Civic Intelligence

Waverley Historic Foundation

990 • Fiscal year 2017 • EIN 46-1470791

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
1100 SE Waverly DrivePortland, OR 97222

(503) 654-6521

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-67%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

46%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$26,375

Down $52,824 (-67%) from 2016

Net Assets

Down

$26,375

Down $52,824 (-67%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Up

$231,562

Up $72,610 (+46%) from 2016

Expenses

Up

$284,386

Up $196,418 (+223%) from 2016

Net Income

Down

-$52,824

Down $123,808 (-174%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$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

2017

Assets$26,375
Liabilities$0
Net Assets$26,375
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$231,562
Expenses$284,386
Net Income-$52,824
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$231,562
Mission and Program Overview

Mission

To preserve and exhibit golf history and artifacts; to promote amateur golf; and provide education and support about such charitable and educational purposes

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$79,199$26,375▼ $52,824
Total Assets$79,199$26,375▼ $52,824
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$79,199$26,375▼ $52,824
Total Net Assets Fund Balance$79,199$26,375▼ $52,824
Total Liabilities and Net Assets / Fund Balance$79,199$26,375▼ $52,824
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Douglas HouserChair
James DaltonVice Chair
David JacobsenDirector
Denise MolendykDirector
Doug GoeDirector
Fred Buckman SrDirector
Michael ColeDirector
Todd StuckyDirector
William Reilly JrDirector
Roger JohnsonSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$229,448
Program Service Revenue
$1,825
Investment Income
$289
Other Revenue
$0
All Other Contributions
$229,448
Change in Net Assets
$-52,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,036
Grants and Similar Amounts Paid$91,350
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$185,584--$185,584
Grants to Domestic Orgs$91,350--$91,350
Fees for Services Legal-$3,935-$3,935
Fees for Services Accounting-$1,500-$1,500
Insurance$322--$322
Other Expenses-$158-$158
Office Expenses$67--$67
Total Functional Expenses$277,323$7,063$0$284,386
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evans Scholars FoundationGolf, IL-Golf Caddie Scholarship$91,350
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
Backup withholding compliance
Yes
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
Roger Johnson
Title
Secretary-treasurer
Phone
5036546521
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Johnson
Formed
2012
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
80

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-3295
Preparer
Jason Hall
Phone
5032205900
Raw XML Appendix348 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036546521
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05ADF83259127469FCAD045F5F3304AF9D3116F68
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076E610E35C372A61DBF352CE270A820F287984D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.39.225
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:13:23
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/ZIPCd0970353295
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON HALL
ReturnHeader/ReturnTs02018-11-15T19:49:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,375
Liabilities
$0
Net assets
$26,375
Revenue
$231,562
Expenses
$284,386
Net income
-$52,824
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
2017Detailed filing. Detailed filing data is available for this year.$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