Civic Intelligence

Menomonee Falls Rotary

EIN 39-6553703 • 501(c)3 • Waukesha, WI

Profile

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)

C/O Broesch Co1733 Manhattan DrRoom/Suite DWaukesha, WI 53186

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

246%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

229%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$9,505

Up $6,759 (+246%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$9,505

Up $6,759 (+246%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Up

$14,058

Up $9,789 (+229%) from 2013

Expenses

Up

$7,300

Up $3,274 (+81%) from 2013

Net Income

Up

$6,758

Up $6,515 (+2681%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2014

Assets$9,505
Liabilities$0
Net Assets$9,505
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest 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

2014

Revenue$14,058
Expenses$7,300
Net Income$6,758
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,505
Liabilities
$0
Net assets
$9,505
Revenue
$14,058
Expenses
$7,300
Net income
$6,758
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$16,985
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)

Program Services

DescriptionGrantsExpenses
TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION AND THE ALLEVIATION OF POVERTY.$7,300$7,300
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES WENDELBERGERTreasurer-$0--
KATHLEEN COOKEChair-$0--
ANTHONY LARKESecretary-$0--
DAVID HAMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Menomonee Falls Rotary
EIN
39-6553703
Phone
2625420852
Address
C/O BROESCH CO1733 MANHATTAN DR, ROOM/SUITE D, WAUKESHA, WI 53186

Signing Officer

Name
Charles Wendelberger
Title
Treasurer
Phone
2625420852
Signed
2015-08-11

Preparer

Firm
Broesch & Co Sc
Address
1733 MANHATTAN DR, WAUKESHA, WI 53186
Preparer
Paul M Broesch Ea
Phone
2625420852
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“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)”

Raw XML Appendix141 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/BusinessName/BusinessNameLine1Txt0CHARLES WENDELBERGER
IRS990EZ/BooksInCareOfDetail/PhoneNum02626283883
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0679 AMY BELLE LAKE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUBERTUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02747
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09505
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09101
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06758
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02747
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09505
IRS990EZ/FundraisingGrossIncomeAmt07880
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07300
IRS990EZ/GrossReceiptsAmt016985
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02747
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02747
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09505
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES WENDELBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN COOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANTHONY LARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID HAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION AND THE ALLEVIATION OF POVERTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02927
IRS990EZ/SpecialEventsNetIncomeLossAmt04953
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07300
IRS990EZ/TotalProgramServiceExpensesAmt07300
IRS990EZ/TotalRevenueAmt014058
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07884
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt090
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.98870
IRS990ScheduleA/PublicSupportTotal509Amt047689
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018832
IRS990ScheduleA/Total509Grp/TotalAmt047689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018905
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARY 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES WENDELBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02625420852
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MENOMONEE FALLS ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MENO
ReturnHeader/Filer/EIN0396553703
ReturnHeader/Filer/PhoneNum02625420852
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BROESCH CO1733 MANHATTAN DR
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE D
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391715727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROESCH & CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01733 MANHATTAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02625420852
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL M BROESCH EA
ReturnHeader/ReturnTs02015-08-13T08:47:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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