Civic Intelligence

Waldo Foundation

990PF • Fiscal year 2022 • EIN 56-1950176

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

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

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

27%

Higher net margin than 72% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2022 filings • NTEE F • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

5.5%

Faster asset growth than 58% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

-0.5%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • NTEE F • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$49,771

Up $2,601 (+5.5%) from 2021

Net Assets

Up

$49,771

Up $2,601 (+5.5%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin72nd percentile

Revenue

Down

$9,767

Down $52 (-0.5%) from 2021

Expenses

Up

$7,166

Up $100 (+1.4%) from 2021

Net Income

Down

$2,601

Down $152 (-5.5%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2022

Assets$49,771
Liabilities$1
Net Assets$49,771
Open 2022 Filing

Operations Trend

Revenue Growth47th 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

2022

Revenue$9,767
Expenses$7,166
Net Income$2,601
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay75th 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--
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
2023-05-15

Preparer

Firm
Shahbaz Carothers & Company Pa
Address
2102 N ELM ST SUITE A, GREENSBORO, NC 27408
Preparer
Philip Carothers
Phone
3365741438
Raw XML Appendix306 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/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/BusinessNameLine1Txt5ACTING FOR YOUNG PEOPLE
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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/AddressLine1Txt55506 TALON COURT
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/CityNm5FAIRFAX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
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/ZIPCd522032
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/AppliedToCurrentYearAmt06550
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01460
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0985
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0475
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01460
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0985
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT MAINTENANCE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INVESTMENT I
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195442154
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP CAROTHERS
ReturnHeader/ReturnTs02023-05-12T13:06:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DODD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,771
Liabilities
$1
Net assets
$49,771
Revenue
$9,767
Expenses
$7,166
Net income
$2,601
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