12$0.16$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.04$0.16$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.88$0.90$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$1.08$0.36$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.64$0.37$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.49$0.36$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$2.32$2.84$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$1.59$0.88$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Sep 30, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$2,633
Mission and Program Overview

Mission

To preserve and exhibit golf history and artifacts and to promote amateur golf.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$66,789$69,831▲ $3,042
Cash and Non-Interest-Bearing Accounts$10,083$3▼ $10,080
Total Assets$146,533$139,495▼ $7,038
Other Assets Total$69,661$69,661→ $0
Liabilities
Accounts Payable and Accrued Expenses$29,379$24,631▼ $4,748
Total Liabilities$29,379$24,631▼ $4,748
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$117,154$114,864▼ $2,290
Total Net Assets Fund Balance$117,154$114,864▼ $2,290
Total Liabilities and Net Assets / Fund Balance$146,533$139,495▼ $7,038

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$26,234--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
William Reilly JrPresident
Fred Buckman SrVice President-treasurer
Clarke LeavertonDirector
Denise MolendykDirector
Jim MorseDirector
John BeckerDirector
Tj McconvilleDirector
Todd MelroseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$1,633
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-2,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,923
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$2,241-$2,241
Fees for Services Legal-$2,185-$2,185
Insurance-$497-$497
Total Functional Expenses$0$4,923$0$4,923
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11B

“A copy of the 990 is available to the board upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Waverley Historic Foundation
EIN
46-1470791
Phone
5036546521
Address
1100 SE WAVERLY DRIVE, PORTLAND, OR 97222

Signing Officer

Name
Fred Buckman Sr
Title
Vice President-treasurer
Phone
5036546521
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Buckman Sr
Formed
2012
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Jason Hall
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Fiscal year 2024 was the foundation's initial audit.”

Raw XML Appendix324 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
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024631
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PRESERVE AND EXHIBIT GOLF HISTORY AND ARTIFACTS AND TO PROMOTE AMATEUR GOLF.
IRS990/AllOtherContributionsAmt01000
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHY JENNINGS
IRS990/BooksInCareOfDetail/PhoneNum05036546521
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01100 SE WAVERLY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097222
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt04923
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2290
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04923
IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM REILLY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1FRED BUCKMAN SR
IRS990/Form990PartVIISectionAGrp/PersonNm2DENISE MOLENDYK
IRS990/Form990PartVIISectionAGrp/PersonNm3TJ MCCONVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM MORSE
IRS990/Form990PartVIISectionAGrp/PersonNm5CLARKE LEAVERTON
IRS990/Form990PartVIISectionAGrp/PersonNm6TODD MELROSE
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN BECKER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0497
IRS990/InsuranceGrp/TotalAmt0497
IRS990/InvestmentIncomeGrp/ExclusionAmt01633
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01633
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE AND EXHIBIT GOLF HISTORY AND ARTIFACTS AND TO PROMOTE AMATEUR GOLF.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0117154
IRS990/NetAssetsOrFundBalancesEOYAmt0114864
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0117154
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0114864
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FRED BUCKMAN SR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE EMPLOYEE HARDSHIP FUND PROVIDED GRANTS TO ASSIST NINE EMPLOYEES FACING FINANCIAL HARDSHIPS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt069831
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CURRENT YEAR IS A SHORT YEAR ENDING 09/30/2024.
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt326234
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WORK IN PROGRESS-MAP GALLERY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LAURA TENNANT TROPHY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2LAURA TENNANT SENIOR TROPHY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3WORK IN PROGRESS-TROPHY ROOM PROJECT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt069661
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS AVAILABLE TO THE BOARD UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FISCAL YEAR 2024 WAS THE FOUNDATION'S INITIAL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0146533
IRS990/TotalAssetsGrp/EOYAmt0139495
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04923
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029379
IRS990/TotalLiabilitiesEOYAmt024631
IRS990/TotalLiabilitiesGrp/BOYAmt029379
IRS990/TotalLiabilitiesGrp/EOYAmt024631
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117154
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0114864
IRS990/TotalRevenueGrp/ExclusionAmt01633
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02633
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0146533
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139495
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01100 SE WAVERLY DRIVE
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097222
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED BUCKMAN SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036546521
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLEY HISTORIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0461470791
ReturnHeader/Filer/PhoneNum05036546521
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 SE WAVERLY DRIVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 CENTERPOINTE DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970358663
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON HALL
ReturnHeader/ReturnTs02025-05-15T11:20:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02024

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