Civic Intelligence

West Bend Sunrise Rotary Foundation Inc

EIN 39-1923892 • 501(c)3 • West Bend, WI

Profile

Provide donations to non-profit organizations

420 Meadowbrook DrWest Bend, WI 53090

westbendsunriserotary.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

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-6.1%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

59th percentile

5.9%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$49,921

Down $6,744 (-12%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$49,921

Down $6,744 (-12%) from 2022

Revenue

Up

$54,333

Up $5,925 (+12%) from 2022

Expenses

Up

$68,980

Up $8,236 (+14%) from 2022

Net Income

Down

-$14,647

Down $2,311 (-19%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $261,292Liabilities 2011: $6,485Net Assets 2011: $254,8072011Assets 2012: $15,974Liabilities 2012: $3,753Net Assets 2012: $12,2212012Assets 2013: $28,669Liabilities 2013: $0Net Assets 2013: $28,6692013Assets 2014: $38,112Liabilities 2014: $0Net Assets 2014: $38,1122014Assets 2015: $35,150Liabilities 2015: $0Net Assets 2015: $35,1502015Assets 2016: $31,973Liabilities 2016: $0Net Assets 2016: $31,9732016Assets 2017: $41,288Liabilities 2017: $0Net Assets 2017: $41,2882017Assets 2018: $48,593Liabilities 2018: $0Net Assets 2018: $48,5932018Assets 2019: $73,519Liabilities 2019: $0Net Assets 2019: $73,5192019Assets 2020: $87,349Liabilities 2020: $0Net Assets 2020: $87,3492020Assets 2021: $69,001Liabilities 2021: $0Net Assets 2021: $69,0012021Assets 2022: $56,665Liabilities 2022: $0Net Assets 2022: $56,6652022Assets 2024: $49,921Net Assets 2024: $49,9212024

Highlighted filing

2024

Assets$49,921
Liabilities-
Net Assets$49,921

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $228,989Expenses 2011: $274,672Net Income 2011: -$45,6832011Expenses 2012: $210,5972012Revenue 2013: $47,137Expenses 2013: $30,689Net Income 2013: $16,4482013Revenue 2014: $57,191Expenses 2014: $47,748Net Income 2014: $9,4432014Revenue 2015: $31,453Expenses 2015: $34,415Net Income 2015: -$2,9622015Revenue 2016: $43,320Expenses 2016: $46,497Net Income 2016: -$3,1772016Revenue 2017: $52,560Expenses 2017: $43,245Net Income 2017: $9,3152017Revenue 2018: $47,774Expenses 2018: $40,469Net Income 2018: $7,3052018Revenue 2019: $52,287Expenses 2019: $27,361Net Income 2019: $24,9262019Revenue 2020: $31,300Expenses 2020: $17,470Net Income 2020: $13,8302020Revenue 2021: $28,060Expenses 2021: $46,408Net Income 2021: -$18,3482021Revenue 2022: $48,408Expenses 2022: $60,744Net Income 2022: -$12,3362022Revenue 2024: $54,333Expenses 2024: $68,980Net Income 2024: -$14,6472024

Highlighted filing

2024

Revenue$54,333
Expenses$68,980
Net Income-$14,647

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.0
Gross Receipts
$54,333
Mission and Program Overview

Mission

Provide charitable donations to non-profit organizations

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS$68,875$68,875
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT TENNIESTreasurer-$0--
MICHAEL FLEISCHMANSecretary-$0--
PAUL WILKEPresident-$0--
MIKE NOWACKDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Classic Car Raf$48,064$48,064-$48,064
Total Events$48,064$48,064-$48,064
Filing and Contact Details

Filer

Filer Name
West Bend Sunrise Rotary Foundation
EIN
39-1923892
Phone
2623343344
Address
420 MEADOWBROOK DR, WEST BEND, WI 53090

Signing Officer

Name
Scott Tennies
Title
Treasurer
Phone
2623343344
Signed
2025-10-07
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: miscellaneous local charities address: 420 meadowbrook dr west bend, wi 53090 cash contribution: 6,825 name: w/b community & alumni scholarship address: decorah rd west bend, wi 53095 cash contribution: 7,000 name: rotary international address: one rotary center evanston, il 60201 cash contribution: 5,050 name: friends of lac lawrann conservancy address: 300 schmidt rd west bend, wi 53090 cash contribution: 50,000

Form 990-ez, Part I, Line 16

Expenses permits and licenses 105 total 105

Raw XML Appendix136 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/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt0105
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt052839
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068980
IRS990EZ/TotalProgramServiceExpensesAmt068875
IRS990EZ/TotalRevenueAmt054333
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032477
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0140572
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0211859
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: MISCELLANEOUS LOCAL CHARITIES ADDRESS: 420 MEADOWBROOK DR WEST BEND, WI 53090 CASH CONTRIBUTION: 6,825 NAME: W/B COMMUNITY & ALUMNI SCHOLARSHIP ADDRESS: DECORAH RD WEST BEND, WI 53095 CASH CONTRIBUTION: 7,000 NAME: ROTARY INTERNATIONAL ADDRESS: ONE ROTARY CENTER EVANSTON, IL 60201 CASH CONTRIBUTION: 5,050 NAME: FRIENDS OF LAC LAWRANN CONSERVANCY ADDRESS: 300 SCHMIDT RD WEST BEND, WI 53090 CASH CONTRIBUTION: 50,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PERMITS AND LICENSES 105 TOTAL 105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum02623343344
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ReturnHeader/ReturnTs02025-10-07T14:22:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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