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Rotary International

Oshkosh Southwest Inc

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$110k (2024)

Expenses
$125k (2024)

Total Assets
$68.5k (2024)

Total Liabilities
$29.5k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$110,149
Expenses
$124,517
Net Income
-$14,368
Net Assets
$39,042
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,271
39.3%
Program Services $45,007
40.9%
Investment Income $0
Net Fundraising $2,576
2.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,523
Total Liabilities $29,481
Net Assets $39,042
Compensation
Key Employees and Officers Compensation Other
Jessica Benesh (Community Service Chair) $0 $0
Dan Lenz (Community Service Chair) $0 $0
Nate Olson (Club Service Chair) $0 $0
Griffin Pollnow (Club Service Chair) $0 $0
Nick Hahn (International Service Chai) $0 $0
Bill Thimke (International Service Chai) $0 $0
Matthew Vaughan (Vocational Service Chair) $0 $0
Eric Smiltneek (New Generations Chair) $0 $0
Michael Raymond (New Generations Chair) $0 $0
Karen Boehn (New Generations Chair) $0 $0
Brad Dunn (New Generations Chair) $0 $0
Karlene Leatherman (President) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$98,913
Expenses
$94,690
Net Income
$4,223
Net Assets
$53,410
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,519
25.8%
Program Services $42,465
42.9%
Investment Income $0
Net Fundraising $14,909
15.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,741
Total Liabilities $30,331
Net Assets $53,410
Compensation
Key Employees and Officers Compensation Other
Jessica Benesh (New Generations Chair) $0 $0
Scott Waterworth (Community Service Chair) $0 $0
Allison Garner (Community Service Chair) $0 $0
Becky Metz (Club Service Chair) $0 $0
Griffin Pollnow (Club Service Chair) $0 $0
Nick Hahn (International Service Chair) $0 $0
Bill Thimke (International Service Chair) $0 $0
Autumn Urban (Vocational Service Chair) $0 $0
Matthew Vaughan (Vocational Service Chair) $0 $0
Eric Smiltneek (New Generations Chair) $0 $0
Mike Vaughan (Past President/ Secretary) $0 $0
Karlene Leatherman (President Elect/Secretary) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,762
Expenses
$69,020
Net Income
$10,742
Net Assets
$49,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,679
17.1%
Program Services $34,400
43.1%
Investment Income $0
Net Fundraising $13,238
16.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,706
Total Liabilities $29,519
Net Assets $49,187
Compensation
Key Employees and Officers Compensation Other
Scott Waterworth (Community Service Chair) $0 $0
Rochelle Hurzler (Community Service Chair) $0 $0
Becky Metz (Club Service Chair) $0 $0
Griffin Pollnow (Club Service Chair) $0 $0
Nick Hahn (International Service Chair) $0 $0
Bill Thimke (International Service Chair) $0 $0
Autumn Urban (Vocational Service Chair) $0 $0
Matthew Vaughan (Vocational Service Chair) $0 $0
Amy Albright (Club Service Chair) $0 $0
Jessica Benesh (Past President) $0 $0
Mike Vaughan (President) $0 $0
Karlene Leatherman (Secretary) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,624
Expenses
$43,902
Net Income
-$8,278
Net Assets
$38,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,275
6.4%
Program Services $10,314
29.0%
Investment Income $0
Net Fundraising $2,605
7.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $60,654
Total Liabilities $22,209
Net Assets $38,445
Compensation
Key Employees and Officers Compensation Other
Todd Slagter (Past President) $0 $0
Tom Kloeckner (Sargent At Arms) $0 $0
Becky Metz (Club Service Chair) $0 $0
Griffin Pollnow (Club Service Chair) $0 $0
Jeff Krueger (Community Service Chair) $0 $0
Rochelle Hurzler (Community Service Chair) $0 $0
Nick Hahn (International Service Chai) $0 $0
Bill Thimke (International Service Chai) $0 $0
Autumn Urban (Vocational Service Chair) $0 $0
Gretchen Herrmann (Vocational Service Chair) $0 $0
Marcus Butts (New Generations Chair) $0 $0
Kari Seefeldt (New Generations Chair) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,271
Expenses
$74,721
Net Income
$17,550
Net Assets
$46,723
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,490
21.1%
Program Services $41,784
45.3%
Investment Income $0
Net Fundraising $8,773
9.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,251
Total Liabilities $18,528
Net Assets $46,723
Compensation
Key Employees and Officers Compensation Other
Nate Olson (Past President) $0 $0
Tom Kloeckner (Sargent At Arms) $0 $0
Becky Metz (Club Service Chair) $0 $0
Griffin Pollnow (Club Service Chair) $0 $0
Jeff Krueger (Community Service Chair) $0 $0
Mike Vaughan (Community Service Chair) $0 $0
Nick Hahn (International Service Chai) $0 $0
Bill Thimke (International Service Chai) $0 $0
Vicky Redlin (Vocational Service Chair) $0 $0
Gretchen Herrmann (Vocational Service Chair) $0 $0
Marcus Butts (New Generations Chair) $0 $0
Kari Seefeldt (New Generations Chair) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$102,222
Expenses
$90,869
Net Income
$11,353
Net Assets
$29,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,746
14.4%
Program Services $46,663
45.6%
Investment Income $0
Net Fundraising $18,513
18.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,239
Total Liabilities $32,066
Net Assets $29,173
Compensation
Key Employees and Officers Compensation Other
Tom Kloecker (Past President) $0 $0
Jeff Krueger (Sargent At Arms) $0 $0
Christy Larson (Club Service Chair) $0 $0
Nicole Peterson (Club Service Chair) $0 $0
Bob Hernke (Community Service Chair) $0 $0
Lori Davis (Community Service Chair) $0 $0
Kelsey Hulet (International Service Chair) $0 $0
Heidi Kivi (International Service Chai) $0 $0
Amy Albright (Vocational Service Chair) $0 $0
Autumn Urban (Vocational Service Chair) $0 $0
Marcus Butts (New Generations Chair) $0 $0
Jessica Benesh (New Generations Chair) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,920
Expenses
$100,960
Net Income
$13,960
Net Assets
$17,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,399
18.6%
Program Services $53,005
46.1%
Investment Income $0
Net Fundraising $17,448
15.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $52,492
Total Liabilities $34,672
Net Assets $17,820
Compensation
Key Employees and Officers Compensation Other
Jeff Potts (Past President) $0 $0
Kris Villars (Sargent At Arms) $0 $0
Christy Larson (Club Service Chair) $0 $0
Nicole Peterson (Club Service Chair) $0 $0
Jeff Krueger (Community Service Chair) $0 $0
Lori Davis (Community Service Chair) $0 $0
Vicky Redlin (International Service Chai) $0 $0
Nick Hahn (International Service Chai) $0 $0
Autumn Urban (Vocational Service Chair) $0 $0
Gretchen Herrmann (Vocational Service Chair) $0 $0
Jessica Benesh (New Generations Chair) $0 $0
Kari Seefeldt (New Generations Chair) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$107,109
Expenses
$108,654
Net Income
-$1,545
Net Assets
$3,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,083
13.1%
Program Services $52,605
49.1%
Investment Income $0
Net Fundraising $17,949
16.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,366
Total Liabilities $45,506
Net Assets $3,860
Compensation
Key Employees and Officers Compensation Other
Tom Kloecker (Past President) $0 $0
Jeff Potts (President) $0 $0
Brad Dunn (Secretary) $0 $0
Kathy Hanson (Treasurer) $0 $0
John Hobbins (President Elect) $0 $0
Jeff Krueger (Sargent At Arms) $0 $0
Christy Larson (Club Service Chair) $0 $0
Nicole Peterson (Club Service Chair) $0 $0
Bob Hernke (Community Service Chair) $0 $0
Lori Davis (Community Service Chair) $0 $0
Kelsey Hulet (International Service Chai) $0 $0
Heidi Kivi (International Service Chai) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$141,667
Expenses
$160,193
Net Income
-$18,526
Net Assets
$5,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,564
26.5%
Program Services $54,117
38.2%
Investment Income $0
Net Fundraising $28,738
20.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,748
Total Liabilities $39,343
Net Assets $5,405
Compensation
Key Employees and Officers Compensation Other
Nicole Peterson (Past President) $0 $0
Tom Kloecker (President) $0 $0
Brad Dunn (Secretary) $0 $0
Kathy Hanson (Treasurer) $0 $0
Jeff Potts (President Elect) $0 $0
Craig Burnett (Sargent At Arms) $0 $0
Autumn Urban (Club Service Chair) $0 $0
Bonnie Behnke (Club Service Chair) $0 $0
Vicky Redlin (Community Service Chair) $0 $0
Bob Hernke (Community Service Chair) $0 $0
Matt Bakalars (International Service Chai) $0 $0
Heidi Kivi (International Service Chai) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,040
Expenses
$154,717
Net Income
-$16,677
Net Assets
$23,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,463
22.8%
Program Services $62,069
45.0%
Investment Income $5
0.0%
Net Fundraising $21,270
15.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,313
Total Liabilities $37,382
Net Assets $23,931
Compensation
Key Employees and Officers Compensation Other
Lori Davis (Past President) $0 $0
Nicole Peterson (President) $0 $0
Jeff Potts (Secretary) $0 $0
Kathy Hanson (Treasurer) $0 $0
Tom Kloecker (President Elect) $0 $0
Craig Burnett (Sargent At Arms) $0 $0
Autumn Urban (Club Service Chair) $0 $0
Steve Poeschl (Club Service Chair) $0 $0
Vicky Redlin (Community Service Chair) $0 $0
Todd Slagter (Community Service Chair) $0 $0
Matt Bakalars (International Service Chair) $0 $0
Mark Stockli (International Service Chair) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$215,643
Expenses
$236,643
Net Income
-$21,000
Net Assets
$40,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,507
19.2%
Program Services $84,245
39.1%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,458
10.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,471
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $73,627
Total Liabilities $33,019
Net Assets $40,608
Compensation
Key Employees and Officers Compensation Related Other
Michael Scott (Past President) $0 $0 $0
Lori Davis (President) $0 $0 $0
Jeff Potts (Secretary) $0 $0 $0
Kathy Hanson (Treasurer) $0 $0 $0
Craig Burnett (Sargent At Arms) $0 $0 $0
Nate Olson (Club Service Chair) $0 $0 $0
Steve Poeschl (Club Service Chair) $0 $0 $0
Jeff Krueger (Community Service Chair) $0 $0 $0
Todd Slagter (Community Service Chair) $0 $0 $0
Tom Kloecker (International Service Chai) $0 $0 $0
Mark Stockli (International Service Chai) $0 $0 $0
Dan Buttke (Vocational Service Chair) $0 $0 $0
Terry Chier (Vocational Service Chair) $0 $0 $0
Patty Shea (New Generations Chair) $0 $0 $0
John Hobbins (New Generations Chair) $0 $0 $0
Nicole Peterson (President Elect) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$222,944
Expenses
$228,845
Net Income
-$5,901
Net Assets
$61,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,987
13.9%
Program Services $84,371
37.8%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $94,659
42.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $111
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $109,699
Total Liabilities $48,091
Net Assets $61,608

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,678
Expenses
$186,346
Net Income
$38,332
Net Assets
$67,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,537
47.9%
Program Services $0
Investment Income $1
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $66,159
29.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,316
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $104,190
Total Liabilities $36,681
Net Assets $67,509

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$197,072
Expenses
$194,559
Net Income
$2,513
Net Assets
$29,177
Notable Sources of Revenue Percent of Total Revenue
Contributions $91,752
46.6%
Program Services $0
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $100,276
50.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,551
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,846
Total Liabilities $46,669
Net Assets $29,177

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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