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ELMBROOK ROTARY FOUNDATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ELMBROOK ROTARY FOUNDATION INC (EIN 39-1637292)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-15
IRS object ID
202423209349208047
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-11-15T14:16:23-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390803883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gordon J Maier & Company LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1845 Wisconsin AvenueAddressLine1Txt
CityRacineCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53403ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391637292EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELMBROOK BROOKFIELD ROTARY FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELMBBusinessNameControlTxt
Phone2627841405PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1014AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN ALLENPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE CRAIG CPAPreparerPersonNm
PTINP01335456PTIN
Phone2626347108PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresselmbrookrotary.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$147,241GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$11,614ContributionsGiftsGrantsEtcAmt
Investment Income$1,576InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$134,051FundraisingGrossIncomeAmt
Special Events Direct Expenses$12,553SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$121,498SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$134,688TotalRevenueAmt
Grants And Similar Amounts Paid$71,401GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$730FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$250PrintingPublicationsPostageAmt
Other Expenses Total$910OtherExpensesTotalAmt
Total Expenses$73,291TotalExpensesAmt
Excess Or Deficit For Year$61,397ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$321,396NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$32,305OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$415,098NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$323,971BOYAmt
EOY$415,988EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$323,971BOYAmt
EOY$415,988EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,575BOYAmt
EOY$890EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$321,396BOYAmt
EOY$415,098EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE 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 AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
SCHOLARSHIPS$10,001$10,001
CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS$61,400$61,400
FieldValueIRS element (for citing)
Total Program Service Expenses$71,401TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS STEINBACH
President5.00$0
JOHN ALLEN
Treasurer5.00$0
CHRIS SPRESSER
Director1.00$0
CHARLIE SHIRELY
Director1.00$0
MARK ZALEWSKI
Director1.00$0
HARRY FARCHMIN
Director1.00$0
JEANNE ALLEN
Director1.00$0
BONNIE BERTRAM
Director1.00$0
RAUL ARRENDONDO
Director1.00$0
JACK NELSON
Director1.00$0
LYDIA MILLER
Director1.00$0
DAVID ENGLE
Director1.00$0
BILL PETTERSON
Director1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN ALLENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POBOX 1014AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530081014ZIPCd
FieldValueIRS element (for citing)
Phone2627841405PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,033CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,467CurrentTaxYearMinus1YearAmt
Current Tax Year$11,614CurrentTaxYearAmt
Total$179,176TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,634CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$115,084CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,715CurrentTaxYearMinus1YearAmt
Current Tax Year$134,051CurrentTaxYearAmt
Total$420,441TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,667CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$132,897CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$103,182CurrentTaxYearMinus1YearAmt
Current Tax Year$145,665CurrentTaxYearAmt
Total$599,617TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$599,617PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,823CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,177CurrentTaxYearMinus1YearAmt
Current Tax Year$5,576CurrentTaxYearAmt
Total$42,216TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,823CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,177CurrentTaxYearMinus1YearAmt
Current Tax Year$5,576CurrentTaxYearAmt
Total$42,216TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$164,317CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,359CurrentTaxYearMinus1YearAmt
Current Tax Year$151,241CurrentTaxYearAmt
Total$641,833TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93420PublicSupportCY509Pct
Public Support PY5090.92230PublicSupportPY509Pct
Investment Income CY0.06580InvestmentIncomeCYPct
Investment Income PY0.07770InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ELMBROOK FAMILY FEST 2024Event1Nm
Gross Receipts Event1$126,433GrossReceiptsEvent1Amt
Gross Revenue Event1$126,433GrossRevenueEvent1Amt
Other Direct Expenses Event1$10,121OtherDirectExpensesEvent1Amt
Event2PACKER RAFFLE-2023Event2Nm
Gross Receipts Event2$6,744GrossReceiptsEvent2Amt
Gross Revenue Event2$6,744GrossRevenueEvent2Amt
Other Direct Expenses Event2$2,432OtherDirectExpensesEvent2Amt
Gross Receipts Total$133,177GrossReceiptsTotalAmt
Gross Revenue Total Events$133,177GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$12,553OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,553DirectExpenseSummaryEventsAmt
Net Income Summary$120,624NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.2| Donee's Name: COMMUNITY CONTRIBUTIONS | Cash Amount Given: $38000
Grants and Similar Amounts Paid In Excess of $5,000.3| Donee's Name: INTERNATIONAL | Cash Amount Given: $18000
Grants and Similar Amounts Paid In Excess of $5,000.56| Donee's Name: SCHOLARSHIPS | Cash Amount Given: $10001
Other Expenses.1CREDIT CARD FEES $610
Other Expenses.3LICENSES/FEES $184
Other Expenses.4UNCATEGORIZED EXPENSES $100
Other Expenses.5BANK FEES $16
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $515 Accounts Payable and Accrued Expenses - Ending $515
Total Liabilities.1002Grants Payable - Beginning $2060 Grants Payable - Ending $375

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