Civic Intelligence

Waterloo Community Foundation

990 • Fiscal year 2017 • EIN 47-3373953

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 13, 2018

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$29,300

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

117%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

239%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$359,057

Up $193,634 (+117%) from 2016

Net Assets

Up

$357,448

Up $193,198 (+118%) from 2016

Liabilities

Up

$1,609

Up $436 (+37%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin94th percentile

Revenue

Up

$316,939

Up $223,485 (+239%) from 2016

Expenses

Up

$123,741

Up $51,351 (+71%) from 2016

Net Income

Up

$193,198

Up $172,134 (+817%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$359,057
Liabilities$1,609
Net Assets$357,448
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$316,939
Expenses$123,741
Net Income$193,198
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 13, 2018
Return Version
2017v2.3
Gross Receipts
$316,939
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$165,423$359,057▲ $193,634
Total Assets$165,423$359,057▲ $193,634
Liabilities
Accounts Payable and Accrued Expenses$1,173$1,609▲ $436
Total Liabilities$1,173$1,609▲ $436
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$203,573-
Unrestricted Net Assets$164,250$153,875▼ $10,375
Total Net Assets Fund Balance$164,250$357,448▲ $193,198
Total Liabilities and Net Assets / Fund Balance$165,423$359,057▲ $193,634
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle TeymeyerExecutive DirectorPT$29,300$29,300

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 JohnsonDirector
Josef VichSecretary
Daniel WattersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$316,919
Program Service Revenue
$0
Investment Income
$20
Other Revenue
$0
All Other Contributions
$316,919
Change in Net Assets
$193,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,933
Salaries, Compensation, and Employee Benefits$31,542
Other Expenses$25,266
Total Fundraising Expense$6,997
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,711--$45,711
Current Officers, Directors, Trustees, and Key Employees$2,986$22,088$4,226$29,300
Grants to Domestic Individuals$21,222--$21,222
Occupancy-$8,473-$8,473
Advertising-$5,145$2,448$7,593
Office Expenses-$2,700-$2,700
Fees for Services Accounting-$2,465-$2,465
Payroll Taxes$228$1,691$323$2,242
Conferences and Meetings-$2,145-$2,145
Other Expenses-$1,890-$1,890
Total Functional Expenses$70,147$46,597$6,997$123,741
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
2018-09-13
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
21

Preparer

Firm
Bergankdv Ltd
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
David a Richter
Phone
3192346885
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0161426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0571785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0384510
IRS990ScheduleA/SubstantialContributorsTotAmt0187275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0316919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161426
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0571785
IRS990ScheduleA/TotalSupportAmt0571823
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt030366
IRS990ScheduleD/DonorAdvisedFundsHeldCnt02
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt040368
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021222
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0KOATS 4 KIDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ISSUED A GRANT TO REIMBURSE THE KOATS 4 KIDS PROGRAM. APPROXIMATELY 2,000 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/TemporarilyRstrNetAssetsGrp/EOYAmt0203573
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0165423
IRS990/TotalAssetsEOYAmt0359057
IRS990/TotalAssetsGrp/BOYAmt0165423
IRS990/TotalAssetsGrp/EOYAmt0359057
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0316919
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06997
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046597
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070147
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01173
IRS990/TotalLiabilitiesEOYAmt01609
IRS990/TotalLiabilitiesGrp/BOYAmt01173
IRS990/TotalLiabilitiesGrp/EOYAmt01609
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0164250
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0357448
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt070147
IRS990/TotalReportableCompFromOrgAmt029300
IRS990/TotalRevenueGrp/ExclusionAmt020
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0316939
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt021
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0165423
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0359057
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0164250
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0153875
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WATERLOO
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050704
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.WLOOCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE TEYMEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03198836022
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERLOO COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WATE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.221.43
ReturnHeader/FilingSecurityInformation/IPDt02018-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:45:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411431613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGANKDV LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507042100
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,057
Liabilities
$1,609
Net assets
$357,448
Revenue
$316,939
Expenses
$123,741
Net income
$193,198
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
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.32$0.12$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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