Civic Intelligence

Anthony Wayne Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2022 • EIN 27-4249936

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization ProfileN/A
5335 Goldfinch LaneFort Wayne, IN 46818

(260) 627-5856

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1807%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$180,875

Up $62,886 (+53%) from 2021

Net Assets

Up

$180,875

Up $62,886 (+53%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$76,486

Up $72,475 (+1807%) from 2021

Expenses

Up

$13,600

Up $13,590 (+135900%) from 2021

Net Income

Up

$62,886

Up $58,885 (+1472%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2022

Assets$180,875
Liabilities-
Net Assets$180,875
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$76,486
Expenses$13,600
Net Income$62,886
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.0
Gross Receipts
$103,259
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.-$13,600
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK STETZELPresident-$0--
TROY HEISLERTreasurer-$0--
STEVEN JACKSONDirector-$0--
JUSTIN BRUGGERDirector-$0--
CHRIS MORINGDirector-$0--
CARRIE PERRYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$85,653$23,053$16,150$6,903
Total Events$85,653$23,053$16,150$6,903
Filing and Contact Details

Filer

Filer Name
Anthony Wayne Rotary Charitable
EIN
27-4249936
Phone
2606275856
Address
5335 GOLDFINCH LANE, FORT WAYNE, IN 46818

Signing Officer

Name
Troy Heisler
Title
Treasurer
Signed
2023-05-10

Preparer

Firm
Christen Souers LLC
Address
10347 DAWSONS CREEK BLVD STE 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 scholarships 13,600 total 13,600”

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 Appendix167 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117989
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK STETZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TROY HEISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUSTIN BRUGGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS MORING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARRIE PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013600
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/ProgramServiceExpensesAmt013600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt013752
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016150
IRS990EZ/SpecialEventsNetIncomeLossAmt06903
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013600
IRS990EZ/TotalProgramServiceExpensesAmt013600
IRS990EZ/TotalRevenueAmt076486
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102998
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04999
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03854
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04999
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020853
IRS990ScheduleA/InvestmentIncomeCYPct00.14000
IRS990ScheduleA/InvestmentIncomePYPct00.26000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85810
IRS990ScheduleA/PublicSupportPY509Pct00.73930
IRS990ScheduleA/PublicSupportTotal509Amt0126051
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085653
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146904
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085653
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS 13,600 TOTAL 13,600
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY HEISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTHONY WAYNE ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0274249936
ReturnHeader/Filer/PhoneNum02606275856
ReturnHeader/Filer/USAddress/AddressLine1Txt05335 GOLDFINCH LANE
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046818
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352110134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTEN SOUERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010347 DAWSONS CREEK BLVD STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468251905
ReturnHeader/PreparerPersonGrp/PhoneNum02604840653
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY T HOSTETLER CPA
ReturnHeader/ReturnTs02023-05-15T13:19:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TROY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEISLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,875
Liabilities
-
Net assets
$180,875
Revenue
$76,486
Expenses
$13,600
Net income
$62,886
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