Civic Intelligence

Anthony Wayne Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2018 • EIN 27-4249936

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization ProfileN/A
110 W Berry Suite 2400Fort Wayne, IN 46802

(260) 460-1673

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

62nd percentile

9.0%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$117,559

Up $9,733 (+9.0%) from 2017

Net Assets

Up

$117,559

Up $9,733 (+9.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$23,059

Down $4,167 (-15%) from 2017

Expenses

Up

$13,326

Up $2,208 (+20%) from 2017

Net Income

Down

$9,733

Down $6,375 (-40%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $25,553Net Assets 2011: $25,5532011Assets 2012: $47,108Net Assets 2012: $47,1082012Assets 2017: $107,826Net Assets 2017: $107,8262017Assets 2018: $117,559Net Assets 2018: $117,5592018Assets 2019: $101,262Net Assets 2019: $101,2622019Assets 2020: $113,988Net Assets 2020: $113,9882020Assets 2021: $117,989Net Assets 2021: $117,9892021Assets 2022: $180,875Net Assets 2022: $180,8752022Assets 2023: $180,079Net Assets 2023: $180,0792023Assets 2024: $190,545Net Assets 2024: $190,5452024

Highlighted filing

2018

Assets$117,559
Liabilities-
Net Assets$117,559
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $34,861Expenses 2011: $9,308Net Income 2011: $25,5532011Revenue 2012: $28,612Expenses 2012: $7,057Net Income 2012: $21,5552012Revenue 2017: $27,226Expenses 2017: $11,118Net Income 2017: $16,1082017Revenue 2018: $23,059Expenses 2018: $13,326Net Income 2018: $9,7332018Revenue 2019: -$10,152Expenses 2019: $6,145Net Income 2019: -$16,2972019Revenue 2020: $19,912Expenses 2020: $7,186Net Income 2020: $12,7262020Revenue 2021: $4,011Expenses 2021: $10Net Income 2021: $4,0012021Revenue 2022: $76,486Expenses 2022: $13,600Net Income 2022: $62,8862022Revenue 2023: $42,657Expenses 2023: $43,453Net Income 2023: -$7962023Revenue 2024: $38,971Expenses 2024: $28,505Net Income 2024: $10,4662024

Highlighted filing

2018

Revenue$23,059
Expenses$13,326
Net Income$9,733
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$54,572
Mission and Program Overview

Mission

The primary exempt purpose of this organization is to be organized and operated exclusively to benefit, perform, and carry out the charitable, educational, and other exempt purposes of the anthony wayne rotary club.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS, BOOKS AND ASSISTANCE TO STUDENTS.-$13,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN JACKSONDirector-$0--
ARON DELLINGERDirector-$0--
BOB MOOREDirector-$0--
TIM GOSHEFFDirector-$0--
DEB CONKLINDirector-$0--
TROY HEISLERDirector-$0--
CHRIS MEYERSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Anthony Wayne Rotary Charitable
EIN
27-4249936
Phone
2604601673
Address
110 W BERRY SUITE 2400, FORT WAYNE, IN 46802

Signing Officer

Name
Steven Jackson
Title
Director
Phone
2604601673
Signed
2018-11-09

Preparer

Firm
Christen Souers LLC
Address
10347 DAWSONS CREEK BLVD SUITE C, FORT WAYNE, IN 46825-1905
Preparer
Jeremy T Hostetler CPA
Phone
2604840653
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank service charges 326 scholarships 13,000 total 13,326”

Form 990-ez, Part III

“The primary exempt purpose of this organization is to be organized and operated exclusively to benefit, perform, and carry out the charitable, educational, and other exempt purposes of the anthony wayne rotary club.”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107826
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IRS990EZ/ContributionsGiftsGrantsEtcAmt019948
IRS990EZ/CostOrOtherBasisExpenseSaleAmt031513
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IRS990EZ/ExcessOrDeficitForYearAmt09733
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1888
IRS990EZ/GrossReceiptsAmt054572
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ARON DELLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM GOSHEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEB CONKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TROY HEISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013326
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THIS ORGANIZATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY TO BENEFIT, PERFORM, AND CARRY OUT THE CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES OF THE ANTHONY WAYNE ROTARY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS, BOOKS AND ASSISTANCE TO STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt029625
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013326
IRS990EZ/TotalProgramServiceExpensesAmt013000
IRS990EZ/TotalRevenueAmt023059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093438
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04999
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04312
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02479
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020275
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04999
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05065
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020275
IRS990ScheduleA/InvestmentIncomeCYPct00.18000
IRS990ScheduleA/InvestmentIncomePYPct00.13000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82170
IRS990ScheduleA/PublicSupportPY509Pct00.86800
IRS990ScheduleA/PublicSupportTotal509Amt093438
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022161
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011500
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025307
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0113713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 326 SCHOLARSHIPS 13,000 TOTAL 13,326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRIMARY EXEMPT PURPOSE OF THIS ORGANIZATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY TO BENEFIT, PERFORM, AND CARRY OUT THE CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES OF THE ANTHONY WAYNE ROTARY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02604601673
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTHONY WAYNE ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0274249936
ReturnHeader/Filer/PhoneNum02604601673
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 W BERRY SUITE 2400
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046802
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ReturnHeader/FilingSecurityInformation/IPTm013:07:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352110134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTEN SOUERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010347 DAWSONS CREEK BLVD SUITE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468251905
ReturnHeader/PreparerPersonGrp/PhoneNum02604840653
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY T HOSTETLER CPA
ReturnHeader/ReturnTs02018-12-03T14:07:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,559
Liabilities
-
Net assets
$117,559
Revenue
$23,059
Expenses
$13,326
Net income
$9,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.39$0.29$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.43$0.43$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.76$0.14$0.63
2021Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.04$0.00$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.20$0.07$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.10$0.06$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.23$0.13$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.27$0.11$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.29$0.07$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.35$0.09$0.26