Civic Intelligence

Van Wert Rotary Foundation Trust

990 • Fiscal year 2014 • EIN 34-6895960

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 08, 2015

Organization ProfileN/A
595 Fox Road45891

(419) 238-2000

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.10x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

63rd percentile

8.6%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

64th percentile

7.8%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$599,966

Up $43,318 (+7.8%) from 2013

Net Assets

Up

$593,216

Up $36,568 (+6.6%) from 2013

Liabilities

Up

$6,750

Up $6,750 from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin63rd percentile

Revenue

$68,808

No earlier filing loaded for comparison.

Expenses

Up

$62,875

Up $7,258 (+13%) from 2013

Net Income

$5,933

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2012: $568,476Liabilities 2012: $0Net Assets 2012: $568,4762012Assets 2013: $556,648Liabilities 2013: $0Net Assets 2013: $556,6482013Assets 2014: $599,966Liabilities 2014: $6,750Net Assets 2014: $593,2162014Assets 2016: $594,737Liabilities 2016: $0Net Assets 2016: $594,7372016Assets 2017: $98,970Liabilities 2017: $0Net Assets 2017: $98,9702017Assets 2018: $109,117Liabilities 2018: $0Net Assets 2018: $109,1172018Assets 2019: $117,913Liabilities 2019: $0Net Assets 2019: $117,9132019Assets 2020: $114,674Liabilities 2020: $0Net Assets 2020: $114,6742020Assets 2021: $135,226Liabilities 2021: $0Net Assets 2021: $135,2262021Assets 2022: $100,492Liabilities 2022: $0Net Assets 2022: $100,4922022Assets 2023: $150,776Liabilities 2023: $0Net Assets 2023: $150,7762023Assets 2024: $129,240Liabilities 2024: $0Net Assets 2024: $129,2402024Assets 2025: $183,370Liabilities 2025: $0Net Assets 2025: $183,3702025

Highlighted filing

2014

Assets$599,966
Liabilities$6,750
Net Assets$593,216
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $54,4882012Expenses 2013: $55,6172013Revenue 2014: $68,808Expenses 2014: $62,875Net Income 2014: $5,9332014Revenue 2016: $70,835Expenses 2016: $65,474Net Income 2016: $5,3612016Revenue 2017: $30,258Expenses 2017: $541,518Net Income 2017: -$511,2602017Revenue 2018: $46,725Expenses 2018: $36,578Net Income 2018: $10,1472018Revenue 2019: $48,276Expenses 2019: $39,480Net Income 2019: $8,7962019Revenue 2020: $99,808Expenses 2020: $103,047Net Income 2020: -$3,2392020Revenue 2021: $44,362Expenses 2021: $23,810Net Income 2021: $20,5522021Revenue 2022: $9,093Expenses 2022: $37,170Net Income 2022: -$28,0772022Revenue 2023: $77,632Expenses 2023: $27,348Net Income 2023: $50,2842023Revenue 2024: $17,538Expenses 2024: $39,074Net Income 2024: -$21,5362024Revenue 2025: $103,240Expenses 2025: $49,110Net Income 2025: $54,1302025

Highlighted filing

2014

Revenue$68,808
Expenses$62,875
Net Income$5,933
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 8, 2015
Return Version
2013v4.0
Gross Receipts
$97,119
Mission and Program Overview

Mission

To provide resources to meet charitable, scientific, literary or educational needs within the ideals of rotary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$568,476$593,216▲ $24,740
Investments in Publicly Traded Securities-$520,586-
Cash and Non-Interest-Bearing Accounts$504,582$44,531▼ $460,051
Accounts Receivable$19,333--
Total Assets$568,476$599,966▲ $31,490
Other Assets Total$44,561$34,849▼ $9,712
Liabilities
Grants Payable-$6,750-
Total Liabilities$0$6,750▲ $6,750
Net Assets / Fund Balance
Total Net Assets Fund Balance$568,476$593,216▲ $24,740
Total Liabilities and Net Assets / Fund Balance$568,476$599,966▲ $31,490

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$34,849--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Deb RussellTrustee
Gregg BashoreTrustee
Philip FarrisTrustee
Staci KaufmanTrustee
Lois GehresTrustee, Pre
Linda StutzSecretray
D J MuseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,727
Program Service Revenue
$0
Investment Income
$24,081
Other Revenue
$0
All Other Contributions
$44,727
Change in Net Assets
$5,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,134
Other Expenses$5,741
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,884--$33,884
Grants to Domestic Individuals$23,250--$23,250
Other Expenses-$347-$347
Total Functional Expenses$57,134$5,741$0$62,875
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
34-1158231-3Community Support$12,579
34-4429710-3-$8,386
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members of the van wert rotary club are members of the van wert rotary foundation”

Form 990, Page 6, Part VI, Line 7B

“Non-scholarship disbursements in excess of 500 are subject to approval by the members of the foundation.”

Form 990, Page 6, Part VI, Line 11B

“Copy of the return is provided to all board members for their review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“All tax return documents, organizing instruments, conflict of interest policy and minutes of board meetings are available to the general public upon request.”

Filing and Contact Details

Filer

EIN
34-6895960
Phone
4192382000

Signing Officer

Name
D J Muse
Title
Treasurer
Phone
4192382000
Signed
2015-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D J Muse Treasurer
Formed
1989
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Preparer
Dj Muse CPA
Phone
4192382000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized appreciation 18,807”

Raw XML Appendix347 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11VAN WERT CO AGRICULTURAL SOCIETY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE VAN WERT ROTARY CLUB ARE MEMBERS OF THE VAN WERT ROTARY FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NON-SCHOLARSHIP DISBURSEMENTS IN EXCESS OF 500 ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL TAX RETURN DOCUMENTS, ORGANIZING INSTRUMENTS, CONFLICT OF INTEREST POLICY AND MINUTES OF BOARD MEETINGS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0568476
IRS990/TotalAssetsEOYAmt0599966
IRS990/TotalAssetsGrp/BOYAmt0568476
IRS990/TotalAssetsGrp/EOYAmt0599966
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt044727
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05741
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057134
IRS990/TotalFunctionalExpensesGrp/TotalAmt062875
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt06750
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0568476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0593216
IRS990/TotalProgramServiceExpensesAmt057134
IRS990/TotalRevenueGrp/ExclusionAmt018259
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05822
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068808
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0568476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599966
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10SHULTZ HUBER ASSOCIATES INC
IRS990/USAddress/City0VAN WERT
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode045891
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D J MUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04192382000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10VAN WERT ROTARY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VANW
ReturnHeader/Filer/EIN0346895960
ReturnHeader/Filer/PhoneNum04192382000
ReturnHeader/Filer/USAddress/AddressLine10595 FOX ROAD
ReturnHeader/Filer/USAddress/City0VAN WERT
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045891
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341769212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SHULTZ HUBER & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10595 FOX RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VAN WERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0458912457
ReturnHeader/PreparerPersonGrp/PhoneNum04192382000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DJ MUSE CPA
ReturnHeader/ReturnTs02015-02-05T15:27:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$599,966
Liabilities
$6,750
Net assets
$593,216
Revenue
$68,808
Expenses
$62,875
Net income
$5,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$1.03$0.49$0.54
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.18$0.39$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.78$0.27$0.50
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.09$0.37$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.44$0.24$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.00$1.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.48$0.39$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.47$0.37$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.30$5.42$5.11
2016Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.71$0.65$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.07$5.93$0.69$0.63$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$0.00$5.57$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$0.00$5.68$0.54