Civic Intelligence

Geneva Lake Association Inc.

990EZ • Fiscal year 2017 • EIN 39-0302321

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

PO Box 412Lake Geneva, WI 53147

(262) 203-7108

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-1.1%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$18,274

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$90,459

Down $960 (-1.1%) from 2016

Net Assets

Down

$89,080

Down $900 (-1.0%) from 2016

Liabilities

Down

$1,379

Down $60 (-4.2%) from 2016

Revenue

Up

$80,726

Up $12,327 (+18%) from 2016

Expenses

Up

$81,626

Up $19,114 (+31%) from 2016

Net Income

Down

-$900

Down $6,787 (-115%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $63,813Liabilities 2012: $02012Assets 2013: $54,773Liabilities 2013: $02013Assets 2014: $238,302Liabilities 2014: $0Net Assets 2014: $238,3022014Assets 2015: $85,130Liabilities 2015: $1,037Net Assets 2015: $84,0932015Assets 2016: $91,419Liabilities 2016: $1,439Net Assets 2016: $89,9802016Assets 2017: $90,459Liabilities 2017: $1,379Net Assets 2017: $89,0802017Assets 2018: $88,143Liabilities 2018: $1,425Net Assets 2018: $86,7182018Assets 2019: $100,182Liabilities 2019: $1,515Net Assets 2019: $98,6672019Assets 2020: $110,945Liabilities 2020: $1,5902020Assets 2021: $105,991Liabilities 2021: $1,921Net Assets 2021: $104,0702021Assets 2022: $143,270Liabilities 2022: $2,221Net Assets 2022: $141,0492022Assets 2023: $163,062Liabilities 2023: $2,6282023Assets 2024: $168,146Liabilities 2024: $1,1352024Assets 2025: $199,499Liabilities 2025: $1,110Net Assets 2025: $198,3892025

Highlighted filing

2017

Assets$90,459
Liabilities$1,379
Net Assets$89,080

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $52,858Expenses 2012: $50,418Net Income 2012: $2,4402012Revenue 2013: $50,097Expenses 2013: $59,137Net Income 2013: -$9,0402013Revenue 2014: $225,900Expenses 2014: $42,371Net Income 2014: $183,5292014Revenue 2015: $300,161Expenses 2015: $453,468Net Income 2015: -$153,3072015Revenue 2016: $68,399Expenses 2016: $62,512Net Income 2016: $5,8872016Revenue 2017: $80,726Expenses 2017: $81,626Net Income 2017: -$9002017Revenue 2018: $74,618Expenses 2018: $76,980Net Income 2018: -$2,3622018Revenue 2019: $84,396Expenses 2019: $72,447Net Income 2019: $11,9492019Revenue 2020: $84,901Expenses 2020: $74,213Net Income 2020: $10,6882020Revenue 2021: $85,130Expenses 2021: $90,415Net Income 2021: -$5,2852021Revenue 2022: $112,278Expenses 2022: $75,299Net Income 2022: $36,9792022Revenue 2023: $123,102Expenses 2023: $103,717Net Income 2023: $19,3852023Revenue 2024: $112,438Expenses 2024: $105,861Net Income 2024: $6,5772024Revenue 2025: $139,083Expenses 2025: $107,705Net Income 2025: $31,3782025

Highlighted filing

2017

Revenue$80,726
Expenses$81,626
Net Income-$900
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$80,726
Mission and Program Overview

Mission

Since 1935 the geneva lake association has served as guardian of geneva lake and its surrounding area. The geneva lake association advances its mission of conservation, preservation, environmental integrity and general welfare

Program Services

DescriptionGrantsExpenses
CONTRIBUTION TO WATER SEFETY PATROL, GENEVA LAKE ENVIRONMENTAL AGENCY, GENEVA LAKE LEVEL CORPORATION, ENVIRONMENTAL EDUCATION FOUNDATION AND GENEVA LAKE MUSEUM.$22,000$22,000
PRODUCTION OF MEMBERSHIP DIRECTORIES AND NEWSLETTERS.-$21,566
CONTRIBUTION TO KISHWAUKETOE NATURE PRESERVE.$5,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SMITHExecutive SecretaryPT$18,274-$18,274
JOHN GOGGINPersident-$0--
SALLY JOURISSecretary-$0--
ROBIN RANDOLPHTreasurer-$0--
MARK LILLIEVice President-$0--
DAVID ANDERSONDirector At Large-$0--
BRIGID J CASHMANDirector At Large-$0--
DIANNA COLMANDirector At Large-$0--
WILLIAM B DUNCANDirector At Large-$0--
ROBERT FLANNERY JRDirector At Large-$0--
TRICIA FORBECKDirector At Large-$0--
THOMAS G GARDINERDirector At Large-$0--
JAMES W GEEDirecore At Large-$0--
MARGARET FARWELL GOESDirector At Large-$0--
LYNN GRAYSONDirector At Large-$0--
BRIAN GRIFFITHDirector At Large-$0--
DANA HAGENAHDirector At Large-$0--
SCOTT CRAVEN JONESDirector At Large-$0--
PATRICK KENNYDirector At Large-$0--
MARIE KROPPDirector At Large-$0--
JAMES W MCAVOYDirector At Large-$0--
ROBERT T MORAVA JRDirector At Large-$0--
THOMAS NICKOLSDirector At Large-$0--
BAXTER PHILLIPDirector At Large-$0--
THOMAS T STUHLEYDirector At Large-$0--
DONALD R TAYLORDirector At Large-$0--
FRANK K VORISDirector At Large-$0--
DAVID B WILLIAMSDirector At Large-$0--
Filing and Contact Details

Filer

Filer Name
Geneva Lake Association Inc
EIN
39-0302321
Phone
2622037108
Address
PO BOX 412, LAKE GENEVA, WI 53147

Signing Officer

Name
James Smith
Title
Treasurer
Phone
2622037108
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Patrick W Romenesko SC
Address
PO Box 508, Lake Geneva, WI 53147-0508
Preparer
Patrick Romenesko
Phone
2622480220
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The organization's executive director reviews the form 990 and communicates relevant information in it to the officers.

Form 990EZ, Part I, Line 10

Further knowledge of lake history, use and protection.; education; geneva lake museum: 255 mill stre

Form 990EZ, Part I, Line 10

Protect lake and property from winter ice damage.; lake protection; geneva lake leval corporation: p

Form 990EZ, Part I, Line 10

Provide scholarships to students interested in environmental protection.; education; environmental e

Form 990EZ, Part I, Line 10

Enhance protection of undeveloped areas near lake.; conservation; kishwauketoe nature preserve: 251

Form 990EZ, Part I, Line 10

Protect and teach boaters and swimmers on the lake.; lake protection; water safety patrol: 451 outin

Form 990EZ, Part I, Line 10

Lake environmental monitoring and protection; lake protection; geneva lake environmental agency: 350

Form 990EZ, Part I, Line 16

INSURANCE 718.

Form 990EZ, Part I, Line 16

LAKE PATH SIGNS 175.

Form 990EZ, Part I, Line 16

AUTO AND TRAVEL 2700.

Form 990EZ, Part I, Line 16

Association memberships 100.

Form 990EZ, Part I, Line 16

Conferences, conventions and meetings 1420.

Form 990EZ, Part I, Line 16

PAYROLL TAXES 1501.

Form 990EZ, Part I, Line 16

ADVERTISING 551.

Form 990EZ, Part I, Line 16

WEBSITE 944.

Form 990EZ, Part I, Line 16

LEGAL- MUCK SUCK 15174.

Raw XML Appendix285 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm26DAVID B WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm27JAMES SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PERSIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECORE AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR AT LARGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt25DIRECTOR AT LARGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt27EXECUTIVE SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0SINCE 1935 THE GENEVA LAKE ASSOCIATION HAS SERVED AS GUARDIAN OF GENEVA LAKE AND ITS SURROUNDING AREA. THE GENEVA LAKE ASSOCIATION ADVANCES ITS MISSION OF CONSERVATION, PRESERVATION, ENVIRONMENTAL INTEGRITY AND GENERAL WELFARE
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IRS990ScheduleA/Total509Grp/TotalAmt0725072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0726062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND COMMUNICATES RELEVANT INFORMATION IN IT TO THE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURTHER KNOWLEDGE OF LAKE HISTORY, USE AND PROTECTION.; EDUCATION; GENEVA LAKE MUSEUM: 255 MILL STRE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROTECT LAKE AND PROPERTY FROM WINTER ICE DAMAGE.; LAKE PROTECTION; GENEVA LAKE LEVAL CORPORATION: P
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE SCHOLARSHIPS TO STUDENTS INTERESTED IN ENVIRONMENTAL PROTECTION.; EDUCATION; ENVIRONMENTAL E
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENHANCE PROTECTION OF UNDEVELOPED AREAS NEAR LAKE.; CONSERVATION; KISHWAUKETOE NATURE PRESERVE: 251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROTECT AND TEACH BOATERS AND SWIMMERS ON THE LAKE.; LAKE PROTECTION; WATER SAFETY PATROL: 451 OUTIN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LAKE ENVIRONMENTAL MONITORING AND PROTECTION; LAKE PROTECTION; GENEVA LAKE ENVIRONMENTAL AGENCY: 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LAKE PATH SIGNS 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AUTO AND TRAVEL 2700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ASSOCIATION MEMBERSHIPS 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Conferences, conventions and meetings 1420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYROLL TAXES 1501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ADVERTISING 551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WEBSITE 944.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15LEGAL- MUCK SUCK 15174.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622037108
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENEVA LAKE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0390302321
ReturnHeader/Filer/PhoneNum02622037108
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 412
ReturnHeader/Filer/USAddress/CityNm0LAKE GENEVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053147
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId030238898D31128D1E7CDBAFA680AAC873BF2EA08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030238898D31128D1E7CDBAFA680AAC873BF2EA08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.224.66.89
ReturnHeader/FilingSecurityInformation/IPDt02017-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:08:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patrick W Romenesko SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 508
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Geneva
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531470508
ReturnHeader/PreparerPersonGrp/PhoneNum02622480220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK ROMENESKO
ReturnHeader/ReturnTs02017-11-12T17:08:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.99$0.01$1.98$1.39$1.08$0.31
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.01$1.12$1.06$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.03$1.23$1.04$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.41$1.12$0.75$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.04$0.85$0.90$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.02$0.85$0.74$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.02$0.99$0.84$0.72$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.75$0.77$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$0.81$0.82$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.01$0.90$0.68$0.63$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$3.00$4.53$1.53
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$2.26$0.42$1.84
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.50$0.59$0.09
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.53$0.50$0.02