ELMBROOK ROTARY FOUNDATION INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELMBROOK ROTARY FOUNDATION INC (EIN 39-1637292)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349207574
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:16:41-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390803883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon J Maier & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 Wisconsin Avenue | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391637292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELMBROOK BROOKFIELD ROTARY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELMB | BusinessNameControlTxt |
| Phone | 2627841405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN ALLEN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | ALLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE CRAIG CPA | PreparerPersonNm |
| PTIN | P01335456 | PTIN |
| Phone | 2626347108 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | elmbrookrotary.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $109,359 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $16,467 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6,177 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $86,715 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $2,164 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $84,551 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $107,195 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $83,818 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $550 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $160 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $647 | OtherExpensesTotalAmt |
| Total Expenses | $85,175 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,020 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $285,337 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $14,039 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $321,396 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,507 | BOYAmt |
| EOY | $323,971 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,588 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,095 | BOYAmt |
| EOY | $323,971 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,758 | BOYAmt |
| EOY | $2,575 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,337 | BOYAmt |
| EOY | $321,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE FOUNDATION'S MISSION IS TO RECEIVE CONTRIBUTIONS AND MAKE DISTRIBUTIONS TO OTHER ORGANIZATIONS THAT QUALIFY AS TAX EXEMPT ORGANIZATIONS UNDER SEC. 501(c)(3), IRC AND TO PROVIDE SCHOLARSHIPS FOR STUDENTS GRADUATING FROM AREA HIGH SCHOOLS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| SCHOLARSHIPS | $9,000 | $9,000 |
| CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS | $74,818 | $74,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $83,818 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| GORDON MILLER | ||
| Treasurer | 5.00 | $0 |
| HARRY FARCHMIN | ||
| Director | 1.00 | $0 |
| THOM ARNDT | ||
| Director | 1.00 | $0 |
| DAVID ENGLE | ||
| Director | 1.00 | $0 |
| CHRISTINE SPRESSER | ||
| President | 5.00 | $0 |
| THOMAS STEINBACH | ||
| Director | 1.00 | $0 |
| JEANNE ALLEN | ||
| Director | 1.00 | $0 |
| BONNIE BERTRAM | ||
| Director | 1.00 | $0 |
| JAMES DUNN | ||
| Director | 1.00 | $0 |
| NOAMAN SHARIEF | ||
| Director | 1.00 | $0 |
| JACKSON BUBOLZ | ||
| Director | 1.00 | $0 |
| PAUL LANGER | ||
| Director | 1.00 | $0 |
| MARK ZALEWSKI | ||
| Director | 1.00 | $0 |
| THOMAS STEINBACH | ||
| Director | 1.00 | $0 |
| JOHN ALLEN | ||
| Treasurer | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN ALLEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 1014 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530081014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627841405 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,467 | CurrentTaxYearAmt |
| Total | $193,019 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,715 | CurrentTaxYearAmt |
| Total | $360,847 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,182 | CurrentTaxYearAmt |
| Total | $553,866 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $553,866 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,177 | CurrentTaxYearAmt |
| Total | $46,650 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,177 | CurrentTaxYearAmt |
| Total | $46,650 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,359 | CurrentTaxYearAmt |
| Total | $600,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91020 | PublicSupportPY509Pct |
| Investment Income CY | 0.07770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08980 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPIKES FOR TYKES 2023 | Event1Nm |
| Gross Receipts Event1 | $75,010 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $75,010 | GrossRevenueEvent1Amt |
| Event2 | PACKER RAFFLE-2022 | Event2Nm |
| Gross Receipts Event2 | $6,848 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,848 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,164 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $81,858 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $81,858 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,164 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,164 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $79,694 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.2 | | Donee's Name: COMMUNITY CONTRIBUTIONS | Cash Amount Given: $39348 |
| Grants and Similar Amounts Paid In Excess of $5,000.3 | | Donee's Name: INTERNATIONAL CONTRIBUTIONS | Cash Amount Given: $25890 |
| Grants and Similar Amounts Paid In Excess of $5,000.56 | | Donee's Name: SCHOLARSHIPS | Cash Amount Given: $9000 |
| Other Expenses.1 | CREDIT CARD FEES $596 |
| Other Expenses.3 | LICENSES/FEES $51 |
| Other Assets.1005 | Accounts Receivable - Beginning $12588 Accounts Receivable - Ending $0 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $4010 Accounts Payable and Accrued Expenses - Ending $515 |
| Total Liabilities.1002 | Grants Payable - Beginning $0 Grants Payable - Ending $2060 |
| Total Liabilities.1 | OWED TO ENDOWMENT FUND - Beginning $3748 OWED TO ENDOWMENT FUND - Ending $0 |
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