Nonprofit · EIN 39-1446118
CEDARBURG GRAFTON ROTARY FOUNDATION
Tax-exempt · CEDARBURG, WI 53012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $117,236 | $94,772 | $22,464 | $300,169 | $104,077 | $196,092 |
| June 30, 2024 | 990 | $138,414 | $70,785 | $67,629 | $271,186 | $109,962 | $161,224 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Program service revenue
- $0
- Investment income
- $3,287
- Net income from fundraising events
- $112,949
- Other revenue
- $112,949
Expenses
- Grants and similar amounts paid
- $88,370
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $93,596
- Management and general (functional)
- $1,176
Balance sheet and other
- Total assets, start of year
- $271,186
- Total assets, end of year
- $300,169
- Total liabilities, end of year
- $104,077
- Net assets, end of year
- $196,092
- Net assets without donor restrictions
- $93,703
- Net assets with donor restrictions
- $102,389
- Gross receipts
- $158,372
- Employees
- 0
- Volunteers
- 60
- Year formed
- 1984
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL ALEXANDER COUTTS | DIRECTOR Trustee or director | 1 | $0 |
| RON KNAUS | DIRECTOR Trustee or director | 1 | $0 |
| LAYTON OLSEN | DIRECTOR Trustee or director | 1 | $0 |
| GAIL OSTERMANN | DIRECTOR Trustee or director | 1 | $0 |
| PAUL RADTKE | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA THOME | DIRECTOR Trustee or director | 1 | $0 |
| CINDY PETTED | SECRETARY Trustee or director, Officer | 1 | $0 |
| MINAL HAHM | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MIKE HERBRAND | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAN BODART | TREASURER Trustee or director, Officer | 1 | $0 |
| DAVE STERN | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| STEVEN CAIN | DIRECTOR Trustee or director | 1 | $0 |
| MAGGIE DOBSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL ALEXANDER COUTTS | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN COLLINS | DIRECTOR Trustee or director | 1 | $0 |
| RON KNAUS | DIRECTOR Trustee or director | 1 | $0 |
| LAYTON OLSEN | DIRECTOR Trustee or director | 1 | $0 |
| GAIL OSTERMANN | DIRECTOR Trustee or director | 1 | $0 |
| PAUL RADKE | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA THOME | DIRECTOR Trustee or director | 1 | $0 |
| CINDY PETTED | DIRECTOR Trustee or director | 1 | $0 |
| LINDA EASTWOOD | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARK ZIEBELL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MIKE HERBRAND | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DICK DIEFFENBACH | TREASURER Trustee or director, Officer | 1 | $0 |
| DAVE STERN | SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 194, CEDARBURG, WI 53012-0194
- Principal officer (990 for 2024)
- DAN BODART, PO BOX 194, CEDARBURG, WI 53012
- Signed the 990
- DANIEL BODART, TREASURER
- Phone
- (262) 443-4405
- Website
- CEDARBURGGRAFTONROTARY.COM
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
FUNDRAISING FOR CEDARBURG GRAFTON ROTARY
Program accomplishments
- TECHNICAL SCHOLARSHIPS TO HIGH SCHOOL GRADUATESExpenses $50,726 · grants $48,000 · revenue $1,000
- LOCAL AND HUMAN SERVICE GRANTSExpenses $40,370 · grants $40,370
- ROTARY STUDENT EXCHANGE GROUPExpenses $2,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1446118
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $300,169
- Income (IRS master file)
- $158,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $117,236 | $94,772 | $300,169 | XML |
| 990 | June 2024 | $138,414 | $70,785 | $271,186 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1446118).
Questions about CEDARBURG GRAFTON ROTARY FOUNDATION
- What is the EIN of CEDARBURG GRAFTON ROTARY FOUNDATION?
- The employer identification number (EIN) of CEDARBURG GRAFTON ROTARY FOUNDATION is 39-1446118.
- Is CEDARBURG GRAFTON ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to CEDARBURG GRAFTON ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CEDARBURG GRAFTON ROTARY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CEDARBURG GRAFTON ROTARY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CEDARBURG GRAFTON ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CEDARBURG GRAFTON ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAN BODART.
- Who are the officers and directors of CEDARBURG GRAFTON ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CEDARBURG GRAFTON ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $117,236, expenses of $94,772 and total assets of $300,169 at year end.
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