Civic Intelligence

Anthony Wayne Rotary

990EZ • Fiscal year 2023 • EIN 35-6077136

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

Organization ProfileN/A
5335 Goldfinch LaneFort Wayne, IN 46818

(260) 437-3032

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-17%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$34,574

Down $7,461 (-18%) from 2022

Net Assets

Down

$29,578

Down $8,652 (-23%) from 2022

Liabilities

Up

$4,996

Up $1,191 (+31%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin12th percentile

Revenue

Down

$23,615

Down $4,812 (-17%) from 2022

Expenses

Up

$32,267

Up $5,137 (+19%) from 2022

Net Income

Down

-$8,652

Down $9,949 (-767%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2023

Assets$34,574
Liabilities$4,996
Net Assets$29,578
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$23,615
Expenses$32,267
Net Income-$8,652
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$23,615
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY CHARITY PROJECTS AND DONATIONS.-$30,636
Compensation and Service Providers
Top Officer Pay87th 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
2024-05-02
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 2,086 lunches 21,983 miscellaneous 537 pets 350 quickbooks software 609 ri dues 2,653 rotary district dues 1,379 website 629 presidents party expense 410 total 30,636”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,408 982 prepaid expenses and deferred charges 681 822 total 4,089 1,804”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,805 4,996”

Raw XML Appendix106 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/BOYAmt037946
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032770
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0264
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8652
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01631
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042035
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034574
IRS990EZ/GrossReceiptsAmt023615
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023350
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038230
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029578
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038230
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029578
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/BOYAmt04089
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01804
IRS990EZ/OtherExpensesTotalAmt030636
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY CHARITY PROJECTS AND DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030636
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03805
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04996
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032267
IRS990EZ/TotalProgramServiceExpensesAmt030636
IRS990EZ/TotalRevenueAmt023615
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 2,086 LUNCHES 21,983 MISCELLANEOUS 537 PETS 350 QUICKBOOKS SOFTWARE 609 RI DUES 2,653 ROTARY DISTRICT DUES 1,379 WEBSITE 629 PRESIDENTS PARTY EXPENSE 410 TOTAL 30,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,408 982 PREPAID EXPENSES AND DEFERRED CHARGES 681 822 TOTAL 4,089 1,804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,805 4,996
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY D HEISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02604373032
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
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/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY T HOSTETLER CPA
ReturnHeader/ReturnTs02024-05-08T09:54:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TROY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEISLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,574
Liabilities
$4,996
Net assets
$29,578
Revenue
$23,615
Expenses
$32,267
Net income
-$8,652
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