Nonprofit · EIN 39-1612508
THIENSVILLE-MEQUON ROTARY FOUNDATION INC
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990 | $2,629,184 | $239,808 | $2,389,376 | $2,584,484 | $0 | $2,584,484 |
| January 31, 2025 | 990 | $165,166 | $133,802 | $31,364 | $195,108 | $0 | $195,108 |
| January 31, 2024 | 990 | $125,455 | $128,459 | -$3,004 | $163,744 | $0 | $163,744 |
Financial details: 990 for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $15,560
- Program service revenue
- $2,605,352
- Investment income
- $8,272
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $39,502
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $230
- Program services (functional)
- $236,427
- Management and general (functional)
- $3,381
Balance sheet and other
- Total assets, start of year
- $195,108
- Total assets, end of year
- $2,584,484
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,584,484
- Net assets without donor restrictions
- $80,794
- Net assets with donor restrictions
- $2,503,690
- Gross receipts
- $2,629,184
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1988
- 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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandy Custer | Director, President Trustee or director, Officer | 4 | $0 |
| Maureen O'Leary-Guth | Director Vice President Trustee or director, Officer | 4 | $0 |
| Terry Schacht | Director, Treasurer Trustee or director, Officer | 4 | $0 |
| Sean Bailey | Director, Secretary Trustee or director, Officer | 2 | $0 |
| Steve Peterman | Director Trustee or director | 1 | $0 |
| Constance Pukaite | Director Trustee or director | 1 | $0 |
| Lynn Streeter | Director Trustee or director | 1 | $0 |
990 for the year ended January 31, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STANFORD SMITH | DIRECTOR Trustee or director | – | $0 |
| GREGORY E CUSTER DDS | DIRECTOR, VI Trustee or director, Officer | – | $0 |
| HERBERT M HILLMAN CPA | TREASURER & Trustee or director, Officer | – | $0 |
| STANLEY L LIND | DIRECTOR Trustee or director | – | $0 |
| STEVEN K PETERMAN | DIRECTOR, P Trustee or director, Officer | – | $0 |
| CONSTANCE A PUKAITE | DIRECTOR, SE Trustee or director | – | $0 |
| BRIAN M MONROE | DIRECTOR Trustee or director | – | $0 |
| RYAN WALSH | ASS'T TREAS& Trustee or director, Officer | – | $0 |
990 for the year ended January 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STANFORD SMITH | DIRECTOR Trustee or director | – | $0 |
| GREGORY E CUSTER DDS | DIRECTOR, VI Trustee or director, Officer | – | $0 |
| HERBERT M HILLMAN CPA | TREASURER & Trustee or director, Officer | – | $0 |
| STANLEY L LIND | DIRECTOR Trustee or director | – | $0 |
| STEVEN K PETERMAN | DIRECTOR, P Trustee or director, Officer | – | $0 |
| CONSTANCE A PUKAITE | DIRECTOR, SE Trustee or director | – | $0 |
| BRIAN M MONROE | DIRECTOR Trustee or director | – | $0 |
| RYAN WALSH | ASS'T TREAS& Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 11126 N CEDARBURG RD, MEQUON, WI 53092-4357
- In care of
- % H M HILLMAN TREASURER
- Principal officer (990 for 2025)
- Sandy Custer, 11126 N Cedarburg Rd, Mequon, WI 53092
- Signed the 990
- Terry Schacht, Treasurer
- Phone
- (414) 416-0725
Mission
The Thiensville-Mequon Rotary Foundation, Inc. exists to support fundraising efforts of the Rotary Club of Thiensville-Mequon, Wisconsin, Inc. and Mequon-Thiensville Sunrise Rotary Club, assist with local community projects that support Rotary causes, and guide others to establish self-sustaining charitable entities that support Rotary causes.
Program accomplishments
- Annuals medical mission to Guatemala and support of other related community activities such as water supplies, sanitation and schoolingExpenses $99,874 · revenue $105,802
- Support of Thiensville-Mequon Rotary Park - All-User PlaygroundExpenses $89,893 · revenue $2,439,612
- Around the World dinner - Community event showcasing international culture and food. For 2025 we highlighted Ukraine and some countries in South AmericaExpenses $7,158 · revenue $59,938
- Grants and Assistance to domestic organizations and domestic governments - Form 990 Part IX Line 1Expenses $39,502
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990 on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 39-1612508
- 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
- 1989
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,584,484
- Income (IRS master file)
- $2,629,184
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2026 | $2,629,184 | $239,808 | $2,584,484 | XML |
| 990 | January 2025 | $165,166 | $133,802 | $195,108 | XML |
| 990 | January 2024 | $125,455 | $128,459 | $163,744 | XML |
| 990 | January 2023 | $67,646 | $72,132 | $166,748 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | 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 39-1612508).
Questions about THIENSVILLE-MEQUON ROTARY FOUNDATION INC
- What is the EIN of THIENSVILLE-MEQUON ROTARY FOUNDATION INC?
- The employer identification number (EIN) of THIENSVILLE-MEQUON ROTARY FOUNDATION INC is 39-1612508.
- Is THIENSVILLE-MEQUON ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to THIENSVILLE-MEQUON ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THIENSVILLE-MEQUON ROTARY FOUNDATION INC 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 THIENSVILLE-MEQUON ROTARY FOUNDATION INC due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THIENSVILLE-MEQUON ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2026.
- Who is the principal officer of THIENSVILLE-MEQUON ROTARY FOUNDATION INC?
- The 990 for the year ended January 31, 2026 names Sandy Custer.
- Who are the officers and directors of THIENSVILLE-MEQUON ROTARY FOUNDATION INC?
- The 990 for the year ended January 31, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does THIENSVILLE-MEQUON ROTARY FOUNDATION INC have?
- On its 990 for the year ended January 31, 2026 it reported revenue of $2,629,184, expenses of $239,808 and total assets of $2,584,484 at year end.
Other nonprofits in MEQUON
- CONCORDIA UNIVERSITY INC EIN 39-0833608 · last filed 990 for 2025
- NORTH SHORE COUNTRY CLUB EIN 39-0506432 · last filed 990 for 2025
- CROWN COURT PROPERTIES LTD EIN 31-1663821 · last filed 990 for 2024
- TIMOTHY AND NANCY SPEAKER FAMILY FOUNDATION EIN 93-4588360 · last filed 990-PF for 2024
- OZAUKEE COUNTRY CLUB EIN 39-0501108 · last filed 990 for 2025
- CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC EIN 39-6077337 · last filed 990 for 2025
- NICHOLAS FAM FOUNDATION TR EIN 39-6589261 · last filed 990-PF for 2025
- LORI AND DAVID NICHOLAS FAMILY FOUNDATION INC EIN 87-1448344 · last filed 990-PF for 2025