Civic Intelligence

Waverly Oktoberfest

EIN 81-1166223 • 501(c)3 • Waverly, IA

Pub. 78 Eligible990-N Coverage

Profile

Our purpose is to educate people about and celebrate the heritage of our town through art music and activities at public events

PO Box 242Waverly, IA 50677

www.waverlyoktoberfest.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

8.9%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$30,440

Up $11,538 (+61%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$30,440

Up $11,538 (+61%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin62nd percentile

Revenue

Up

$129,098

Up $39,646 (+44%) from 2023

Expenses

Up

$117,560

Up $25,317 (+27%) from 2023

Net Income

Up

$11,538

Up $14,329 (+513%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2017: $4,427Liabilities 2017: $02017Assets 2018: $4,605Liabilities 2018: $02018Assets 2021: $11,444Liabilities 2021: $0Net Assets 2021: $11,4442021Assets 2022: $21,693Liabilities 2022: $0Net Assets 2022: $21,6932022Assets 2023: $18,902Liabilities 2023: $0Net Assets 2023: $18,9022023Assets 2024: $30,440Liabilities 2024: $0Net Assets 2024: $30,4402024

Highlighted filing

2024

Assets$30,440
Liabilities$0
Net Assets$30,440
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $66,440Expenses 2017: $65,700Net Income 2017: $7402017Revenue 2018: $65,655Expenses 2018: $65,477Net Income 2018: $1782018Revenue 2021: $73,904Expenses 2021: $63,638Net Income 2021: $10,2662021Revenue 2022: $89,067Expenses 2022: $78,818Net Income 2022: $10,2492022Revenue 2023: $89,452Expenses 2023: $92,243Net Income 2023: -$2,7912023Revenue 2024: $129,098Expenses 2024: $117,560Net Income 2024: $11,5382024

Highlighted filing

2024

Revenue$129,098
Expenses$117,560
Net Income$11,538
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,440
Liabilities
$0
Net assets
$30,440
Revenue
$129,098
Expenses
$117,560
Net income
$11,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.29$1.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.89$0.92$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.89$0.79$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.74$0.64$0.10
2018Summary only. Only limited summary data is available for this year.$0.05$0.00$0.66$0.65$0.00
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$0.66$0.66$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$129,098
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Fall 2024 Oktoberfest Event was open to all memebrs of Waverly and surrounding communities to share the GermanRegional Heritage through music crafts activities food beverages dancing and fireworks-$117,560
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard PursellPresident-$0--
Philip JonesTreasurer-$0--
Travis DuncanOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Waverly Oktoberfest
EIN
81-1166223
Phone
3194835120
Address
PO BOX 242, WAVERLY, IA 50677

Signing Officer

Name
Philip S Jones
Title
Treasurer
Phone
3192397307
Signed
2025-05-14
Supplemental Narrative

Additional Explanations

Schedule O:

“Waverly Oktoberfest Form 990 EZ, Part 1, Line 16 - Other Expenses Supplies: $40,355 Insurance: $1,559 Miscellaneous: $3,344 Total: $45,258 Form 990 EZ, Part 3, - Organization Primary Exempt Purpose: Our purpose is to educate people about and celebrate the heritage of our town through art, music, and activities at public events.”

Raw XML Appendix208 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Waverly Oktoberfest Form 990 EZ, Part 1, Line 16 - Other Expenses Supplies: $40,355 Insurance: $1,559 Miscellaneous: $3,344 Total: $45,258 Form 990 EZ, Part 3, - Organization Primary Exempt Purpose: Our purpose is to educate people about and celebrate the heritage of our town through art, music, and activities at public events.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip S Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03192397307
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY OKTOBERFEST
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0811166223
ReturnHeader/Filer/PhoneNum03194835120
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 242
ReturnHeader/Filer/USAddress/CityNm0WAVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-14T13:00:05Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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