FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-05
IRS object ID
202211259349201846
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2022-05-05T15:46:48-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351344820PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DULIN WARD & DEWALD INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIRCLE DR W 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP468251610ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310950924EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORT WAYNE ROTARY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O DWDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFORTBusinessNameControlTxt
Phone2604232414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIR DR W STE 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WESTERHAUSENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2604232414PhoneNum
Signature2022-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastWESTERHAUSENPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE B MINNICH CPAPreparerPersonNm
PTINP00449902PTIN
Phone2604232414PhoneNum
Preparation2022-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressROTARYFORTWAYNE.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$75,318GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$66,463ContributionsGiftsGrantsEtcAmt
Investment Income$3,068InvestmentIncomeAmt
Fundraising Gross Income$5,763FundraisingGrossIncomeAmt
Special Events Direct Expenses$3,544SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$2,219SpecialEventsNetIncomeLossAmt
Other Revenue Total$24OtherRevenueTotalAmt
Total Revenue$71,774TotalRevenueAmt
Grants And Similar Amounts Paid$62,731GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$6,806SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,880FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$5,102OtherExpensesTotalAmt
Total Expenses$77,519TotalExpensesAmt
Excess Or Deficit For Year-$5,745ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$377,675NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$42,899OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$414,829NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$264,685BOYAmt
EOY$277,249EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$160,573BOYAmt
EOY$137,999EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$425,258BOYAmt
EOY$415,248EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,583BOYAmt
EOY$419EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$377,675BOYAmt
EOY$414,829EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeENCOURAGING DEVELOPMENT IN CHARITABLE AND EDUCATIONAL PROGRAMS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmtForeign GrantsForeignGrantsInd
SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE OPPORTUNITIES AND THE GO BABY GO PROGRAM THROUGH HUNTINGTON UNIVERSITY. MARDI GRAS EVENT PROFITS FROM 2021 WERE CONTRIBUTED TO BRING IT, INC., A LOCAL NONPROFIT ORGANIZATION AND 9 STUDENTS FOR INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO PROVIDE MEDICAL ASSISTANCE.$54,191$58,019
WASHINGTON ELEMENTARY: SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN.$4,040$4,040
INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING. YOUTH PROGRAMS: ROTARY YOUTH LEADERSHIP AWARDS (RYLA) - AN INTENSIVE TRAINING PROGRAM FOR COMMUNITY YOUTH LEADERS. A GROUP OF YOUNG PEOPLE CHOSEN FOR THEIR LEADERSHIP POTENTIAL ATTENDED AN ALL-EXPENSES-PAID WORKSHOP TO DISCUSS LEADERSHIP SKILLS AND TO LEARN THOSE SKILLS THROUGH PRACTICE. CLEO FOX AWARDS - ENCOURAGE INSTRUMENTAL MUSIC ACHIEVEMENT IN HIGH SCHOOL STUDENTS BY AWARDING SCHOLARSHIPS TO SUMMER MUSIC PROGRAMS. STUDENT ROTARIAN PROGRAM - INVITE APPROXIMATELY 6 STUDENTS TO ATTEND ROTARY MEETINGS ONE MONTH PER YEAR TO REWARD EDUCATIONAL ACHIEVEMENT, FOSTER CAREER DEVELOPMENT, AND PROMOTE SERVICE ABOVE SELF. ONE STUDENT IS SELECTED TO RECEIVE A 1,000 SCHOLARSHIP. WORLD AFFAIRS CONFERENCE - SPONSORED STUDENTS TO ATTEND CONFERENCE ON WORLD AFFAIRS.$4,500$4,656
XYes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$66,715TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (20 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JANE WILKS
SECRETARY10.00$11,630
JEFF PEAT
PRESIDENT5.00$0
LYNNE GILMORE
PRESIDENT EL0.50$0
KURT BEUCHEL
VICE PRESIDE0.50$0
MARK WESTERHAUSEN
TREASURER2.50$0
HOLLI SEABURY
PAST PRESIDE0.50$0
JULIE BOBAY
DIRECTOR0.50$0
TIZIANO BRIOZZO
DIRECTOR0.50$0
JIM CRESS
DIRECTOR0.50$0
MARK HISEY
DIRECTOR0.50$0
ASHLEY WARREN
DIRECTOR0.50$0
CHARLES CAMMACK
DIRECTOR0.50$0
SHARON POHLY
DIRECTOR0.50$0
JOHN HOFFMAN
DIRECTOR0.50$0
EVAN HYNDMAN
DIRECTOR0.50$0
NICK SHAW
DIRECTOR0.50$0
DAVE DYER
DIRECTOR0.50$0
JAY MADDOX
DIRECTOR0.50$0
RAMESH NARANG
DIRECTOR0.50$0
STEVE SMITH
DIRECTOR0.50$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
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK WESTERHAUSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIRCLE DR W STE 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46825ZIPCd
FieldValueIRS element (for citing)
Phone2604232414PhoneNum
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$158,760CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$210,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,002CurrentTaxYearMinus1YearAmt
Current Tax Year$66,463CurrentTaxYearAmt
Total$637,181TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,610CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,578CurrentTaxYearMinus1YearAmt
Current Tax Year$5,763CurrentTaxYearAmt
Total$90,151TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$181,370CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$228,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$111,580CurrentTaxYearMinus1YearAmt
Current Tax Year$72,226CurrentTaxYearAmt
Total$727,332TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,110CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,878CurrentTaxYearMinus1YearAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$248,988TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,110CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,878CurrentTaxYearMinus1YearAmt
Current Tax Year$10,000CurrentTaxYearAmt
Total$248,988TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$478,344PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,843CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,320CurrentTaxYearMinus1YearAmt
Current Tax Year$3,068CurrentTaxYearAmt
Total$16,303TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,843CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,320CurrentTaxYearMinus1YearAmt
Current Tax Year$3,068CurrentTaxYearAmt
Total$16,303TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$310CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$685CurrentTaxYearMinus1YearAmt
Current Tax Year$24CurrentTaxYearAmt
Total$1,019TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$184,213CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,412CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$232,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$115,585CurrentTaxYearMinus1YearAmt
Current Tax Year$75,318CurrentTaxYearAmt
Total$744,654TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.64240PublicSupportCY509Pct
Public Support PY5090.64260PublicSupportPY509Pct
Investment Income CY0.02000InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, LINE 12FormAndLineReferenceDesc
ExplanationOTHER INCOME 1,019ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8OTHER INCOME 24 TOTAL 24
FORM 990-EZ, PART I, LINE 10NAME: THE ROTARY FOUNDATION ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201 CASH CONTRIBUTION: 20,527 NAME: SANGAM FOUNDATION CASH CONTRIBUTION: 14,264
FORM 990-EZ, PART I, LINE 16EXPENSES OFFICE 1,208 YOUTH EXCHANGE EXPENSES 156 NON-INVESTMENT DEPRECIATION 3,738 TOTAL 5,102
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 42,899
FORM 990-EZ, PART II, LINE 24ACCOUNTS RECEIVABLE 28,816 9,980 CLOCK TOWER 149,511 149,511 LESS ACCUMULATED DEPRECIATION 17,754 21,492 TOTAL 160,573 137,999
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 14,830 419 DEFERRED REVENUE 32,753 0
FORM 990-EZ, PART III, LINE 28SERVICE PROJECTS: LOCAL SERVICE PROJECT - SUPPORT OF SELECTED LOCAL CHARITABLE OPPORTUNITIES AND THE GO BABY GO PROGRAM THROUGH HUNTINGTON UNIVERSITY. MARDI GRAS EVENT PROFITS FROM 2021 WERE CONTRIBUTED TO BRING IT, INC., A LOCAL NONPROFIT ORGANIZATION AND 9 STUDENTS FOR INTERACT SCHOLARSHIPS. INTERNATIONAL SERVICE PROJECT - TO PROVIDE MEDICAL ASSISTANCE.
FORM 990-EZ, PART III, LINE 30INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING. YOUTH PROGRAMS: ROTARY YOUTH LEADERSHIP AWARDS (RYLA) - AN INTENSIVE TRAINING PROGRAM FOR COMMUNITY YOUTH LEADERS. A GROUP OF YOUNG PEOPLE CHOSEN FOR THEIR LEADERSHIP POTENTIAL ATTENDED AN ALL-EXPENSES-PAID WORKSHOP TO DISCUSS LEADERSHIP SKILLS AND TO LEARN THOSE SKILLS THROUGH PRACTICE. CLEO FOX AWARDS - ENCOURAGE INSTRUMENTAL MUSIC ACHIEVEMENT IN HIGH SCHOOL STUDENTS BY AWARDING SCHOLARSHIPS TO SUMMER MUSIC PROGRAMS. STUDENT ROTARIAN PROGRAM - INVITE APPROXIMATELY 6 STUDENTS TO ATTEND ROTARY MEETINGS ONE MONTH PER YEAR TO REWARD EDUCATIONAL ACHIEVEMENT, FOSTER CAREER DEVELOPMENT, AND PROMOTE SERVICE ABOVE SELF. ONE STUDENT IS SELECTED TO RECEIVE A 1,000 SCHOLARSHIP. WORLD AFFAIRS CONFERENCE - SPONSORED STUDENTS TO ATTEND CONFERENCE ON WORLD AFFAIRS.
FORM 990-EZ, PART III, LINE 31X

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (20 entries)

JANE WILKS
JEFF PEAT
LYNNE GILMORE
KURT BEUCHEL
MARK WESTERHAUSEN
HOLLI SEABURY
JULIE BOBAY
TIZIANO BRIOZZO
JIM CRESS
MARK HISEY
ASHLEY WARREN
CHARLES CAMMACK
SHARON POHLY
JOHN HOFFMAN
EVAN HYNDMAN
NICK SHAW
DAVE DYER
JAY MADDOX
RAMESH NARANG
STEVE SMITH

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