Civic Intelligence

Rotary Club of West Bend Foundation

EIN 39-1512980 • 501(c)3 • West Bend, WI

Profile

Improving life and community in the city of west bend, wi through support of projects and community service.

PO Box 961West Bend, WI 53095-0961

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.23x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

57%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1920%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$17,555

Up $6,375 (+57%) from 2017

Liabilities

Up

$4,001

Up $4,001 from 2017

Net Assets

$13,554

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue91st percentileNet Margin80th percentile

Revenue

Up

$8,381

Up $7,966 (+1920%) from 2017

Expenses

Up

$6,007

Up $5,982 (+23928%) from 2017

Net Income

Up

$2,374

Up $1,984 (+509%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$20K$15K$10K$5.0K$0Assets 2017: $11,180Liabilities 2017: $02017Assets 2018: $17,555Liabilities 2018: $4,001Net Assets 2018: $13,5542018

Highlighted filing

2018

Assets$17,555
Liabilities$4,001
Net Assets$13,554
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$10K$5.0K$0Revenue 2017: $415Expenses 2017: $25Net Income 2017: $3902017Revenue 2018: $8,381Expenses 2018: $6,007Net Income 2018: $2,3742018

Highlighted filing

2018

Revenue$8,381
Expenses$6,007
Net Income$2,374
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,555
Liabilities
$4,001
Net assets
$13,554
Revenue
$8,381
Expenses
$6,007
Net income
$2,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$17.6$4.00$13.6$8.38$6.01$2.37
2017Summary only. Only limited summary data is available for this year.$11.2$0.00$0.42$0.03$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$20,870
Mission and Program Overview

Mission

Improving life and community in the city of west bend, wi through support of projects and community service.

Program Services

DescriptionGrantsExpenses
IMPROVING LIFE AND COMMUNITY IN THE CITY OF WEST BEND, WI THROUGH SUPPORT OF PROJECTS AND COMMUNITY SERVICE.$5,075$5,075
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA SANBORNTreasurer-$0--
WILLIAM SCHROEDERSecretary-$0--
KELLIE BOONEVice Preside-$0--
JOEL HERRIGESPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Comedy Night$15,074$15,074$7,427$7,647
Travel Raffle$5,475$5,475$5,062$413
Total Events$20,549$20,549$12,489$8,060
Filing and Contact Details

Filer

Filer Name
Rotary Club of West Bend Foundation
EIN
39-1512980
Address
PO BOX 961, WEST BEND, WI 53095-0961

Signing Officer

Name
Lisa Sanborn
Title
Treasurer
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 818 office 13 licenses & permits 26 bank charge 75 total 932”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 4,001”

Form 990-ez, Part III

“Improving life and community in the city of west bend, wi through support of projects and community service.”

Raw XML Appendix157 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02623342341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0627 ELM ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011180
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0321
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt013554
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011180
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA SANBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLIE BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOEL HERRIGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0932
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPROVING LIFE AND COMMUNITY IN THE CITY OF WEST BEND, WI THROUGH SUPPORT OF PROJECTS AND COMMUNITY SERVICE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05075
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt08060
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04001
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06007
IRS990EZ/TotalProgramServiceExpensesAmt05075
IRS990EZ/TotalRevenueAmt08381
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0415
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt020549
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt020549
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt027885
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020870
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027885
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012489
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMEDY NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TRAVEL RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05475
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05475
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08060
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012489
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07427
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 818 OFFICE 13 LICENSES & PERMITS 26 BANK CHARGE 75 TOTAL 932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 4,001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IMPROVING LIFE AND COMMUNITY IN THE CITY OF WEST BEND, WI THROUGH SUPPORT OF PROJECTS AND COMMUNITY SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SANBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WEST BEND FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391512980
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 961
ReturnHeader/Filer/USAddress/CityNm0WEST BEND
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.83.210
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:14:52
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ReturnHeader/PreparerPersonGrp/PhoneNum02623342341
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02018-11-14T16:14:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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