Civic Intelligence

Van Wert Rotary Foundation Trust

990 • Fiscal year 2016 • EIN 34-6895960

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization ProfileN/A
14132 Middle Point RoadVan Wert, OH 45891

(419) 238-6747

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

62nd percentile

7.6%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

42nd percentile

-0.4%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

47th percentile

1.5%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$594,737

Down $5,229 (-0.9%) from 2014

Net Assets

Up

$594,737

Up $1,521 (+0.3%) from 2014

Liabilities

Down

$0

Down $6,750 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin62nd percentile

Revenue

Up

$70,835

Up $2,027 (+2.9%) from 2014

Expenses

Up

$65,474

Up $2,599 (+4.1%) from 2014

Net Income

Down

$5,361

Down $572 (-9.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$594,737
Liabilities$0
Net Assets$594,737
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

2016

Revenue$70,835
Expenses$65,474
Net Income$5,361
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$82,287
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$602,442$594,737▼ $7,705
Investments in Publicly Traded Securities$533,460$554,874▲ $21,414
Cash and Non-Interest-Bearing Accounts$64,907$49,879▼ $15,028
Total Assets$612,942$594,737▼ $18,205
Other Assets Total$14,575$-10,016▼ $24,591
Liabilities
Grants Payable$10,500--
Total Liabilities$10,500$0▼ $10,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$602,442$594,737▼ $7,705
Total Liabilities and Net Assets / Fund Balance$612,942$594,737▼ $18,205
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Lois GeheresChairman, Tr
Deborah RussellDirector
Brad EtterTrustee
David RoachTrustee
Staci KaufmanTrustee
Linda StutzSecretary
Lisette KitsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,665
Program Service Revenue
$0
Investment Income
$23,816
Other Revenue
$20,354
All Other Contributions
$26,665
Change in Net Assets
$5,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,309
Other Expenses$9,165
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,809--$39,809
Grants to Domestic Individuals$16,500--$16,500
Office Expenses-$5,795-$5,795
Other Expenses$450--$450
Total Functional Expenses$59,679$5,795$0$65,474
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various---$39,809
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,780
Fundraising Direct Expenses$11,426
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$31,780$31,780$11,426$20,354
Total Events$31,780$31,780$11,426$20,354
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 7A

“All trustees and officers are elected by the membership.”

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

“Disbursements in excess of 500 are subject to approval by the members of the van wert rotary club.”

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The foundation's tax return, governing documents, financial statements, and conflict of interest policy are available for review upon request to the principal officers and trustees. Copies are made if requested.”

Filing and Contact Details

Filer

Filer Name
Van Wert Rotary Foundation Trust
EIN
34-6895960
Phone
4192386747
Address
14132 MIDDLE POINT ROAD, VAN WERT, OH 45891

Signing Officer

Name
Lisette Kitson
Title
Treasurer
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisette Kitson
Formed
1989
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Bashore Reineck Stoller & Waterman Inc
Address
685 FOX ROAD SUITE 101, VAN WERT, OH 45891
Preparer
Gregg L Bashore
Phone
4192380658
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Market value decline -13,066 total -13,066”

Raw XML Appendix334 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL TRUSTEES AND OFFICERS ARE ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISBURSEMENTS IN EXCESS OF 500 ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE VAN WERT ROTARY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S TAX RETURN, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST TO THE PRINCIPAL OFFICERS AND TRUSTEES. COPIES ARE MADE IF REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKET VALUE DECLINE -13,066 TOTAL -13,066
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsEOYAmt0594737
IRS990/TotalAssetsGrp/BOYAmt0612942
IRS990/TotalAssetsGrp/EOYAmt0594737
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt026665
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05795
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059679
IRS990/TotalFunctionalExpensesGrp/TotalAmt065474
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010500
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt010500
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0602442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0594737
IRS990/TotalProgramServiceExpensesAmt059679
IRS990/TotalRevenueGrp/ExclusionAmt044196
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-26
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070835
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0612942
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0594737
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014132 MIDDLE POINT ROAD
IRS990/USAddress/CityNm0VAN WERT
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045891
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISETTE KITSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VAN WERT ROTARY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VANW
ReturnHeader/Filer/EIN0346895960
ReturnHeader/Filer/PhoneNum04192386747
ReturnHeader/Filer/USAddress/AddressLine1Txt014132 MIDDLE POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0VAN WERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045891
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341495118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BASHORE REINECK STOLLER & WATERMAN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0685 FOX ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VAN WERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045891
ReturnHeader/PreparerPersonGrp/PhoneNum04192380658
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG L BASHORE
ReturnHeader/ReturnTs02016-11-08T13:36:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$594,737
Liabilities
$0
Net assets
$594,737
Revenue
$70,835
Expenses
$65,474
Net income
$5,361
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