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ELMBROOK ROTARY FOUNDATION INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELMBROOK ROTARY FOUNDATION INC (EIN 39-1637292)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-15
IRS object ID
202133199349209748
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)
Return2021-11-15T14:20:02-08:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-11-15SignatureDt
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 Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresselmbrookrotary.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$164,317GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$43,122ContributionsGiftsGrantsEtcAmt
Investment Income$6,111InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$115,084FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$115,084SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$164,317TotalRevenueAmt
Grants And Similar Amounts Paid$110,407GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$129PrintingPublicationsPostageAmt
Other Expenses Total$758OtherExpensesTotalAmt
Total Expenses$111,294TotalExpensesAmt
Excess Or Deficit For Year$53,023ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$247,844NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$36,188OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$337,055NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$259,550BOYAmt
EOY$338,561EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$2,294BOYAmt
EOY$3,202EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$261,844BOYAmt
EOY$341,763EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,000BOYAmt
EOY$4,708EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$247,844BOYAmt
EOY$337,055EOYAmt
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 AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
SCHOLARSHIPS$10,000
CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS$100,407

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GORDON MILLER
Treasurer5.00$0
HARRY FARCHMIN
Secretary5.00$0
THOM ARNDT
President5.00$0
TOM HOCHULI
Vice President5.00$0
CHRISTINE SPRESSER
SGT AT ARMS1.00$0
MICHAEL SCHMELING
PAST PRESIDENT1.00$0
DAN ZOMCHEK
Director1.00$0
MARIE OWENS
Director1.00$0
JIM DUNN
Director1.00$0
NOAMAN SHARIEF
Director1.00$0
JACKSON BUBOLZ
Director1.00$0
TOM CURL
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$17,634CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,033CurrentTaxYearMinus1YearAmt
Current Tax Year$43,122CurrentTaxYearAmt
Total$154,825TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,043CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,542CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,634CurrentTaxYearMinus1YearAmt
Current Tax Year$115,084CurrentTaxYearAmt
Total$326,760TotalAmt

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$80,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,121CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,667CurrentTaxYearMinus1YearAmt
Current Tax Year$158,206CurrentTaxYearAmt
Total$481,585TotalAmt

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$481,585PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,128CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,213CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,529CurrentTaxYearMinus1YearAmt
Current Tax Year$6,111CurrentTaxYearAmt
Total$55,991TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,128CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,213CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,529CurrentTaxYearMinus1YearAmt
Current Tax Year$6,111CurrentTaxYearAmt
Total$55,991TotalAmt

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$95,805CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,334CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,924CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$72,196CurrentTaxYearMinus1YearAmt
Current Tax Year$164,317CurrentTaxYearAmt
Total$537,576TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89580PublicSupportCY509Pct
Public Support PY5090.88000PublicSupportPY509Pct
Investment Income CY0.10420InvestmentIncomeCYPct
Investment Income PY0.12000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPIKES FOR TYKES 2021Event1Nm
Gross Receipts Event1$58,905GrossReceiptsEvent1Amt
Gross Revenue Event1$58,905GrossRevenueEvent1Amt
Event2SPIKES FOR TYKESEvent2Nm
Gross Receipts Event2$39,375GrossReceiptsEvent2Amt
Gross Revenue Event2$39,375GrossRevenueEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$11,804GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$11,804GrossRevenueOtherEventsAmt
Gross Receipts Total$110,084GrossReceiptsTotalAmt
Gross Revenue Total Events$110,084GrossRevenueTotalEventsAmt
Net Income Summary$110,084NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Donee's Name: SCHOLARSHIPS | Cash Amount Given: $10000
Grants and Similar Amounts Paid In Excess of $5,000.3| Donee's Name: COMMUNITY CONTRIBUTIONS | Cash Amount Given: $33500
Grants and Similar Amounts Paid In Excess of $5,000.4| Donee's Name: INTERNATIONAL CONTRIBUTIONS | Cash Amount Given: $18800
Grants and Similar Amounts Paid In Excess of $5,000.11| Donee's Name: GLOBAL GRANT-ANDEAN HEALTH | Cash Amount Given: $32800
Other Expenses.1CREDIT CARD FEES $459
Other Expenses.2BANK FEES $184
Other Expenses.4LICENSES/FEES $115
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $2294 Prepaid Expenses and Deferred Charges - Ending $3202
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $14000 Accounts Payable and Accrued Expenses - Ending $3800
Total Liabilities.1OWED TO ENDOWMENT FUND - Beginning $0 OWED TO ENDOWMENT FUND - Ending $908

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