Civic Intelligence

West Bend Community & Alumni Scholarship Foundation Inc.

990 • Fiscal year 2017 • EIN 39-6055248

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 26, 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.0%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,738,520

Up $201,684 (+8.0%) from 2016

Net Assets

Up

$2,738,520

Up $201,684 (+8.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$339,264

Down $145,997 (-30%) from 2016

Expenses

Up

$283,945

Up $52,753 (+23%) from 2016

Net Income

Down

$55,319

Down $198,750 (-78%) from 2016

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

2017

Assets$2,738,520
Liabilities$0
Net Assets$2,738,520

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

2017

Revenue$339,264
Expenses$283,945
Net Income$55,319
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 26, 2017
Return Version
2016v3.0
Gross Receipts
$1,536,803
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$2,469,315$2,682,069▲ $212,754
Savings and Temporary Cash Investments$43,058$32,718▼ $10,340
Cash and Non-Interest-Bearing Accounts$24,463$23,733▼ $730
Total Assets$2,536,836$2,738,520▲ $201,684
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,536,836$2,738,520▲ $201,684
Total Net Assets Fund Balance$2,536,836$2,738,520▲ $201,684
Total Liabilities and Net Assets / Fund Balance$2,536,836$2,738,520▲ $201,684
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$236,364
Program Service Revenue
$0
Investment Income
$103,445
Other Revenue
$-545
All Other Contributions
$184,364
Change in Net Assets
$55,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$270,350
Other Expenses$13,595
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$270,350--$270,350
Fees for Services Accounting-$2,935-$2,935
Conferences and Meetings-$1,927-$1,927
Insurance-$1,564-$1,564
Other Expenses-$54-$54
Total Functional Expenses$270,350$13,595$0$283,945
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,995
Fundraising Gross Income$34,450
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts$69,345$27,345$4,166$23,179
5k Run/walk$17,105$7,105$8,423$-1,318
Total Events$86,450$34,450$34,995$-545
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
2017-11-26
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 146,365

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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/NetAssetsOrFundBalancesEOYAmt02738520
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt054514
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054514
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-545
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-545
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt016014
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0146365
IRS990/OtherExpensesGrp/Desc0TRUST FEES - M&I
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2LICENSES & PERMITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt254
IRS990/OtherExpensesGrp/TotalAmt05000
IRS990/OtherExpensesGrp/TotalAmt12115
IRS990/OtherExpensesGrp/TotalAmt254
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN CONWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0360202
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0222050
IRS990/PYInvestmentIncomeAmt0133522
IRS990/PYOtherExpensesAmt09142
IRS990/PYOtherRevenueAmt0-8463
IRS990/PYRevenuesLessExpensesAmt0254069
IRS990/PYTotalExpensesAmt0231192
IRS990/PYTotalRevenueAmt0485261
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt055319
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043058
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032718
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONCERT 118,588 5K RUN/WALK 49,781 MISCELLANEOUS 17
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0236364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0360202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0141169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0167724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01028088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt049655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050837
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0243606
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt034450
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt032284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt033956
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt035857
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt031839
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0168386
IRS990ScheduleA/PublicSupportCY170Pct00.44190
IRS990ScheduleA/PublicSupportPY170Pct00.42490
IRS990ScheduleA/PublicSupportTotal170Amt0636325
IRS990ScheduleA/SubstantialContributorsTotAmt0391763
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0236364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0360202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0141169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0167724
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122629
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01028088
IRS990ScheduleA/TotalSupportAmt01440080
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/CharitableContributionsTotAmt052000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034995
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt022146
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt022146
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN/WALK
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0260
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012589
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04166
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08423
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0270350
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0216
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 146,365
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
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02536836

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