Civic Intelligence

Wayne Rotary Foundation

990 • Fiscal year 2020 • EIN 38-6091615

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 18, 2020

Refreshing map…

2732 S NewburghWestland, MI 48186

(734) 721-1185

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

18th percentile

-5.6%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-8.3%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$696,937

Down $41,110 (-5.6%) from 2019

Net Assets

Down

$696,937

Down $41,110 (-5.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$62,404

Down $5,642 (-8.3%) from 2019

Expenses

Up

$84,273

Up $10,316 (+14%) from 2019

Net Income

Down

-$21,869

Down $15,958 (-270%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $750,146Liabilities 2011: $0Net Assets 2011: $750,1462011Assets 2012: $709,444Liabilities 2012: $0Net Assets 2012: $709,4442012Assets 2013: $705,897Liabilities 2013: $0Net Assets 2013: $705,8972013Assets 2014: $749,474Liabilities 2014: $0Net Assets 2014: $749,4742014Assets 2015: $718,520Liabilities 2015: $0Net Assets 2015: $718,5202015Assets 2016: $644,438Liabilities 2016: $0Net Assets 2016: $644,4382016Assets 2017: $707,840Liabilities 2017: $0Net Assets 2017: $707,8402017Assets 2018: $732,898Liabilities 2018: $0Net Assets 2018: $732,8982018Assets 2019: $738,047Liabilities 2019: $0Net Assets 2019: $738,0472019Assets 2020: $696,937Liabilities 2020: $0Net Assets 2020: $696,9372020Assets 2021: $1,052,303Liabilities 2021: $0Net Assets 2021: $1,052,3032021Assets 2022: $879,338Liabilities 2022: $0Net Assets 2022: $879,3382022Assets 2023: $923,525Liabilities 2023: $0Net Assets 2023: $923,5252023Assets 2024: $999,891Liabilities 2024: $0Net Assets 2024: $999,8912024Assets 2025: $1,090,302Liabilities 2025: $0Net Assets 2025: $1,090,3022025

Highlighted filing

2020

Assets$696,937
Liabilities$0
Net Assets$696,937

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $50,0962011Expenses 2012: $50,5102012Revenue 2013: $69,648Expenses 2013: $73,195Net Income 2013: -$3,5472013Revenue 2014: $103,958Expenses 2014: $60,381Net Income 2014: $43,5772014Revenue 2015: $40,440Expenses 2015: $40,728Net Income 2015: -$2882015Revenue 2016: $47,164Expenses 2016: $88,333Net Income 2016: -$41,1692016Revenue 2017: $54,443Expenses 2017: $45,283Net Income 2017: $9,1602017Revenue 2018: $134,964Expenses 2018: $118,798Net Income 2018: $16,1662018Revenue 2019: $68,046Expenses 2019: $73,957Net Income 2019: -$5,9112019Revenue 2020: $62,404Expenses 2020: $84,273Net Income 2020: -$21,8692020Revenue 2021: $258,937Expenses 2021: $46,558Net Income 2021: $212,3792021Revenue 2022: $103,558Expenses 2022: $130,869Net Income 2022: -$27,3112022Revenue 2023: $39,376Expenses 2023: $63,244Net Income 2023: -$23,8682023Revenue 2024: $138,284Expenses 2024: $124,323Net Income 2024: $13,9612024Revenue 2025: $124,798Expenses 2025: $60,898Net Income 2025: $63,9002025

Highlighted filing

2020

Revenue$62,404
Expenses$84,273
Net Income-$21,869
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 18, 2020
Return Version
2019v5.0
Gross Receipts
$272,363
Mission and Program Overview

Mission

See attached statement article 11. The purpose or purposes for which the corporation is formed are as follows: to receive and administer funds for scientific, educational, and charitable purposes, all for public welfare, and for no other purposes, and to that end to take and hold, by bequest, devise, gift, purchase or lease, either absolutely or in trust for such objects and purposes or any of them, any property, real, personal or mixed, without limitation as to amount of value, except such limitations, if any, as may be imposed by law; to sell, convey, and dispose of any such property and to invest and reinvest the principal thereof, and to deal with and expend the income therefrom for any of the beforementioned purposes, without limitation, except such limitations, if any, as may be contained in the instrument under which such property is received; to receive any property, real, personal, or mixed, in trust, under the terms of any will, deed of trust, or other trust instrument for th

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$738,047$696,937▼ $41,110
Investments in Publicly Traded Securities$702,466$670,289▼ $32,177
Cash and Non-Interest-Bearing Accounts$35,581$26,648▼ $8,933
Total Assets$738,047$696,937▼ $41,110
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$738,047$696,937▼ $41,110
Total Liabilities and Net Assets / Fund Balance$738,047$696,937▼ $41,110
Compensation and Service Providers

Board Members and Trustees

NameTitle
John RhaesaPresident
Linda GableTrustee
Lois VanstipdonkTrustee
Pat RiceTrustee
Trish HamptonTrustee
John VanstipdonkSecretary
David CarpenterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,684
Program Service Revenue
$0
Investment Income
$19,720
Other Revenue
$0
All Other Contributions
$42,684
Change in Net Assets
$-21,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,069
Other Expenses$18,204
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$66,069--$66,069
Fees for Services Accounting$350--$350
Other Expenses$20--$20
Total Functional Expenses$84,273$0$0$84,273
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wayne Memorial High SchoolWayne, MI--$23,000
Wayne Rotaryconcerts in the ParkWestland, MI--$22,187
Wayne Public LibraryWayne, MI--$10,582
The Rotary FoundationChicago, IL--$10,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Wayne Rotary Foundation
EIN
38-6091615
Phone
7347211185
Address
2732 S NEWBURGH, WESTLAND, MI 48186

Signing Officer

Name
John Vanstipdonk
Title
Secretary
Phone
7347211185
Signed
2020-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Vanstipdonk
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Post Smythe Lutz & Ziel of Wayne Llp
Address
4621 S WAYNE RD, WAYNE, MI 48184
Preparer
Kathy Billings CPA
Phone
7347229190
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

See attached statement article 11. The purpose or purposes for which the corporation is formed are as follows: to receive and administer funds for scientific, educational, and charitable purposes, all for public welfare, and for no other purposes, and to that end to take and hold, by bequest, devise, gift, purchase or lease, either absolutely or in trust for such objects and purposes or any of them, any property, real, personal or mixed, without limitation as to amount of value, except such limitations, if any, as may be imposed by law; to sell, convey, and dispose of any such property and to invest and reinvest the principal thereof, and to deal with and expend the income therefrom for any of the beforementioned purposes, without limitation, except such limitations, if any, as may be contained in the instrument under which such property is received; to receive any property, real, personal, or mixed, in trust, under the terms of any will, deed of trust, or other trust instrument for the foregoing purposes or any of them (but for no other purposes), and in administering the same to carry out the directions and exercise the powers contained in the trust instrument under which the property is received, including the expenditure of the principal, as well as the income, for one or more of such purposes, if authorized or directed in the trust instrument under which it is received; to receive, take title to, hold, and use the proceeds income of stocks, bonds, obligations, or other securities of any corporation or corporation domestic or foreign, but only for the foregoing purposes, or some of them; and, in general to exercise any, all, and every power for which a non-profit corporation known as a foundation, organized under the provisions of the michigan general corporation act or scientific education, and charitable purposes, all for the public welfare, can be authorized to exercise, but not any other power. The net income of this corporation shall not inure, in whole or in part, to the benefit of private shareholders or individuals and no part of the activities of this corporation shall attempt to influence legislation by propaganda or otherwise.

Form 990, Page 2, Part III, Line 4D

Community service, vocational service, international service, and club service grants and awards

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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/BusinessNameLine1Txt1THE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WAYNE PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WAYNE ROTARYCONCERTS IN THE PARK
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt114280 COLLECTION CENTER DRIVE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED STATEMENT ARTICLE 11. THE PURPOSE OR PURPOSES FOR WHICH THE CORPORATION IS FORMED ARE AS FOLLOWS: TO RECEIVE AND ADMINISTER FUNDS FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES, ALL FOR PUBLIC WELFARE, AND FOR NO OTHER PURPOSES, AND TO THAT END TO TAKE AND HOLD, BY BEQUEST, DEVISE, GIFT, PURCHASE OR LEASE, EITHER ABSOLUTELY OR IN TRUST FOR SUCH OBJECTS AND PURPOSES OR ANY OF THEM, ANY PROPERTY, REAL, PERSONAL OR MIXED, WITHOUT LIMITATION AS TO AMOUNT OF VALUE, EXCEPT SUCH LIMITATIONS, IF ANY, AS MAY BE IMPOSED BY LAW; TO SELL, CONVEY, AND DISPOSE OF ANY SUCH PROPERTY AND TO INVEST AND REINVEST THE PRINCIPAL THEREOF, AND TO DEAL WITH AND EXPEND THE INCOME THEREFROM FOR ANY OF THE BEFOREMENTIONED PURPOSES, WITHOUT LIMITATION, EXCEPT SUCH LIMITATIONS, IF ANY, AS MAY BE CONTAINED IN THE INSTRUMENT UNDER WHICH SUCH PROPERTY IS RECEIVED; TO RECEIVE ANY PROPERTY, REAL, PERSONAL, OR MIXED, IN TRUST, UNDER THE TERMS OF ANY WILL, DEED OF TRUST, OR OTHER TRUST INSTRUMENT FOR THE FOREGOING PURPOSES OR ANY OF THEM (BUT FOR NO OTHER PURPOSES), AND IN ADMINISTERING THE SAME TO CARRY OUT THE DIRECTIONS AND EXERCISE THE POWERS CONTAINED IN THE TRUST INSTRUMENT UNDER WHICH THE PROPERTY IS RECEIVED, INCLUDING THE EXPENDITURE OF THE PRINCIPAL, AS WELL AS THE INCOME, FOR ONE OR MORE OF SUCH PURPOSES, IF AUTHORIZED OR DIRECTED IN THE TRUST INSTRUMENT UNDER WHICH IT IS RECEIVED; TO RECEIVE, TAKE TITLE TO, HOLD, AND USE THE PROCEEDS INCOME OF STOCKS, BONDS, OBLIGATIONS, OR OTHER SECURITIES OF ANY CORPORATION OR CORPORATION DOMESTIC OR FOREIGN, BUT ONLY FOR THE FOREGOING PURPOSES, OR SOME OF THEM; AND, IN GENERAL TO EXERCISE ANY, ALL, AND EVERY POWER FOR WHICH A NON-PROFIT CORPORATION KNOWN AS A FOUNDATION, ORGANIZED UNDER THE PROVISIONS OF THE MICHIGAN GENERAL CORPORATION ACT OR SCIENTIFIC EDUCATION, AND CHARITABLE PURPOSES, ALL FOR THE PUBLIC WELFARE, CAN BE AUTHORIZED TO EXERCISE, BUT NOT ANY OTHER POWER. THE NET INCOME OF THIS CORPORATION SHALL NOT INURE, IN WHOLE OR IN PART, TO THE BENEFIT OF PRIVATE SHAREHOLDERS OR INDIVIDUALS AND NO PART OF THE ACTIVITIES OF THIS CORPORATION SHALL ATTEMPT TO INFLUENCE LEGISLATION BY PROPAGANDA OR OTHERWISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICE, VOCATIONAL SERVICE, INTERNATIONAL SERVICE, AND CLUB SERVICE GRANTS AND AWARDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-18
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-09-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:49:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830460739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POST SMYTHE LUTZ & ZIEL OF WAYNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04621 S WAYNE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048184
ReturnHeader/PreparerPersonGrp/PhoneNum07347229190
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY BILLINGS CPA
ReturnHeader/ReturnTs02020-09-22T10:49:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.12$0.06$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.14$0.12$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.04$0.06$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.10$0.13$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.26$0.05$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.06$0.08$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.07$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.13$0.12$0.02
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.05$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.05$0.09$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.04$0.04$0.00
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.75$0.00$0.75$0.10$0.06$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.07$0.07$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.05