Civic Intelligence

Roberts Lake Association Inc

990EZ • Fiscal year 2014 • EIN 39-2005503

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization ProfileWWW.ROBERTSLAKE.COM
1331 Evergreen StreetWest Bend, WI 53095

(262) 334-2341

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

28th percentile

-6.1%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

37th percentile

-2.9%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

26%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$27,652

Down $839 (-2.9%) from 2013

Net Assets

Down

$27,652

Down $839 (-2.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

Up

$13,709

Up $2,828 (+26%) from 2013

Expenses

Up

$14,548

Up $803 (+5.8%) from 2013

Net Income

Up

-$839

Up $2,025 (+71%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2014

Assets$27,652
Liabilities$0
Net Assets$27,652
Open 2014 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$13,709
Expenses$14,548
Net Income-$839
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$27,057
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.$1,500$14,548
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF KAISERActing Pres-$0--
SUE PAULSONCorresp. Sec-$0--
MICHELE TRAWICKIRecording Se-$0--
RICHARD DIETZLERTreasurer-$0--
JOHN MC CULLOCHDirector-$0--
BOB NACKDirector-$0--
LYLE WEYERSDirector-$0--
DON SCHROEDERDirector-$0--
BILL HOFFMANDirector-$0--
MIKE DUBBOUTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,846$23,846$12,736$11,110
Total Events$23,846$23,846$12,736$11,110
Filing and Contact Details

Filer

EIN
39-2005503

Signing Officer

Name
Richard Dietzler
Title
Treasurer
Signed
2014-10-31
Discuss with paid preparer
Yes

Preparer

Preparer
Mark Hauser
Phone
2623342341
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses dues & donations 3,105 macrophyte study 937 insurance 2,811 activities & funerals 1,823 grass cutting 75 safety deposit box 13 miscellaneous 2,299 taxes 440 sec. & treas. Fees 300 supplies 287 total 12,090”

Raw XML Appendix145 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/PersonNm0JEFF KAISER
CompensationExplanation/CompensationExplanationGrp/PersonNm1SUE PAULSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2MICHELE TRAWICKI
CompensationExplanation/CompensationExplanationGrp/PersonNm3RICHARD DIETZLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4JOHN MC CULLOCH
CompensationExplanation/CompensationExplanationGrp/PersonNm5BOB NACK
CompensationExplanation/CompensationExplanationGrp/PersonNm6LYLE WEYERS
CompensationExplanation/CompensationExplanationGrp/PersonNm7DON SCHROEDER
CompensationExplanation/CompensationExplanationGrp/PersonNm8BILL HOFFMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm9MIKE DUBBOUT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD DIETZLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02623342341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101331 EVERGREEN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0555
IRS990EZ/CostOfGoodsSoldAmt0612
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-839
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028491
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027652
IRS990EZ/FundraisingGrossIncomeAmt023846
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0464
IRS990EZ/GrossReceiptsAmt027057
IRS990EZ/GrossSalesOfInventoryAmt01076
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01580
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028491
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028491
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027652
IRS990EZ/OccupancyRentUtltsAndMaintAmt0608
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/PersonNm0JEFF KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE PAULSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE TRAWICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD DIETZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MC CULLOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB NACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LYLE WEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DON SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BILL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MIKE DUBBOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ACTING PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CORRESP. SEC
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/OtherExpensesTotalAmt012090
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/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014548
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt012736
IRS990EZ/SpecialEventsNetIncomeLossAmt011110
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014548
IRS990EZ/TotalProgramServiceExpensesAmt014548
IRS990EZ/TotalRevenueAmt013709
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROBERTSLAKE.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023846
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FISHEREE-DETAIL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011110
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012736
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DUES & DONATIONS 3,105 MACROPHYTE STUDY 937 INSURANCE 2,811 ACTIVITIES & FUNERALS 1,823 GRASS CUTTING 75 SAFETY DEPOSIT BOX 13 MISCELLANEOUS 2,299 TAXES 440 SEC. & TREAS. FEES 300 SUPPLIES 287 TOTAL 12,090
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DIETZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROBERTS LAKE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0392005503
ReturnHeader/Filer/USAddress/AddressLine101331 EVERGREEN STREET
ReturnHeader/Filer/USAddress/City0WEST BEND
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053095
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390843014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KIECKHAFER DIETZLER HAUSER HANSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 637
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0530950637
ReturnHeader/PreparerPersonGrp/PhoneNum02623342341
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK HAUSER
ReturnHeader/ReturnTs02014-10-31T07:15:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,652
Liabilities
$0
Net assets
$27,652
Revenue
$13,709
Expenses
$14,548
Net income
-$839
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits