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Waukesha Rotary Club Charitable Fund Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Philanthropy, Charity, Voluntarism Promotion, General (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$150k (2023)

Expenses
$155k (2023)

Total Assets
$94.7k (2023)

Total Liabilities
$41.6k (2023)

Source: Form 990 tax filings from 2012 to 2023

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
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,096
Expenses
$154,989
Net Income
-$4,893
Net Assets
$53,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $890
0.6%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $149,206
99.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $94,696
Total Liabilities $41,555
Net Assets $53,141
Compensation
Key Employees and Officers Compensation Other
Paul Senger (Secreetary Treasurer Director) $0 $0
Lori Kasun (Vice President Director) $0 $0
Lynn Sigfred (Director) $0 $0
Amanda Roddy (Board Member) $0 $0
Ken Genin (President Director) $0 $0
Cathy Waller (Director) $0 $0
Shelly Tallinger (Board Member) $0 $0
Karen Treadwell (Board Member) $0 $0
Terry Inman (Board Member) $0 $0
Patti Lock (Director) $0 $0
Keith Rupple (Board Member) $0 $0
Mike Thurston (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$158,460
Expenses
$166,119
Net Income
-$7,659
Net Assets
$58,034
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,938
3.7%
Interest Revenue $6
0.0%
Dividends $0
Sales of Assets $0
Other Income $152,516
96.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,183
33.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $89,036
Total Liabilities $31,002
Net Assets $58,034
Compensation
Key Employees and Officers Compensation Other
Thomas Hicken (Secreetary Treasurer) $0 $0
Lori Kasun (Club President Elect) $0 $0
Mike Kruse (Clun President) $0 $0
Michelle Morgan (Board Member) $0 $0
Ken Genin (Vice President) $0 $0
Cathy Waller (Club Secretary) $0 $0
Shelly Tallinger (Board Member) $0 $0
Karen Treadwell (Board Member) $0 $0
Diane Mc Geen (Board Member) $0 $0
Peter Bosch (President) $0 $0
Keith Rupple (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,305
Expenses
$46,167
Net Income
-$8,862
Net Assets
$65,693
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,095
8.3%
Interest Revenue $9
0.0%
Dividends $0
Sales of Assets $0
Other Income $34,201
91.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,910
75.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $100,242
Total Liabilities $34,549
Net Assets $65,693
Compensation
Key Employees and Officers Compensation Other
Thomas Hicken (Secreetary Treasurer) $0 $0
Lori Kasun (Board Member) $0 $0
Mike Kruse (President Elect) $0 $0
Michelle Morgan (Board Member) $0 $0
Ken Genin (Club President) $0 $0
Gary Olsen Deceased (Secretary) $0 $0
Tammy Perez (Board Member) $0 $0
Karen Treadwell (Board Member) $0 $0
Paul Hoefle (President) $0 $0
Diane Mc Geen (Board Member) $0 $0
Peter Bosch (Vice President) $0 $0
Rick Verthein (Board Member) $0 $0
Kip Rupple (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$184,631
Expenses
$184,135
Net Income
$496
Net Assets
$74,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100
0.1%
Interest Revenue $53
0.0%
Dividends $0
Sales of Assets $0
Other Income $184,478
99.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,245
23.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $87,960
Total Liabilities $13,405
Net Assets $74,555
Compensation
Key Employees and Officers Compensation Other
Thomas Hicken (Treasurer) $0 $0
Cathy Priem (Board Member) $0 $0
Paul Hoefle (President Elect) $0 $0
Michelle Morgan (Board Member) $0 $0
Ken Genin (Club President) $0 $0
Gary Olsen (Secretary) $0 $0
Tammy Perez (Board Member) $0 $0
Karen Treadwell (Board Member) $0 $0
Mary Baer (President) $0 $0
Tom Dieckelman (Board Member) $0 $0
Peter Bosch (Vice President) $0 $0
Rick Verthein (Board Member) $0 $0
Kip Rupple (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,345
Expenses
$170,142
Net Income
$16,203
Net Assets
$74,059
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000
0.5%
Interest Revenue $103
0.1%
Dividends $0
Sales of Assets $0
Other Income $185,242
99.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,918
20.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $108,249
Total Liabilities $34,190
Net Assets $74,059
Compensation
Key Employees and Officers Compensation Other
Thomas Hicken (Secy/Treasurer) $0 $0
Cathy Priem (Board Member) $0 $0
Paul Hoefle (Past Club President) $0 $0
Michelle Morgan (Board Member) $0 $0
Kathy Gale (President) $0 $0
Gary Olsen (Club Secy) $0 $0
Tom Michaels (Board Member) $0 $0
Shelly Tallinger (Board Member) $0 $0
Mary Baer (President) $0 $0
Tom Dieckelman (Board Member) $0 $0
Peter Bosch (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$196,804
Expenses
$196,180
Net Income
$624
Net Assets
$57,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $300
0.2%
Interest Revenue $32
0.0%
Dividends $0
Sales of Assets $0
Other Income $196,472
99.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,942
26.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $103,159
Total Liabilities $46,103
Net Assets $57,056
Compensation
Key Employees and Officers Compensation Other
Thomas Hicken (Secy/Treasurer) $0 $0
Rick Verthein (Board Member) $0 $0
Paul Hoefle (Club President Elect) $0 $0
Steve Tikalsky (President) $0 $0
Kathy Gale (Vice President) $0 $0
Gary Olsen (Club Secy) $0 $0
Tom Michaels (Board Member) $0 $0
Shelly Tallinger (Board Member) $0 $0
Mary Baer (Club President) $0 $0
Tom Dieckelman (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,467
Expenses
$189,243
Net Income
$1,224
Net Assets
$56,932
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $180
0.1%
Interest Revenue $23
0.0%
Dividends $0
Sales of Assets $0
Other Income $190,264
99.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,522
25.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $94,813
Total Liabilities $37,881
Net Assets $56,932
Compensation
Key Employees and Officers Compensation Other
Thomas Hicken (Secy/Treasurer) $0 $0
Rick Verthein (Board Member) $0 $0
Bill King (President) $0 $0
Steve Tikalsky (Vice President) $0 $0
Kathy Gale (Club President) $0 $0
Gary Olsen (Club Secy) $0 $0
Jean Schultz (Board Member) $0 $0
Steve Martin (Board Member) $0 $0
Mary Baer (Club President Elect) $0 $0
Pat Scherer (Board Member) $0 $0
Matt Strosin (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,273
Expenses
$201,936
Net Income
$4,337
Net Assets
$55,708
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $525
0.3%
Interest Revenue $28
0.0%
Dividends $0
Sales of Assets $0
Other Income $205,720
99.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,342
24.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $99,707
Total Liabilities $43,999
Net Assets $55,708
Compensation
Key Employees and Officers Compensation Other
Thomas Hicken (Secy/Treasurer) $0 $0
Cathy Waller (President) $0 $0
Bill King (Vp) $0 $0
Steve Tikalsky (Club President) $0 $0
Kathy Gale (Club Pres Elect) $0 $0
Gary Olsen (Club Secy) $0 $0
Jean Schultz (Board Member) $0 $0
Steve Martin (Board Member) $0 $0
Mary Baer (Board Member) $0 $0
Dan Gehring (Board Member) $0 $0
Matt Strosin (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$170,943
Expenses
$171,025
Net Income
-$82
Net Assets
$50,872
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,750
1.0%
Interest Revenue $20
0.0%
Dividends $0
Sales of Assets $0
Other Income $169,173
99.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,707
29.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $100,282
Total Liabilities $49,410
Net Assets $50,872
Compensation
Key Employees and Officers Compensation Other
Martin T Jannsen (Secy Trea) $0 $0
Terry Inman (President) $0 $0
Bill King (Club Preside) $0 $0
Gary Riley (Club Secreta) $0 $0
Karen Tredwell (Board Member) $0 $0
Thomas Michaels (Board Member) $0 $0
Steve Tikalsky (Club Preside) $0 $0
Mary Baer (Board Member) $0 $0
Gary Olsen (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,978
Expenses
$166,561
Net Income
$417
Net Assets
$50,954
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $575
0.3%
Interest Revenue $23
0.0%
Dividends $0
Sales of Assets $0
Other Income $166,380
99.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,152
28.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $80,863
Total Liabilities $29,909
Net Assets $50,954
Compensation
Key Employees and Officers Compensation Other
Martin T Jannsen (Secy Trea) $0 $0
Terry Inman (V P) $0 $0
Bill King (Board Member) $0 $0
Gary Riley (Director (D)) $0 $0
Brad Schimel (Board Member) $0 $0
Karen Tredwell (Board Member) $0 $0
Tim Miller (Pres) $0 $0
Thomas Michaels (Board Member) $0 $0
Cathy Waller (Board Member) $0 $0
Jeff Wolfgram (Board Member) $0 $0
Alan Huelsman (Board Member) $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$211,428
Expenses
$204,964
Net Income
$6,464
Net Assets
$52,311
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,360
3.5%
Interest Revenue $19
0.0%
Dividends $0
Sales of Assets $0
Other Income $204,049
96.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,975
25.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $87,560
Total Liabilities $35,249
Net Assets $52,311

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$235,982
Expenses
$237,812
Net Income
-$1,830
Net Assets
$45,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,889
2.1%
Interest Revenue $51
0.0%
Dividends $0
Sales of Assets $0
Other Income $231,042
97.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,377
20.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $81,516
Total Liabilities $35,669
Net Assets $45,847

Document Links

Fiscal Year Ending June
2011

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
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

Fiscal Year Ending June
2004

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
2003

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
2002

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
2001

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

What Is 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.

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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 »

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