ROTARY FOUNDATION OF GREEN BAY INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY FOUNDATION OF GREEN BAY INC (EIN 39-2000342)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-21
- IRS object ID
- 201410809349200711
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-03-21T11:59:47-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390912608 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 DUCK CREEK PARKWAY | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543033300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392000342 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY FOUNDATION OF GREEN BAY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROTA | NameControl |
| Phone | 9204321600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543050005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON WILKE | Name |
| Title | TREASURER | Title |
| Phone | 9204321600 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE HANDRICK | Name |
| PTIN | P00007603 | PTIN |
| Phone | 9203369850 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 55194 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 4922 | ContributionsGiftsGrantsEtc |
| Investment Income | 11247 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 8838 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | -8838 | GainOrLossFromSaleOfAssets |
| Fundraising Gross Income | 39025 | FundraisingGrossIncome |
| Special Events Direct Expenses | 12341 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 26684 | SpecialEventsNetIncomeLoss |
| Total Revenue | 34015 | TotalRevenue |
| Grants And Similar Amounts Paid | 29850 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 1830 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 129 | PrintingPublicationsPostage |
| Other Expenses Total | 13848 | OtherExpensesTotal |
| Total Expenses | 45657 | TotalExpenses |
| Excess Or Deficit For Year | -11642 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 452697 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 42023 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 483078 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452697 | BOY |
| EOY | 483078 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452697 | BOY |
| EOY | 483078 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452697 | BOY |
| EOY | 483078 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING GRANTS TO CHARITABLE, YOUTH AND EDUCATIONAL PROGRAMS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| SCHOLARSHIP STIPENDS TO STUDENTS | 0 | 3500 |
| GRANTS TO VARIOUS 501 (C)(3) ORGANIZATIONS. | 0 | 26350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 29850 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| THOMAS HAMILTON | ||||
| PRESIDENT | 0.25 | 0 | 0 | 0 |
| NANCY A THOMPSON | ||||
| MEMBER | 0.25 | 0 | 0 | 0 |
| MARY KAY ORR | ||||
| VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| JASON WILKE | ||||
| TREASURER | 0.25 | 0 | 0 | 0 |
| MARY DENISSEN | ||||
| SECRETARY | 0.25 | 0 | 0 | 0 |
| IAN GRIFFITHS | ||||
| MEMBER | 0.25 | 0 | 0 | 0 |
| KARI MOODY | ||||
| MEMBER | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON WILKE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ADAMS STREET | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 54301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9204333104 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7402 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7437 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4922 | CurrentTaxYear |
| Total | 33961 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26143 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39025 | CurrentTaxYear |
| Total | 150149 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29122 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37166 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40295 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43947 | CurrentTaxYear |
| Total | 184110 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 184110 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9322 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11247 | CurrentTaxYear |
| Total | 41020 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9322 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11247 | CurrentTaxYear |
| Total | 41020 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42094 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55194 | CurrentTaxYear |
| Total | 225130 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.81780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86260 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.18220 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.13740 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FREE ENTERPRISE AWARD BANQUET | NameOfEvent1 |
| Gross Receipts Event1 | 39025 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 39025 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 12341 | FoodAndBeverageEvent1 |
| Gross Receipts Total | 39025 | GrossReceiptsTotal |
| Gross Revenue Total Events | 39025 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 12341 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 12341 | DirectExpenseSummaryEvents |
| Net Income Summary | 26684 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (23 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | DIVIDEND INCOME 11,236.. INTEREST INCOME 11.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 11,247. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SYBIL HOPP SCHOOL. AMOUNT GIVEN: 1,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: JUNIOR ACHIEVEMENT OF BROWN CTY. AMOUNT GIVEN: 2,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: EINTEIN PROJECT. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ENCOMPASS. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: SALVATION ARMY. AMOUNT GIVEN: 2,600. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: GREEN BAY BOTANICAL GARDENS. AMOUNT GIVEN: 1,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: BELLIN COLLEGE. AMOUNT GIVEN: 5,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: BARKHANSEN WATERFOWL PRESERVE. AMOUNT GIVEN: 2,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: CENTER FOR CHILDHOOD SAFETY. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: GB YOUTH SYMPHONY. AMOUNT GIVEN: 250. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: GREATER GB COMMUNITY FOUNDATION. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: HOWE COMMUNITY RESSOURCE. AMOUNT GIVEN: 1,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: CONNECT, INC. AMOUNT GIVEN: 2,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHUTURE PHOENIX. AMOUNT GIVEN: 2,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: KRISTEN PFLUGER. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: KURTIS CASPERSON. AMOUNT GIVEN: 1,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: CHLOE WARPINSKI. AMOUNT GIVEN: 500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ISSAC VINEBERG. AMOUNT GIVEN: 500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: KATIE AKERBOOM. AMOUNT GIVEN: 250. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: JOHNATHAN KRESIN. AMOUNT GIVEN: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 29,850. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BANK CHARGES. AMOUNT: 94. DESCRIPTION: LICENSES. AMOUNT: 54. DESCRIPTION: FREE ENTERPRISE AWARD BANQUET. AMOUNT: 9,208. DESCRIPTION: MAINTENANCE FEE. AMOUNT: 3,818. DESCRIPTION: OFFICER E&O INSURANCE . AMOUNT: 674. TOTAL TO FORM 990-EZ, LINE 16: 13,848. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTEMENTS. AMOUNT: 42,023. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |