Civic Intelligence

West Bend Sunrise Rotary Foundation Inc.

990EZ • Fiscal year 2019 • EIN 39-1923892

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileWESTBENDSUNRISEROTARY.ORG
420 Meadowbrook DrWest Bend, WI 53090

(262) 334-3344

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

51%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$73,519

Up $24,926 (+51%) from 2018

Net Assets

Up

$73,519

Up $24,926 (+51%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin91st percentile

Revenue

Up

$52,287

Up $4,513 (+9.4%) from 2018

Expenses

Down

$27,361

Down $13,108 (-32%) from 2018

Net Income

Up

$24,926

Up $17,621 (+241%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

2019

Assets$73,519
Liabilities$0
Net Assets$73,519
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

2019

Revenue$52,287
Expenses$27,361
Net Income$24,926
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$60,487
Mission and Program Overview

Mission

Provide donations to non-profit organizations

Provide charitable donations to non-profit organizations

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS$26,697$27,361
Compensation and Service Providers
Top Officer Pay77th percentile

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
Enchantment in$24,115$24,115-$24,115
Dinner Raffle$17,027$17,027-$17,027
Total Events$57,626$57,626$8,200$49,426
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
2020-11-13
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: 13,377 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: 6,320”

Raw XML Appendix148 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CHARITABLE DONATIONS TO NON-PROFIT ORGANIZATIONS
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt049426
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027361
IRS990EZ/TotalProgramServiceExpensesAmt027361
IRS990EZ/TotalRevenueAmt052287
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WESTBENDSUNRISEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077409
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057627
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt075579
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt081593
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt065838
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt058657
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0339294
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0416703
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072232
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0416703
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER RAFFLE
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: MISCELLANEOUS LOCAL CHARITIES ADDRESS: 420 MEADOWBROOK DR WEST BEND, WI 53090 CASH CONTRIBUTION: 13,377 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: 6,320
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT TENNIES
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ReturnHeader/BusinessOfficerGrp/PhoneNum02623343344
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST BEND SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0391923892
ReturnHeader/Filer/PhoneNum02623343344
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 MEADOWBROOK DR
ReturnHeader/Filer/USAddress/CityNm0WEST BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.149.136.56
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:43:39
ReturnHeader/ReturnTs02020-11-12T12:43:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,519
Liabilities
$0
Net assets
$73,519
Revenue
$52,287
Expenses
$27,361
Net income
$24,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.54$0.69$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.48$0.61$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.28$0.46$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.31$0.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.52$0.27$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.48$0.40$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.53$0.43$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.43$0.46$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.31$0.34$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.57$0.48$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.47$0.31$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.04$0.12$2.11
2011Summary only. Only limited summary data is available for this year.$2.61$0.06$2.55$2.29$2.75$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits