Civic Intelligence

Waverley Historic Foundation

990 • Fiscal year 2021 • EIN 46-1470791

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

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-2.6%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.6%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-18%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$136,289

Down $2,261 (-1.6%) from 2020

Net Assets

Down

$136,289

Down $2,261 (-1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin31st percentile

Revenue

Down

$87,916

Down $19,930 (-18%) from 2020

Expenses

Up

$90,177

Up $54,193 (+151%) from 2020

Net Income

Down

-$2,261

Down $74,123 (-103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2021

Assets$136,289
Liabilities$0
Net Assets$136,289
Open 2021 Filing

Operations Trend

Revenue Growth32nd 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

2021

Revenue$87,916
Expenses$90,177
Net Income-$2,261
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$87,916
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$84,601$82,839▼ $1,762
Cash and Non-Interest-Bearing Accounts$10,022$10,023▲ $1
Total Assets$138,550$136,289▼ $2,261
Other Assets Total$43,927$43,427▼ $500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,432$136,289▲ $12,857
Net Assets With Donor Restrictions$15,118$0▼ $15,118
Total Net Assets Fund Balance$138,550$136,289▼ $2,261
Total Liabilities and Net Assets / Fund Balance$138,550$136,289▼ $2,261

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$9,907--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Doug GoePresident
William Reilly JrVice-chair
David JacobsenDirector
Denise MolendykDirector
Jim MorseDirector
Pat Becker JrDirector
Roger JohnsonDirector
Fred Buckman SrSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$85,862
Program Service Revenue
$0
Investment Income
$2,054
Other Revenue
$0
All Other Contributions
$85,862
Change in Net Assets
$-2,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,569
Other Expenses$7,608
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,569--$82,569
Fees for Services Accounting-$2,659-$2,659
Fees for Services Legal-$1,691-$1,691
Fees for Services Other-$1,075-$1,075
Office Expenses-$543-$543
Insurance-$498-$498
Other Expenses-$164-$164
Total Functional Expenses$82,569$7,608$0$90,177
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
1waverley Country ClubPortland, OR7125th Anniversary Book$82,569
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 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
Secretary-treasurer
Phone
5036546521
Signed
2022-11-14
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
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Jason Hall
Phone
5032205900
Raw XML Appendix367 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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IRS990/TotalAssetsGrp/EOYAmt0136289
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt085862
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07608
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082569
IRS990/TotalFunctionalExpensesGrp/TotalAmt090177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0138550
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0136289
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt082569
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02054
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087916
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0138550
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0136289
IRS990/TotReportableCompRltdOrgAmt00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED BUCKMAN SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036546521
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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/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/ReturnTs02022-11-14T13:16:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCKMAN SR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$136,289
Liabilities
$0
Net assets
$136,289
Revenue
$87,916
Expenses
$90,177
Net income
-$2,261
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
2021Detailed filing. Detailed filing data is available for this year.$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