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FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-04
IRS object ID
201700359349200015
Schema version
2015v3.0
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)
Return2017-02-04T15:53:54-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2017-02-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK S WESTERHAUSEN CPAPreparerPersonNm
PTINP00058028PTIN
Phone2604232414PhoneNum
Preparation2017-02-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$68,384GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$39,314ContributionsGiftsGrantsEtcAmt
Program Service Revenue$24,650ProgramServiceRevenueAmt
Investment Income$2,718InvestmentIncomeAmt
Other Revenue Total$1,702OtherRevenueTotalAmt
Total Revenue$68,384TotalRevenueAmt
Grants And Similar Amounts Paid$43,540GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$6,098SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$7,102FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$12,210OccupancyRentUtltsAndMaintAmt
Other Expenses Total$35,061OtherExpensesTotalAmt
Total Expenses$104,011TotalExpensesAmt
Excess Or Deficit For Year-$35,627ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$412,343NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$2,025OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$378,741NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$294,064BOYAmt
EOY$234,356EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$131,342BOYAmt
EOY$152,604EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$425,406BOYAmt
EOY$386,960EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,063BOYAmt
EOY$8,219EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$412,343BOYAmt
EOY$378,741EOYAmt
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.$25,285$72,517
INTERNATIONAL EXCHANGES: ROTARY YOUTH EXCHANGE - SPONSORED ONE INBOUND AND ONE OUTBOUND INTERNATIONAL EXCHANGE STUDENT TO PROMOTE INTERNATIONAL UNDERSTANDING.$2,096
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.$8,020$9,195
SUPPORT STUDENTS OF LOWER-INCOME FAMILIES AT WASHINGTON ELEMENTARY SCHOOL IN FORT WAYNE, IN. SUPPORT ERADICATION OF POLIO.$10,235$10,235Yes (X)
FieldValueIRS element (for citing)
Total Program Service Expenses$94,043TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (21 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JASON DAENENS
PRESIDENT5.00$0
CANDACE SCHULER
PRESIDENT EL0.50$0
TIM GIBSON
VICE PRESIDE0.50$0
MARK WESTERHAUSEN
TREASURER1.00$0
JANE WILKS
SECRETARY10.00$5,582
BARB WACHTMAN
PAST PRESIDE0.50$0
FRED ECKART
DIRECTOR0.50$0
CAROLE FULLER
DIRECTOR0.50$0
MARC LEVY
DIRECTOR0.50$0
RANDY RIDER
DIRECTOR0.50$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
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$43,585CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,149CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$223,543CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,570CurrentTaxYearMinus1YearAmt
Current Tax Year$39,314CurrentTaxYearAmt
Total$402,161TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$8,392CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,053CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,316CurrentTaxYearMinus1YearAmt
Current Tax Year$24,650CurrentTaxYearAmt
Total$43,411TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,585CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,541CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$227,596CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,886CurrentTaxYearMinus1YearAmt
Current Tax Year$63,964CurrentTaxYearAmt
Total$445,572TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,356CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,920CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,428CurrentTaxYearMinus1YearAmt
Current Tax Year$6,017CurrentTaxYearAmt
Total$112,850TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,356CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,920CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,428CurrentTaxYearMinus1YearAmt
Current Tax Year$6,017CurrentTaxYearAmt
Total$112,850TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$332,722PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,016CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,286CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,550CurrentTaxYearMinus1YearAmt
Current Tax Year$2,718CurrentTaxYearAmt
Total$11,776TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,016CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,206CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,286CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,550CurrentTaxYearMinus1YearAmt
Current Tax Year$2,718CurrentTaxYearAmt
Total$11,776TotalAmt

Other Income509 OtherIncome509Grp

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

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,601CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$229,882CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,208CurrentTaxYearMinus1YearAmt
Current Tax Year$68,384CurrentTaxYearAmt
Total$459,822TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.72360PublicSupportCY509Pct
Public Support PY5090.73110PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8MISCELLANEOUS INCOME 1,702 TOTAL 1,702
FORM 990-EZ, PART I, LINE 10THE ROTARY FOUNDATION 1560 SHERMAN AVENUE EVANSTON, IL 60201 22,043 0 0
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 9,531 OFFICE 15,400 CONFERENCES/MEETINGS 1,175 BAD DEBT EXPENSE 2,942 YOUTH EXCHANGE EXPENSES 2,096 MISCELLANEOUS 620 MEALS 494 NON-INVESTMENT DEPRECIATION 2,803 TOTAL 35,061
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN ON INVESTMENTS 2,025
FORM 990-EZ, PART II, LINE 24PLEDGES RECEIVABLE 32,866 550 ACCOUNTS RECEIVABLE 0 5,346 CLOCK TOWER 0 149,511 LESS ACCUMULATED DEPRECIATION 0 2,803 WORK IN PROCESS 98,476 0 TOTAL 131,342 152,604
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,902 496 DEFERRED REVENUE 5,661 7,068 OTHER LIABILITIES 500 655
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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