Waukesha Rotary Club Charitable Fund Inc

Waukesha, WI
Tax-exempt since Nov. 2023
EIN: 39-6076427

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Type of Nonprofit

Designated as a 501(c)(3) 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.

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

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

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990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

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

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

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

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990-PF

Filed on Feb. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

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

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990-PF

Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

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

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990-PF

Filed on March 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

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

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990-PF

Filed on Feb. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

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

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990-PF

Filed on Jan. 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

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

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990-PF

Filed on Feb. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

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

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990-PF

Filed on Oct. 23, 2015

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Fiscal Year Ending June
2014

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

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990-PF

Filed on Jan. 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

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

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

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Waukesha Rotary Club Charitable Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $150k (2023)

Expenses $155k (2023)

Total Assets $94.7k (2023)

Total Liabilities $41.6k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

Revenue

$150k (2023)

Expenses

$155k (2023)

Total Assets

$94.7k (2023)

Total Liabilities

$41.6k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

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2014

Fiscal Year Ending June
2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002

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2001