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ELMBROOK ROTARY FOUNDATION INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ELMBROOK ROTARY FOUNDATION INC (EIN 39-1637292)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-15
IRS object ID
202213199349204606
Schema version
2021v4.0
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)
Return2022-11-15T08:52:38-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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)
PersonGORDON MILLERPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGORDONPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE CRAIG CPAPreparerPersonNm
PTINP01335456PTIN
Phone2626347108PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$144,720GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$57,940ContributionsGiftsGrantsEtcAmt
Investment Income$11,823InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$74,957FundraisingGrossIncomeAmt
Special Events Direct Expenses$7,193SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$67,764SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$137,527TotalRevenueAmt
Grants And Similar Amounts Paid$141,348GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$550FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$242PrintingPublicationsPostageAmt
Other Expenses Total$498OtherExpensesTotalAmt
Total Expenses$142,638TotalExpensesAmt
Excess Or Deficit For Year-$5,111ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$337,055NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$46,607OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$285,337NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$338,561BOYAmt
EOY$280,507EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$3,202BOYAmt
EOY$12,588EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$341,763BOYAmt
EOY$293,095EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,708BOYAmt
EOY$7,758EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$337,055BOYAmt
EOY$285,337EOYAmt
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 AllocationsGrantsAndAllocationsAmt
SCHOLARSHIPS$9,000
CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS$132,348

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GORDON MILLER
Treasurer5.00$0
HARRY FARCHMIN
President5.00$0
THOM ARNDT
Vice President5.00$0
TOM HOCHULI
PAST PRESIDENT5.00$0
CHRISTINE SPRESSER
Secretary1.00$0
THOMAS STEINBACH
SERGEANT AT ARM5.00$0
JEANNE ALLEN
Director1.00$0
BONNIE BERTRAM
Director1.00$0
JAMES DUNN
Director1.00$0
NOAMAN SHARIEF
Director1.00$0
JACKSON BUBOLZ
Director1.00$0
PAUL LANGER
Director1.00$0
MARK ZALEWSKI
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)
PersonGORDON MILLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117815 COLLINE VUE COURTAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53045ZIPCd
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$18,579CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,122CurrentTaxYearMinus1YearAmt
Current Tax Year$57,940CurrentTaxYearAmt
Total$195,131TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,542CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,634CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$115,084CurrentTaxYearMinus1YearAmt
Current Tax Year$74,957CurrentTaxYearAmt
Total$338,674TotalAmt

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$83,121CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,914CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,206CurrentTaxYearMinus1YearAmt
Current Tax Year$132,897CurrentTaxYearAmt
Total$533,805TotalAmt

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$533,805PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,213CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,111CurrentTaxYearMinus1YearAmt
Current Tax Year$11,823CurrentTaxYearAmt
Total$52,686TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,213CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,111CurrentTaxYearMinus1YearAmt
Current Tax Year$11,823CurrentTaxYearAmt
Total$52,686TotalAmt

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$95,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,196CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,317CurrentTaxYearMinus1YearAmt
Current Tax Year$144,720CurrentTaxYearAmt
Total$586,491TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91020PublicSupportCY509Pct
Public Support PY5090.89580PublicSupportPY509Pct
Investment Income CY0.08980InvestmentIncomeCYPct
Investment Income PY0.10420InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPIKES FOR TYKES 2022Event1Nm
Gross Receipts Event1$55,670GrossReceiptsEvent1Amt
Gross Revenue Event1$55,670GrossRevenueEvent1Amt
Other Direct Expenses Event1$3,335OtherDirectExpensesEvent1Amt
Event2SILENT AUCTIONEvent2Nm
Gross Receipts Event2$6,258GrossReceiptsEvent2Amt
Gross Revenue Event2$6,258GrossRevenueEvent2Amt
Other Direct Expenses Event2$110OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$5,124GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$5,124GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$2,294OthDirectExpnssOtherEventsAmt
Gross Receipts Total$67,052GrossReceiptsTotalAmt
Gross Revenue Total Events$67,052GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$5,739OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,739DirectExpenseSummaryEventsAmt
Net Income Summary$61,313NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.18| Donee's Name: END POLIO | Cash Amount Given: $18147
Grants and Similar Amounts Paid In Excess of $5,000.19| Donee's Name: UKRAINE RELIEF | Cash Amount Given: $19775
Grants and Similar Amounts Paid In Excess of $5,000.36| Donee's Name: ANDEAN HEALTH & DEVELOPMENT | Cash Amount Given: $6200
Grants and Similar Amounts Paid In Excess of $5,000.37| Donee's Name: COMMON HOPE | Cash Amount Given: $8980
Grants and Similar Amounts Paid In Excess of $5,000.40| Donee's Name: ENGINEERS WITHOUT BORDERS | Cash Amount Given: $6200
Grants and Similar Amounts Paid In Excess of $5,000.41| Donee's Name: FRIENDS FOR HEALTH IN HAITI | Cash Amount Given: $6200
Grants and Similar Amounts Paid In Excess of $5,000.47| Donee's Name: THE ROTARY FOUNDATION | Cash Amount Given: $15380
Other Expenses.1CREDIT CARD FEES $383
Other Expenses.3LICENSES/FEES $115
Other Assets.1005Accounts Receivable - Beginning $0 Accounts Receivable - Ending $12588
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $3202 Prepaid Expenses and Deferred Charges - Ending $0
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $3800 Accounts Payable and Accrued Expenses - Ending $4010
Total Liabilities.1OWED TO ENDOWMENT FUND - Beginning $908 OWED TO ENDOWMENT FUND - Ending $3748

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