Civic Intelligence

Waterloo Community Foundation

990 • Fiscal year 2016 • EIN 47-3373953

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 20, 2017

Organization ProfileWWW.WLOOCOMMUNITYFOUNDATION.ORG
PO Box 1253Waterloo, IA 50704

(319) 883-6022

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$18,939

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

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

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$165,423

Up $21,600 (+15%) from 2015

Net Assets

Up

$164,250

Up $21,064 (+15%) from 2015

Liabilities

Up

$1,173

Up $536 (+84%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin79th percentile

Revenue

Down

$93,454

Down $67,976 (-42%) from 2015

Expenses

Up

$72,390

Up $54,146 (+297%) from 2015

Net Income

Down

$21,064

Down $122,122 (-85%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $143,823Liabilities 2015: $637Net Assets 2015: $143,1862015Assets 2016: $165,423Liabilities 2016: $1,173Net Assets 2016: $164,2502016Assets 2017: $359,057Liabilities 2017: $1,609Net Assets 2017: $357,4482017Assets 2018: $419,523Liabilities 2018: $66,898Net Assets 2018: $352,6252018Assets 2019: $875,233Liabilities 2019: $195,752Net Assets 2019: $679,4812019Assets 2020: $2,261,390Liabilities 2020: $168,977Net Assets 2020: $2,092,4132020Assets 2021: $3,061,844Liabilities 2021: $193,851Net Assets 2021: $2,867,9932021Assets 2022: $3,201,924Liabilities 2022: $417,969Net Assets 2022: $2,783,9552022Assets 2023: $4,137,331Liabilities 2023: $521,875Net Assets 2023: $3,615,4562023Assets 2024: $5,451,609Liabilities 2024: $713,625Net Assets 2024: $4,737,9842024

Highlighted filing

2016

Assets$165,423
Liabilities$1,173
Net Assets$164,250
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2015: $161,430Expenses 2015: $18,244Net Income 2015: $143,1862015Revenue 2016: $93,454Expenses 2016: $72,390Net Income 2016: $21,0642016Revenue 2017: $316,939Expenses 2017: $123,741Net Income 2017: $193,1982017Revenue 2018: $230,506Expenses 2018: $178,169Net Income 2018: $52,3372018Revenue 2019: $518,193Expenses 2019: $230,849Net Income 2019: $287,3442019Revenue 2020: $1,656,238Expenses 2020: $306,412Net Income 2020: $1,349,8262020Revenue 2021: $1,220,134Expenses 2021: $469,794Net Income 2021: $750,3402021Revenue 2022: $952,660Expenses 2022: $582,739Net Income 2022: $369,9212022Revenue 2023: $1,196,546Expenses 2023: $748,915Net Income 2023: $447,6312023Revenue 2024: $1,815,095Expenses 2024: $903,740Net Income 2024: $911,3552024

Highlighted filing

2016

Revenue$93,454
Expenses$72,390
Net Income$21,064
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 20, 2017
Return Version
2016v3.0
Gross Receipts
$93,454
Mission and Program Overview

Mission

Provide a lean, straightforward, and transparent conduit vehicle to those who wish to contribute resources for the betterment of the greater waterloo, iowa community and its citizens.

Receive,maintain,and make distributions primarily for the benefit of waterloo,iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$143,823$165,423▲ $21,600
Total Assets$143,823$165,423▲ $21,600
Liabilities
Accounts Payable and Accrued Expenses$637$1,173▲ $536
Total Liabilities$637$1,173▲ $536
Net Assets / Fund Balance
Unrestricted Net Assets$143,186$164,250▲ $21,064
Total Net Assets Fund Balance$143,186$164,250▲ $21,064
Total Liabilities and Net Assets / Fund Balance$143,823$165,423▲ $21,600
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle TeymeyerExecutive DirectorPT$18,939$18,939

Board Members and Trustees

NameTitle
Michael YoungPast President
Timothy HurleyPresident
Geof GrimesVice President
Jim LindDirector
Jim WalshDirector
Kathy MccoyDirector
Kent MccauslandDirector
Richard YoungDirector
Stacey BentleyDirector
Theresa HoffmanDirector
Troy SmithDirector
Wilfred Marc JohnsonDirector
Josef VichSecretary
Daniel WattersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,440
Program Service Revenue
$0
Investment Income
$14
Other Revenue
$0
All Other Contributions
$93,440
Change in Net Assets
$21,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,262
Salaries, Compensation, and Employee Benefits$20,388
Other Expenses$19,740
Total Fundraising Expense$4,554
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$23,262--$23,262
Current Officers, Directors, Trustees, and Key Employees-$17,118$1,821$18,939
Grants to Domestic Orgs$9,000--$9,000
Advertising-$6,210$2,327$8,537
Occupancy-$5,409-$5,409
Office Expenses-$2,008$267$2,275
Fees for Services Accounting-$2,220-$2,220
Payroll Taxes-$1,310$139$1,449
Other Expenses-$620-$620
Information Technology-$300-$300
Conferences and Meetings-$267-$267
Travel-$112-$112
Total Functional Expenses$32,262$35,574$4,554$72,390
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Rick young and mike young have a family relationship. Tim hurley and kathy mccoy have a family relationship.”

Form 990, Part VI, Section B, line 11B

“A draft copy of the form 990 was sent to the executive director for review. A final copy of the form 990 was sent to all board members prior to filing.”

Form 990, Part VI, Section B, line 12C

“Board members sign a conflict of interest statement annually and it is kept on file. Any known conflicts are identified and addressed at board meetings held throughout the year.”

Form 990, Part VI, Section B, line 15A

“The executive director's compensation is based on annual evaluation by the executive committee and a salary comparison study of similar positions in the community. The executive committee makes a recommendation to the board of directors who approve the salary through the budget process.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Waterloo Community Foundation
EIN
47-3373953
Phone
3198836022
Address
PO BOX 1253, WATERLOO, IA 50704

Signing Officer

Name
Michelle Teymeyer
Title
Executive Director
Phone
3198836022
Signed
2017-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Temeyer
Formed
2015
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
16

Preparer

Firm
Bergankdv Ltd
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
David a Richter
Phone
3192346885
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0106648
IRS990ScheduleA/SubstantialContributorsTotAmt0148218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0161426
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0254866
IRS990ScheduleA/TotalSupportAmt0254884
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt010001
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt023262
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0KOATS 4 KIDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ISSUED A GRANT TO REIMBURSE THE KOATS 4 KIDS PROGRAM. 2,015 CLOTHING ITEMS WERE DISTRIBUTED TO FAMILIES UNDER THE PROGRAM. TO BE ELIGIBLE FOR WINTER CLOTHING, FAMILIES MUST MEET INCOME GUIDELINES THAT QUALIFY THEM FOR THE FREE AND REDUCED SCHOOL LUNCH PROGRAM. ASSISTANCE IS DETERMINED THROUGH CONTACT WITH FAMILY SUPPORT WORKERS AND TEACHERS TO UNDERSTAND WHICH KIDS NEED WARM CLOTHING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART III
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICK YOUNG AND MIKE YOUNG HAVE A FAMILY RELATIONSHIP. TIM HURLEY AND KATHY MCCOY HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE FORM 990 WAS SENT TO THE EXECUTIVE DIRECTOR FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND IT IS KEPT ON FILE. ANY KNOWN CONFLICTS ARE IDENTIFIED AND ADDRESSED AT BOARD MEETINGS HELD THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE AND A SALARY COMPARISON STUDY OF SIMILAR POSITIONS IN THE COMMUNITY. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS WHO APPROVE THE SALARY THROUGH THE BUDGET PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0143823
IRS990/TotalAssetsEOYAmt0165423
IRS990/TotalAssetsGrp/BOYAmt0143823
IRS990/TotalAssetsGrp/EOYAmt0165423
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt093440
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04554
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035574
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032262
IRS990/TotalFunctionalExpensesGrp/TotalAmt072390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0637
IRS990/TotalLiabilitiesEOYAmt01173
IRS990/TotalLiabilitiesGrp/BOYAmt0637
IRS990/TotalLiabilitiesGrp/EOYAmt01173
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0143186
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0164250
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032262
IRS990/TotalReportableCompFromOrgAmt018939
IRS990/TotalRevenueGrp/ExclusionAmt014
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093454
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0143823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0165423
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0112
IRS990/TravelGrp/TotalAmt0112
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0143186
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0164250
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1253
IRS990/USAddress/CityNm0WATERLOO
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050704
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.WLOOCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE TEYMEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03198836022
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERLOO COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0473373953
ReturnHeader/Filer/PhoneNum03198836022
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1253
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId048CEF2CAEB8782A71A73918CE9CB1F7967CD8E5D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0178E322E20773C95882DB1E27385CCEDA3E9D439
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.40.254.234
ReturnHeader/FilingSecurityInformation/IPDt02017-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:53:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411431613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGANKDV LTD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,423
Liabilities
$1,173
Net assets
$164,250
Revenue
$93,454
Expenses
$72,390
Net income
$21,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.71$4.74$1.82$0.90$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.52$3.62$1.20$0.75$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.42$2.78$0.95$0.58$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.19$2.87$1.22$0.47$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.17$2.09$1.66$0.31$1.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.20$0.68$0.52$0.23$0.29
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.07$0.35$0.23$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.32$0.12$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.16$0.09$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.16$0.02$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits