Civic Intelligence

Van Wert Rotary Foundation Trust

990 • Fiscal year 2017 • EIN 34-6895960

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-1690%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

4th percentile

-83%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$98,970

Down $495,767 (-83%) from 2016

Net Assets

Down

$98,970

Down $495,767 (-83%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$30,258

Down $40,577 (-57%) from 2016

Expenses

Up

$541,518

Up $476,044 (+727%) from 2016

Net Income

Down

-$511,260

Down $516,621 (-9637%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2017

Assets$98,970
Liabilities$0
Net Assets$98,970
Open 2017 Filing

Operations Trend

Revenue Growth7th 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

2017

Revenue$30,258
Expenses$541,518
Net Income-$511,260
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$35,584
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
Investments in Publicly Traded Securities$554,874--
Cash and Non-Interest-Bearing Accounts$49,879$98,970▲ $49,091
Rtn Earn Endowment Incm Other Fnds$594,737$98,970▼ $495,767
Total Assets$594,737$98,970▼ $495,767
Other Assets Total$-10,016--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$594,737$98,970▼ $495,767
Total Liabilities and Net Assets / Fund Balance$594,737$98,970▼ $495,767
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Aaron BakerTrustee
Brad EtterTrustee
David RoachTrustee
Deborah RussellTrustee
Staci KaufmanTrustee
Linda StutzSecretary
Lisette KitsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,318
Program Service Revenue
$0
Investment Income
$6,906
Other Revenue
$16,034
All Other Contributions
$7,318
Change in Net Assets
$-511,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$537,350
Other Expenses$4,168
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$524,100--$524,100
Grants to Domestic Individuals$13,250--$13,250
Other Expenses$2,800--$2,800
Office Expenses-$1,368-$1,368
Total Functional Expenses$540,150$1,368$0$541,518
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Van Wert County Foundation---$495,498
VariousVan Wert, OH--$28,602
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,360
Fundraising Direct Expenses$5,326
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$21,360$21,360$5,326$16,034
Total Events$21,360$21,360$5,326$16,034
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
2017-11-03
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
Andrew G Bashore
Phone
4192380658
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Market value appreciation 15,493”

Raw XML Appendix337 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/BusinessNameLine1Txt1VAN WERT COUNTY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0340907558
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0138 E MAIN STREET
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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 APPRECIATION 15,493
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0594737
IRS990/TotalAssetsEOYAmt098970
IRS990/TotalAssetsGrp/BOYAmt0594737
IRS990/TotalAssetsGrp/EOYAmt098970
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07318
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01368
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0540150
IRS990/TotalFunctionalExpensesGrp/TotalAmt0541518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0594737
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098970
IRS990/TotalProgramServiceExpensesAmt0540150
IRS990/TotalRevenueGrp/ExclusionAmt017595
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05345
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030258
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0594737
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098970
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISETTE KITSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId053A42D40B7FA489A8824AADF8E9BC9D144504FF9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F0F6432978BCCFD50C6FA9A4F2E3E5EF7780B17
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/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW G BASHORE
ReturnHeader/ReturnTs02017-11-07T12:08:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,970
Liabilities
$0
Net assets
$98,970
Revenue
$30,258
Expenses
$541,518
Net income
-$511,260
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