Civic Intelligence

West Bend Sunrise Rotary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 39-1923892

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$41,288

Up $9,315 (+29%) from 2016

Net Assets

Up

$41,288

Up $9,315 (+29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$52,560

Up $9,240 (+21%) from 2016

Expenses

Down

$43,245

Down $3,252 (-7.0%) from 2016

Net Income

Up

$9,315

Up $12,492 (+393%) from 2016

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

2017

Assets$41,288
Liabilities$0
Net Assets$41,288

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

2017

Revenue$52,560
Expenses$43,245
Net Income$9,315
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.3
Gross Receipts
$81,953
Mission and Program Overview

Mission

Provide donations to non-profit organizations

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS.$42,490$42,490
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Raffle$37,165$37,165$1,460$35,705
Enchantment Raf$18,210$18,210-$18,210
Total Events$55,375$55,375$29,393$25,982
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
2018-05-09
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 1,220 total 1,220

Form 990-ez, Part I, Line 10

Class of activity: general use name: rotary foundation address: 14280 collections center dr chicago, il 60693 cash contribution: 5,200 class of activity: general use name: west bend park & rec address: 1115 s. Main st. West bend, wi 53095 noncash contribution: 9,880 description of property: trees class of activity: general use name: west bend community & alumni address: 1115 timberline dr. West bend, wi 53095 cash contribution: 7,000 class of activity: general use name: volunteer center of washington cnty address: 303 water st. West bend, wi 53095 cash contribution: 10,000

Form 990-ez, Part I, Line 16

Expenses fundraising 4 total 4

Raw XML Appendix179 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/BOYAmt031973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041288
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025358
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09315
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0639
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031973
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041288
IRS990EZ/FundraisingGrossIncomeAmt055375
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042490
IRS990EZ/GrossReceiptsAmt081953
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031973
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041288
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031973
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041288
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/PersonNm2PAUL WILKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE NOWACK
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/OtherExpensesTotalAmt04
IRS990EZ/OtherRevenueTotalAmt01220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DONATIONS TO NON-PROFIT ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt0112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042490
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042490
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029393
IRS990EZ/SpecialEventsNetIncomeLossAmt025982
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043245
IRS990EZ/TotalProgramServiceExpensesAmt042490
IRS990EZ/TotalRevenueAmt052560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WESTBENDSUNRISEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt056595
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt041395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt045082
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt044937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051538
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0239547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0364563
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073778
IRS990ScheduleA/Total509Grp/TotalAmt0364563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065838
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0364583
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt014300
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt08000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt022300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029393
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ENCHANTMENT RAF
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05633
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05633
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055375
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025982
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01460
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,220 TOTAL 1,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: GENERAL USE NAME: ROTARY FOUNDATION ADDRESS: 14280 COLLECTIONS CENTER DR CHICAGO, IL 60693 CASH CONTRIBUTION: 5,200 CLASS OF ACTIVITY: GENERAL USE NAME: WEST BEND PARK & REC ADDRESS: 1115 S. MAIN ST. WEST BEND, WI 53095 NONCASH CONTRIBUTION: 9,880 DESCRIPTION OF PROPERTY: TREES CLASS OF ACTIVITY: GENERAL USE NAME: WEST BEND COMMUNITY & ALUMNI ADDRESS: 1115 TIMBERLINE DR. WEST BEND, WI 53095 CASH CONTRIBUTION: 7,000 CLASS OF ACTIVITY: GENERAL USE NAME: VOLUNTEER CENTER OF WASHINGTON CNTY ADDRESS: 303 WATER ST. WEST BEND, WI 53095 CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES FUNDRAISING 4 TOTAL 4
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK EMERICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623356037
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0169D93843940E8B709B89A6D81607ADEE0D54B43
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0169D93843940E8B709B89A6D81607ADEE0D54B43
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.83.210
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:26:15
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/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02018-05-15T15:26:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings