WAVERLY COMMUNITY FOUNDATION (EIN 363711198) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

SCOTT WALKER

Phone

4027860211

Tax Period

2024-07-01 to 2025-06-30

WAVERLY COMMUNITY FOUNDATION, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $203K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $527K represent 31 months of operating reserves.

Mission

TO PROVIDE RENTAL AND RECREATIONAL FACILITIES FOR THE COMMUNITY OF WAVERLY, NEBRASKA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,290

Program Service Revenue $76,629

Investment Income $8,973

Other Revenue $100,463

TOTAL REVENUE $203,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,513

Fundraising Expenses $110,286

Program Expenses $51,575

Other Expenses $144,641

TOTAL EXPENSES $211,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,355	$184,782	+0.1%
Expenses	$211,154	$188,446	+0.1%
Net Income	$-7,799	$-3,664	+1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT BARTELS	BANK REPRESE	N/A	Officer Director	$0	$0	$0
BRYCE ERICKSON	TREASURER	N/A	Officer Director	$0	$0	$0
DAVE MOORE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SCOTT WALKER	PRESIDENT	N/A	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$203,355	$211,154	$528,063	$-7,799
2024	$184,782	$188,446	$535,895	$-3,664
2023	$178,290	$212,960	$539,540	$-34,670
2022	$55,467	$73,693	$574,197	$-18,226
2021	$179,723	$147,260	$592,328	$32,463
2020	$150,991	$206,011	$568,882	$-55,020
2019	$196,674	$236,151	$615,292	$-39,477
2018	$210,349	$226,687	$654,368	$-16,338

WAVERLY COMMUNITY FOUNDATION