Civic Intelligence

Van Wert Rotary Foundation Trust

990 • Fiscal year 2019 • EIN 34-6895960

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 01, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$117,913

Up $8,796 (+8.1%) from 2018

Net Assets

Up

$117,913

Up $8,796 (+8.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Up

$48,276

Up $1,551 (+3.3%) from 2018

Expenses

Up

$39,480

Up $2,902 (+7.9%) from 2018

Net Income

Down

$8,796

Down $1,351 (-13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2019

Assets$117,913
Liabilities$0
Net Assets$117,913
Open 2019 Filing

Operations Trend

Revenue Growth54th 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

2019

Revenue$48,276
Expenses$39,480
Net Income$8,796
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$57,817
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$109,117$117,913▲ $8,796
Savings and Temporary Cash Investments-$71,325-
Cash and Non-Interest-Bearing Accounts$109,117$46,588▼ $62,529
Total Assets$109,117$117,913▲ $8,796
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$109,117$117,913▲ $8,796
Total Liabilities and Net Assets / Fund Balance$109,117$117,913▲ $8,796
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Brent TowChairman
Dave KrendlTrustee
Deborah LehmanTrustee
Eric HurlessTrustee
Sherri ClayTrustee
Linda StutzSecretary
Lisette KitsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,731
Program Service Revenue
$0
Investment Income
$17,975
Other Revenue
$13,570
All Other Contributions
$16,731
Change in Net Assets
$8,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,987
Other Expenses$1,493
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,987--$21,987
Grants to Domestic Individuals$16,000--$16,000
Office Expenses-$1,193-$1,193
Other Expenses$300--$300
Total Functional Expenses$38,287$1,193$0$39,480
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various---$21,987
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,111
Fundraising Direct Expenses$9,541
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$23,111$23,111$9,541$13,570
Total Events$23,111$23,111$9,541$13,570
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
2019-11-01
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
Raw XML Appendix335 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE RESOURCES TO MEET CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL NEEDS WITHIN THE IDEALS OF ROTARY.
IRS990/AllOtherContributionsAmt016731
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0LISETTE KITSON
IRS990/BooksInCareOfDetail/PhoneNum04192386747
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014132 MIDDLE POINT ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0VAN WERT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045891
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0109117
IRS990/CashNonInterestBearingGrp/EOYAmt046588
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016731
IRS990/CYGrantsAndSimilarPaidAmt037987
IRS990/CYInvestmentIncomeAmt017975
IRS990/CYOtherExpensesAmt01493
IRS990/CYOtherRevenueAmt013570
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08796
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt039480
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt048276
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE SCHOLARSHIPS TO BE USED FOR COLLEGE TO LOCAL HIGH SCHOOL GRADUATES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt016300
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVE KRENDL
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENT TOW
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC HURLESS
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH LEHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4SHERRI CLAY
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA STUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6LISETTE KITSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt09541
IRS990/FundraisingGrossIncomeAmt023111
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt016000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt021987
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021987
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt057817
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt017975
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017975
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE RESOURCES TO MEET CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL NEEDS WITHIN THE IDEALS OF ROTARY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0109117
IRS990/NetAssetsOrFundBalancesEOYAmt0117913
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013570
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013570
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01193
IRS990/OfficeExpensesGrp/TotalAmt01193
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INTERNATIONAL DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt0300
IRS990/OtherExpensesGrp/TotalAmt0300
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LISETTE KITSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0LOCAL COMMUNITY SERVICE FOR YOUTH EDUCATIONAL, CIVIC, AND RECREATIONAL ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021987
IRS990/ProgSrvcAccomActy2Grp/GrantAmt021987
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014048
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt035270
IRS990/PYInvestmentIncomeAmt015257
IRS990/PYOtherExpensesAmt01308
IRS990/PYOtherRevenueAmt017420
IRS990/PYRevenuesLessExpensesAmt010147
IRS990/PYTotalExpensesAmt036578
IRS990/PYTotalRevenueAmt046725
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt08796
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0109117
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0117913
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0101667
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017975
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015257
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023842
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028329
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017975
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015257
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086964
IRS990ScheduleA/InvestmentIncomeCYPct00.33000
IRS990ScheduleA/InvestmentIncomePYPct00.32000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt012570
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt016420
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt015034
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt019354
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt012344
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt075722
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.38460
IRS990ScheduleA/PublicSupportPY509Pct00.39130
IRS990ScheduleA/PublicSupportTotal509Amt0101667
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016731
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036905
IRS990ScheduleA/Total509Grp/TotalAmt0101667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077578
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264353
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09541
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023111
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023111
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023111
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023111
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013570
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09541
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09541
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt021987
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0109117
IRS990/TotalAssetsEOYAmt0117913
IRS990/TotalAssetsGrp/BOYAmt0109117
IRS990/TotalAssetsGrp/EOYAmt0117913
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016731
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01193
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038287
IRS990/TotalFunctionalExpensesGrp/TotalAmt039480
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0109117
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0117913
IRS990/TotalProgramServiceExpensesAmt038287
IRS990/TotalRevenueGrp/ExclusionAmt031545
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048276
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0109117
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0117913
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISETTE KITSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
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/AtSubmissionCreationDeviceId031F3F62B3BA46F3E345347E53BD35022000F4B21
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005D0EE532E45373FCD5CEF5263588DED08507C46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.143.28.78
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:01:19
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/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW G BASHORE
ReturnHeader/ReturnTs02019-11-04T10:01:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,913
Liabilities
$0
Net assets
$117,913
Revenue
$48,276
Expenses
$39,480
Net income
$8,796
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