ROTARY INTERNATIONAL MIDWEST PETS NFP: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL MIDWEST PETS NFP (EIN 39-1819331)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-08-03
- IRS object ID
- 202342209349200049
- Schema version
- 2022v5.0
- 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 | 2023-08-03T05:41:26-00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830703913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Handrick Consulting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 Remington Ridge Way | AddressLine1Txt |
| City | De Pere | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541154048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391819331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary International Midwest PETS NFP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 6085757566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 Remington Ridge Way | AddressLine1Txt |
| City | De Pere | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541154048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Van Hout | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Phone | 6085757566 | PhoneNum |
| Signature | 2023-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mary | PersonFirstNm |
| Person Last | Van Hout | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven G Handrick CPA | PreparerPersonNm |
| PTIN | P00007603 | PTIN |
| Phone | 9202174232 | PhoneNum |
| Preparation | 2023-08-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption | 0573 | GroupExemptionNum |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.midwestpets.org | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $178,224 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,100 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $175,330 | ProgramServiceRevenueAmt |
| Investment Income | $94 | InvestmentIncomeAmt |
| Other Revenue Total | $700 | OtherRevenueTotalAmt |
| Total Revenue | $178,224 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,557 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $367 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $153,469 | OtherExpensesTotalAmt |
| Total Expenses | $155,393 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,831 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $123,431 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $146,262 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,682 | BOYAmt |
| EOY | $145,339 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,249 | BOYAmt |
| EOY | $1,136 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,931 | BOYAmt |
| EOY | $146,475 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $213 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,431 | BOYAmt |
| EOY | $146,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The purpose of the Presidents Elect Training Seminar PETS is to develop and assist club Presidents to have the necessary skills, knowledge, and motivation to lead and effectifve Rotary Club. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The purpose of the President Elect Training Seminar PETS is to develop and assist club Presidents to have the necessary skills, knowledge, and motivation to lead and effective Rotary club. Training was provided to 550 Rotarians | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $135,907 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $135,907 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (35 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Dean Ryerson | ||
| Council Chair | 000.50 | $0 |
| Mary Van Hout | ||
| Council Vice Chair | 000.50 | $0 |
| Joe Ruskey | ||
| Facilities Chair | 000.50 | $0 |
| Barb Senn | ||
| Facilities Vice Chair | 000.50 | $0 |
| Kathy Kwiat-Hess | ||
| Training Vice Chair | 000.50 | $0 |
| Julie Clark | ||
| Training Chiar | 000.50 | $0 |
| Steven Handrick | ||
| Treasurer | 000.50 | $0 |
| Dave Emerick | ||
| Assistant Treasurer | 000.50 | $0 |
| Craig Burnett | ||
| Program Vice Chair | 000.50 | $0 |
| Pat Merryweather | ||
| Program Chair | 000.50 | $0 |
| Linda Yates | ||
| Registration Chair/Sec | 000.50 | $0 |
| Jane Hopkins | ||
| Registration Vice Chair | 000.50 | $0 |
| Roger Utnehmer | ||
| Council Member | 000.50 | $0 |
| Todd Restel | ||
| Council Member | 000.50 | $0 |
| Peter Bosch | ||
| Council Member | 000.50 | $0 |
| John Hurley | ||
| Council Member | 000.50 | $0 |
| Thor Davidson | ||
| Council Member | 000.50 | $0 |
| Rachel Ossyra | ||
| Council Member | 000.50 | $0 |
| Julia Wallace | ||
| Council Member | 000.50 | $0 |
| Michelle McGrath | ||
| Council Member | 000.50 | $0 |
| Don Griffing | ||
| Council Member | 000.50 | $0 |
| Mary Bak | ||
| Council Member | 000.50 | $0 |
| Conor Gee | ||
| Council Member | 000.50 | $0 |
| Nancy Leipzig | ||
| Council Member | 000.50 | $0 |
| Mary BethHensel | ||
| Council Member | 000.50 | $0 |
| Lisa O'Halloran | ||
| Council Member | 000.50 | $0 |
| Kelley Doty | ||
| Council Member | 000.50 | $0 |
| Linda Borton | ||
| Council Member | 000.50 | $0 |
| Amy Hopkins | ||
| Council Member | 000.50 | $0 |
| Nancy Loberger | ||
| Council Member | 000.50 | $0 |
| Martha Klatt | ||
| Council Member | 000.50 | $0 |
| John Sacks | ||
| Council Member | 000.50 | $0 |
| Bobbi Burke | ||
| Council Member | 000.50 | $0 |
| Michael Shoultz | ||
| Council Member | 000.50 | $0 |
| Bonnie Sanchez-Carlson | ||
| Council Member | 000.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Handrick | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 Remington Ridge Way | AddressLine1Txt |
| City | De Pere | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541154048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9202174232 | 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 |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| 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 | false | FiledScheduleAInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (23 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 8, Other Revenue | Vendor Income 700 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Supplies 8,340 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Speaker Expenses 394 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Hotel Costs 97,403 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Council Exp at PETS 1,428 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Insurance 1,012 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Aide Costs 160 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Credit Card Fees 1,796 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Website 630 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Council Meetings 10,806 |
| Form 990-EZ, Part I, Line 16, Other Expenses | PETS Alliance 1,485 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Materials Storage 804 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Software and Support 1,555 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Donations on Behalf of Speakers 1,750 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Audio Visual 24,955 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Entertainment 225 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Bank Fees 1 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Registration Fees 725 |
| Form 990-EZ, Part II, Line 24, Other Assets | Prepaid Expenses Beginning of year 11,818, End of year 936 |
| Form 990-EZ, Part II, Line 24, Other Assets | Accounts Receivable Beginning of year 9,877, End of year 200 |
| Form 990-EZ, Part II, Line 24, Other Assets | Undeposited Funds Beginning of year 4,554, End of year 0 |
| Form 990-EZ, Part II, Line 26, Liabilities | Accounts Payable Beginning of year 500, End of year 213 |
| Form 990-EZ, Part V, Line 34 | The organization revised its by-laws during the year to match current practice and to also update the dissolution article to conform with the application to become a 501c3. Copy of revised by-laws are attached to this return. |