Civic Intelligence

Roots and Branches Inc.

990EZ • Fiscal year 2018 • EIN 39-1672115

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 02, 2019

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

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

85th percentile

$23,595

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 43.3% of source-year revenue.

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

Asset Growth

60th percentile

7.5%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

50th percentile

1.1%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$39,469

Up $2,761 (+7.5%) from 2017

Net Assets

Up

$39,469

Up $2,761 (+7.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin54th percentile

Revenue

Up

$54,540

Up $608 (+1.1%) from 2017

Expenses

Up

$51,779

Up $3,184 (+6.6%) from 2017

Net Income

Down

$2,761

Down $2,576 (-48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2018

Assets$39,469
Liabilities$0
Net Assets$39,469
Open 2018 Filing

Operations Trend

Revenue Growth50th 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

2018

Revenue$54,540
Expenses$51,779
Net Income$2,761
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 2, 2019
Return Version
2018v3.1
Gross Receipts
$67,846
Mission and Program Overview

Mission

COMMUNITY BEAUTIFICATION

Program Services

DescriptionGrantsExpenses
CITY WIDE CLEAN-UP OTHER-$37,773
CITY WIDE PLANTING OF FLOWERS & SCHRUBS-$1,759
COMMUNITY PROJECTS-$1,000
ARBOR DAY TREE PROGRAM-$373
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY DECKERExecutive DiPT$23,595-$23,595
AMY GRINNATreasurer-$0--
OFFICERS AND BOARD OF DIRECTORSAvailable On-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$28,516$28,516$6,779$21,737
Other Events$12,373$12,373$2,659$9,714
Total Events$51,643$51,643$13,306$38,337
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
Amy Grinna
Title
Treasurer
Phone
2623355083
Signed
2019-07-02

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 5,013 general office 2,916 dues & fees 698 misc 985 adopt-a-plot 1,759 arbor day 373 community projects 1,000 insurance 1,428 total 14,172”

Form 990-ez, Part III, Line 31

“CITY WIDE CLEAN-UP OTHER”

Raw XML Appendix166 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
IRS990EZ/BooksInCareOfDetail/PhoneNum02623355083
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 637
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036708
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039469
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016195
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02761
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036708
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039469
IRS990EZ/FundraisingGrossIncomeAmt051643
IRS990EZ/GrossReceiptsAmt067846
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036708
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039469
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036708
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039469
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt023595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY DECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY GRINNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2OFFICERS AND BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2AVAILABLE ON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014172
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/ProgramServiceExpensesAmt01759
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2373
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt337773
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt037607
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013306
IRS990EZ/SpecialEventsNetIncomeLossAmt038337
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051779
IRS990EZ/TotalProgramServiceExpensesAmt040905
IRS990EZ/TotalRevenueAmt054540
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 119,317
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100810
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt016
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt040889
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt030027
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt031711
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt033954
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt023625
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0160206
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34730
IRS990ScheduleA/PublicSupportPY170Pct00.36380
IRS990ScheduleA/PublicSupportTotal170Amt0100810
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020285
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0100810
IRS990ScheduleA/TotalSupportAmt0290267
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt05886
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt04354
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05220
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt06651
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt07140
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt029251
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013306
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GARDEN PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012373
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051643
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038337
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03868
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013306
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06779
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 5,013 GENERAL OFFICE 2,916 DUES & FEES 698 MISC 985 ADOPT-A-PLOT 1,759 ARBOR DAY 373 COMMUNITY PROJECTS 1,000 INSURANCE 1,428 TOTAL 14,172
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY GRINNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623355083
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0169D93843940E8B709B89A6D81607ADEE0D54B43
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0169D93843940E8B709B89A6D81607ADEE0D54B43
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.83.210
ReturnHeader/FilingSecurityInformation/IPDt02019-07-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:25:13
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/PreparationDt02019-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON J KIECKHAFER
ReturnHeader/ReturnTs02019-07-08T09:25:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,469
Liabilities
$0
Net assets
$39,469
Revenue
$54,540
Expenses
$51,779
Net income
$2,761
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