Civic Intelligence

Roots and Branches Inc

EIN 39-1672115 • 501(c)3 • West Bend, WI

Profile

COMMUNITY BEAUTIFICATION

1115 S Main StWest Bend, WI 53095

www.rootsbranches.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

49th percentile

1.1%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

57th percentile

1.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-27%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,396

Up $680 (+1.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$62,396

Up $680 (+1.1%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$60,007

Down $22,140 (-27%) from 2023

Expenses

Down

$59,327

Down $6,315 (-9.6%) from 2023

Net Income

Down

$680

Down $15,825 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$80K$60K$40K$20K$0Assets 2010: $38,006Liabilities 2010: $02010Assets 2011: $31,214Net Assets 2011: $31,2142011Assets 2012: $27,858Net Assets 2012: $27,8582012Assets 2013: $34,281Liabilities 2013: $0Net Assets 2013: $34,2812013Assets 2014: $31,323Liabilities 2014: $02014Assets 2015: $34,020Liabilities 2015: $0Net Assets 2015: $34,0202015Assets 2016: $31,371Liabilities 2016: $0Net Assets 2016: $31,3712016Assets 2017: $36,708Liabilities 2017: $0Net Assets 2017: $36,7082017Assets 2018: $39,469Liabilities 2018: $0Net Assets 2018: $39,4692018Assets 2019: $42,045Liabilities 2019: $0Net Assets 2019: $42,0452019Assets 2020: $36,491Liabilities 2020: $0Net Assets 2020: $36,4912020Assets 2021: $60,083Liabilities 2021: $0Net Assets 2021: $60,0832021Assets 2022: $45,211Liabilities 2022: $0Net Assets 2022: $45,2112022Assets 2023: $61,716Liabilities 2023: $0Net Assets 2023: $61,7162023Assets 2024: $62,396Net Assets 2024: $62,3962024

Highlighted filing

2024

Assets$62,396
Liabilities-
Net Assets$62,396
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$100K$50K$0-$50KRevenue 2010: $34,599Expenses 2010: $43,627Net Income 2010: -$9,0282010Revenue 2011: $34,045Expenses 2011: $40,837Net Income 2011: -$6,7922011Revenue 2012: $37,572Expenses 2012: $40,928Net Income 2012: -$3,3562012Revenue 2013: $47,474Expenses 2013: $41,051Net Income 2013: $6,4232013Revenue 2014: $48,444Expenses 2014: $51,402Net Income 2014: -$2,9582014Revenue 2015: $52,932Expenses 2015: $50,235Net Income 2015: $2,6972015Revenue 2016: $47,705Expenses 2016: $50,354Net Income 2016: -$2,6492016Revenue 2017: $53,932Expenses 2017: $48,595Net Income 2017: $5,3372017Revenue 2018: $54,540Expenses 2018: $51,779Net Income 2018: $2,7612018Revenue 2019: $56,266Expenses 2019: $53,690Net Income 2019: $2,5762019Revenue 2020: $35,922Expenses 2020: $41,476Net Income 2020: -$5,5542020Revenue 2021: $89,821Expenses 2021: $66,229Net Income 2021: $23,5922021Revenue 2022: $55,979Expenses 2022: $70,851Net Income 2022: -$14,8722022Revenue 2023: $82,147Expenses 2023: $65,642Net Income 2023: $16,5052023Revenue 2024: $60,007Expenses 2024: $59,327Net Income 2024: $6802024

Highlighted filing

2024

Revenue$60,007
Expenses$59,327
Net Income$680
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,396
Liabilities
-
Net assets
$62,396
Revenue
$60,007
Expenses
$59,327
Net income
$680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.4$62.4$60.0$59.3$0.68
2023Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$82.1$65.6$16.5
2022Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$56.0$70.9$14.9
2021Detailed filing. Detailed filing data is available for this year.$60.1$0.00$60.1$89.8$66.2$23.6
2020Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$35.9$41.5$5.55
2019Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$56.3$53.7$2.58
2018Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$54.5$51.8$2.76
2017Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$53.9$48.6$5.34
2016Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$47.7$50.4$2.65
2015Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$52.9$50.2$2.70
2014Summary only. Only limited summary data is available for this year.$31.3$0.00$48.4$51.4$2.96
2013Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$47.5$41.1$6.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$27.9$37.6$40.9$3.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$31.2$34.0$40.8$6.79
2010Summary only. Only limited summary data is available for this year.$38.0$0.00$34.6$43.6$9.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$75,115
Mission and Program Overview

Mission

COMMUNITY BEAUTIFICATION

Program Services

DescriptionGrantsExpenses
OTHER-$43,100
CITY WIDE PLANTING OF FLOWERS & SCHRUBS-$2,705
SEMINARS-$1,715
COMMUNITY PROJECTS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OFFICERS AND BOARD OF DIRECTORSAvailable On-$0--
SHARON SCOTTPresident-$0--
MIKE FALKNERVice Preside-$0--
MARIAN ROETHKETreasurer-$0--
DONNA KOGLERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$26,720$26,720$6,557$20,163
Plant Sale$15,757$15,757$6,306$9,451
Total Events$53,229$53,229$15,044$38,185
Filing and Contact Details

Filer

Filer Name
Roots and Branches Inc
EIN
39-1672115
Phone
2623355083
Address
1115 S MAIN ST, WEST BEND, WI 53095

Signing Officer

Name
Marian Roethke
Title
Treasurer
Phone
2623355083
Signed
2025-05-14

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses marketing 713 general office 1,654 dues & fees 3,922 misc 1,009 adopt-a-plot 2,705 seminars 1,715 awards 844 volunteer event 1,134 insurance 1,529 total 15,225”

Form 990-ez, Part III, Line 31

“OTHER”

Raw XML Appendix167 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/PersonNm0JON KIECKHAFER
IRS990EZ/BooksInCareOfDetail/PhoneNum02623355083
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 637
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061716
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018248
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt062396
IRS990EZ/FundraisingGrossIncomeAmt056423
IRS990EZ/GrossReceiptsAmt075115
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0444
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061716
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062396
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061716
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062396
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OFFICERS AND BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE FALKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIAN ROETHKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONNA KOGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0AVAILABLE ON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015225
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY BEAUTIFICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CITY WIDE PLANTING OF FLOWERS & SCHRUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SEMINARS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02705
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11715
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt243100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt044102
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015108
IRS990EZ/SpecialEventsNetIncomeLossAmt041315
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059327
IRS990EZ/TotalProgramServiceExpensesAmt047520
IRS990EZ/TotalRevenueAmt060007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROOTSBRANCHES.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 198,782
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0104149
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0639
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt040666
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt065083
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt055981
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt063789
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013929
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0239448
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27530
IRS990ScheduleA/PublicSupportPY170Pct00.27920
IRS990ScheduleA/PublicSupportTotal170Amt0104149
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020181
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0104149
IRS990ScheduleA/TotalSupportAmt0378264
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt08451
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt08186
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05231
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt011113
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt01686
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt034667
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015044
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GARDEN PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PLANT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010752
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038185
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02181
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015044
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06557
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06306
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 713 GENERAL OFFICE 1,654 DUES & FEES 3,922 MISC 1,009 ADOPT-A-PLOT 2,705 SEMINARS 1,715 AWARDS 844 VOLUNTEER EVENT 1,134 INSURANCE 1,529 TOTAL 15,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIAN ROETHKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623355083
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS AND BRANCHES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0391672115
ReturnHeader/Filer/PhoneNum02623355083
ReturnHeader/Filer/USAddress/AddressLine1Txt01115 S MAIN ST
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390843014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIECKHAFER DIETZLER HAUSER HANSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 637
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530950637
ReturnHeader/PreparerPersonGrp/PhoneNum02623342341
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON J KIECKHAFER
ReturnHeader/ReturnTs02025-05-14T17:36:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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