Civic Intelligence

West Bend Sunrise Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 39-1923892

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 29, 2016

PO Box 1087West Bend, WI 53095

(262) 338-1750

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

24th percentile

-9.4%

Higher net margin than 24% 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

31st percentile

-7.8%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$35,150

Down $2,962 (-7.8%) from 2014

Net Assets

Down

$35,150

Down $2,962 (-7.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$31,453

Down $25,738 (-45%) from 2014

Expenses

Down

$34,415

Down $13,333 (-28%) from 2014

Net Income

Down

-$2,962

Down $12,405 (-131%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$35,150
Liabilities$0
Net Assets$35,150

Operations Trend

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

2015

Revenue$31,453
Expenses$34,415
Net Income-$2,962
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 29, 2016
Return Version
2015v2.1
Gross Receipts
$58,658
Mission and Program Overview

Mission

Provide charitable donations to non-profit organizations

Provide donations to non-profit organizations

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS.$33,155$33,155
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRK EMERICHTreasurer-$0--
MICHAEL FLEISCHMANNSecretary-$0--
PATRICIA FABIANPresident-$0--
MIKE CHEVALIERDirector-$0--
ADAM HERTELDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Raffle$43,092$41,402$2,176$39,226
Total Events$43,092$41,402$26,205$15,197
Filing and Contact Details

Filer

Filer Name
West Bend Sunrise Rotary Foundation
EIN
39-1923892
Phone
2623381750
Address
PO BOX 1087, WEST BEND, WI 53095

Signing Officer

Name
Kirk Emerich
Title
Treasurer
Phone
2623356037
Signed
2016-06-29
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 8

Miscellaneous 1,040 total 1,040

Form 990-ez, Part I, Line 10

Rotary international world affair seminar one rotary center 1560 sherman ave. 5,900 0 evanston, il 60201-3698 0 friends of abused families general use po box 117 west bend, wi 53095 10,000 0 0

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 100 miscellaneous 16 total 116

Raw XML Appendix187 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/PersonNm0KIRK EMERICH
IRS990EZ/BooksInCareOfDetail/PhoneNum02623356037
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1087
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038112
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013575
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01052
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038112
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035150
IRS990EZ/FundraisingGrossIncomeAmt044042
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033155
IRS990EZ/GrossReceiptsAmt058658
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038112
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038112
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIRK EMERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL FLEISCHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA FABIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE CHEVALIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ADAM HERTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0116
IRS990EZ/OtherRevenueTotalAmt01040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DONATIONS TO NON-PROFIT ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033155
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033155
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027205
IRS990EZ/SpecialEventsNetIncomeLossAmt016837
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034415
IRS990EZ/TotalProgramServiceExpensesAmt033155
IRS990EZ/TotalRevenueAmt031453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WESTBENDSUNRISEROTARY.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 1,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0143038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0287983
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0341
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0587
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0948
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt045082
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt044937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt051538
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0220118
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0271265
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0632940
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0948
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt0920923
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0289848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0414303
IRS990ScheduleA/Total509Grp/TotalAmt0920923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0290189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0415890
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0922871
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt013400
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt013400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01690
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01690
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010629
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043092
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043092
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041402
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015197
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02176
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,040 TOTAL 1,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL WORLD AFFAIR SEMINAR ONE ROTARY CENTER 1560 SHERMAN AVE. 5,900 0 EVANSTON, IL 60201-3698 0 FRIENDS OF ABUSED FAMILIES GENERAL USE PO BOX 117 WEST BEND, WI 53095 10,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 100 MISCELLANEOUS 16 TOTAL 116
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK EMERICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623356037
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST BEND SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0391923892
ReturnHeader/Filer/PhoneNum02623381750
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1087
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/PreparationDt02016-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02016-07-05T08:17:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings