Civic Intelligence

Waverly-Shell Rock Educational Fund

EIN 46-2385902 • 501(c)3 • Waverly, IA

Profile

To encourage and promote the improvement of the quality of education of all kinds, including athletics, in the waverly-shell rock community school district by providing a mechanism through which additional resources can be obtained through private contributions and grants of all kinds, where appropriate for such an organization, for allocation to worthwhile educational programs and facilities.

1415 4th Avenue SWWaverly, IA 50677

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$689,996

Up $25,061 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$689,996

Up $25,061 (+3.8%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin73rd percentile

Revenue

Down

$127,768

Down $149,947 (-54%) from 2023

Expenses

Down

$102,707

Down $5,509 (-5.1%) from 2023

Net Income

Down

$25,061

Down $144,438 (-85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2014: $305,612Liabilities 2014: $02014Assets 2015: $310,992Net Assets 2015: $310,9922015Assets 2016: $309,229Net Assets 2016: $309,2292016Assets 2017: $307,398Net Assets 2017: $307,3982017Assets 2018: $349,383Net Assets 2018: $349,3832018Assets 2019: $388,279Net Assets 2019: $388,2792019Assets 2020: $465,682Liabilities 2020: $0Net Assets 2020: $465,6822020Assets 2021: $494,052Liabilities 2021: $0Net Assets 2021: $494,0522021Assets 2022: $495,436Liabilities 2022: $0Net Assets 2022: $495,4362022Assets 2023: $664,935Liabilities 2023: $0Net Assets 2023: $664,9352023Assets 2024: $689,996Liabilities 2024: $0Net Assets 2024: $689,9962024

Highlighted filing

2024

Assets$689,996
Liabilities$0
Net Assets$689,996
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $92,528Expenses 2014: $11,401Net Income 2014: $81,1272014Revenue 2015: $67,983Expenses 2015: $62,603Net Income 2015: $5,3802015Revenue 2016: $56,116Expenses 2016: $57,879Net Income 2016: -$1,7632016Revenue 2017: $64,588Expenses 2017: $66,419Net Income 2017: -$1,8312017Revenue 2018: $102,927Expenses 2018: $60,942Net Income 2018: $41,9852018Revenue 2019: $114,301Expenses 2019: $75,405Net Income 2019: $38,8962019Revenue 2020: $155,779Expenses 2020: $78,376Net Income 2020: $77,4032020Revenue 2021: $112,279Expenses 2021: $83,909Net Income 2021: $28,3702021Revenue 2022: $120,654Expenses 2022: $119,270Net Income 2022: $1,3842022Revenue 2023: $277,715Expenses 2023: $108,216Net Income 2023: $169,4992023Revenue 2024: $127,768Expenses 2024: $102,707Net Income 2024: $25,0612024

Highlighted filing

2024

Revenue$127,768
Expenses$102,707
Net Income$25,061
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$689,996
Liabilities
$0
Net assets
$689,996
Revenue
$127,768
Expenses
$102,707
Net income
$25,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$1.28$1.03$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$2.78$1.08$1.69
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.21$1.19$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$1.12$0.84$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$1.56$0.78$0.77
2019Detailed filing. Detailed filing data is available for this year.$3.88$3.88$1.14$0.75$0.39
2018Detailed filing. Detailed filing data is available for this year.$3.49$3.49$1.03$0.61$0.42
2017Detailed filing. Detailed filing data is available for this year.$3.07$3.07$0.65$0.66$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.09$3.09$0.56$0.58$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.11$3.11$0.68$0.63$0.05
2014Summary only. Only limited summary data is available for this year.$3.06$0.00$0.93$0.11$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$308,256
Mission and Program Overview

Mission

To encourage and promote the improvement of the quality of education of all kinds, including athletics, in the waverly-shell rock community school district by providing a mechanism through which additional resources can be obtained through private contributions and grants of all kinds, where appropriate for such an organization, for allocation to worthwhile educational programs and facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$553,746$567,348▲ $13,602
Savings and Temporary Cash Investments$82,878$73,695▼ $9,183
Cash and Non-Interest-Bearing Accounts$28,311$48,953▲ $20,642
Total Assets$664,935$689,996▲ $25,061
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$664,935$689,996▲ $25,061
Total Net Assets Fund Balance$664,935$689,996▲ $25,061
Total Liabilities and Net Assets / Fund Balance$664,935$689,996▲ $25,061
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Roger WilcoxPresident
Barbara BridgesDirector
Corrie RamigeDirector
Jennifer NusDirector
Jennifer SiechDirector
Jessica DeweyDirector
David HillEx Officio D
Chris FoyTreasurer
Mark PlatteVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$91,728
Program Service Revenue
$0
Investment Income
$36,040
Other Revenue
$0
All Other Contributions
$91,728
Change in Net Assets
$25,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,402
Other Expenses$27,305
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$75,402--$75,402
Fees for Services Management$8,850--$8,850
Fees for Services Accounting-$1,435-$1,435
Other Expenses$750--$750
Total Functional Expenses$101,272$1,435$0$102,707
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
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
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, Page 6, Part VI, Line 11B

“The organization distributes a preliminary copy of the form 990 to the treasurer to review. The treasurer then signs the 990. The remaining members of the board get a copy after the 990 has been signed.”

Form 990, Page 6, Part VI, Line 19

“The organization makes available forms 990 and 1023 to the public upon requests in person or in writing.”

Filing and Contact Details

Filer

Filer Name
Waverly-shell Rock Educational Fund
EIN
46-2385902
Phone
3193523630
Address
1415 4TH AVENUE SW, WAVERLY, IA 50677

Signing Officer

Name
Chris Foy
Title
Treasurer
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Wilcox
Formed
2009
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Gosling & Company Pc
Address
217 N FRANKLIN ST, MANCHESTER, IA 52057-1538
Preparer
Brenda Klein
Phone
5639274810
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To encourage and promote the improvement of the quality of education of all kinds, including athletics, in the waverly-shell rock community school district by providing a mechanism through which additional resources can be obtained through private contributions and grants of all kinds, where appropriate for such an organization, for allocation to worthwhile educational programs and facilities.”

Raw XML Appendix347 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100076
IRS990ScheduleA/Total509Grp/TotalAmt0663501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0116724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0280274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0122798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106480
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0739436
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt075402
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS & GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt075
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS SCHOLARSHIP APPLICATIONS AND AWARDS GRANTS TO GRADUATING SENIORS WHO HAVE DEMONSTRATED GOOD CITIZENSHIP, COMMUNITY INVOLVEMENT, AND ACADEMIC ACHIEVEMENT THROUGHOUT THEIR SCHOOL CAREERS. THE SCHOLARSHIPS ARE REQUIRED TO BE USED SOLELY FOR HIGHER EDUCATION. ALSO, THERE IS A GRANTING PROGRAM FOR TEACHERS WHICH PROVIDES FUNDING FOR EDUCATIONAL PROJECTS THAT BENEFIT K-12 LEARNING IN THE DISTRICT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ENCOURAGE AND PROMOTE THE IMPROVEMENT OF THE QUALITY OF EDUCATION OF ALL KINDS, INCLUDING ATHLETICS, IN THE WAVERLY-SHELL ROCK COMMUNITY SCHOOL DISTRICT BY PROVIDING A MECHANISM THROUGH WHICH ADDITIONAL RESOURCES CAN BE OBTAINED THROUGH PRIVATE CONTRIBUTIONS AND GRANTS OF ALL KINDS, WHERE APPROPRIATE FOR SUCH AN ORGANIZATION, FOR ALLOCATION TO WORTHWHILE EDUCATIONAL PROGRAMS AND FACILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DISTRIBUTES A PRELIMINARY COPY OF THE FORM 990 TO THE TREASURER TO REVIEW. THE TREASURER THEN SIGNS THE 990. THE REMAINING MEMBERS OF THE BOARD GET A COPY AFTER THE 990 HAS BEEN SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES AVAILABLE FORMS 990 AND 1023 TO THE PUBLIC UPON REQUESTS IN PERSON OR IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0664935
IRS990/TotalAssetsEOYAmt0689996
IRS990/TotalAssetsGrp/BOYAmt0664935
IRS990/TotalAssetsGrp/EOYAmt0689996
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IRS990/TotalContributionsAmt091728
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01435
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101272
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102707
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0664935
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0689996
IRS990/TotalProgramServiceExpensesAmt0101272
IRS990/TotalRevenueGrp/ExclusionAmt036040
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127768
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0664935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0689996
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01606 HILLSIDE AVE
IRS990/USAddress/CityNm0WAVERLY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050677
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS FOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY-SHELL ROCK EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0462385902
ReturnHeader/Filer/PhoneNum03193523630
ReturnHeader/Filer/USAddress/AddressLine1Txt01415 4TH AVENUE SW
ReturnHeader/Filer/USAddress/CityNm0WAVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421277818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOSLING & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0217 N FRANKLIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0520571538
ReturnHeader/PreparerPersonGrp/PhoneNum05639274810
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA KLEIN
ReturnHeader/ReturnTs02025-11-07T14:13:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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