Civic Intelligence

Roberts Lake Association Inc

990EZ • Fiscal year 2016 • EIN 39-2005503

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 25, 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-41%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

67%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$16,454

Down $11,450 (-41%) from 2015

Net Assets

Down

$16,454

Down $11,450 (-41%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Up

$26,009

Up $10,394 (+67%) from 2015

Expenses

Up

$37,459

Up $22,096 (+144%) from 2015

Net Income

Down

-$11,450

Down $11,702 (-4644%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2016

Assets$16,454
Liabilities$0
Net Assets$16,454
Open 2016 Filing

Operations Trend

Revenue Growth93rd 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

2016

Revenue$26,009
Expenses$37,459
Net Income-$11,450
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 25, 2016
Return Version
2015v2.1
Gross Receipts
$43,310
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$37,459
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB NACKPresident-$0--
JEFF KAISERVice Preside-$0--
KELLY ROUSECorresp. Sec-$0--
MICHELE TRAWICKIRecording Se-$0--
RICHARD DIETZLERTreasurer-$0--
JOHN MC CULLOCHDirector-$0--
MIKE ROUSEDirector-$0--
LYLE WEYERSDirector-$0--
DON SCHROEDERDirector-$0--
BILL HOFFMANDirector-$0--
MIKE DUBBOUTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fisheree-detail$30,470$30,470$17,301$13,169
Total Events$30,470$30,470$17,301$13,169
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
2016-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
Mark Hauser
Phone
2623342341
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 2,009 dues & donations 1,340 fish planting & studies 6,320 activities & funerals 1,730 safety deposit box 13 miscellaneous 11 taxes 673 supplies 532 eurasian milfoil manageme 6,733 total 19,361”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD DIETZLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02623342341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01331 EVERGREEN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027904
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016454
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016454
IRS990EZ/FundraisingGrossIncomeAmt030470
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt043310
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0840
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016454
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016454
IRS990EZ/OccupancyRentUtltsAndMaintAmt016598
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/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOB NACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY ROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELE TRAWICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD DIETZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN MC CULLOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE ROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LYLE WEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DON SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BILL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE DUBBOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019361
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/ProgramServiceExpensesAmt037459
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt017301
IRS990EZ/SpecialEventsNetIncomeLossAmt013169
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037459
IRS990EZ/TotalProgramServiceExpensesAmt037459
IRS990EZ/TotalRevenueAmt026009
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROBERTSLAKE.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017301
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FISHEREE-DETAIL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030470
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013169
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 2,009 DUES & DONATIONS 1,340 FISH PLANTING & STUDIES 6,320 ACTIVITIES & FUNERALS 1,730 SAFETY DEPOSIT BOX 13 MISCELLANEOUS 11 TAXES 673 SUPPLIES 532 EURASIAN MILFOIL MANAGEME 6,733 TOTAL 19,361
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DIETZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-25
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/PreparationDt02016-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK HAUSER
ReturnHeader/ReturnTs02016-08-29T09:43:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,454
Liabilities
$0
Net assets
$16,454
Revenue
$26,009
Expenses
$37,459
Net income
-$11,450
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
2016Detailed filing. Detailed filing data is available for this year.$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