Civic Intelligence

West Bend Community & Alumni Scholarship Foundation Inc.

990 • Fiscal year 2016 • EIN 39-6055248

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 12, 2016

1115 Timberline DriveWest Bend, WI 53095

(262) 338-1060

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

52%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

104%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,536,836

Up $261,623 (+11%) from 2015

Net Assets

Up

$2,536,836

Up $261,623 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$485,261

Up $247,737 (+104%) from 2015

Expenses

Up

$231,192

Up $12,499 (+5.7%) from 2015

Net Income

Up

$254,069

Up $235,238 (+1249%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,931,755Liabilities 2011: $0Net Assets 2011: $1,931,7552011Assets 2012: $2,112,582Liabilities 2012: $0Net Assets 2012: $2,112,5822012Assets 2013: $2,190,053Liabilities 2013: $0Net Assets 2013: $2,190,0532013Assets 2014: $2,380,601Liabilities 2014: $0Net Assets 2014: $2,380,6012014Assets 2015: $2,275,213Liabilities 2015: $0Net Assets 2015: $2,275,2132015Assets 2016: $2,536,836Liabilities 2016: $0Net Assets 2016: $2,536,8362016Assets 2017: $2,738,520Liabilities 2017: $0Net Assets 2017: $2,738,5202017Assets 2018: $2,891,667Liabilities 2018: $0Net Assets 2018: $2,891,6672018Assets 2019: $2,990,330Liabilities 2019: $0Net Assets 2019: $2,990,3302019Assets 2020: $3,375,305Liabilities 2020: $0Net Assets 2020: $3,375,3052020Assets 2021: $4,405,054Liabilities 2021: $22,002Net Assets 2021: $4,383,0522021Assets 2022: $3,812,819Liabilities 2022: $22,497Net Assets 2022: $3,790,3222022Assets 2023: $3,924,752Liabilities 2023: $20,000Net Assets 2023: $3,904,7522023Assets 2024: $4,372,262Liabilities 2024: $37,032Net Assets 2024: $4,335,2302024Assets 2025: $4,734,347Liabilities 2025: $2,591Net Assets 2025: $4,731,7562025

Highlighted filing

2016

Assets$2,536,836
Liabilities$0
Net Assets$2,536,836

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $228,323Expenses 2011: $194,640Net Income 2011: $33,6832011Revenue 2012: $330,637Expenses 2012: $210,564Net Income 2012: $120,0732012Revenue 2013: $192,111Expenses 2013: $186,731Net Income 2013: $5,3802013Revenue 2014: $283,515Expenses 2014: $194,375Net Income 2014: $89,1402014Revenue 2015: $237,524Expenses 2015: $218,693Net Income 2015: $18,8312015Revenue 2016: $485,261Expenses 2016: $231,192Net Income 2016: $254,0692016Revenue 2017: $339,264Expenses 2017: $283,945Net Income 2017: $55,3192017Revenue 2018: $796,011Expenses 2018: $291,489Net Income 2018: $504,5222018Revenue 2019: $400,797Expenses 2019: $346,919Net Income 2019: $53,8782019Revenue 2020: $286,808Expenses 2020: $349,524Net Income 2020: -$62,7162020Revenue 2021: $630,788Expenses 2021: $312,846Net Income 2021: $317,9422021Revenue 2022: $502,887Expenses 2022: $356,698Net Income 2022: $146,1892022Revenue 2023: $457,503Expenses 2023: $373,244Net Income 2023: $84,2592023Revenue 2024: $549,236Expenses 2024: $373,419Net Income 2024: $175,8172024Revenue 2025: $806,185Expenses 2025: $415,458Net Income 2025: $390,7272025

Highlighted filing

2016

Revenue$485,261
Expenses$231,192
Net Income$254,069
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 12, 2016
Return Version
2015v3.0
Gross Receipts
$1,122,361
Mission and Program Overview

Mission

To encourage graduates of west bend high schools to continue advanced education by providing academic and technical scholarships.

Provides scholarships to individuals based on educational merit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,227,518$2,469,315▲ $241,797
Savings and Temporary Cash Investments$37,630$43,058▲ $5,428
Cash and Non-Interest-Bearing Accounts$10,065$24,463▲ $14,398
Total Assets$2,275,213$2,536,836▲ $261,623
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,275,213$2,536,836▲ $261,623
Total Net Assets Fund Balance$2,275,213$2,536,836▲ $261,623
Total Liabilities and Net Assets / Fund Balance$2,275,213$2,536,836▲ $261,623
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$360,202
Program Service Revenue
$0
Investment Income
$133,522
Other Revenue
$-8,463
All Other Contributions
$310,239
Change in Net Assets
$254,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$222,050
Other Expenses$9,142
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$222,050--$222,050
Conferences and Meetings-$1,747-$1,747
Fees for Services Accounting-$1,114-$1,114
Office Expenses-$727-$727
Insurance-$500-$500
Other Expenses-$54-$54
Total Functional Expenses$222,050$9,142$0$231,192
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$40,747
Fundraising Gross Income$32,267
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts$32,852$24,352$3,128$21,224
5k Run/walk$49,378$7,915$6,431$1,484
Total Events$82,230$32,267$40,747$-8,480
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 will be reviewed prior to issuance by the treasurer. The treasurer will present the form 990 to the board of directors at the next scheduled meeting.

Form 990, Page 6, Part VI, Line 19

Form 990, governing documents, policies, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
West Bend Community & Alumni
EIN
39-6055248
Phone
2623381060
Address
1115 TIMBERLINE DRIVE, WEST BEND, WI 53095

Signing Officer

Name
John Conwell
Title
Treasurer
Phone
2623381060
Signed
2016-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Conwell
Formed
1972
Legal Domicile
Wi
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
60

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, Part XI, Line 9

Change in unrealized gains on investments 7,554 total 7,554

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetAssetsOrFundBalancesBOYAmt02275213
IRS990/NetAssetsOrFundBalancesEOYAmt02536836
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt087372
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt087372
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8480
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8480
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt019425
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0727
IRS990/OfficeExpensesGrp/TotalAmt0727
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt07554
IRS990/OtherExpensesGrp/Desc0TRUST FEES - M&I
IRS990/OtherExpensesGrp/Desc1LICENSES & PERMITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt154
IRS990/OtherExpensesGrp/TotalAmt05000
IRS990/OtherExpensesGrp/TotalAmt154
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt017
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017
IRS990/OtherRevenueTotalAmt017
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN CONWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0141169
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0210675
IRS990/PYInvestmentIncomeAmt0102641
IRS990/PYOtherExpensesAmt08018
IRS990/PYOtherRevenueAmt0-6286
IRS990/PYRevenuesLessExpensesAmt018831
IRS990/PYTotalExpensesAmt0218693
IRS990/PYTotalRevenueAmt0237524
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0254069
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037630
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043058
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONCERT 111,166 5K RUN/WALK 42,676 MISCELLANEOUS 37
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0360202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0141169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0122629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0268192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01059916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt049655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt048033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048288
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0242963
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt032284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033956
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035857
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt031839
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt019943
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0153879
IRS990ScheduleA/PublicSupportCY170Pct00.42490
IRS990ScheduleA/PublicSupportPY170Pct00.41040
IRS990ScheduleA/PublicSupportTotal170Amt0618934
IRS990ScheduleA/SubstantialContributorsTotAmt0440982
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0360202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0141169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167724
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0122629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0268192
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01059916
IRS990ScheduleA/TotalSupportAmt01456758
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt049963
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt041463
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040747
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt030000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt030000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05K RUN/WALK
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0260
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032267
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8480
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0928
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0928
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09559
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06431
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03128
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0222050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0180
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE REQUIRE STUDENTS TO PROVIDE TRANSCRIPTS FROM AN ACCREDITED INSTITUTION FOR PROOF OF ENROLLMENT AND MINIMUM ACADEMIC ACHIEVEMENT PRIOR TO DISBURSEMENT OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED PRIOR TO ISSUANCE BY THE TREASURER. THE TREASURER WILL PRESENT THE FORM 990 TO THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS ON INVESTMENTS 7,554 TOTAL 7,554
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.81$0.42$0.39
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.04$4.34$0.55$0.37$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.02$3.90$0.46$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.02$3.79$0.50$0.36$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.02$4.38$0.63$0.31$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.29$0.35$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.40$0.35$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.80$0.29$0.50
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.34$0.28$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.49$0.23$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.24$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.28$0.19$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.19$0.19$0.01
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.33$0.21$0.12
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$0.23$0.19$0.03