Civic Intelligence

Anthony Wayne Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2024 • EIN 27-4249936

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 30, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

5.8%

Faster asset growth than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-8.6%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$190,545

Up $10,466 (+5.8%) from 2023

Net Assets

Up

$190,545

Up $10,466 (+5.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$38,971

Down $3,686 (-8.6%) from 2023

Expenses

Down

$28,505

Down $14,948 (-34%) from 2023

Net Income

Up

$10,466

Up $11,262 (+1415%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2024

Assets$190,545
Liabilities-
Net Assets$190,545
Open 2024 Filing

Operations Trend

Revenue Growth35th 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

2024

Revenue$38,971
Expenses$28,505
Net Income$10,466
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$70,434
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.-$28,500
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN ROTHGEBDirector-$0--
TROY HEISLERTreasurer/Se-$0--
STEVEN JACKSONDirector-$0--
JUSTIN BRUGGERDirector-$0--
DENIS BENETTIPresident-$0--
LYNETTE JOHNSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$66,476$35,176$31,463$3,713
Total Events$66,476$35,176$31,463$3,713
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
2025-04-30

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 5 scholarships 28,500 total 28,505”

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 Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TROY HEISLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02604373032
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05335 GOLDFINCH LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046818
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0180079
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0190545
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010466
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0180079
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0190545
IRS990EZ/FundraisingGrossIncomeAmt035176
IRS990EZ/GrossReceiptsAmt070434
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03958
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180079
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0190545
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180079
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0190545
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN ROTHGEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TROY HEISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUSTIN BRUGGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENIS BENETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNETTE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028505
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/ProgramServiceExpensesAmt028500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031463
IRS990EZ/SpecialEventsNetIncomeLossAmt03713
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028505
IRS990EZ/TotalProgramServiceExpensesAmt028500
IRS990EZ/TotalRevenueAmt038971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0147295
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03958
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03967
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019188
IRS990ScheduleA/InvestmentIncomeCYPct00.08000
IRS990ScheduleA/InvestmentIncomePYPct00.11000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91990
IRS990ScheduleA/PublicSupportPY509Pct00.89160
IRS990ScheduleA/PublicSupportTotal509Amt0220365
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015945
IRS990ScheduleA/Total509Grp/TotalAmt0220365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019912
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0239553
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031463
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035176
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03713
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031463
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 5 SCHOLARSHIPS 28,500 TOTAL 28,505
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY HEISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY T HOSTETLER CPA
ReturnHeader/ReturnTs02025-05-01T15:18:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,545
Liabilities
-
Net assets
$190,545
Revenue
$38,971
Expenses
$28,505
Net income
$10,466
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