Civic Intelligence

West Bend Sunrise Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 39-1923892

Jan 01, 2016 to Dec 31, 2016 • Filed on May 30, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-9.0%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$31,973

Down $3,177 (-9.0%) from 2015

Net Assets

Down

$31,973

Down $3,177 (-9.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$43,320

Up $11,867 (+38%) from 2015

Expenses

Up

$46,497

Up $12,082 (+35%) from 2015

Net Income

Down

-$3,177

Down $215 (-7.3%) from 2015

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

2016

Assets$31,973
Liabilities$0
Net Assets$31,973

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

2016

Revenue$43,320
Expenses$46,497
Net Income-$3,177
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 30, 2017
Return Version
2016v3.0
Gross Receipts
$65,838
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.$45,480$45,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRK EMERICHTreasurer-$0--
MICHAEL FLEISCHMANNSecretary-$0--
PAUL WILKEPresident-$0--
MIKE NOWACKDirector-$0--
ADAM HERTELDirector-$0--
CANDY SARAURERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Raffle$39,875$39,875$2,066$37,809
Total Events$39,875$39,875$22,518$17,357
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
2017-05-30
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 1,520 total 1,520

Form 990-ez, Part I, Line 10

Rotary international world affair seminar one rotary center 1560 sherman ave. 6,900 0 evanston, il 60201-3698 0 west bend community & alumni general use 1115 timberline dr. West bend, wi 53095 14,000 0 0 the threshold inc. 600 rolfs ave. West bend, wi 53090 10,000 0 0 family promise of washington county 724 elm st. West bend, wi 53095 9,900 0 0

Form 990-ez, Part I, Line 16

Expenses fundraising 211 total 211

Raw XML Appendix177 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/PersonNm0KIRK EMERICH
IRS990EZ/BooksInCareOfDetail/PhoneNum02623356037
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt045480
IRS990EZ/GrossReceiptsAmt065838
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031973
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035150
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031973
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIRK EMERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL FLEISCHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL WILKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE NOWACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ADAM HERTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CANDY SARAURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0211
IRS990EZ/OtherRevenueTotalAmt01520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DONATIONS TO NON-PROFIT ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt0102
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045480
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045480
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022518
IRS990EZ/SpecialEventsNetIncomeLossAmt017357
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046497
IRS990EZ/TotalProgramServiceExpensesAmt045480
IRS990EZ/TotalRevenueAmt043320
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WESTBENDSUNRISEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169388
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0341
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0361
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt041395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt045082
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt044937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt051538
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0220118
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0403070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0361
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt0572458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0289848
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0290189
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0572819
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt013700
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt013700
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022518
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06752
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039875
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039875
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017357
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02066
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,520 TOTAL 1,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL WORLD AFFAIR SEMINAR ONE ROTARY CENTER 1560 SHERMAN AVE. 6,900 0 EVANSTON, IL 60201-3698 0 WEST BEND COMMUNITY & ALUMNI GENERAL USE 1115 TIMBERLINE DR. WEST BEND, WI 53095 14,000 0 0 THE THRESHOLD INC. 600 ROLFS AVE. WEST BEND, WI 53090 10,000 0 0 FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST. WEST BEND, WI 53095 9,900 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES FUNDRAISING 211 TOTAL 211
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK EMERICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623356037
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST BEND SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0391923892
ReturnHeader/Filer/PhoneNum02623381750
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 637
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530950637
ReturnHeader/PreparerPersonGrp/PhoneNum02623342341
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02017-06-13T15:57:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings