Civic Intelligence

Waverly Marina Association

EIN 93-1176482 • 501(c)7 • Portland, OR

Profile

Recreational social yacht club.

PO Box 82008Portland, OR 97282

www.waverlymarina.org

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

3.9%

Faster asset growth than 58% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-0.1%

Faster revenue growth than 29% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,018,171

Up $75,318 (+3.9%) from 2024

Liabilities

Up

$461

Up $104 (+29%) from 2024

Net Assets

Up

$2,017,710

Up $75,214 (+3.9%) from 2024

Operations
Liabilities / Revenue16th percentileNet Margin85th percentile

Revenue

Down

$443,633

Down $520 (-0.1%) from 2024

Expenses

Down

$326,276

Down $124,790 (-28%) from 2024

Net Income

Up

$117,357

Up $124,270 (+1798%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $401,918Liabilities 2011: $165Net Assets 2011: $401,7532011Assets 2012: $454,073Liabilities 2012: $20,549Net Assets 2012: $433,5242012Assets 2013: $473,720Liabilities 2013: $0Net Assets 2013: $473,7202013Assets 2014: $535,486Liabilities 2014: $910Net Assets 2014: $534,5762014Assets 2015: $507,779Liabilities 2015: -$47Net Assets 2015: $507,8262015Assets 2016: $688,858Liabilities 2016: $0Net Assets 2016: $688,8452016Assets 2017: $739,356Liabilities 2017: $707Net Assets 2017: $738,6492017Assets 2018: $791,132Liabilities 2018: $18,636Net Assets 2018: $772,4962018Assets 2019: $883,986Liabilities 2019: $600Net Assets 2019: $883,3862019Assets 2020: $981,438Liabilities 2020: $967Net Assets 2020: $980,4712020Assets 2021: $881,262Liabilities 2021: $191,184Net Assets 2021: $690,0782021Assets 2022: $1,375,218Liabilities 2022: $11,259Net Assets 2022: $1,363,9592022Assets 2023: $1,949,694Liabilities 2023: $285Net Assets 2023: $1,949,4092023Assets 2024: $1,942,853Liabilities 2024: $357Net Assets 2024: $1,942,4962024Assets 2025: $2,018,171Liabilities 2025: $461Net Assets 2025: $2,017,7102025

Highlighted filing

2025

Assets$2,018,171
Liabilities$461
Net Assets$2,017,710
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $244,8142011Expenses 2012: $184,5942012Revenue 2013: $262,268Expenses 2013: $222,072Net Income 2013: $40,1962013Revenue 2014: $250,039Expenses 2014: $189,193Net Income 2014: $60,8462014Revenue 2015: $244,522Expenses 2015: $271,272Net Income 2015: -$26,7502015Revenue 2016: $606,926Expenses 2016: $429,811Net Income 2016: $177,1152016Revenue 2017: $257,649Expenses 2017: $207,406Net Income 2017: $50,2432017Revenue 2018: $246,384Expenses 2018: $230,926Net Income 2018: $15,4582018Revenue 2019: $403,325Expenses 2019: $267,507Net Income 2019: $135,8182019Revenue 2020: $396,184Expenses 2020: $299,099Net Income 2020: $97,0852020Revenue 2021: $10,688Expenses 2021: $301,141Net Income 2021: -$290,4532021Revenue 2022: $1,037,815Expenses 2022: $359,803Net Income 2022: $678,0122022Revenue 2023: $890,130Expenses 2023: $305,833Net Income 2023: $584,2972023Revenue 2024: $444,153Expenses 2024: $451,066Net Income 2024: -$6,9132024Revenue 2025: $443,633Expenses 2025: $326,276Net Income 2025: $117,3572025

Highlighted filing

2025

Revenue$443,633
Expenses$326,276
Net Income$117,357
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,018,171
Liabilities
$461
Net assets
$2,017,710
Revenue
$443,633
Expenses
$326,276
Net income
$117,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.44$0.33$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.44$0.45$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.89$0.31$0.58
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.36$1.04$0.36$0.68
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.19$0.69$0.01$0.30$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.40$0.30$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.40$0.27$0.14
2018Summary only. Only limited summary data is available for this year.$0.79$0.02$0.77$0.25$0.23$0.02
2017Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.26$0.21$0.05
2016Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.61$0.43$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.24$0.27$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.53$0.25$0.19$0.06
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.26$0.22$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.02$0.43$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 16, 2025
Return Version
2024v5.0
Gross Receipts
$588,753
Mission and Program Overview

Mission

Recreational social yacht club.

Waverly marina association provides moorage, fuel dock, recreational services, and social activities to its members. The organization collects common area fees from the moorage members to maintain and operate the moorage solely for the benefit of members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,942,496$2,017,710▲ $75,214
Savings and Temporary Cash Investments$1,097,020$1,216,868▲ $119,848
Land, Buildings, and Equipment, Net$776,582$716,995▼ $59,587
Cash and Non-Interest-Bearing Accounts$55,214$84,308▲ $29,094
Inventories for Sale or Use$14,037--
Total Assets$1,942,853$2,018,171▲ $75,318
Liabilities
Other Liabilities$357$461▲ $104
Total Liabilities$357$461▲ $104
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,942,496$2,017,710▲ $75,214
Total Liabilities and Net Assets / Fund Balance$1,942,853$2,018,171▲ $75,318

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$705,526$320,908$1,026,434
Equipment$11,469$9,121$20,590
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David SootsPresident
Corey HillMember at La
Dan TekoriousVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$322,618
Program Service Revenue
$57,088
Investment Income
$25,664
Other Revenue
$38,263
Change in Net Assets
$117,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,366
Salaries, Compensation, and Employee Benefits$61,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$66,843$11,795-$78,638
Insurance$61,581$3,241-$64,822
Other Salaries and Wages$49,600$5,511-$55,111
Depreciation Depletion$42,641--$42,641
Fees for Services Accounting-$18,596-$18,596
Office Expenses$4,036$4,037-$8,073
Payroll Taxes$6,119$680-$6,799
Fees for Services Other-$4,100-$4,100
Other Expenses$20,542$2,391-$2,391
Fees for Services Legal$1,097$1,097-$2,194
Total Functional Expenses$272,591$53,685$0$326,276
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$461
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“All owners of slips in the waverly marina are members of the waverly marina association.”

Form 990, Page 6, Part VI, Line 7A

“Members elect the officers and directors of the governing board of directors. Each member is granted one vote per slip and, provided the memeber is in good standing and current on all dues and assessmemts, is allowed to vote at annual and special meetings of the membership.”

Form 990, Page 6, Part VI, Line 7B

“Members must approve dues, fees, fines, and/or special assessments proposed by the board of directors. The board of directors, except in emergency situations, also requires the approval of members prior to making capital improvements or significant modifications to the physical structure of the marina facilities. Members must also approve amendments or changes to the organization's bylaws.”

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

“Prior to filing, copies of forms 990 and oop-t are provided to the organization's president and/or treasurer who report to the board.”

Form 990, Page 6, Part VI, Line 15A

“The organization's bylaws provide that all officers and board members are to serve without compensation.”

Form 990, Page 6, Part VI, Line 19

“No documents are available to the general public except by specific request, which is evaluated by the board of directors on a case-by-case basis.”

Filing and Contact Details

Filer

Filer Name
Waverly Marina Association
EIN
93-1176482
Phone
5032313985
Address
PO BOX 82008, PORTLAND, OR 97282

Signing Officer

Name
David Soots
Title
President
Phone
5032313985
Signed
2025-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Soots
Formed
1997
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
4

Preparer

Firm
Henick & Ylvisaker Cpas
Address
4475 SW SCHOLLS FERRY RD STE 170, PORTLAND, OR 97225-1980
Preparer
Donn J Ylvisaker
Phone
5032924299
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Line 8 - prior period adjustment is for unrecorded prior year depreciation of 42,143. No effect on program service accomplishments.”

Raw XML Appendix304 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/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER AT LA
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/GrossReceiptsAmt0588753
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OWNERS OF SLIPS IN THE WAVERLY MARINA ARE MEMBERS OF THE WAVERLY MARINA ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE OFFICERS AND DIRECTORS OF THE GOVERNING BOARD OF DIRECTORS. EACH MEMBER IS GRANTED ONE VOTE PER SLIP AND, PROVIDED THE MEMEBER IS IN GOOD STANDING AND CURRENT ON ALL DUES AND ASSESSMEMTS, IS ALLOWED TO VOTE AT ANNUAL AND SPECIAL MEETINGS OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS MUST APPROVE DUES, FEES, FINES, AND/OR SPECIAL ASSESSMENTS PROPOSED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS, EXCEPT IN EMERGENCY SITUATIONS, ALSO REQUIRES THE APPROVAL OF MEMBERS PRIOR TO MAKING CAPITAL IMPROVEMENTS OR SIGNIFICANT MODIFICATIONS TO THE PHYSICAL STRUCTURE OF THE MARINA FACILITIES. MEMBERS MUST ALSO APPROVE AMENDMENTS OR CHANGES TO THE ORGANIZATION'S BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR TO FILING, COPIES OF FORMS 990 AND OOP-T ARE PROVIDED TO THE ORGANIZATION'S PRESIDENT AND/OR TREASURER WHO REPORT TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S BYLAWS PROVIDE THAT ALL OFFICERS AND BOARD MEMBERS ARE TO SERVE WITHOUT COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC EXCEPT BY SPECIFIC REQUEST, WHICH IS EVALUATED BY THE BOARD OF DIRECTORS ON A CASE-BY-CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LINE 8 - PRIOR PERIOD ADJUSTMENT IS FOR UNRECORDED PRIOR YEAR DEPRECIATION OF 42,143. NO EFFECT ON PROGRAM SERVICE ACCOMPLISHMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt02018171
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053685
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0272591
IRS990/TotalFunctionalExpensesGrp/TotalAmt0326276
IRS990/TotalGrossUBIAmt038263
IRS990/TotalLiabilitiesBOYAmt0357
IRS990/TotalLiabilitiesEOYAmt0461
IRS990/TotalLiabilitiesGrp/BOYAmt0357
IRS990/TotalLiabilitiesGrp/EOYAmt0461
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01942496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02017710
IRS990/TotalProgramServiceRevenueAmt057088
IRS990/TotalRevenueGrp/ExclusionAmt057088
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025664
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0443633
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt038263
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01942853
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02018171
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 82008
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097282
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.WAVERLYMARINA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SOOTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032313985
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY MARINA ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0931176482
ReturnHeader/Filer/PhoneNum05032313985
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 82008
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931164639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENICK & YLVISAKER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04475 SW SCHOLLS FERRY RD STE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972251980
ReturnHeader/PreparerPersonGrp/PhoneNum05032924299
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONN J YLVISAKER
ReturnHeader/ReturnTs02025-07-31T15:39:43-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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