WALWORTH FONTANA ROTARY FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WALWORTH FONTANA ROTARY FOUNDATION INC (EIN 20-1195091)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-15
- IRS object ID
- 202423209349205207
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:12:04-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471234010 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELT ACCOUNTING AND TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2417 SILVERNAIL ROAD | AddressLine1Txt |
| City | PEWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530725406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201195091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALWORTH FONTANA ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALW | BusinessNameControlTxt |
| Phone | 2622756175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 368 | AddressLine1Txt |
| City | WALWORTH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53184 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY HINSKE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2622756175 | PhoneNum |
| Signature | 2024-08-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI BELT | PreparerPersonNm |
| PTIN | P00672350 | PTIN |
| Phone | 2626464323 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | HTTPS://WALWORTHFONTANAROTARY.ORG/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $163,918 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $10,965 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $29,275 | ProgramServiceRevenueAmt |
| Membership Dues | $20,661 | MembershipDuesAmt |
| Investment Income | $3,298 | InvestmentIncomeAmt |
| Fundraising Gross Income | $99,719 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $52,490 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $47,229 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $111,428 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $73,341 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $29,464 | OtherExpensesTotalAmt |
| Total Expenses | $102,805 | TotalExpensesAmt |
| Excess Or Deficit For Year | $8,623 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $97,542 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,165 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,169 | BOYAmt |
| EOY | $116,526 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,718 | BOYAmt |
| EOY | $7,371 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,887 | BOYAmt |
| EOY | $123,897 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,345 | BOYAmt |
| EOY | $17,732 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,542 | BOYAmt |
| EOY | $106,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROMOTE ROTARY INTERNATIONAL IN HELPING TO OVERCOME HUNGER, POVERTY, DISEASE AND OTHER ROOT CAUSES OF CONFLICT IN PARTS OF THE WORLD BY PROVIDING MONETARY FUNDING: TO ASSIST CHARITIES AT THE LOCAL LEVEL THAT DEMONSTRATE THE HIGH ETHICAL STANDARDS OF ROTARY INTERNATIONAL IN PROVIDING HUMANITARIAN SERVICES: AND TO HELP BUILD GOODWIL AND PEACE IN THE WORLD. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| N/A | ||
| SOCIAL EVENTS | $73,341 | $94,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $94,035 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DON VANDELLO | ||
| EXECUTIVE SE | 000.00 | $0 |
| RICH HILDEBRANDT | ||
| PRESIDENT | 000.00 | $0 |
| HEIDI ALTEN | ||
| PRESIDENT EL | 000.00 | $0 |
| MARY HINSKE | ||
| TREASURER | 000.00 | $0 |
| BILL RING | ||
| VICE PRESIDE | 000.00 | $0 |
| DAVID COLLINS | ||
| DIRECTOR | 000.00 | $0 |
| MIKE HINSKE | ||
| DIRECTOR | 000.00 | $0 |
| DAVID ROWLAND | ||
| DIRECTOR | 000.00 | $0 |
| STEVE TORREZ | ||
| DIRECTOR | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY HINSKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N1025 ENCORE DR | AddressLine1Txt |
| City | WALWORTH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2622756175 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,965 | CurrentTaxYearAmt |
| Total | $83,849 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,655 | CurrentTaxYearAmt |
| Total | $624,448 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,620 | CurrentTaxYearAmt |
| Total | $708,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $708,297 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,298 | CurrentTaxYearAmt |
| Total | $3,311 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,298 | CurrentTaxYearAmt |
| Total | $3,311 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $315 | CurrentTaxYearMinus4YearsAmt |
| Total | $315 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,918 | CurrentTaxYearAmt |
| Total | $711,923 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99950 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CORN & BRAT FES | Event1Nm |
| Gross Receipts Event1 | $42,691 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $42,691 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $12,733 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY FOOD AS | Event2Nm |
| Gross Receipts Event2 | $30,005 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $30,005 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $26,621 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $26,328 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $26,328 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,136 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $99,024 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $99,024 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,490 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,490 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $46,534 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING/PROMOTION 465 BUSINESS REGISTRATION FEES 105 POSTAGE 130 PO BOX 100 SUPPLIES 972 CREDIT CARD READER 276 RECONCILING AMOUNTS 250 WEBSITE & COMPUTER MTC 651 INSURANCE 90 MEAL CHARGES 16,211 INT'L AND DISTRICT DUES 7,023 PARTY EXPENSE 1,444 CREDIT CARD FEES 1,505 PLAQUES & AWARDS 242 TOTAL 29,464 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 3,598 4,934 PREPAID EXPENSES AND DEFERRED CHARGES 120 0 ACCRUED INTEREST INCOME 0 2,437 TOTAL 3,718 7,371 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,589 3,442 SCHOLARSHIP ACCRUAL 3,000 14,000 FREEDOM FOR GIRLS 4,756 0 UNEARNED REVENUE 0 290 |
| FORM 990-EZ, PART III | TO PROMOTE ROTARY INTERNATIONAL IN HELPING TO OVERCOME HUNGER, POVERTY, DISEASE AND OTHER ROOT CAUSES OF CONFLICT IN PARTS OF THE WORLD BY PROVIDING MONETARY FUNDING: TO ASSIST CHARITIES AT THE LOCAL LEVEL THAT DEMONSTRATE THE HIGH ETHICAL STANDARDS OF ROTARY INTERNATIONAL IN PROVIDING HUMANITARIAN SERVICES: AND TO HELP BUILD GOODWIL AND PEACE IN THE WORLD. |
| FORM 990-EZ, PART III, LINE 31 | SOCIAL EVENTS |