Civic Intelligence

Waverly-Shell Rock Educational Fund

990EZ • Fiscal year 2016 • EIN 46-2385902

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

1415 4th Avenue SWWaverly, IA 50677

(319) 352-3630

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

34th percentile

-3.1%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$309,229

Down $1,763 (-0.6%) from 2015

Net Assets

Down

$309,229

Down $1,763 (-0.6%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$56,116

Down $11,867 (-17%) from 2015

Expenses

Down

$57,879

Down $4,724 (-7.5%) from 2015

Net Income

Down

-$1,763

Down $7,143 (-133%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$309,229
Liabilities-
Net Assets$309,229

Operations Trend

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

2016

Revenue$56,116
Expenses$57,879
Net Income-$1,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$74,885
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.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS TO DISTRICT STUDENTS WHO HAVE DEMONSTRATED GOOD CITIZENSHIP, COMMUNITY INVOLVEMENT, AND ACADEMIC ACHIEVEMENT THROUGHOUT THEIR SCHOOL CAREERS AND ARE SEEKING HIGHER EDUCATION.$46,850$57,879
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM HURLEYPresident-$0--
KEN WINTERVice Preside-$0--
KELLY WILLISSecretary/Tr-$0--
DAVID ARNSDirector-$0--
DAVID FOXDirector-$0--
FRANK KENEALYDirector-$0--
ED KLAMFOTHDirector-$0--
JEREMY LANGNERDirector-$0--
ALLYN RAMKERDirector-$0--
ANN RATHEDirector-$0--
BRODY WEBERDirector-$0--
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
Jim Hurley
Title
President
Phone
3193523630
Signed
2017-10-04
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

NONE 46,850 0 0

Form 990-ez, Part I, Line 16

Expenses supplies 3,539 total 3,539

Form 990-ez, Part III

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 Appendix164 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE 46,850 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 3,539 TOTAL 3,539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM HURLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03193523630
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY-SHELL ROCK EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0462385902
ReturnHeader/Filer/PhoneNum03193523630
ReturnHeader/Filer/USAddress/AddressLine1Txt01415 4TH AVENUE SW
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050677
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0520571538
ReturnHeader/PreparerPersonGrp/PhoneNum05639274810
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H NEUHAUS
ReturnHeader/ReturnTs02017-10-12T09:06:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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