Civic Intelligence

West Bend Public Schools Foundation Inc.

990 • Fiscal year 2021 • EIN 26-0414037

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

Organization ProfileWBPSFOUNDATION.ORG
PO Box 1112West Bend, WI 53095-1112

(262) 335-5435

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.23x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

37%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

31%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-38%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$99,835

Up $23,391 (+31%) from 2020

Net Assets

Up

$90,355

Up $15,256 (+20%) from 2020

Liabilities

Up

$9,480

Up $8,135 (+605%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin80th percentile

Revenue

Down

$40,835

Down $25,195 (-38%) from 2020

Expenses

Down

$25,579

Down $148,000 (-85%) from 2020

Net Income

Up

$15,256

Up $122,805 (+114%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,238,421Liabilities 2014: $24,500Net Assets 2014: $2,213,9212014Assets 2015: $985,415Liabilities 2015: $26,475Net Assets 2015: $958,9402015Assets 2016: $678,563Liabilities 2016: $39,792Net Assets 2016: $638,7712016Assets 2017: $291,934Liabilities 2017: $8,593Net Assets 2017: $283,3412017Assets 2018: $249,034Liabilities 2018: $8,725Net Assets 2018: $240,3092018Assets 2019: $191,487Liabilities 2019: $8,839Net Assets 2019: $182,6482019Assets 2020: $76,444Liabilities 2020: $1,345Net Assets 2020: $75,0992020Assets 2021: $99,835Liabilities 2021: $9,480Net Assets 2021: $90,3552021Assets 2022: $132,096Liabilities 2022: $42,111Net Assets 2022: $89,9852022Assets 2023: $131,592Liabilities 2023: $34,556Net Assets 2023: $97,0362023Assets 2024: $141,670Liabilities 2024: $16,675Net Assets 2024: $124,9952024

Highlighted filing

2021

Assets$99,835
Liabilities$9,480
Net Assets$90,355
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $677,262Expenses 2014: $107,842Net Income 2014: $569,4202014Revenue 2015: $439,043Expenses 2015: $1,694,024Net Income 2015: -$1,254,9812015Revenue 2016: $159,763Expenses 2016: $479,932Net Income 2016: -$320,1692016Revenue 2017: $104,973Expenses 2017: $460,403Net Income 2017: -$355,4302017Revenue 2018: $87,098Expenses 2018: $130,130Net Income 2018: -$43,0322018Revenue 2019: $82,439Expenses 2019: $140,100Net Income 2019: -$57,6612019Revenue 2020: $66,030Expenses 2020: $173,579Net Income 2020: -$107,5492020Revenue 2021: $40,835Expenses 2021: $25,579Net Income 2021: $15,2562021Revenue 2022: $31,974Expenses 2022: $32,344Net Income 2022: -$3702022Revenue 2023: $39,502Expenses 2023: $32,451Net Income 2023: $7,0512023Revenue 2024: $33,465Expenses 2024: $5,506Net Income 2024: $27,9592024

Highlighted filing

2021

Revenue$40,835
Expenses$25,579
Net Income$15,256
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$49,315
Mission and Program Overview

Mission

In partnership with west bend public schools, we invest in student learning and classroom achievement by providing additional funding in the arts, innovation, and fitness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$42,720$57,743▲ $15,023
Cash and Non-Interest-Bearing Accounts$27,387$38,333▲ $10,946
Pledges and Grants Receivable$5,435$2,855▼ $2,580
Prepaid Expenses and Deferred Charges$902$904▲ $2
Total Assets$76,444$99,835▲ $23,391
Liabilities
Accounts Payable and Accrued Expenses$1,345$9,480▲ $8,135
Total Liabilities$1,345$9,480▲ $8,135
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$65,773$81,400▲ $15,627
Net Assets With Donor Restrictions$9,326$8,955▼ $371
Total Net Assets Fund Balance$75,099$90,355▲ $15,256
Total Liabilities and Net Assets / Fund Balance$76,444$99,835▲ $23,391
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Steve AhlesPresident
Amy KieserBoard Member
Beth BensenBoard Member
Bink SteinbachBoard Member
Chris ZwygartBoard Member
Darci KetterBoard Member
Darci VanadestineBoard Member
Joel OngertBoard Member
John GrafBoard Member
Julie MauleBoard Member
Justine HappelBoard Member
Kelly D TigheBoard Member
Robert JacquesBoard Member
Tim DehringBoard Member
Tim HarderBoard Member
Paul MoorePast Preside
Deb RoenschSecretary
Mike MurphyTreasurer
Melanie ReishVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$42,348
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$-1,547
All Other Contributions
$17,648
Change in Net Assets
$15,256

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,835
Total Revenue per Audited Statements
$40,835
Total Revenue per Form 990
$40,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,902
Other Expenses$7,677
Total Fundraising Expense$790
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,902--$17,902
Fees for Services Accounting-$4,500-$4,500
Insurance-$1,206-$1,206
Other Expenses-$334$279$279
Office Expenses-$148-$148
Total Functional Expenses$17,902$6,887$790$25,579

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,579
Total Expenses per Audited Statements$25,579
Total Expenses per Form 990$25,579
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Bend Joint School District 1West Bend, WI501c3General$17,902
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,480
Fundraising Gross Income$6,830
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$31,530$6,830-$6,830
Total Events$31,530$6,830$8,480$-1,650
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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 11B

“The treasurer will review the form 990 prior to issuance and will present it to the board at the next meeting.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy will be reviewed annually by a subcommittee and presented at the board meeting.”

Form 990, Page 6, Part VI, Line 19

“Form 990, governing documents, policies, and financial statements are available upon request from the organization within 72 hours.”

Filing and Contact Details

Filer

Filer Name
West Bend Public Schools Foundation
EIN
26-0414037
Phone
2623355435
Address
PO BOX 1112, WEST BEND, WI 53095-1112

Signing Officer

Name
Mike Murphy
Title
Treasurer
Phone
2623355435
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Murphy
Formed
2006
Legal Domicile
Wi
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation's current accounting policy is to disclose liabilities for uncertain tax positions when a liability is probable and estimable. Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor is it aware of any exposure to unrelated business income tax. The foundation files tax returns in the u.s. Federal jurisdiction and the state of wisconsin. The foundation does not have any tax returns currently under examination by a federal or state jurisdiction.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE FOUNDATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WEST BEND JOINT SCHOOL DISTRICT 1
IRS990ScheduleI/RecipientTable/RecipientEIN0396005127
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0735 S MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST BEND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053095
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL DISTRICT SUBMITS REQUESTS FOR FUNDING OF SPECIFIC PROJECTS. THE BOARD OF DIRECTORS DECIDES WHICH REQUESTS TO FUND. SCHOOL DISTRICT PERSONNEL INFORM THE BOARD OF THE PROGRESS OF FUNDED PROJECTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER WILL REVIEW THE FORM 990 PRIOR TO ISSUANCE AND WILL PRESENT IT TO THE BOARD AT THE NEXT MEETING.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,835
Liabilities
$9,480
Net assets
$90,355
Revenue
$40,835
Expenses
$25,579
Net income
$15,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.02$0.12$0.03$0.01$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.04$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.04$0.09$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$0.04$0.03$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.07$0.17$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.01$0.18$0.08$0.14$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.01$0.24$0.09$0.13$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.01$0.28$0.10$0.46$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.04$0.64$0.16$0.48$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.03$0.96$0.44$1.69$1.25
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.02$2.21$0.68$0.11$0.57