Civic Intelligence

Waldo Foundation

990PF • Fiscal year 2021 • EIN 56-1950176

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 15, 2022

Organization Profile
21 Constance Spry WayDurham, NC 27713

(919) 544-2154

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE F • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

6.2%

Faster asset growth than 46% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

18%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • NTEE F • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$47,170

Up $2,753 (+6.2%) from 2020

Net Assets

Up

$47,170

Up $2,753 (+6.2%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin72nd percentile

Revenue

Up

$9,819

Up $1,463 (+18%) from 2020

Expenses

Up

$7,066

Up $949 (+16%) from 2020

Net Income

Up

$2,753

Up $514 (+23%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$60K$40K$20K$0Assets 2011: $37,471Liabilities 2011: $02011Assets 2012: $38,159Liabilities 2012: $02012Assets 2013: $38,581Liabilities 2013: $02013Assets 2014: $37,792Liabilities 2014: $02014Assets 2015: $38,436Liabilities 2015: $02015Assets 2019: $47,566Liabilities 2019: $02019Assets 2020: $44,417Liabilities 2020: $1Net Assets 2020: $44,4172020Assets 2021: $47,170Liabilities 2021: $1Net Assets 2021: $47,1702021Assets 2022: $49,771Liabilities 2022: $1Net Assets 2022: $49,7712022Assets 2023: $53,262Liabilities 2023: $1Net Assets 2023: $53,2622023Assets 2024: $56,849Liabilities 2024: $0Net Assets 2024: $56,8492024

Highlighted filing

2021

Assets$47,170
Liabilities$1
Net Assets$47,170
Open 2021 Filing

Operations Trend

Revenue Growth58th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $2,321Expenses 2011: $2,815Net Income 2011: -$4942011Revenue 2012: $3,534Expenses 2012: $2,832Net Income 2012: $7022012Revenue 2013: $4,396Expenses 2013: $3,974Net Income 2013: $4222013Revenue 2014: $3,495Expenses 2014: $4,284Net Income 2014: -$7892014Revenue 2015: $5,646Expenses 2015: $5,010Net Income 2015: $6362015Revenue 2019: $7,877Expenses 2019: $5,730Net Income 2019: $2,1472019Revenue 2020: $8,356Expenses 2020: $6,117Net Income 2020: $2,2392020Revenue 2021: $9,819Expenses 2021: $7,066Net Income 2021: $2,7532021Revenue 2022: $9,767Expenses 2022: $7,166Net Income 2022: $2,6012022Revenue 2023: $10,675Expenses 2023: $7,184Net Income 2023: $3,4912023Revenue 2024: $11,160Expenses 2024: $7,573Net Income 2024: $3,5872024

Highlighted filing

2021

Revenue$9,819
Expenses$7,066
Net Income$2,753
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DODDPresident, T-$0--
BARBARA BERTRAMSecretary, D-$0--
PAM DODDDirector-$0--
MARK CHRISTYDirector-$0--
DAPHNE D SCOTTDirector-$0--
WALLACE R DODD JRDirector-$0--
ALAN SCOTTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Waldo Foundation
EIN
56-1950176
Phone
9195442154
Address
21 CONSTANCE SPRY WAY, DURHAM, NC 27713

Signing Officer

Name
David Dodd
Title
President, Treasurer
Phone
9195442154
Signed
2022-10-15

Preparer

Firm
Shahbaz Carothers & Company Pa
Address
2102 N ELM ST SUITE A, GREENSBORO, NC 27408
Preparer
Philip Carothers
Phone
3365741438
Raw XML Appendix312 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0YOUTH PROGRAM GRANTS MOUNT PISGAH UNITED METHODIST CHURCH - 300 DAVENPORT A+ SCHOOL - 800 CHATAM COUNTY PUBLIC LIBRARY - 1,600 BOYS AND GIRLS HOME OF NORTH CAROLINA - 1,300 SALEM MIDDLE SCHOOL - 800 UGA FOUNDATION - 1,600
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06400
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT PISGAH UNITED METHODIST CHURC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DAVENPORT A SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHATHAM COUNTY PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOYS AND GIRLS HOME OF NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SALEM MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UGA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FRANKLIN COLLEGE OF ARTS AND SCIENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02600 PISGAH CHURCH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1901 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46150 OLD JENKS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5124 OLD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LENOIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PITTSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE WACCAMAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4APEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ATHENS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128645
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06950
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0106
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0497
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0106
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0391
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0985
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06950
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01482
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INVESTMENT I
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195442154
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0561950176
ReturnHeader/Filer/PhoneNum09195442154
ReturnHeader/Filer/USAddress/AddressLine1Txt021 CONSTANCE SPRY WAY
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562054429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAHBAZ CAROTHERS & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02102 N ELM ST SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027408
ReturnHeader/PreparerPersonGrp/PhoneNum03365741438
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP CAROTHERS
ReturnHeader/ReturnTs02022-08-10T17:24:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DODD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$47,170
Liabilities
$1
Net assets
$47,170
Revenue
$9,819
Expenses
$7,066
Net income
$2,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$56.8$0.00$56.8$11.2$7.57$3.59
2023Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$10.7$7.18$3.49
2022Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$9.77$7.17$2.60
2021Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$9.82$7.07$2.75
2020Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$8.36$6.12$2.24
2019Summary only. Only limited summary data is available for this year.$47.6$0.00$7.88$5.73$2.15
2015Summary only. Only limited summary data is available for this year.$38.4$0.00$5.65$5.01$0.64
2014Summary only. Only limited summary data is available for this year.$37.8$0.00$3.50$4.28$0.79
2013Summary only. Only limited summary data is available for this year.$38.6$0.00$4.40$3.97$0.42
2012Summary only. Only limited summary data is available for this year.$38.2$0.00$3.53$2.83$0.70
2011Summary only. Only limited summary data is available for this year.$37.5$0.00$2.32$2.82$0.49