Waukesha Rotary Charitable Fund
- Assets
- $89.0k
- Revenue
- $158.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Waukesha, WI
- Founding
- 08/1964
- Data as of
- 06/2022
- EIN
- 39-6076427
Organization Overview
Waukesha Rotary Charitable Fund is located in Waukesha, WI. The organization was established in 1964. According to its NTEE Classification (S80) the organization is classified as: Community Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Waukesha Rotary Charitable Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Waukesha Rotary Charitable Fund generated $158.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (4.3%) each year. All expenses for the organization totaled $166.1k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (3.2%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Waukesha Rotary Charitable Fund has awarded 166 individual grants totaling $333,851. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
REFER TO STATEMENT 9, PART XV QUESTION 3
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Hicken Secreetarytreasurer | 2 | $0 | |
Lori Kasun Club President Elect | 0 | $0 | |
Mike Kruse Clun President | 0 | $0 | |
Cathy Waller Club Secretary | 0 | $0 | |
Ken Genin Vice President | 0 | $0 | |
Shelly Tallinger Board Member | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $5,938 |
| Interest on Savings | $6 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $152,516 |
| Total Revenue | $158,460 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $109,936 |
| Total operating and administrative expenses | $109,936 |
| Contributions, gifts, grants paid | $56,183 |
| Total expenses and disbursements | $166,119 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $45,561 |
| Savings and temporary cash investments | $20,506 |
| Net Accounts receivable | $1,622 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $21,347 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $89,036 |
| Accounts payable and accrued expenses | $100 |
| Grants payable | $0 |
| Deferred revenue | $30,902 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $31,002 |
Grants Awarded
Over the last fiscal year, Waukesha Rotary Charitable Fund has awarded $56,183 in support to 25 organizations.
| Grant Recipient | Amount |
|---|---|
WAUKESHA COUNTY DEPT OF PARKS LAN PURPOSE: SPECIFIC PROJECT AT THE RETZER NATURE CENTER | $15,000 |
THE ROTARY FOUNDATION PURPOSE: EREY 3163POLIO PLUS 2030 | $5,193 |
VYKINTO ROTARY CLUB - UKRAINE PURPOSE: WAR RELIEF | $3,750 |
FAMILY SERVICE PURPOSE: OPERATIONS | $3,000 |
WORLD AFFAIRS SEMINAR PURPOSE: YOUTH ACTIVITIESTUITION FOR 4 STUDENT ATTENDEES | $2,740 |
COMMUNITY SMILES DENTAL PURPOSE: OPERATIONS | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Rotary International Evanston, IL | $194,654,881 | $96,362,213 |
International Association Of Lions Clubs Oak Brook, IL | $209,434,392 | $68,740,162 |
Hunger Task Force Inc Milwaukee, WI | $33,494,491 | $39,896,159 |
Chinese American Service League Inc Chicago, IL | $15,835,299 | $20,315,146 |
On With Life Inc Ankeny, IA | $19,447,887 | $18,186,855 |
International Association Of Lions Clubs Fridley, MN | $197,690 | $14,146,394 |
Peoples Resource Center Wheaton, IL | $11,624,824 | $14,489,395 |
Black Family Development Inc Detroit, MI | $6,518,578 | $15,660,429 |
Options In Community Living Inc Madison, WI | $7,666,427 | $12,922,524 |
Center City Housing Corporation Duluth, MN | $35,739,418 | $8,813,039 |
The Project Of The Quad Cities Moline, IL | $3,042,917 | $9,742,206 |
Access North Center For Independent Living Of Northeastern Minnesota Hibbing, MN | $4,421,937 | $7,763,537 |