Roberts Lake Association Inc

990EZ • Fiscal year 2013 • EIN 39-2005503

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 24, 2013

Organization Profile WWW.ROBERTSLAKE.COM

2018 Travis CourtWest Bend, WI 53073

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

-26%

Higher net margin than 11% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-9.1%

Faster asset growth than 25% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

-13%

Faster revenue growth than 24% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$28,491

Down $2,864 (-9.1%) from 2012

Net Assets

$28,491

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin11th percentile

Revenue

Down

$10,881

Down $1,598 (-13%) from 2012

Expenses

$13,745

Up $4,516 (+49%) from 2012

Net Income

Down

-$2,864

Down $6,114 (-188%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$28,491

Liabilities$0

Net Assets$28,491

Open 2013 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$10,881

Expenses$13,745

Net Income-$2,864

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Oct 24, 2013
Return Version: 2012v2.3

Mission and Program Overview

Mission

Lake improvement and maintenance

Filing and Contact Details

Filer

EIN: 39-2005503

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.

Path	#	Value
CompensationExplanation/Compensation/PersonName	0	JEFF KAISER
CompensationExplanation/Compensation/PersonName	1	SUE PAULSON
CompensationExplanation/Compensation/PersonName	2	MICHELE TRAWICKI
CompensationExplanation/Compensation/PersonName	3	MARK CALLIARI
CompensationExplanation/Compensation/PersonName	4	JOHN MC CULLOCH
CompensationExplanation/Compensation/PersonName	5	BOB NACK
CompensationExplanation/Compensation/PersonName	6	LYLE WEYERS
CompensationExplanation/Compensation/PersonName	7	DON SCHROEDER
CompensationExplanation/Compensation/PersonName	8	BILL HOFFMAN
CompensationExplanation/Compensation/PersonName	9	MIKE DUBBOUT
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	31355
IRS990EZ/CashSavingsAndInvestments/EOY	0	28491
IRS990EZ/ContributionsGiftsGrantsEtc	0	300
IRS990EZ/CostOfGoodsSold	0	1724
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-2864
IRS990EZ/FeesAndOthPymtToIndContractors	0	330
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/FundraisingGrossIncome	0	21555
IRS990EZ/GrantsAndSimilarAmountsPaid	0	1500
IRS990EZ/GroProfitLossSalesOfInventory	0	-767
IRS990EZ/GrossReceipts	0	23252
IRS990EZ/GrossSalesOfInventory	0	957
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MembershipDues	0	440
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	31355
IRS990EZ/NetAssetsOrFundBalancesBOY	0	31355
IRS990EZ/NetAssetsOrFundBalances/EOY	0	28491
IRS990EZ/NetAssetsOrFundBalancesEOY	0	28491
IRS990EZ/OccupancyRentUtilitiesAndMaint	0	482
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	JEFF KAISER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	SUE PAULSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	MICHELE TRAWICKI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	MARK CALLIARI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	JOHN MC CULLOCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	BOB NACK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	LYLE WEYERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	DON SCHROEDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	BILL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	MIKE DUBBOUT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	ACTING PRES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	RECORDING SE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	DIRECTOR
IRS990EZ/Organization501c	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	11433
IRS990EZ/PrimaryExemptPurpose	0	LAKE IMPROVEMENT AND MAINTENANCE
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	FISH PLANTING, FISH CRIB MAINTENANCE, WATER QUALITY TESTING, TOWN FIRE AND RESCUE SUPPORT, ANNUAL FISHERIE PROVIDED ENTERTAINMENT TO GENERAL PUBLIC.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	1500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	13745
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	10647
IRS990EZ/SpecialEventsNetIncomeLoss	0	10908
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	2018 TRAVIS COURT
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	PLYMOUTH
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	53073
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	MARK CALLIARI
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	9209180437
IRS990EZ/TotalAssets/BOY	0	31355
IRS990EZ/TotalAssets/EOY	0	28491
IRS990EZ/TotalExpenses	0	13745
IRS990EZ/TotalProgramServiceExpenses	0	13745
IRS990EZ/TotalRevenue	0	10881
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/WebSite	0	WWW.ROBERTSLAKE.COM
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	10647
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	21555
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	21555
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	21555
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	21555
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	FISHEREE-DETAIL
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	10908
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	10647
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	10647
IRS990ScheduleO/GeneralExplanation/Explanation	0	EXPENSES INSURANCE 1,468 ACTIVITIES 1,385 DUES & DONATIONS 1,824 FISH PLANTING 5,750 MISCELLANEOUS 10 TAXES 473 SECRETARY FEE 300 SUPPLIES 185 SAFETY DEPOSIT BOX 38 TOTAL 11,433
IRS990ScheduleO/GeneralExplanation/Explanation	1	523 523 LESS ACCUMULATED DEPRECIATION 523 523 TOTAL 0 0
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	392005503
ReturnHeader/Filer/Name/BusinessNameLine1	0	ROBERTS LAKE ASSOCIATION INC
ReturnHeader/Filer/NameControl	0	ROBE
ReturnHeader/Filer/USAddress/AddressLine1	0	2018 TRAVIS COURT
ReturnHeader/Filer/USAddress/City	0	PLYMOUTH
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53073
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2013-10-24
ReturnHeader/Officer/Name	0	MARK CALLIARI
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/Preparer/DatePrepared	0	2013-11-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	KERBERROSE SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	2202 WOODALE AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	GREEN BAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	543138910
ReturnHeader/Preparer/Name	0	MICHAEL I RUBY CPA
ReturnHeader/Preparer/Phone	0	9204347310
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-05T16:40:21-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $28,491
Liabilities: $0
Net assets: $28,491
Revenue: $10,881
Expenses: $13,745
Net income: -$2,864

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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