Civic Intelligence

West Bend Community & Alumni Scholarship Foundation Inc.

990 • Fiscal year 2024 • EIN 39-6055248

Sep 01, 2023 to Aug 31, 2024 • Filed on Oct 23, 2024

Organization ProfileWBCOLUMNS.ORG
PO Box 397West Bend, WI 53095

(262) 334-1075

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,372,262

Flat from 2024

Net Assets

Flat

$4,335,230

Flat from 2024

Liabilities

Flat

$37,032

Flat from 2024

Revenue And Expenses

Revenue

Flat

$549,236

Flat from 2024

Expenses

Flat

$373,419

Flat from 2024

Net Income

Flat

$175,817

Flat from 2024

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 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

2024

Assets$4,372,262
Liabilities$37,032
Net Assets$4,335,230
Open 2024 Filing

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 2024: $549,236Expenses 2024: $373,419Net Income 2024: $175,8172024Revenue 2025: $806,185Expenses 2025: $415,458Net Income 2025: $390,7272025

Highlighted filing

2024

Revenue$549,236
Expenses$373,419
Net Income$175,817
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Oct 23, 2024
Return Version
2023v5.0
Gross Receipts
$2,939,065
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,719,340$4,163,352▲ $444,012
Savings and Temporary Cash Investments$172,240$141,253▼ $30,987
Cash and Non-Interest-Bearing Accounts$3,272$66,157▲ $62,885
Prepaid Expenses and Deferred Charges$9,400--
Pledges and Grants Receivable$20,500$1,500▼ $19,000
Total Assets$3,924,752$4,372,262▲ $447,510
Liabilities
Accounts Payable and Accrued Expenses$20,000$37,032▲ $17,032
Total Liabilities$20,000$37,032▲ $17,032
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,904,752$4,335,230▲ $430,478
Total Net Assets Fund Balance$3,904,752$4,335,230▲ $430,478
Total Liabilities and Net Assets / Fund Balance$3,924,752$4,372,262▲ $447,510
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rose PetittePresident
Amanda PalmsteinDirector
Andy HetebruegDirector
Dave KohlmannDirector
Deb CahoonDirector
Justin PogodzinskiDirector
KAREN O'MEARADirector
Kelly EganDirector
Laurie KirschDirector
Lynn PunzenbergerDirector
Marilyn HolmquistDirector
Prudence Pick HwayDirector
Shelly JohnsonDirector
Terri KramerDirector
Josie BrzezinskiSecretary
Lisa SanbornTreasurer
Michelle HockersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$288,328
Program Service Revenue
$0
Investment Income
$270,000
Other Revenue
$-9,092
All Other Contributions
$258,528
Change in Net Assets
$175,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$324,925
Other Expenses$35,037
Salaries, Compensation, and Employee Benefits$13,457
Total Fundraising Expense$7,212
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$324,925--$324,925
Other Salaries and Wages$4,167$4,166$4,167$12,500
Insurance-$2,214-$2,214
Office Expenses$288$260$419$967
Payroll Taxes$319$319$319$957
Fees for Services Accounting-$860-$860
All Other Expenses$487$250-$737
Other Expenses$585$740$2,257$585
Advertising--$50$50
Total Functional Expenses$330,771$35,436$7,212$373,419
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,332
Fundraising Gross Income$25,240
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts$55,040$25,240$2,422$22,818
Total Events$55,040$25,240$34,332$-9,092
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
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2623341075
Address
PO BOX 397, WEST BEND, WI 53095
Doing Business As
West Bend Columns Scholarship Fdn

Signing Officer

Name
Lisa Sanborn
Title
Treasurer
Phone
2623381060
Signed
2024-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Sanborn
Formed
1972
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
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 254,661”

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2740
IRS990/OtherExpensesGrp/ProgramServicesAmt0585
IRS990/OtherExpensesGrp/TotalAmt024428
IRS990/OtherExpensesGrp/TotalAmt14456
IRS990/OtherExpensesGrp/TotalAmt2740
IRS990/OtherExpensesGrp/TotalAmt3585
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04166
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04167
IRS990/OtherSalariesAndWagesGrp/TotalAmt012500
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0319
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0319
IRS990/PayrollTaxesGrp/ProgramServicesAmt0319
IRS990/PayrollTaxesGrp/TotalAmt0957
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09400
IRS990/PrincipalOfficerNm0LISA SANBORN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0INTRODUCE FOURTH GRADE STUDENTS TO THE SYMPHONY AND TO THE SCHOLARSHIP FOUNDATION. APPROXIMATELY 1,000 STUDENTS INVOLVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05846
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0289527
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0329875
IRS990/PYInvestmentIncomeAmt0169606
IRS990/PYOtherExpensesAmt043369
IRS990/PYOtherRevenueAmt0-1630
IRS990/PYRevenuesLessExpensesAmt084259
IRS990/PYTotalExpensesAmt0373244
IRS990/PYTotalRevenueAmt0457503
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0175817
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0172240
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0141253
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONCERT 105,464 5K RUN/WALK 9,633 MISCELLANEOUS 862
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0288328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0289527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0289209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0499975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0330433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01697472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt073449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt079701
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0381626
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt025240
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt024492
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt029847
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05168
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt031212
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0115959
IRS990ScheduleA/PublicSupportCY170Pct00.59970
IRS990ScheduleA/PublicSupportPY170Pct00.60300
IRS990ScheduleA/PublicSupportTotal170Amt01316301
IRS990ScheduleA/SubstantialContributorsTotAmt0381171
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0288328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0289527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0289209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0499975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0330433
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01697472
IRS990ScheduleA/TotalSupportAmt02195057
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/CharitableContributionsTotAmt029800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034332
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt031400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt031400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0510
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025240
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9092
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02422
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02422
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0324925
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0155
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 254,661
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03924752
IRS990/TotalAssetsEOYAmt04372262
IRS990/TotalAssetsGrp/BOYAmt03924752
IRS990/TotalAssetsGrp/EOYAmt04372262
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,372,262
Liabilities
$37,032
Net assets
$4,335,230
Revenue
$549,236
Expenses
$373,419
Net income
$175,817
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
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