Nonprofit · EIN 46-2385902
WAVERLY-SHELL ROCK EDUCATIONAL FUND
Tax-exempt · WAVERLY, IA 50677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $127,768 | $102,707 | $25,061 | $689,996 | $0 | $689,996 |
| December 31, 2023 | 990 | $277,715 | $108,216 | $169,499 | $664,935 | $0 | $664,935 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $91,728
- Program service revenue
- $0
- Investment income
- $36,040
- Net gain from sales of assets
- $11,044
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $75,402
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,435
- Program services (functional)
- $101,272
- Management and general (functional)
- $1,435
Balance sheet and other
- Total assets, start of year
- $664,935
- Total assets, end of year
- $689,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $689,996
- Publicly traded securities
- $567,348
- Net assets without donor restrictions
- $689,996
- Gross receipts
- $308,256
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER WILCOX | PRESIDENT Trustee or director, Officer | 1.2 | $0 |
| MARK PLATTE | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
| CHRIS FOY | TREASURER Trustee or director, Officer | 1.5 | $0 |
| JENNIFER NUS | DIRECTOR Trustee or director | 0.7 | $0 |
| CORRIE RAMIGE | DIRECTOR Trustee or director | 0.8 | $0 |
| JESSICA DEWEY | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID HILL | EX OFFICIO D Trustee or director | 0.2 | $0 |
| BARBARA BRIDGES | DIRECTOR Trustee or director | 0.8 | $0 |
| JENNIFER SIECH | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY BOEDING | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARK PLATTE | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
| ROGER WILCOX | SECRETARY Trustee or director, Officer | 1.2 | $0 |
| CHRIS FOY | TREASURER Trustee or director, Officer | 1.5 | $0 |
| JESSI FASSE | DIRECTOR Trustee or director | 2 | $0 |
| HEIDI ABBEN | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNIFER NUS | DIRECTOR Trustee or director | 0.7 | $0 |
| CORRIE RAMIGE | DIRECTOR Trustee or director | 0.5 | $0 |
| JESSICA DEWEY | DIRECTOR Trustee or director | 0.5 | $0 |
| ED KLAMFOTH | EX OFFICIO D Trustee or director | 0.5 | $0 |
| BARBARA BRIDGES | DIRECTOR Trustee or director | 0.5 | $0 |
| JAMES PERRY | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNIFER SIECH | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1415 4TH AVE SW, WAVERLY, IA 50677-2821
- In care of
- % MICHAEL KALVIG
- Principal officer (990 for 2024)
- ROGER WILCOX, 1606 HILLSIDE AVE, WAVERLY, IA 50677
- Signed the 990
- CHRIS FOY, TREASURER
- Phone
- (319) 352-3630
- Return prepared by
- GOSLING & COMPANY PC
Mission
TO ENCOURAGE AND PROMOTE THE IMPROVEMENT OF THE QUALITY OF EDUCATION OF ALL KINDS, INCLUDING ATHLETICS, IN THE WAVERLY-SHELL ROCK COMMUNITY SCHOOL DISTRICT BY PROVIDING A MECHANISM THROUGH WHICH ADDITIONAL RESOURCES CAN BE OBTAINED THROUGH PRIVATE CONTRIBUTIONS AND GRANTS OF ALL KINDS, WHERE APPROPRIATE FOR SUCH AN ORGANIZATION, FOR ALLOCATION TO WORTHWHILE EDUCATIONAL PROGRAMS AND FACILITIES.
Program accomplishments
- PROVIDED SCHOLARSHIPS TO DISTRICT STUDENTS WHO HAVE DEMONSTRATED GOOD CITIZENSHIP, COMMUNITY INVOLVEMENT, AND ACADEMIC ACHIEVEMENT THROUGHOUT THEIR SCHOOL CAREERS AND ARE SEEKING HIGHER EDUCATION.Expenses $101,272 · grants $75,402
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-2385902
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $689,996
- Income (IRS master file)
- $308,256
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $127,768 | $102,707 | $689,996 | XML |
| 990 | December 2023 | $277,715 | $108,216 | $664,935 | XML |
| 990 | December 2022 | $120,654 | $119,270 | $495,436 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-2385902).
Questions about WAVERLY-SHELL ROCK EDUCATIONAL FUND
- What is the EIN of WAVERLY-SHELL ROCK EDUCATIONAL FUND?
- The employer identification number (EIN) of WAVERLY-SHELL ROCK EDUCATIONAL FUND is 46-2385902.
- Is WAVERLY-SHELL ROCK EDUCATIONAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to WAVERLY-SHELL ROCK EDUCATIONAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAVERLY-SHELL ROCK EDUCATIONAL FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WAVERLY-SHELL ROCK EDUCATIONAL FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAVERLY-SHELL ROCK EDUCATIONAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WAVERLY-SHELL ROCK EDUCATIONAL FUND?
- The 990 for the year ended December 31, 2024 names ROGER WILCOX.
- Who are the officers and directors of WAVERLY-SHELL ROCK EDUCATIONAL FUND?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does WAVERLY-SHELL ROCK EDUCATIONAL FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $127,768, expenses of $102,707 and total assets of $689,996 at year end.
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