Menomonee Falls Rotary Trust

990EZ • Fiscal year 2013 • EIN 39-6553703

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile N/A

C/O Broesch Co1733 Manhattan DrRoom/Suite DMenomonee Fls, WI 53186

(262) 542-0852

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

5.7%

Higher net margin than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

9.7%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

426800%

Faster revenue growth than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$2,746

Up $243 (+9.7%) from 2012

Net Assets

$2,746

Up $243 (+9.7%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin57th percentile

Revenue

$4,269

Up $4,268 (+426800%) from 2012

Expenses

$4,026

No earlier filing loaded for comparison.

Net Income

$243

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

Highlighted filing

2013

Assets$2,746

Liabilities$0

Net Assets$2,746

Open 2013 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2013

Revenue$4,269

Expenses$4,026

Net Income$243

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 15, 2014
Return Version: 2013v3.1
Gross Receipts: $4,269

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

Description	Grants	Expenses
ROTARY CLUB DEMIREBALASS	$2,100	$2,100
EVENT EXPENSES	-	$1,426
FISCHER HOUSE	$500	$500

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARY METZGER	Treasurer	-	$0	-	-
KATHLEEN COOKE	Chair	-	$0	-	-
ANTHONY LARKE	Secretary	-	$0	-	-
DAVID HAM	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 39-6553703
Phone: 2625420852

Signing Officer

Name: Mary Metzger
Title: Treasurer
Phone: 2625420852
Signed: 2014-05-15

Preparer

Preparer: Paul M Broesch Ea
Phone: 2625420852

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses event expenses 1,426 total 1,426”

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)”

Form 990-ez, Part III, Line 31

“EVENT EXPENSES”

Raw XML Appendix151 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	MARY METZGER
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	KATHLEEN COOKE
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	ANTHONY LARKE
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	DAVID HAM
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	MARY L METZGER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2624377230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	N91 W17231 APPLETON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	MENOMONEE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	2503
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	2746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	4267
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	243
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	2503
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	2746
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	2600
IRS990EZ/GrossReceiptsAmt	0	4269
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	2
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	2503
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	2746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	2503
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	2746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MARY METZGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KATHLEEN COOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ANTHONY LARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	DAVID HAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	1426
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	ROTARY CLUB DEMIREBALASS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	FISCHER HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	EVENT EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	2100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	2100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	1426
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	4026
IRS990EZ/TotalProgramServiceExpensesAmt	0	4026
IRS990EZ/TotalRevenueAmt	0	4269
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	4267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	7605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	18832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	15562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	46266
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	2
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	1
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	14
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	73
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	438
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	528
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	2
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	1
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	14
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	73
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	528
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.01000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.98870
IRS990ScheduleA/PublicSupportPY509Pct	0	0.97880
IRS990ScheduleA/PublicSupportTotal509Amt	0	46266
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	4267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	7605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	18832
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	15562
IRS990ScheduleA/Total509Grp/TotalAmt	0	46266
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	4269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	1
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	7619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	18905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	16000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	46794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES EVENT EXPENSES 1,426 TOTAL 1,426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	EVENT EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARY METZGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2625420852
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	MENOMONEE FALLS ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MENO
ReturnHeader/Filer/EIN	0	396553703
ReturnHeader/Filer/PhoneNum	0	2625420852
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O BROESCH CO1733 MANHATTAN DR
ReturnHeader/Filer/USAddress/AddressLine2	0	ROOM/SUITE D
ReturnHeader/Filer/USAddress/City	0	WAUKESHA
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BROESCH & CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1733 MANHATTAN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	53186
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2625420852
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PAUL M BROESCH EA
ReturnHeader/ReturnTs	0	2014-05-05T13:56:22-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,746
Liabilities: $0
Net assets: $2,746
Revenue: $4,269
Expenses: $4,026
Net income: $243

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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