Civic Intelligence

Menomonee Falls Rotary Trust

990EZ • Fiscal year 2011 • EIN 39-6553703

Jan 01, 2011 to Dec 31, 2011 • Filed on May 12, 2012

Organization ProfileN/A
C/O Donald Broeschcpa 1733 ManhatRoom/Suite D53186
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

1st percentile

-54221%

Higher net margin than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

5th percentile

-75%

Faster asset growth than 5% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,502

Down $7,537 (-75%) from 2010

Net Assets

Down

$2,502

Down $7,537 (-75%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$14

Down $59 (-81%) from 2010

Expenses

Down

$7,605

Down $11,227 (-60%) from 2010

Net Income

Up

-$7,591

Up $11,168 (+60%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$15K$10K$5.0K$0Assets 2010: $10,039Liabilities 2010: $0Net Assets 2010: $10,0392010Assets 2011: $2,502Net Assets 2011: $2,5022011Assets 2012: $2,503Net Assets 2012: $2,5032012Assets 2013: $2,746Liabilities 2013: $0Net Assets 2013: $2,7462013Assets 2014: $9,505Liabilities 2014: $0Net Assets 2014: $9,5052014

Highlighted filing

2011

Assets$2,502
Liabilities-
Net Assets$2,502
Open 2011 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10K-$20KRevenue 2010: $73Expenses 2010: $18,832Net Income 2010: -$18,7592010Revenue 2011: $14Expenses 2011: $7,605Net Income 2011: -$7,5912011Revenue 2012: $12012Revenue 2013: $4,269Expenses 2013: $4,026Net Income 2013: $2432013Revenue 2014: $14,058Expenses 2014: $7,300Net Income 2014: $6,7582014

Highlighted filing

2011

Revenue$14
Expenses$7,605
Net Income-$7,591
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 12, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Primary exempt purpose - per irs dated february 2005, this organization is in a group ruling issued to rotary int'l, evanston, il indicating exempt under 501(c)(3)

Filing and Contact Details

Filer

EIN
39-6553703
Raw XML Appendix168 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
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CompensationExplanation/Compensation/PersonName1KATHLEEN COOKE
CompensationExplanation/Compensation/PersonName2ANTHONY LARKE
CompensationExplanation/Compensation/PersonName3WILLIAM MCDONALD
CompensationExplanation/Compensation/PersonName4DAVID HAM
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY010093
IRS990EZ/CashSavingsAndInvestments/EOY02502
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-7591
IRS990EZ/FiledScheduleA0true
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IRS990EZ/GrantsAndSimilarAmountsPaid07605
IRS990EZ/GrossReceipts014
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4000.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MARY METZGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1KATHLEEN COOKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ANTHONY LARKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3WILLIAM MCDONALD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4DAVID HAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PRIMARY EXEMPT PURPOSE - PER IRS DATED FEBRUARY 2005, THIS ORGANIZATION IS IN A GROUP RULING ISSUED TO ROTARY INT'L, EVANSTON, IL INDICATING EXEMPT UNDER 501(C)(3)
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SCHLOLARSHIPS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1WORLD AFFAIRS SEMINAR
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2ARCH
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IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations11140
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations22465
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses04000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses11140
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses22465
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10N91 W17231 APPLETON AVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MENOMONEE FALLS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053051
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MARY L METZGER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02624377230
IRS990EZ/TotalAssets/BOY010093
IRS990EZ/TotalAssets/EOY02502
IRS990EZ/TotalExpenses07605
IRS990EZ/TotalProgramServiceExpenses07605
IRS990EZ/TotalRevenue014
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear07605
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year018832
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years015562
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years014707
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years026563
IRS990ScheduleA/GiftsGrantsContribReceived509/Total083269
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear014
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year073
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0438
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0703
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0915
IRS990ScheduleA/GrossInvestmentIncome509/Total02143
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear014
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year073
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0438
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0703
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0915
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02143
IRS990ScheduleA/InvestmentIncomePercentage00.03000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.97490
IRS990ScheduleA/PublicSupportTotal509083269
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IRS990ScheduleA/Total509/CurrentTaxYear07605
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year018832
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years015410
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years027478
IRS990ScheduleA/TotalSupportTotal/Total085412
IRS990ScheduleO/GeneralExplanation/Explanation0PRIMARY EXEMPT PURPOSE - PER IRS DATED FEBRUARY 2005, THIS ORGANIZATION IS IN A GROUP RULING ISSUED TO ROTARY INT'L, EVANSTON, IL INDICATING EXEMPT UNDER 501(C)(3)
IRS990ScheduleO/GeneralExplanation/Identifier0PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396553703
ReturnHeader/Filer/Name/BusinessNameLine10MENOMONEE FALLS ROTARY FOUNDATION T
ReturnHeader/Filer/NameControl0MENO
ReturnHeader/Filer/Phone02625420852
ReturnHeader/Filer/USAddress/AddressLine10C/O DONALD BROESCHCPA 1733 MANHAT
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE D
ReturnHeader/Filer/USAddress/City0WAUKESHA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053186
ReturnHeader/Officer/DateSigned02012-05-12
ReturnHeader/Officer/Name0MARY METZGER
ReturnHeader/Officer/Phone02625420852
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-05-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BROESCH & CO SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101733 MANHATTAN DR
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053186
ReturnHeader/Preparer/Name0PAUL M BROESCH EA
ReturnHeader/Preparer/Phone02625420852
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-07T09:21:40-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,502
Liabilities
-
Net assets
$2,502
Revenue
$14
Expenses
$7,605
Net income
-$7,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$14.1$7.30$6.76
2013Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$4.27$4.03$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$2.50$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$2.50$0.01$7.61$7.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.00$10.0$0.07$18.8$18.8