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ROTARY INTERNATIONAL: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROTARY INTERNATIONAL (EIN 42-1143535)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-12-06
IRS object ID
202303409349300820
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

FieldValueIRS element (for citing)
Return2023-12-06T10:08:28-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383892453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Delmar R Mohler CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12455 Scenic Valley DrAddressLine1Txt
CityWest Des MoinesCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50265ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421143535EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTARY INTERNATIONAL ANKENYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROTABusinessNameControlTxt
Phone5159635192PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 7641AddressLine1Txt
CityURBANDALECityNm
State AbbreviationIAStateAbbreviationCd
ZIP50323ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES RAMSEYPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5159635192PhoneNum
Signature2023-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastRAMSEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDelmar R Mohler CPAPreparerPersonNm
PTINP00440403PTIN
Phone5152827250PhoneNum
Preparation2023-12-04PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ROTARY CLUB OF ANKENYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJAMES RAMSEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 7641AddressLine1Txt
CityUrbandaleCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50323ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$236,891GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionThe Rotary Club of Ankeny exists to encourage, fund, and perform various service projects in and around Ankeny, Iowa and beyond through its affiliation with Rotary Internation, The Rotary Foundation, and Rotary District 6000.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,060PYContributionsGrantsAmt
CY Contributions Grants$236,701CYContributionsGrantsAmt
PY Program Service Revenue$1,270PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$43,860PYInvestmentIncomeAmt
CY Investment Income$190CYInvestmentIncomeAmt
PY Other Revenue$50,208PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$123,398PYTotalRevenueAmt
CY Total Revenue$236,891CYTotalRevenueAmt
PY Grants And Similar Paid$55,137PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$99,675CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$6,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$68,497CYTotalFundraisingExpenseAmt
PY Other Expenses$59,282PYOtherExpensesAmt
CY Other Expenses$104,501CYOtherExpensesAmt
PY Total Expenses$114,419PYTotalExpensesAmt
CY Total Expenses$210,176CYTotalExpensesAmt
PY Revenues Less Expenses$8,979PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,715CYRevenuesLessExpensesAmt
Total Assets BOY$72,536TotalAssetsBOYAmt
Total Assets EOY$99,251TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,536NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$99,251NetAssetsOrFundBalancesEOYAmt
MissionThe Rotary Club of Ankeny exists to encourage, fund, and perform various service projects in and around Ankeny, Iowa and beyond through its affiliation with Rotary Internation, The Rotary Foundation, and Rotary District 6000.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$137,229ExpenseAmt
Grant$99,675GrantAmt
Revenue$0RevenueAmt
DescSUPPORT THE WORK OF ROTARY INTERNATIONAL, THE ROTARY FOUNDATION AND GRANTS FOR ROTARY DISTRICT 6000 FUND PROJECTS AROUND THE WORLD AND WORKING TO ELIMINATE POLIO.Desc
Total Program Service Expenses$137,229TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES RAMSEYPersonNm
Phone5159635192PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7641AddressLine1Txt
CityUrbandaleCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50323ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Steve SchraderBachar
President3.00Yes (X)Yes (X)$0$0$0
Nate Burnham
Secretary3.00Yes (X)Yes (X)$6,000$0$0
James Ramsey
Treasurer3.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$56,313MembershipDuesAmt
Fundraising$155,134FundraisingAmt
All Other Contributions$25,254AllOtherContributionsAmt
Total Contributions$236,701TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$190TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$190ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$155,134ContriRptFundraisingEventAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$236,891TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$190ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$99,675TotalAmt
Program Services$99,675ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$3,000ProgramServicesAmt
Management And General$3,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$450TotalAmt
Program Services$0ProgramServicesAmt
Management And General$450ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,992TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$12,992FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,904TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$11,904FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Meals and social expenses$53,253$26,154$0$27,099
Supplies$3,269$2,269$1,000$0
Other direct expenses$13,955$0$0$13,955
Cash prizes$2,547$0$0$2,547

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,131TotalAmt
Program Services$6,131ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$210,176TotalAmt
Program Services$137,229ProgramServicesAmt
Management And General$4,450ManagementAndGeneralAmt
Fundraising$68,497FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$67,823BOYAmt
EOY$79,251EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$20,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,713BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$72,536BOYAmt
EOY$99,251EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$72,536BOYAmt
EOY$99,251EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,536BOYAmt
EOY$99,251EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,536BOYAmt
EOY$99,251EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$26,715ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (true)SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (true)OnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AuctionEvent1Nm
Gross Receipts Event1$137,957GrossReceiptsEvent1Amt
Gross Revenue Event1$137,957GrossRevenueEvent1Amt
Rent Facility Costs Event1$9,554RentFacilityCostsEvent1Amt
Food And Beverage Event1$20,519FoodAndBeverageEvent1Amt
Entertainment Event1$12,292EntertainmentEvent1Amt
Other Direct Expenses Event1$12,610OtherDirectExpensesEvent1Amt
Event2Golf Ball DropEvent2Nm
Gross Receipts Event2$10,810GrossReceiptsEvent2Amt
Gross Revenue Event2$10,810GrossRevenueEvent2Amt
Cash Prizes Event2$1,750CashPrizesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$6,366GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$6,366GrossRevenueOtherEventsAmt
Cash Prizes Other Events$797CashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$2,350RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$6,580FoodAndBeverageOtherEventsAmt
Entertainment Other Events$700EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$1,345OthDirectExpnssOtherEventsAmt
Gross Receipts Total$155,133GrossReceiptsTotalAmt
Gross Revenue Total Events$155,133GrossRevenueTotalEventsAmt
Cash Prizes Total Events$2,547CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$11,904RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$27,099FoodAndBeverageTotalEventsAmt
Entertainment Total Events$12,992EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,955OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$68,497DirectExpenseSummaryEventsAmt
Net Income Summary$86,636NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Dorothy's House
P O Box 57672Des MoinesIA50317471202557501(c)(3)$14,195General purposes
Ankeny Parks & Recreation
410 W First StreetAnkenyIA50023426004235115$10,000Provide trees
Rotary International
1560 Sherman AvenueEvanstonIL60201361707667501 (c) (3)$14,890General purposes
Rotary Foundation
1560 Sherman AvenueEvanstonIL60201363245072501 (c)(3)$16,110General purposes
Rotary Dist 6000
PO Box 122PellaIA50219421347779501(c)(3)$6,033General purposes

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bThe IRS Form 990 is prepared by an accountant and reviewed by the treasurer prior to being filed. The Treasurer reports to the Board at their monthly meetings and keeps them informed of the IRS Form 990 filing status. The IRS Form is available for review by anyone desiring to example it.
Pt VI, Line 15bThe Secretary has served in that capacity for many years without any compensation and has enabled the organization to function effectively. In recognition of the extensive work performed over many years, a decision was made to provide a modest stipend as the Secretary trains and equips several others to assume portions of the work necessary for the continued effective operation of the organization.