Civic Intelligence

Dalton-Whitfield County Library Foundation Inc.

990 • Fiscal year 2018 • EIN 58-1698879

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 12, 2020

310 Cappes StDalton, GA 30720

(706) 876-1360

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

341%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$578,320

Up $78,942 (+16%) from 2017

Net Assets

Up

$578,320

Up $78,942 (+16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$78,942

Up $61,048 (+341%) from 2017

Expenses

Down

$0

Down $500 (-100%) from 2017

Net Income

Up

$78,942

Up $61,548 (+354%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $609,832Liabilities 2011: $0Net Assets 2011: $609,8322011Assets 2012: $611,833Liabilities 2012: $0Net Assets 2012: $611,8332012Assets 2013: $616,842Liabilities 2013: $0Net Assets 2013: $616,8422013Assets 2014: $489,834Liabilities 2014: $0Net Assets 2014: $489,8342014Assets 2015: $438,493Liabilities 2015: $0Net Assets 2015: $438,4932015Assets 2016: $481,984Liabilities 2016: $0Net Assets 2016: $481,9842016Assets 2017: $499,378Liabilities 2017: $0Net Assets 2017: $499,3782017Assets 2018: $578,320Liabilities 2018: $0Net Assets 2018: $578,3202018Assets 2019: $609,278Liabilities 2019: $0Net Assets 2019: $609,2782019Assets 2020: $655,578Liabilities 2020: $0Net Assets 2020: $655,5782020Assets 2021: $718,965Liabilities 2021: $0Net Assets 2021: $718,9652021Assets 2022: $789,704Liabilities 2022: $0Net Assets 2022: $789,7042022Assets 2023: $1,054,572Liabilities 2023: $253,253Net Assets 2023: $801,3192023Assets 2024: $1,453,299Liabilities 2024: $631,470Net Assets 2024: $821,8292024

Highlighted filing

2018

Assets$578,320
Liabilities$0
Net Assets$578,320

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $13,5502011Expenses 2012: $10,5002012Expenses 2013: $13,5502013Revenue 2014: $34,282Expenses 2014: $161,290Net Income 2014: -$127,0082014Revenue 2015: $49,193Expenses 2015: $100,534Net Income 2015: -$51,3412015Revenue 2016: $44,021Expenses 2016: $530Net Income 2016: $43,4912016Revenue 2017: $17,894Expenses 2017: $500Net Income 2017: $17,3942017Revenue 2018: $78,942Expenses 2018: $0Net Income 2018: $78,9422018Revenue 2019: $31,466Expenses 2019: $508Net Income 2019: $30,9582019Revenue 2020: $46,300Expenses 2020: $0Net Income 2020: $46,3002020Revenue 2021: $65,147Expenses 2021: $1,760Net Income 2021: $63,3872021Revenue 2022: $71,289Expenses 2022: $550Net Income 2022: $70,7392022Revenue 2023: $12,270Expenses 2023: $655Net Income 2023: $11,6152023Revenue 2024: $20,510Expenses 2024: $0Net Income 2024: $20,5102024

Highlighted filing

2018

Revenue$78,942
Expenses$0
Net Income$78,942
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 12, 2020
Return Version
2017v2.3
Gross Receipts
$78,942
Mission and Program Overview

Mission

Support of public library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$477,844$556,784▲ $78,940
Savings and Temporary Cash Investments$21,534$21,536▲ $2
Total Assets$499,378$578,320▲ $78,942
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$499,378$578,320▲ $78,942
Total Net Assets Fund Balance$499,378$578,320▲ $78,942
Total Liabilities and Net Assets / Fund Balance$499,378$578,320▲ $78,942
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$78,942
Other Revenue
$0
Change in Net Assets
$78,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
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
No
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 9

Leslie r. Waycaster, jr. 130 w. King st. Dalton, ga 30720 dorothy mccrory 139 dawnville rd. Ne dalton, ga 30721 cheryl g. Sherrill 220 executive park drive dalton, ga 30720 helen conley 1710 chestnut oak unit 98 dalton, ga 30721 kathryn sellers 506 fairview dr. Dalton, ga 30720

Form 990, Page 6, Part VI, Line 11B

The board reviews the form 990 at the first meeting after it is filed.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Dalton-whitfield County Library
EIN
58-1698879
Phone
7068761360
Address
310 CAPPES ST, DALTON, GA 30720

Signing Officer

Name
Leslie R Waycaster Jr
Title
Chair
Phone
7068761360
Signed
2020-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie R Waycaster Jr
Formed
1980
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
David H Barbaree Pc
Address
122 W KING ST, DALTON, GA 30720-4220
Preparer
David H Barbaree
Phone
7062781127
Raw XML Appendix248 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF PUBLIC LIBRARY.
IRS990/AnnualDisclosureCoveredPrsnInd0false
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IRS990/BooksInCareOfDetail/PhoneNum07068761363
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0310 CAPPES ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030720
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IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0LESLIE R WAYCASTER JR
IRS990/Form990PartVIISectionAGrp/PersonNm1DOROTHY MCCRORY
IRS990/Form990PartVIISectionAGrp/PersonNm2CHERYL G SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm3HELEN CONLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN SELLERS
IRS990/Form990PartVIISectionAGrp/PersonNm5DARLA CHAMBLISS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5LIBRARY DIRE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt059451
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt059451
IRS990/GrossReceiptsAmt078942
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt019491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019491
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0477844
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0556784
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF PUBLIC LIBRARY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0499378
IRS990/NetAssetsOrFundBalancesEOYAmt0578320
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt059451
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt059451
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LESLIE R WAYCASTER JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0500
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IRS990/PYTotalExpensesAmt0500
IRS990/PYTotalRevenueAmt017894
IRS990/ReconcilationRevenueExpnssAmt078942
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021534
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021536
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LESLIE R. WAYCASTER, JR. 130 W. KING ST. DALTON, GA 30720 DOROTHY MCCRORY 139 DAWNVILLE RD. NE DALTON, GA 30721 CHERYL G. SHERRILL 220 EXECUTIVE PARK DRIVE DALTON, GA 30720 HELEN CONLEY 1710 CHESTNUT OAK UNIT 98 DALTON, GA 30721 KATHRYN SELLERS 506 FAIRVIEW DR. DALTON, GA 30720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE FORM 990 AT THE FIRST MEETING AFTER IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07068761360
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-12
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
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ReturnHeader/PreparerPersonGrp/PhoneNum07062781127
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID H BARBAREE
ReturnHeader/ReturnTs02020-10-12T14:27:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.63$0.82$0.02$0.00$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.25$0.80$0.01$0.00$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.07$0.00$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.07$0.00$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.05$0.00$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.03$0.00$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.08$0.00$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.02$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.04$0.00$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.05$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03$0.16$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.01