FORT WAYNE ROTARY FOUNDATION INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FORT WAYNE ROTARY FOUNDATION INC (EIN 31-0950924)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-07
- IRS object ID
- 201440389349200004
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-07T06:16:34-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dulin Ward & DeWald Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9921 Dupont Circle Drive West | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46825 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310950924 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fort Wayne Rotary Foundation Inc | BusinessNameLine1 |
| Business Name Line2 | co DWD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORT | NameControl |
| Phone | 2604232414 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9921 Dupont Cir Dr W Ste 300 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46825 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark Westerhausen | Name |
| Title | Treasurer | Title |
| Date Signed | 2014-02-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark S Westerhausen CPA | Name |
| PTIN | P00058028 | PTIN |
| Phone | 2604232414 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | www.fortwaynerotary.org | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 79104 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 46149 | ContributionsGiftsGrantsEtc |
| Membership Dues | 22357 | MembershipDues |
| Investment Income | 2206 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 8392 | FundraisingGrossIncome |
| Special Events Direct Expenses | 4568 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 3824 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 74536 | TotalRevenue |
| Grants And Similar Amounts Paid | 18883 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 5813 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1602 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 12850 | OtherExpensesTotal |
| Total Expenses | 39148 | TotalExpenses |
| Excess Or Deficit For Year | 35388 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 136442 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 9902 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 181732 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131580 | BOY |
| EOY | 173201 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10593 | BOY |
| EOY | 13867 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142173 | BOY |
| EOY | 187068 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5731 | BOY |
| EOY | 5336 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136442 | BOY |
| EOY | 181732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Encouraging development in charitable and educational programs. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (5 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| Local service projects. | 284 | 100 |
| Support students of lower-income families at Washington Elementary School in Fort Wayne, IN. | 3040 | 3040 |
| 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.Junior 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. | 11954 | 9343 |
| International Exchanges:Rotary Youth Exchange - sponsored one inbound and one outbound international exchange student to promote international understanding.Group Study Exchange - promote cultural/vocational exchange by hosting foreign business delegation. | 4556 | |
| 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: To support the middle school through funding of playground equipment, books at the building of a middle school. | 6891 | 6400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 26725 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (17 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| Holli Seabury | ||
| Director | 0.50 | 0 |
| Kenn Kunze | ||
| Director | 0.50 | 0 |
| Louise Jackson | ||
| Director | 0.50 | 0 |
| Carole Fuller | ||
| Director | 0.50 | 0 |
| Jason Daenans | ||
| Director | 0.50 | 0 |
| Linda Skaggs | ||
| Director | 0.50 | 0 |
| Candace Schuler | ||
| Director | 0.50 | 0 |
| Jim Huller | ||
| Director | 0.50 | 0 |
| John Hoffman | ||
| Director | 0.50 | 0 |
| Ruth Corn | ||
| Director | 0.50 | 0 |
| Glenn Abels | ||
| Director | 0.50 | 0 |
| Mike Kelly | ||
| Past President | 0.50 | 0 |
| Jane Wilks | ||
| Secretary | 13.00 | 5400 |
| Mark Westerhausen | ||
| Treasurer | 3.00 | 0 |
| Barb Wachtman | ||
| Pres-elect nomi | 1.00 | 0 |
| Jeff Krull | ||
| President-elect | 1.00 | 0 |
| Dave Borgen | ||
| President | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Westerhausen | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9921 Dupont Circle Drive West Suite | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46825 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2604232414 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53353 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 47502 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53338 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68506 | CurrentTaxYear |
| Total | 262142 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 2075 | CurrentTaxYear |
| Total | 2075 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53353 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 47502 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53338 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70581 | CurrentTaxYear |
| Total | 264217 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 301 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2156 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32920 | CurrentTaxYear |
| Total | 54523 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 301 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2156 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14356 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32920 | CurrentTaxYear |
| Total | 54523 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 209694 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2260 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1506 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2016 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2206 | CurrentTaxYear |
| Total | 10065 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2260 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1506 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2016 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2206 | CurrentTaxYear |
| Total | 10065 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55613 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55354 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72787 | CurrentTaxYear |
| Total | 274282 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.76450 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.03670 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1003 | Total Liabilities.1003 | Deferred Revenue - Beginning $3791 Deferred Revenue - Ending $3350 |
| Form 990-EZ, Part II, Line 26.1001 | Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $1940 Accounts Payable and Accrued Expenses - Ending $1986 |
| Form 990-EZ, Part II, Line 24.1005 | Other Assets.1005 | Accounts Receivable - Beginning $10593 Accounts Receivable - Ending $13867 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Meals $1896 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Host family allowances $2100 |
| Form 990-EZ, Part I, Line 16.1007 | Other Expenses.1007 | Conferences, Conventions, and Meetings $2294 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $494 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $6066 |
Comments