Nonprofit · EIN 83-2654429
ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE
Tax-exempt · ONALASKA, WI 54650
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $160,808 | $126,117 | $34,691 | $126,940 | $2,564 | $124,376 |
| June 30, 2024 | 990-EZ | $143,273 | $112,570 | $30,703 | $89,685 | – | $89,685 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,500
- Program service revenue
- $133,963
- Investment income
- $3,345
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $736
- Printing, publications and postage
- $87
- Other expenses
- $125,294
- Program services (functional)
- $122,197
Balance sheet and other
- Total assets, start of year
- $89,685
- Total assets, end of year
- $126,940
- Total liabilities, end of year
- $2,564
- Net assets, end of year
- $124,376
- Cash, savings and investments
- $120,231
- Gross receipts
- $160,808
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 |
|---|---|---|---|
| Diana Carey | Treasurer | 3 | $0 |
| Jeff Reed | Council Chair | 1 | $0 |
| Roger Utenhemer | Council Vice Chair | 1 | $0 |
| Lisa Fisher | Secretary | 1 | $0 |
| Chuck Reynolds | District Governor Elect-D6220 | 1 | $0 |
| Michael Kloss | District Governor Elect-D6250 | 1 | $0 |
| Liz Nevitt | District Governor Elect-D6270 | 1 | $0 |
| Roger Utenhemer | District Governor-D6220 | 1 | $0 |
| Todd Restel | District Governor-D6250 | 1 | $0 |
| Pete Bosch | District Governor-D6270 | 1 | $0 |
| Randy Winter | District Governor Nominee-D6220 | 1 | $0 |
| Scott Ryan | District Governor Nominee-D6250 | 1 | $0 |
| Dawn Fiedler | District Governor Nominee-D6270 | 1 | $0 |
| Don Griffing | Nomination Committee Chair | 1 | $0 |
| Lance Margrif | Site Selection | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephanie Martinez | Conference Chair | 5 | $0 |
| Allison Boomgarden | Conference Vice Chair | 2 | $0 |
990-EZ for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven Handrick | Treasurer | 3 | $0 |
| Scott Knaffla | Assist Treas | 1 | $0 |
| Jason Beren | Conference Chair | 5 | $0 |
| Dean McHugh | Council Chair | 1 | $0 |
| Jeff Reed | Council Vice Chair | 1 | $0 |
| Nancy Loberger | Secretary | 1 | $0 |
| Julia Wallace | District Governor-D6220 | 1 | $0 |
| Michelle McGrath | District Governor-D6250 | 1 | $0 |
| Don Griffing | District Governor-D6270 | 1 | $0 |
| Roger Utenhemer | District Governor Elect-D6220 | 1 | $0 |
| Todd Restel | District Governor Elect-D6250 | 1 | $0 |
| Pete Bosch | District Governor Elect-D6270 | 1 | $0 |
| Chuck Reynolds | District Governor Nominee-D6220 | 1 | $0 |
| Mike Kloss | District Governor Nominee-D6250 | 1 | $0 |
| Liz Nevitt | District Governor Nominee-D6270 | 1 | $0 |
| B Sridhar | Nomination Committee Chair | 1 | $0 |
| Rose Murack | Site Selection | 1 | $0 |
| Barbra Brown | Site Selection | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 73, ONALASKA, WI 54650-0073
- Signed the 990-EZ
- Dean McHugh, Council Chair
- Phone
- (608) 769-4803
- Website
- https//rotarytricon.org
- Return prepared by
- Handrick Consulting LLC
Mission
Plan and hold multi-district conferences for Rotary Districts
Program accomplishments
- Rotary multi-district conference-2025Expenses $122,197
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
- 83-2654429
- 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
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B03)
- Assets (IRS master file)
- $126,940
- Income (IRS master file)
- $160,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $160,808 | $126,117 | $126,940 | IRS |
| 990-EZ | June 2024 | $143,273 | $112,570 | $89,685 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | 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 83-2654429).
Questions about ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE
- What is the EIN of ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE?
- The employer identification number (EIN) of ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE is 83-2654429.
- Is ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE 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 ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE 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 ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE 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 ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE?
- The 990-EZ for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does ROTARY WESTERN GREAT LAKES DISTRICT CONFERENCE have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $160,808, expenses of $126,117 and total assets of $126,940 at year end.
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