Civic Intelligence

Roberts Lake Association Inc

990EZ • Fiscal year 2023 • EIN 39-2005503

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 22, 2023

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

(414) 510-1331

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.2%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$85,670

Down $9,697 (-10%) from 2022

Net Assets

Down

$85,670

Down $9,697 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin14th percentile

Revenue

Up

$32,419

Up $998 (+3.2%) from 2022

Expenses

Up

$42,116

Up $28,990 (+221%) from 2022

Net Income

Down

-$9,697

Down $27,992 (-153%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2023

Assets$85,670
Liabilities$0
Net Assets$85,670
Open 2023 Filing

Operations Trend

Revenue Growth49th 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

2023

Revenue$32,419
Expenses$42,116
Net Income-$9,697
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 22, 2023
Return Version
2022v5.0
Gross Receipts
$52,570
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.$1,000$42,116
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB NACKPresident-$0--
MARK HAUSERVice Preside-$0--
SU SENSORecording Se-$0--
RICHARD DIETZLERTreasurer-$0--
BILL BRUNNERDirector-$0--
BRETT KAEHNEDirector-$0--
LEE LAMERSDirector-$0--
GUS NORDHOLMDirector-$0--
SCOTT SHULDESDirector-$0--
KEN BLAEDOWDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Fisheree$46,300$46,300$12,929$33,371
Total Events$46,300$46,300$20,151$26,149
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
2023-08-22
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 2,672 dues & donations 738 activities & funerals 471 taxes 785 supplies 63 eurasian milfoil mgmt 15,164 fish planting 14,355 miscellaneous 236 total 34,484”

Raw XML Appendix146 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/PhoneNum04145101331
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01331 EVERGREEN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095367
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9697
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095367
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085670
IRS990EZ/FundraisingGrossIncomeAmt046300
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt052570
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0490
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0780
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095367
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095367
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085670
IRS990EZ/OccupancyRentUtltsAndMaintAmt06632
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/PersonNm1MARK HAUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SU SENSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD DIETZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL BRUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRETT KAEHNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEE LAMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GUS NORDHOLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SCOTT SHULDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KEN BLAEDOW
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/OtherExpensesTotalAmt034484
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/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042116
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020151
IRS990EZ/SpecialEventsNetIncomeLossAmt026149
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042116
IRS990EZ/TotalProgramServiceExpensesAmt042116
IRS990EZ/TotalRevenueAmt032419
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROBERTSLAKE.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020151
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUMMER FISHEREE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02222
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046300
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026149
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012929
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 2,672 DUES & DONATIONS 738 ACTIVITIES & FUNERALS 471 TAXES 785 SUPPLIES 63 EURASIAN MILFOIL MGMT 15,164 FISH PLANTING 14,355 MISCELLANEOUS 236 TOTAL 34,484
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DIETZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SAUERESSIG
ReturnHeader/ReturnTs02023-08-30T13:19:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIETZLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,670
Liabilities
$0
Net assets
$85,670
Revenue
$32,419
Expenses
$42,116
Net income
-$9,697
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
2023Detailed filing. Detailed filing data is available for this year.$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