Civic Intelligence

Waterloo Community Foundation

990 • Fiscal year 2023 • EIN 47-3373953

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 07, 2024

Organization ProfileWWW.WLOOCOMMUNITYFOUNDATION.ORG
114 East 4th Street Ste 300Waterloo, IA 50703

(319) 883-6022

Siviq Scores

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

Liabilities / Assets

60th percentile

0.13x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.44x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$92,735

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

82nd percentile

29%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,137,331

Up $935,407 (+29%) from 2022

Net Assets

Up

$3,615,456

Up $831,501 (+30%) from 2022

Liabilities

Up

$521,875

Up $103,906 (+25%) from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin86th percentile

Revenue

Up

$1,196,546

Up $243,886 (+26%) from 2022

Expenses

Up

$748,915

Up $166,176 (+29%) from 2022

Net Income

Up

$447,631

Up $77,710 (+21%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$4,137,331
Liabilities$521,875
Net Assets$3,615,456
Open 2023 Filing

Operations Trend

Revenue Growth72nd 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

2023

Revenue$1,196,546
Expenses$748,915
Net Income$447,631
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 7, 2024
Return Version
2023v5.0
Gross Receipts
$1,676,859
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,170,595$4,122,329▲ $951,734
Accounts Receivable$29,500$12,000▼ $17,500
Cash and Non-Interest-Bearing Accounts$1,829$3,002▲ $1,173
Total Assets$3,201,924$4,137,331▲ $935,407
Liabilities
Other Liabilities$417,969$511,125▲ $93,156
Accounts Payable and Accrued Expenses-$10,750-
Total Liabilities$417,969$521,875▲ $103,906
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,783,955$3,615,456▲ $831,501
Total Net Assets Fund Balance$2,783,955$3,615,456▲ $831,501
Total Liabilities and Net Assets / Fund Balance$3,201,924$4,137,331▲ $935,407
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin TinkExecutive DiFT$92,735$92,735

Board Members and Trustees

NameTitle
Lance VanderlooPresident
Bev SmithDirector
Bob HellmanDirector
Dodie YoungDirector
Jane LindamanDirector
John RichterDirector
Kent MccauslandDirector
Stacey BentleyDirector
Steve CarignanDirector
Tamera Phillips CookDirector
Theresa HoffmanDirector
Troy SmithDirector
Lori JohnsonPast Preside
Chuck RoweSecretary
Sam HoldenVP and Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$1,052,973
Program Service Revenue
$59,314
Investment Income
$84,259
Other Revenue
$0
All Other Contributions
$1,052,973
Change in Net Assets
$447,631

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$50,123
Total Noncash Contributions1$50,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$452,496
Salaries, Compensation, and Employee Benefits$158,661
Other Expenses$137,758
Total Fundraising Expense$55,919
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$435,187--$435,187
Other Salaries and Wages-$101,019$46,367$147,386
Fees for Services Other-$52,535-$52,535
Advertising$15,456$6,440$3,864$25,760
Grants to Domestic Individuals$17,309--$17,309
Fees for Service Investment Mgmnt Fees-$16,137-$16,137
Office Expenses$8,563$3,568$2,141$14,272
Payroll Taxes-$7,728$3,547$11,275
Occupancy-$11,183-$11,183
Fees for Services Legal-$7,032-$7,032
Fees for Services Accounting-$6,600-$6,600
Travel-$1,092-$1,092
Other Expenses$913$1,330-$913
Conferences and Meetings-$904-$904
Total Functional Expenses$477,428$215,568$55,919$748,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Waterloo Police DepartmentWaterloo, IAGovTraining$21,150
Combat Veterans MotorcycleCedar Falls, IA501c3Veterans Assistance$10,000
Northeast Iowa Area Agency on AgingWaterloo, IA501c3Dementia Services$10,000
One City UnitedWaterloo, IA501c3Work Program$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$506,858
Payroll Liabilities$4,267
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
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, Page 6, Part VI, 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, Page 6, Part VI, 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, Page 6, Part VI, 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, Page 6, Part VI, 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
114 EAST 4TH STREET STE 300, WATERLOO, IA 50703

Signing Officer

Name
Erin Tink
Title
Executive Director
Phone
3198836022
Signed
2024-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Tink
Formed
2015
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
50

Preparer

Firm
Hogan - Hansen Pc
Address
3128 BROCKWAY ROAD, WATERLOO, IA 50701-5103
Preparer
Eric M Hanna CPA
Phone
3192335225
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IRS990/OtherExpensesGrp/TotalAmt1913
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0101019
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03547
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07728
IRS990/PayrollTaxesGrp/TotalAmt011275
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ERIN TINK
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt059314
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IRS990/PYContributionsGrantsAmt0777260
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IRS990/PYTotalRevenueAmt0952660
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01060226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0800020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0508037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04198516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0135937
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt097286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt025460
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt032546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010156
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0301385
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0109131
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01060226
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0508037
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04198516
IRS990ScheduleA/TotalSupportAmt04499901
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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
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0506858
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14267
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt0511125
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017309
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0KOATS 4 KIDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt021150
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRAINING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1WORK PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DEMENTIA SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3VETERANS ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WATERLOO POLICE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ONE CITY UNITED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NORTHEAST IOWA AREA AGENCY ON AGING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3COMBAT VETERANS MOTORCYCLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ASSOCIATION 39-6
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0715 MULBERRY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1907 INDEPENDENCE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22101 KIMBALL AVE SUITE 320
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 1171
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERLOO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WATERLOO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WATERLOO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CEDAR FALLS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 2: DISTRIBUTIONS ARE MADE FROM FUNDS BASED ON THE FUNDS DISTRIBUTION POLICY AND THE BOARD'S DISCRETION. SCHEDULE I, PART III THE ORGANIZATION ISSUED A GRANT TO REIMBURSE THE KOATS 4 KIDS PROGRAM. APPROXIMATELY 3,441 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, PAGE 4, PART IV
IRS990ScheduleI/Total501c3OrgCnt04
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,137,331
Liabilities
$521,875
Net assets
$3,615,456
Revenue
$1,196,546
Expenses
$748,915
Net income
$447,631
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
2023Detailed filing. Detailed filing data is available for this year.$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
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