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FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-02-14
IRS object ID
201940459349200434
Schema version
2017v2.3
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)
Return2019-02-14T13:37:51-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-02-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK S WESTERHAUSEN CPAPreparerPersonNm
PTINP00058028PTIN
Phone2604232414PhoneNum
Preparation2019-02-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.232.104.229IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-14IPDt
IP Tm13:37:51IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0053159A8ABF8B1B079E663B99211CF87DF67CC3AtSubmissionCreationDeviceId
At Submission Filing Device Id8C8EAA323C6FB7A55B60ABE385C15DC04A35629FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.FORTWAYNEROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$137,412GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$112,928ContributionsGiftsGrantsEtcAmt
Investment Income$3,194InvestmentIncomeAmt
Fundraising Gross Income$20,980FundraisingGrossIncomeAmt
Special Events Direct Expenses$11,826SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$9,154SpecialEventsNetIncomeLossAmt
Other Revenue Total$310OtherRevenueTotalAmt
Total Revenue$125,586TotalRevenueAmt
Grants And Similar Amounts Paid$66,223GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$6,460SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,249FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$12,945OtherExpensesTotalAmt
Total Expenses$87,877TotalExpensesAmt
Excess Or Deficit For Year$37,709ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$392,128NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$12,181OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$442,018NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$259,703BOYAmt
EOY$273,629EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$169,548BOYAmt
EOY$200,722EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$429,251BOYAmt
EOY$474,351EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,123BOYAmt
EOY$32,333EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$392,128BOYAmt
EOY$442,018EOYAmt
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
CENTENNIAL PROJECTS: LOCAL SERVICE PROJECT - SIGNATURE PROJECT TO SPONSOR A SEGMENT OF THE RIVERFRONT DEVELOPMENT PROJECT IN DOWNTOWN FORT WAYNE. INTERNATIONAL SERVICE PROJECT - BUILDING A MIDDLE SCHOOL FOR THE VILLAGE OF GLEI MI, TOGO$55,000$58,738
INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING.$3,041
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 GUEST MEALS - 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.$5,343$6,423
SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN. SUPPORT ERADICATION OF POLIO.$5,880$5,880Yes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$74,082TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (21 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TIM GIBSON
PRESIDENT5.00$0
DAVID BENNETT
PRESIDENT EL0.50$0
HOLLI SEABURY
VICE PRESIDE0.50$0
MARK WESTERHAUSEN
TREASURER2.50$0
JANE WILKS
SECRETARY10.00$6,090
CANDACE SCHULER
PAST PRESIDE0.50$0
JEANINE HEROLD
DIRECTOR0.50$0
DAVE KAVERMAN
DIRECTOR0.50$0
WIN MOSES
DIRECTOR0.50$0
JEREMY REDDING
DIRECTOR0.50$0
ROGER REECE
DIRECTOR0.50$0
KURT BEUCHEL
DIRECTOR0.50$0
BRUCE HAINES
DIRECTOR0.50$0
RUTH FORD
DIRECTOR0.50$0
GREG SOLON
DIRECTOR0.50$0
RUTH PHILLIPS
DIRECTOR0.50$0
JUDY FEHLHABER
DIRECTOR0.50$0
LYNNE GILMORE
DIRECTOR0.50$0
SCOTT MILLER
DIRECTOR0.50$0
KIM WAGNER
DIRECTOR0.50$0
RICK ZOLMAN
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$223,543CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,570CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,314CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,760CurrentTaxYearMinus1YearAmt
Current Tax Year$112,928CurrentTaxYearAmt
Total$584,115TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,053CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,610CurrentTaxYearMinus1YearAmt
Current Tax Year$20,980CurrentTaxYearAmt
Total$78,609TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$227,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,886CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$181,370CurrentTaxYearMinus1YearAmt
Current Tax Year$133,908CurrentTaxYearAmt
Total$662,724TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,428CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,017CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$126,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,110CurrentTaxYearAmt
Total$196,684TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,428CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,017CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$126,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,110CurrentTaxYearAmt
Total$196,684TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$466,040PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,550CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,718CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,843CurrentTaxYearMinus1YearAmt
Current Tax Year$3,194CurrentTaxYearAmt
Total$13,591TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,550CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,718CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,843CurrentTaxYearMinus1YearAmt
Current Tax Year$3,194CurrentTaxYearAmt
Total$13,591TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,702CurrentTaxYearMinus2YearsAmt
Current Tax Year$310CurrentTaxYearAmt
Total$2,784TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$229,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,384CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,213CurrentTaxYearMinus1YearAmt
Current Tax Year$137,412CurrentTaxYearAmt
Total$679,099TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.68630PublicSupportCY509Pct
Public Support PY5090.59970PublicSupportPY509Pct
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
ExplanationMISCELLANOUES INCOME 2,784ExplanationTxt

Schedule B IRS990ScheduleB

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MARDI GRASEvent1Nm
Gross Receipts Event1$23,535GrossReceiptsEvent1Amt
Charitable Contri Event1$5,700CharitableContriEvent1Amt
Gross Revenue Event1$17,835GrossRevenueEvent1Amt
Food And Beverage Event1$9,385FoodAndBeverageEvent1Amt
Gross Receipts Total$23,535GrossReceiptsTotalAmt
Charitable Contributions Tot$5,700CharitableContributionsTotAmt
Gross Revenue Total Events$17,835GrossRevenueTotalEventsAmt
Food And Beverage Total Events$9,385FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$9,385DirectExpenseSummaryEventsAmt
Net Income Summary$8,450NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8MISCELLANEOUS INCOME 310 TOTAL 310
FORM 990-EZ, PART I, LINE 10NAME: FORT WAYNE PARKS ADDRESS: 705 E STATE BLVD FORT WAYNE, IN 46805 CASH CONTRIBUTION: 50,000
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 714 OFFICE 4,057 CONFERENCES/MEETINGS 1,080 YOUTH EXCHANGE EXPENSES 3,041 MISCELLANEOUS 315 NON-INVESTMENT DEPRECIATION 3,738 TOTAL 12,945
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 12,181
FORM 990-EZ, PART II, LINE 24PLEDGES RECEIVABLE 0 37,061 ACCOUNTS RECEIVABLE 26,578 24,429 CLOCK TOWER 149,511 149,511 LESS ACCUMULATED DEPRECIATION 6,541 10,279 TOTAL 169,548 200,722
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,215 3,995 DEFERRED REVENUE 34,908 28,338
FORM 990-EZ, PART III, LINE 28CENTENNIAL PROJECTS: LOCAL SERVICE PROJECT - SIGNATURE PROJECT TO SPONSOR A SEGMENT OF THE RIVERFRONT DEVELOPMENT PROJECT IN DOWNTOWN FORT WAYNE. INTERNATIONAL SERVICE PROJECT - BUILDING A MIDDLE SCHOOL FOR THE VILLAGE OF GLEI MI, TOGO
FORM 990-EZ, PART III, LINE 30YOUTH 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 GUEST MEALS - 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 31SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN. SUPPORT ERADICATION OF POLIO.

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