Civic Intelligence

Anthony Wayne Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2023 • EIN 27-4249936

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

38th percentile

-1.9%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-44%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$180,079

Down $796 (-0.4%) from 2022

Net Assets

Down

$180,079

Down $796 (-0.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Down

$42,657

Down $33,829 (-44%) from 2022

Expenses

Up

$43,453

Up $29,853 (+220%) from 2022

Net Income

Down

-$796

Down $63,682 (-101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$180,079
Liabilities-
Net Assets$180,079
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$42,657
Expenses$43,453
Net Income-$796
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$55,689
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.-$43,450
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN ROTHGEBPresident-$0--
TROY HEISLERTreasurer/Se-$0--
STEVEN JACKSONDirector-$0--
JUSTIN BRUGGERDirector-$0--
CHRIS MORINGDirector-$0--
LYNETTE JOHNSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$52,291$14,841$13,032$1,809
Total Events$52,291$14,841$13,032$1,809
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/secretary
Signed
2024-05-02

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 bank service charges 3 scholarships 43,450 total 43,453”

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 Appendix166 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/PhoneNum02604373032
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046818
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0180875
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0180079
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IRS990EZ/ExcessOrDeficitForYearAmt0-796
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IRS990EZ/GrossReceiptsAmt055689
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt03398
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180875
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180875
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN ROTHGEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TROY HEISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUSTIN BRUGGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS MORING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNETTE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043453
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/ProgramServiceExpensesAmt043450
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013032
IRS990EZ/SpecialEventsNetIncomeLossAmt01809
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043453
IRS990EZ/TotalProgramServiceExpensesAmt043450
IRS990EZ/TotalRevenueAmt042657
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019252
IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.14000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89160
IRS990ScheduleA/PublicSupportPY509Pct00.85810
IRS990ScheduleA/PublicSupportTotal509Amt0158394
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052291
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04505
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08527
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0177646
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037450
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013032
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014841
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01809
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013032
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 3 SCHOLARSHIPS 43,450 TOTAL 43,453
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/SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY T HOSTETLER CPA
ReturnHeader/ReturnTs02024-05-08T09:54:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TROY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEISLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,079
Liabilities
-
Net assets
$180,079
Revenue
$42,657
Expenses
$43,453
Net income
-$796
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