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FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-07
IRS object ID
201801279349201520
Schema version
2016v3.1
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)
Return2018-05-07T16:58:13-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK S WESTERHAUSEN CPAPreparerPersonNm
PTINP00058028PTIN
Phone2604232414PhoneNum
Preparation2018-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$184,213GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$158,760ContributionsGiftsGrantsEtcAmt
Investment Income$2,843InvestmentIncomeAmt
Fundraising Gross Income$22,610FundraisingGrossIncomeAmt
Special Events Direct Expenses$11,562SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$11,048SpecialEventsNetIncomeLossAmt
Total Revenue$172,651TotalRevenueAmt
Grants And Similar Amounts Paid$151,376GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$6,282SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,852FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$14,175OtherExpensesTotalAmt
Total Expenses$173,685TotalExpensesAmt
Excess Or Deficit For Year-$1,034ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$378,741NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$14,421OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$392,128NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$234,356BOYAmt
EOY$259,703EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$152,604BOYAmt
EOY$169,548EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$386,960BOYAmt
EOY$429,251EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,219BOYAmt
EOY$37,123EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$378,741BOYAmt
EOY$392,128EOYAmt
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 - 100 LITTLE FREE LIBRARIES: TO PLACE 100 "LITTLE FREE LIBRARIES" AROUND THE CITY OF FORT WAYNE. THESE INDEPENDENT-STANDING STRUCTURES PROVIDE A WAY TO SHARE BOOKS FREELY WITHIN NEIGHBORHOODS, ON TRAILS, AND AT OTHER GATHERING PLACES, BUILDING COMMUNITY AND FOSTERING FELLOWSHIP. INTERNATIONAL SERVICE PROJECT - BUILDING A MIDDLE SCHOOL FOR THE VILLAGE OF GLEI MI, TOGO CLOCK TOWER PROJECT - BUILDING A COMMEMORATIVE CLOCK TOWER IN DOWNTOWN FORT WAYNE TO CELEBRATE ROTARY AND THE ROTARY CLUB OF FORT WAYNE'S 100TH ANNIVERSARY OF SERVICE.$133,107$137,236
INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING.$2,633
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.$8,156$10,427
SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN. SUPPORT ERADICATION OF POLIO.$10,113$10,113Yes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$160,409TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (21 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CANDACE SCHULER
PRESIDENT5.00$0
TIM GIBSON
PRESIDENT EL0.50$0
DAVID BENNETT
VICE PRESIDE0.50$0
MARK WESTERHAUSEN
TREASURER1.00$0
JANE WILKS
SECRETARY10.00$5,749
JASON DAENENS
PAST PRESIDE0.50$0
BOB KABISCH
DIRECTOR0.50$0
RUTH KOONTZ
DIRECTOR0.50$0
HOLLI SEABURY
DIRECTOR0.50$0
LORI STINSON
DIRECTOR0.50$0
STEPHANIE VEIT
DIRECTOR0.50$0
IRENE WALTERS
DIRECTOR0.50$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
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$46,149CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$223,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,570CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,314CurrentTaxYearMinus1YearAmt
Current Tax Year$158,760CurrentTaxYearAmt
Total$517,336TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,392CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,053CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,316CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,650CurrentTaxYearMinus1YearAmt
Current Tax Year$22,610CurrentTaxYearAmt
Total$66,021TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,541CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,596CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,886CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,964CurrentTaxYearMinus1YearAmt
Current Tax Year$181,370CurrentTaxYearAmt
Total$583,357TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,920CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,017CurrentTaxYearMinus1YearAmt
Current Tax Year$126,000CurrentTaxYearAmt
Total$224,494TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,920CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,017CurrentTaxYearMinus1YearAmt
Current Tax Year$126,000CurrentTaxYearAmt
Total$224,494TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$358,863PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,718CurrentTaxYearMinus1YearAmt
Current Tax Year$2,843CurrentTaxYearAmt
Total$12,603TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,718CurrentTaxYearMinus1YearAmt
Current Tax Year$2,843CurrentTaxYearAmt
Total$12,603TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,702CurrentTaxYearMinus1YearAmt
Total$2,474TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,747CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$229,882CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,384CurrentTaxYearMinus1YearAmt
Current Tax Year$184,213CurrentTaxYearAmt
Total$598,434TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.59970PublicSupportCY509Pct
Public Support PY5090.72360PublicSupportPY509Pct
Investment Income CY0.02000InvestmentIncomeCYPct
Investment Income PY0.03000InvestmentIncomePYPct
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 2,474ExplanationTxt

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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MARDI GRASEvent1Nm
Gross Receipts Event1$18,304GrossReceiptsEvent1Amt
Gross Revenue Event1$18,304GrossRevenueEvent1Amt
Food And Beverage Event1$8,939FoodAndBeverageEvent1Amt
Gross Receipts Total$18,304GrossReceiptsTotalAmt
Gross Revenue Total Events$18,304GrossRevenueTotalEventsAmt
Food And Beverage Total Events$8,939FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$8,939DirectExpenseSummaryEventsAmt
Net Income Summary$9,365NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10THE ROTARY FOUNDATION 1560 SHERMAN AVENUE EVANSTON, IL 60201 126,000 0 0 WASHINGTON ELEMENTARY SCHOOL 1015 W WASHINGTON BLVD FORT WAYNE, IN 46802 8,621 0 0
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 800 OFFICE 5,076 CONFERENCES/MEETINGS 1,625 YOUTH EXCHANGE EXPENSES 2,633 MISCELLANEOUS 62 CENNTENNIAL PROJECT 241 NON-INVESTMENT DEPRECIATION 3,738 TOTAL 14,175
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 14,421
FORM 990-EZ, PART II, LINE 24PLEDGES RECEIVABLE 550 0 ACCOUNTS RECEIVABLE 5,346 26,578 CLOCK TOWER 149,511 149,511 LESS ACCUMULATED DEPRECIATION 2,803 6,541 TOTAL 152,604 169,548
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 496 2,215 DEFERRED REVENUE 7,068 34,908 OTHER LIABILITIES 655 0
FORM 990-EZ, PART III, LINE 28CENTENNIAL PROJECTS: LOCAL SERVICE PROJECT - 100 LITTLE FREE LIBRARIES: TO PLACE 100 "LITTLE FREE LIBRARIES" AROUND THE CITY OF FORT WAYNE. THESE INDEPENDENT-STANDING STRUCTURES PROVIDE A WAY TO SHARE BOOKS FREELY WITHIN NEIGHBORHOODS, ON TRAILS, AND AT OTHER GATHERING PLACES, BUILDING COMMUNITY AND FOSTERING FELLOWSHIP. INTERNATIONAL SERVICE PROJECT - BUILDING A MIDDLE SCHOOL FOR THE VILLAGE OF GLEI MI, TOGO CLOCK TOWER PROJECT - BUILDING A COMMEMORATIVE CLOCK TOWER IN DOWNTOWN FORT WAYNE TO CELEBRATE ROTARY AND THE ROTARY CLUB OF FORT WAYNE'S 100TH ANNIVERSARY OF SERVICE.
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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