WALWORTH FONTANA ROTARY FOUNDATION INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WALWORTH FONTANA ROTARY FOUNDATION INC (EIN 20-1195091)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2023-07-19
- IRS object ID
- 202332009349200043
- Schema version
- 2020v4.0
- 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 | 2023-07-19T21:16:41-04:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | JOHN RING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2622756175 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | RING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI BELT | PreparerPersonNm |
| PTIN | P00672350 | PTIN |
| Phone | 2626464323 | PhoneNum |
| Preparation | 2023-07-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $126,054 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $121,643 | ProgramServiceRevenueAmt |
| Investment Income | $11 | InvestmentIncomeAmt |
| Other Revenue Total | $4,400 | OtherRevenueTotalAmt |
| Total Revenue | $126,054 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $40,743 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $87,385 | OtherExpensesTotalAmt |
| Total Expenses | $128,128 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,074 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $67,712 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,638 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,648 | BOYAmt |
| EOY | $90,869 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632 | BOYAmt |
| EOY | $379 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,280 | BOYAmt |
| EOY | $91,248 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,568 | BOYAmt |
| EOY | $25,610 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,712 | BOYAmt |
| EOY | $65,638 | 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 | $40,743 | $126,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $126,328 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DON VANDELLO | ||
| DIRECTOR | 2.00 | $0 |
| JAMES REULAND | ||
| PRESIDENT | 2.00 | $0 |
| DON HOLST | ||
| VICE-PRESIDE | 2.00 | $0 |
| HEIDI ALDEN | ||
| SECRETARY | 2.00 | $0 |
| JOHN RING | ||
| TREASURER | 2.00 | $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 | JOHN RING | PersonNm |
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 |
| 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 |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,841 | CurrentTaxYearAmt |
| Total | $87,714 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,213 | CurrentTaxYearAmt |
| Total | $552,837 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $162,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,054 | CurrentTaxYearAmt |
| Total | $640,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $640,551 | PublicSupportTotal509Amt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $315 | CurrentTaxYearMinus1YearAmt |
| Total | $315 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $162,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,054 | CurrentTaxYearAmt |
| Total | $640,866 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | COMMUNITY CAPITAL FUND 4,400 TOTAL 4,400 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES POSTAGE 172 PO BOX 76 SUPPLIES 643 WEBSITE & COMPUTER MTC 765 INSURANCE 90 KENYA PROJECT EXPENSE 27,117 CHRISTMAS BASKET EXPENSE 28,695 CORN & BRAT FESTIVAL 1,175 MEAL CHARGES 3,859 INT'L AND DISTRICT DUES 6,264 GOLF OUTING 14,659 PARTY EXPENSE 1,786 BAD DEBT EXPENSE 186 CREDIT CARD FEES 1,323 PLAQUES & AWARDS 493 BUSINESS REGISTRATION FEE 64 ACCOUNTING 18 TOTAL 87,385 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 1,632 379 TOTAL 1,632 379 |
| FORM 990-EZ, PART II, LINE 26 | SCHOLARSHIP ACCRUAL 2,000 12,000 HOPEWELL HYGIENE RESERVE 4,568 4,965 CHRISTMAS BASKET RESERVE 0 7,645 HOPEWELL WELL/ELECTRIC RESERVE 0 1,000 |
| 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| DON VANDELLO |
| JAMES REULAND |
| DON HOLST |
| HEIDI ALDEN |
| JOHN RING |