Nonprofit · EIN 39-6076427
WAUKESHA ROTARY CLUB CHARITABLE FUND INC
Tax-exempt · WAUKESHA, WI 53188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $38,740 | $33,320 | $5,420 | $94,552 | $34,251 | $60,301 |
| June 30, 2024 | 990-EZ | $35,132 | $33,392 | $1,740 | $93,917 | $39,036 | $54,881 |
| June 30, 2023 | 990-PF | $150,096 | $154,989 | -$4,893 | $94,696 | $41,555 | $53,141 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $542
- Investment income
- $277
- Net income from fundraising events
- $30,497
- Other revenue
- $7,424
Expenses
- Grants and similar amounts paid
- $33,230
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $90
Balance sheet and other
- Total assets, start of year
- $93,917
- Total assets, end of year
- $94,552
- Total liabilities, end of year
- $34,251
- Net assets, end of year
- $60,301
- Cash, savings and investments
- $71,232
- Gross receipts
- $140,426
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL SENGER | VICE PRESIDENTTREASURERDIRECTOR | 2 | $0 |
| LORI KASUN | PRESIDENTDIRECTOR | 5 | $0 |
| KARA KRAUSE | SECRETARY | 0 | $0 |
| SHAWN REILLY | DIRECTOR | 0 | $0 |
| JIM SEBERT | DIRECTOR | 0 | $0 |
| MICHAEL EGLY | DIRECTOR | 0 | $0 |
| MELISSA BAXTER | DIRECTOR | 0 | $0 |
| MICHAEL MORO | DIRECTOR | 0 | $0 |
| MICHELLE MORGAN | DIRECTOR | 0 | $0 |
| AKHILDEV REMESAN | DIRECTOR | 0 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL SENGER | SECREETARYTREASURERDIRECTOR | 2 | $0 |
| LORI KASUN | VICE PRESIDENTDIRECTOR | 0 | $0 |
| LYNN SIGFRED | DIRECTOR | 0 | $0 |
| AMANDA RODDY | BOARD MEMBER | 0 | $0 |
| KEN GENIN | PRESIDENT DIRECTOR | 1 | $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 |
990-PF for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Senger 1601 Michigan Ave, Waukesha, WI 53188 | SecreetaryTreasurerDirector | 2 | $0 |
| Lori Kasun 5221 S LaSalle Drive, New Berlin, WI 53151 | Vice PresidentDirector | 0 | $0 |
| Lynn Sigfred 2101A Woodbury Circle, Waukesha, WI 53189 | Director | 0 | $0 |
| Amanda Roddy 2216 Sunkist Avenue, Waukesha, WI 53189 | Board Member | 0 | $0 |
| Ken Genin 506 Lake St, Waukesha, WI 53186 | President Director | 1 | $0 |
| Cathy Waller W227 S4180 Concord Court, Waukesha, WI 53189 | Director | 0 | $0 |
| Shelly Tallinger 218 Wilson Ave, Waukesha, WI 53186 | Board Member | 0 | $0 |
| Karen Treadwell W275 N2437 Heather Lane, Pewaukee, WI 53072 | Board Member | 0 | $0 |
| Terry Inman 1129 High Pointe Knoll CCircle, Waukesha, WI 53188 | Board Member | 0 | $0 |
| Patti Lock 3404 Walnut Trail, Waukesha, WI 53188 | Director | 0 | $0 |
| Keith Rupple S79W17336 Scenic Drive, Muskego, WI 53150 | Board Member | 0 | $0 |
| Mike Thurston 1263 Mary Hill Circle, Hartland, WI 53029 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1601 MICHIGAN AVE, WAUKESHA, WI 53188-4249
- In care of
- % PAUL SENGER
- Signed the 990-EZ
- PAUL SENGER, Vice PresidentTreasurer
- Phone
- (262) 853-1705
- Return prepared by
- Barbara H Webb CPA
Mission
GRANT FUNDS TO NONPROFIT ORGANIZATIONS
Program accomplishments
- THE ORGANIZATION OPERATED FUNDRAISING ACTIVITIES WHICH RAISED FUNDS ENABLING GRANTS TO BE MADE TO ORGANIZATIONS PROVIDING CHARITABLE SERVICES TO INVIDUALS AND COMMUNITIES.
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 39-6076427
- 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
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $94,552
- Income (IRS master file)
- $140,426
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $38,740 | $33,320 | $94,552 | IRS |
| 990-EZ | June 2024 | $35,132 | $33,392 | $93,917 | IRS |
| 990-PF | June 2023 | $150,096 | $154,989 | $94,696 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 39-6076427).
Questions about WAUKESHA ROTARY CLUB CHARITABLE FUND INC
- What is the EIN of WAUKESHA ROTARY CLUB CHARITABLE FUND INC?
- The employer identification number (EIN) of WAUKESHA ROTARY CLUB CHARITABLE FUND INC is 39-6076427.
- Is WAUKESHA ROTARY CLUB CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to WAUKESHA ROTARY CLUB CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAUKESHA ROTARY CLUB CHARITABLE FUND 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 WAUKESHA ROTARY CLUB CHARITABLE FUND INC 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 WAUKESHA ROTARY CLUB CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of WAUKESHA ROTARY CLUB CHARITABLE FUND INC?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WAUKESHA ROTARY CLUB CHARITABLE FUND INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $38,740, expenses of $33,320 and total assets of $94,552 at year end.
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All nonprofits in WAUKESHA · Wisconsin · Philanthropy, voluntarism and grantmaking foundations