Civic Intelligence

Roberts Lake Association Inc

EIN 39-2005503 • 501(c)4 • West Bend, WI

Profile

Lake improvement and maintenance

1331 Evergreen StreetWest Bend, WI 53095

www.robertslake.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

45th percentile

-0.2%

Higher net margin than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

-0.1%

Faster asset growth than 52% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-23%

Faster revenue growth than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$119,620

Down $80 (-0.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$119,620

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Down

$38,095

Down $11,266 (-23%) from 2024

Expenses

Up

$38,175

Up $22,844 (+149%) from 2024

Net Income

Down

-$80

Down $34,110 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $31,355Liabilities 2012: $02012Assets 2013: $28,491Liabilities 2013: $0Net Assets 2013: $28,4912013Assets 2014: $27,652Liabilities 2014: $0Net Assets 2014: $27,6522014Assets 2015: $27,904Liabilities 2015: $0Net Assets 2015: $27,9042015Assets 2016: $16,454Liabilities 2016: $0Net Assets 2016: $16,4542016Assets 2017: $39,864Liabilities 2017: $02017Assets 2018: $42,917Liabilities 2018: $0Net Assets 2018: $42,9172018Assets 2019: $90,405Liabilities 2019: $32,512Net Assets 2019: $57,8932019Assets 2020: $98,719Liabilities 2020: $2,400Net Assets 2020: $96,3192020Assets 2021: $77,072Liabilities 2021: $0Net Assets 2021: $77,0722021Assets 2022: $95,367Liabilities 2022: $0Net Assets 2022: $95,3672022Assets 2023: $85,670Liabilities 2023: $0Net Assets 2023: $85,6702023Assets 2024: $119,700Liabilities 2024: $02024Assets 2025: $119,620Net Assets 2025: $119,6202025

Highlighted filing

2025

Assets$119,620
Liabilities-
Net Assets$119,620
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $12,479Expenses 2012: $9,229Net Income 2012: $3,2502012Revenue 2013: $10,881Expenses 2013: $13,745Net Income 2013: -$2,8642013Revenue 2014: $13,709Expenses 2014: $14,548Net Income 2014: -$8392014Revenue 2015: $15,615Expenses 2015: $15,363Net Income 2015: $2522015Revenue 2016: $26,009Expenses 2016: $37,459Net Income 2016: -$11,4502016Revenue 2017: $41,951Expenses 2017: $18,541Net Income 2017: $23,4102017Revenue 2018: $24,841Expenses 2018: $21,788Net Income 2018: $3,0532018Revenue 2019: $32,338Expenses 2019: $17,362Net Income 2019: $14,9762019Revenue 2020: $53,880Expenses 2020: $15,454Net Income 2020: $38,4262020Revenue 2021: $6,840Expenses 2021: $26,087Net Income 2021: -$19,2472021Revenue 2022: $31,421Expenses 2022: $13,126Net Income 2022: $18,2952022Revenue 2023: $32,419Expenses 2023: $42,116Net Income 2023: -$9,6972023Revenue 2024: $49,361Expenses 2024: $15,331Net Income 2024: $34,0302024Revenue 2025: $38,095Expenses 2025: $38,175Net Income 2025: -$802025

Highlighted filing

2025

Revenue$38,095
Expenses$38,175
Net Income-$80
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$119,620
Liabilities
-
Net assets
$119,620
Revenue
$38,095
Expenses
$38,175
Net income
-$80
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$0.38$0.38$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$0.49$0.15$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.32$0.42$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.31$0.13$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.26$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.02$0.96$0.54$0.15$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.33$0.58$0.32$0.17$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.25$0.22$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.42$0.19$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.26$0.37$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.16$0.15$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.14$0.15$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.11$0.14$0.03
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.12$0.09$0.03
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 6, 2021
Return Version
2020v4.0
Gross Receipts
$6,840
Mission and Program Overview

Mission

Lake improvement and maintenance

Program Services

DescriptionGrantsExpenses
FISH PLANTING, FISH CRIB MAINTENANCE, WATER QUALITY TESTING, TOWN FIRE AND RESCUE SUPPORT, ANNUAL FISHERIE PROVIDED ENTERTAINMENT TO GENERAL PUBLIC.$500$26,087
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB NACKPresident-$0--
JEFF KAISERVice Preside-$0--
KAYE HENNINGRecording Se-$0--
RICHARD DIETZLERTreasurer-$0--
BILL BRUNNERDirector-$0--
MATT MCCELLANDDirector-$0--
LYLE WEYERSDirector-$0--
DON SCHROEDERDirector-$0--
GUS NORDHOLMDirector-$0--
SCOTT SHULDESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Roberts Lake Association Inc
EIN
39-2005503
Address
1331 EVERGREEN STREET, WEST BEND, WI 53095

Signing Officer

Name
Richard Dietzler
Title
Treasurer
Signed
2021-10-06
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 16

“Expenses insurance 2,748 dues & donations 665 activities & funerals 162 taxes 821 supplies 42 eurasian milfoil mgmt 7,370 fish planting studies 13,073 total 24,881”

Form 990-ez, Part II, Line 26

“NOTE PAYABLE 2,400 0”

Raw XML Appendix136 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BOB NACK
CompensationExplanation/CompensationExplanationGrp/PersonNm1JEFF KAISER
CompensationExplanation/CompensationExplanationGrp/PersonNm2KAYE HENNING
CompensationExplanation/CompensationExplanationGrp/PersonNm3RICHARD DIETZLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4BILL BRUNNER
CompensationExplanation/CompensationExplanationGrp/PersonNm5MATT MCCELLAND
CompensationExplanation/CompensationExplanationGrp/PersonNm6LYLE WEYERS
CompensationExplanation/CompensationExplanationGrp/PersonNm7DON SCHROEDER
CompensationExplanation/CompensationExplanationGrp/PersonNm8GUS NORDHOLM
CompensationExplanation/CompensationExplanationGrp/PersonNm9SCOTT SHULDES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD DIETZLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02623388968
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01331 EVERGREEN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt098719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04887
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19247
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt098719
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077072
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt06840
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0673
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01280
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096319
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096319
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077072
IRS990EZ/OccupancyRentUtltsAndMaintAmt0706
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOB NACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAYE HENNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD DIETZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL BRUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATT MCCELLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LYLE WEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DON SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GUS NORDHOLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT SHULDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024881
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LAKE IMPROVEMENT AND MAINTENANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FISH PLANTING, FISH CRIB MAINTENANCE, WATER QUALITY TESTING, TOWN FIRE AND RESCUE SUPPORT, ANNUAL FISHERIE PROVIDED ENTERTAINMENT TO GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026087
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026087
IRS990EZ/TotalProgramServiceExpensesAmt026087
IRS990EZ/TotalRevenueAmt06840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROBERTSLAKE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 2,748 DUES & DONATIONS 665 ACTIVITIES & FUNERALS 162 TAXES 821 SUPPLIES 42 EURASIAN MILFOIL MGMT 7,370 FISH PLANTING STUDIES 13,073 TOTAL 24,881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOTE PAYABLE 2,400 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DIETZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS LAKE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0392005503
ReturnHeader/Filer/USAddress/AddressLine1Txt01331 EVERGREEN STREET
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/PreparationDt02021-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02021-10-08T09:09:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIETZLER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits