Civic Intelligence

West Bend Sunrise Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 39-1923892

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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

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

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

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

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.

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

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

35th percentile

-9.1%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Up

$48,593

Up $7,305 (+18%) from 2017

Net Assets

Up

$48,593

Up $7,305 (+18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$47,774

Down $4,786 (-9.1%) from 2017

Expenses

Down

$40,469

Down $2,776 (-6.4%) from 2017

Net Income

Down

$7,305

Down $2,010 (-22%) from 2017

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

2018

Assets$48,593
Liabilities$0
Net Assets$48,593

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

2018

Revenue$47,774
Expenses$40,469
Net Income$7,305
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$75,579
Mission and Program Overview

Mission

Provide donations to non-profit organizations

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS.$39,830$39,830
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$39,498$39,498$1,334$38,164
Enchantment Raf$16,560$16,560-$16,560
Total Events$56,058$56,058$27,805$28,253
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
2019-04-29
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 8,349 total 8,349

Form 990-ez, Part I, Line 10

Class of activity: general use name: family promise of washington county address: 724 elm st. West bend, wi 53095 cash contribution: 10,000 name: rotary international address: one rotary center, 1560 sherman ave evanston, il 60201 cash contribution: 5,400

Raw XML Appendix173 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1087
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041288
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048593
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IRS990EZ/ContributionsGiftsGrantsEtcAmt011172
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07305
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0639
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt056058
IRS990EZ/GrantsAndSimilarAmountsPaidAmt039830
IRS990EZ/GrossReceiptsAmt075579
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041288
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048593
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041288
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048593
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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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/OtherRevenueTotalAmt08349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DONATIONS TO NON-PROFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039830
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039830
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027805
IRS990EZ/SpecialEventsNetIncomeLossAmt028253
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040469
IRS990EZ/TotalProgramServiceExpensesAmt039830
IRS990EZ/TotalRevenueAmt047774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WESTBENDSUNRISEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0113948
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064407
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt056595
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt045082
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt044937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0252416
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0366364
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084337
IRS990ScheduleA/Total509Grp/TotalAmt0366364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075579
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084338
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366366
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt015367
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt07250
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt022617
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027805
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ENCHANTMENT RAF
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03854
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03854
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039498
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039498
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056058
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028253
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01334
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 8,349 TOTAL 8,349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: GENERAL USE NAME: FAMILY PROMISE OF WASHINGTON COUNTY ADDRESS: 724 ELM ST. WEST BEND, WI 53095 CASH CONTRIBUTION: 10,000 NAME: ROTARY INTERNATIONAL ADDRESS: ONE ROTARY CENTER, 1560 SHERMAN AVE EVANSTON, IL 60201 CASH CONTRIBUTION: 5,400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK EMERICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623356037
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.83.210
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:08:09
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/PreparationDt02019-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02019-05-13T16:08:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings