Civic Intelligence

Roots and Branches Inc.

990EZ • Fiscal year 2015 • EIN 39-1672115

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 20, 2016

Organization ProfileN/A
1115 S Main StWest Bend, WI 53095

(262) 335-5083

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

9.3%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$34,020

Up $2,697 (+8.6%) from 2014

Net Assets

$34,020

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin54th percentile

Revenue

Up

$52,932

Up $4,488 (+9.3%) from 2014

Expenses

Down

$50,235

Down $1,167 (-2.3%) from 2014

Net Income

Up

$2,697

Up $5,655 (+191%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2015

Assets$34,020
Liabilities$0
Net Assets$34,020
Open 2015 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$52,932
Expenses$50,235
Net Income$2,697
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 20, 2016
Return Version
2015v2.1
Gross Receipts
$63,831
Mission and Program Overview

Mission

COMMUNITY BEAUTIFICATION

Program Services

DescriptionGrantsExpenses
CITY WIDE CLEAN-UP OTHER-$19,964
CITY WIDE PLANTING OF FLOWERS & SCHRUBS-$4,343
COMMUNITY PROJECTS-$1,000
ARBOR DAY TREE PROGRAM-$580
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY DECKERExecutive DiPT$0--
OFFICERS AND BOARD OF DIRECTORSAvailable On-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$27,328$27,328$6,194$21,134
Plant Sale$11,849$11,849$4,198$7,651
Total Events$45,803$45,803$10,899$34,904
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
Officers and Board of Directors
Title
Available on Request
Phone
2623355083
Signed
2016-06-20

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 advertising and promotion 1,638 office 6,766 adopt-a-plot 4,343 arbor day 580 community projects 1,000 seminars 300 insurance 879 total 15,506”

Form 990-ez, Part III, Line 31

“CITY WIDE CLEAN-UP OTHER”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JON KIECKHAFER - TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02623355083
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 637
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031323
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034020
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018020
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02697
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031323
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034020
IRS990EZ/FundraisingGrossIncomeAmt045803
IRS990EZ/GrossReceiptsAmt063831
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031323
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034020
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031323
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY DECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1OFFICERS AND BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AVAILABLE ON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015506
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY BEAUTIFICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CITY WIDE PLANTING OF FLOWERS & SCHRUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ARBOR DAY TREE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CITY WIDE CLEAN-UP OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04343
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2580
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt319964
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034729
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010899
IRS990EZ/SpecialEventsNetIncomeLossAmt034904
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050235
IRS990EZ/TotalProgramServiceExpensesAmt025887
IRS990EZ/TotalRevenueAmt052932
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 23,625
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt090815
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt033954
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt023625
IRS990ScheduleA/OtherIncome170Grp/TotalAmt057579
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40340
IRS990ScheduleA/PublicSupportPY170Pct00.46340
IRS990ScheduleA/PublicSupportTotal170Amt090815
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018210
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt090815
IRS990ScheduleA/TotalSupportAmt0225128
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt06651
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07140
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt031453
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt017108
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt014382
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt076734
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010899
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GARDEN PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PLANT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045803
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045803
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034904
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0507
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06194
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04198
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,638 OFFICE 6,766 ADOPT-A-PLOT 4,343 ARBOR DAY 580 COMMUNITY PROJECTS 1,000 SEMINARS 300 INSURANCE 879 TOTAL 15,506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CITY WIDE CLEAN-UP OTHER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0OFFICERS AND BOARD OF DIRECTORS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVAILABLE ON REQUEST
ReturnHeader/BusinessOfficerGrp/PhoneNum02623355083
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS AND BRANCHES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0391672115
ReturnHeader/Filer/PhoneNum02623355083
ReturnHeader/Filer/USAddress/AddressLine1Txt01115 S MAIN ST
ReturnHeader/Filer/USAddress/CityNm0WEST BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053095
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/PreparationDt02016-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON J KIECKHAFER
ReturnHeader/ReturnTs02016-08-15T07:59:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,020
Liabilities
$0
Net assets
$34,020
Revenue
$52,932
Expenses
$50,235
Net income
$2,697
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