Civic Intelligence

Waverly-Shell Rock Educational Fund

990 • Fiscal year 2021 • EIN 46-2385902

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization ProfileN/A
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

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

70th percentile

25%

Higher net margin than 70% 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

51st percentile

6.1%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

27th percentile

-28%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$494,052

Up $28,370 (+6.1%) from 2020

Net Assets

Up

$494,052

Up $28,370 (+6.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin70th percentile

Revenue

Down

$112,279

Down $43,500 (-28%) from 2020

Expenses

Up

$83,909

Up $5,533 (+7.1%) from 2020

Net Income

Down

$28,370

Down $49,033 (-63%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2021

Assets$494,052
Liabilities$0
Net Assets$494,052
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

2021

Revenue$112,279
Expenses$83,909
Net Income$28,370
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$165,225
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$321,850$394,876▲ $73,026
Savings and Temporary Cash Investments$96,007$73,678▼ $22,329
Cash and Non-Interest-Bearing Accounts$47,825$25,498▼ $22,327
Total Assets$465,682$494,052▲ $28,370
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$465,682$494,052▲ $28,370
Total Net Assets Fund Balance$465,682$494,052▲ $28,370
Total Liabilities and Net Assets / Fund Balance$465,682$494,052▲ $28,370
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Amy HunzelmanPresident
Corrie RamigeDirector
Derek SolheimDirector
Ed KlamfothDirector
Erin JonesDirector
Heidi AbbenDirector
Jay BoedingDirector
Jennifer NusDirector
Jessi FasseDirector
Jessica DeweyDirector
Monica SeversonDirector
Roger WilcoxDirector
Chris FoyTreasurer
Mark PlatteVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$103,573
Program Service Revenue
$0
Investment Income
$8,706
Other Revenue
$0
All Other Contributions
$103,573
Change in Net Assets
$28,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,365
Other Expenses$20,544
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$63,365--$63,365
Fees for Services Management$6,310--$6,310
Fees for Services Accounting-$825-$825
Other Expenses$750--$750
Total Functional Expenses$83,084$825$0$83,909
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
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Hunzelman
Formed
2009
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
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.”

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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
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ReturnHeader/ReturnTs02022-11-10T11:12:29-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$494,052
Liabilities
$0
Net assets
$494,052
Revenue
$112,279
Expenses
$83,909
Net income
$28,370
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