Civic Intelligence

Anthony Wayne Rotary

EIN 35-6077136 • 501(c)4 • Fort Wayne, IN

Profile

COMMUNITY SERVICE

5335 Goldfinch LaneFort Wayne, IN 46818

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.16x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.27x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

35th percentile

-5.6%

Higher net margin than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-1.9%

Faster asset growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-16%

Faster revenue growth than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$33,907

Down $667 (-1.9%) from 2023

Liabilities

Up

$5,443

Up $447 (+8.9%) from 2023

Net Assets

Down

$28,464

Down $1,114 (-3.8%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin35th percentile

Revenue

Down

$19,799

Down $3,816 (-16%) from 2023

Expenses

Down

$20,913

Down $11,354 (-35%) from 2023

Net Income

Up

-$1,114

Up $7,538 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2022: $42,035Liabilities 2022: $3,805Net Assets 2022: $38,2302022Assets 2023: $34,574Liabilities 2023: $4,996Net Assets 2023: $29,5782023Assets 2024: $33,907Liabilities 2024: $5,443Net Assets 2024: $28,4642024

Highlighted filing

2024

Assets$33,907
Liabilities$5,443
Net Assets$28,464
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2022: $28,427Expenses 2022: $27,130Net Income 2022: $1,2972022Revenue 2023: $23,615Expenses 2023: $32,267Net Income 2023: -$8,6522023Revenue 2024: $19,799Expenses 2024: $20,913Net Income 2024: -$1,1142024

Highlighted filing

2024

Revenue$19,799
Expenses$20,913
Net Income-$1,114
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$33,907
Liabilities
$5,443
Net assets
$28,464
Revenue
$19,799
Expenses
$20,913
Net income
-$1,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.9$5.44$28.5$19.8$20.9$1.11
2023Detailed filing. Detailed filing data is available for this year.$34.6$5.00$29.6$23.6$32.3$8.65
2022Detailed filing. Detailed filing data is available for this year.$42.0$3.81$38.2$28.4$27.1$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2024
Return Version
2023v6.0
Gross Receipts
$19,799
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY CHARITY PROJECTS AND DONATIONS.-$19,238
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY D HEISLERTreasurerPT$0--
KEVIN ROTHGEBPresidentPT$0--
ALEC SMITHSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Anthony Wayne Rotary
EIN
35-6077136
Phone
2604373032
Address
5335 GOLDFINCH LANE, FORT WAYNE, IN 46818

Signing Officer

Name
Troy D Heisler
Title
Treasurer
Phone
2604373032
Signed
2024-04-29
Discuss with paid preparer
Yes

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 office expenses 290 district conference 100 lunches 10,205 pets 65 quickbooks software 740 ri dues 2,631 rotary district dues 1,290 website 657 presidents party expense 706 flowers/sympathy 200 donations/special project 2,354 total 19,238”

Form 990-ez, Part II, Line 24

“Accounts receivable 982 2,288 prepaid expenses and deferred charges 822 650 total 1,804 2,938”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 4,996 1,648 deferred revenue 0 3,795”

Raw XML Appendix104 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 D 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/BOYAmt032770
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030969
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02071
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1114
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034574
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033907
IRS990EZ/GrossReceiptsAmt019799
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017727
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029578
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028464
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029578
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028464
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY D HEISLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN ROTHGEB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEC SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01804
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02938
IRS990EZ/OtherExpensesTotalAmt019238
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY CHARITY PROJECTS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019238
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04996
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05443
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020913
IRS990EZ/TotalProgramServiceExpensesAmt019238
IRS990EZ/TotalRevenueAmt019799
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 290 DISTRICT CONFERENCE 100 LUNCHES 10,205 PETS 65 QUICKBOOKS SOFTWARE 740 RI DUES 2,631 ROTARY DISTRICT DUES 1,290 WEBSITE 657 PRESIDENTS PARTY EXPENSE 706 FLOWERS/SYMPATHY 200 DONATIONS/SPECIAL PROJECT 2,354 TOTAL 19,238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 982 2,288 PREPAID EXPENSES AND DEFERRED CHARGES 822 650 TOTAL 1,804 2,938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,996 1,648 DEFERRED REVENUE 0 3,795
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY D HEISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02604373032
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTHONY WAYNE ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0356077136
ReturnHeader/Filer/PhoneNum02604373032
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/PreparationDt02025-04-24
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

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