Civic Intelligence

Roberts Lake Association Inc

990EZ • Fiscal year 2019 • EIN 39-2005503

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 21, 2019

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

88th percentile

0.36x

Higher debt load relative to assets than 88% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

1.01x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

46%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

96th percentile

111%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

30%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$90,405

Up $47,488 (+111%) from 2018

Net Assets

Up

$57,893

Up $14,976 (+35%) from 2018

Liabilities

Up

$32,512

Up $32,512 from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin93rd percentile

Revenue

Up

$32,338

Up $7,497 (+30%) from 2018

Expenses

Down

$17,362

Down $4,426 (-20%) from 2018

Net Income

Up

$14,976

Up $11,923 (+391%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2019

Assets$90,405
Liabilities$32,512
Net Assets$57,893
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$32,338
Expenses$17,362
Net Income$14,976
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 21, 2019
Return Version
2018v3.1
Gross Receipts
$47,224
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$17,362
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB NACKPresident-$0--
JEFF KAISERVice Preside-$0--
KAYE HENNINGRecording Se-$0--
RICHARD DIETZLERTreasurer-$0--
JOHN MC CULLOCHDirector-$0--
MATT MCCELLANDDirector-$0--
LYLE WEYERSDirector-$0--
DON SCHROEDERDirector-$0--
GUS NORDHOLMDirector-$0--
SCOTT SHULDESDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fisheree-detail$32,602$32,602$14,886$17,716
Total Events$32,602$32,602$14,886$17,716
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
2019-08-21
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 2,153 dues & donations 788 activities & funerals 974 miscellaneous 10 taxes 781 supplies 356 eurasian milfoil mgmt 8,203 total 13,265”

Form 990-ez, Part II, Line 26

“NOTE PAYABLE 0 32,512”

Raw XML Appendix142 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/BOYAmt042917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090405
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013762
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014976
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090405
IRS990EZ/FundraisingGrossIncomeAmt032602
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt047224
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0860
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057893
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057893
IRS990EZ/OccupancyRentUtltsAndMaintAmt02597
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/PersonNm4JOHN MC CULLOCH
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/OtherExpensesTotalAmt013265
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/ProgramServiceExpensesAmt017362
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014886
IRS990EZ/SpecialEventsNetIncomeLossAmt017716
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032512
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017362
IRS990EZ/TotalProgramServiceExpensesAmt017362
IRS990EZ/TotalRevenueAmt032338
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROBERTSLAKE.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014886
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FISHEREE-DETAIL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032602
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017716
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014886
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 2,153 DUES & DONATIONS 788 ACTIVITIES & FUNERALS 974 MISCELLANEOUS 10 TAXES 781 SUPPLIES 356 EURASIAN MILFOIL MGMT 8,203 TOTAL 13,265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOTE PAYABLE 0 32,512
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DIETZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0169D93843940E8B709B89A6D81607ADEE0D54B43
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0169D93843940E8B709B89A6D81607ADEE0D54B43
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.83.210
ReturnHeader/FilingSecurityInformation/IPDt02019-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:39:53
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/PreparationDt02019-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02019-08-22T07:39:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
$90,405
Liabilities
$32,512
Net assets
$57,893
Revenue
$32,338
Expenses
$17,362
Net income
$14,976
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
2019Detailed filing. Detailed filing data is available for this year.$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