Nonprofit · EIN 93-0756960
ROTARY CLUB OF MILWAUKEE COMMUNITY TR
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,121,304 | $318,746 | $802,558 | $6,130,753 | $17,450 | $6,113,303 |
| June 30, 2024 | 990 | $612,377 | $365,419 | $246,958 | $5,635,813 | $15,750 | $5,620,063 |
| June 30, 2023 | 990 | $489,015 | $269,745 | $219,270 | $4,943,447 | $31,450 | $4,911,997 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $140,028
- Program service revenue
- $0
- Investment income
- $981,276
- Net gain from sales of assets
- $839,579
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $243,698
- Salaries, compensation and benefits (total)
- $43,055
- Professional fundraising fees
- $0
- Accounting fees
- $8,250
- Program services (functional)
- $318,746
Balance sheet and other
- Total assets, start of year
- $5,635,813
- Total assets, end of year
- $6,130,753
- Total liabilities, end of year
- $17,450
- Net assets, end of year
- $6,113,303
- Publicly traded securities
- $5,518,918
- Net assets without donor restrictions
- $359,900
- Net assets with donor restrictions
- $5,753,403
- Gross receipts
- $4,938,466
- Employees
- 0
- Volunteers
- 1
- Year formed
- 1994
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARY MCCORMICK | DIRECTOR Trustee or director | 5 | $0 | $137,792 | $21,475 |
| US BANK NA | CO-TRUSTEE Institutional trustee | 1 | $43,054 | $0 | $0 |
| KRISTIN BERGSTROM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARY MCCORMICK | DIRECTOR Trustee or director | 5 | $0 | $135,000 | $20,595 |
| US BANK NA | CO-TRUSTEE Institutional trustee | 1 | $37,277 | $0 | $0 |
| KRISTIN BERGSTROM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARY MCCORMICK | DIRECTOR Trustee or director | 5 | $0 | $120,000 | $20,595 |
| US BANK NA | CO-TRUSTEE Institutional trustee | 1 | $32,575 | $0 | $0 |
| LESLIE HAUSER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 750 N LINCOLN MEMORIAL DR RM 320, MILWAUKEE, WI 53202-4018
- In care of
- % U S BANK N A
- Principal officer (990 for 2024)
- KRISTIN BERGSTROM, 750 N LINCOLN MEMORIAL DR 320, MILWAUKEE, WI 53202
- Signed the 990
- KRISTIN BERGSTROM, TRUSTEE
- Phone
- (414) 287-3832
- Website
- MILWAUKEEROTARY.COM
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
SUPPORT FOR THE ROTARY CLUB OF MILWAUKEE'S CHARITABLE PROJECTS.SUPPORT TO THE ROTARY CLUB OF MILWAUKEE'S SCHOLARSHIP PROGRAM.
Program accomplishments
- GENERAL FUNDING SUPPORT FOR CHARITABLE PROJECTS OR EVENTS OF THE ROTARY CLUB OF MILWAUKEEExpenses $273,746 · grants $198,698
- GENERAL FUNDING FOR THE ROTARY CLUB OF MILWAUKEE'S SCHOLARSHIP PROGRAMExpenses $45,000 · grants $45,000
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
- 93-0756960
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,130,753
- Income (IRS master file)
- $4,938,466
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,121,304 | $318,746 | $6,130,753 | XML |
| 990 | June 2024 | $612,377 | $365,419 | $5,635,813 | XML |
| 990 | June 2023 | $489,015 | $269,745 | $4,943,447 | XML |
| 990 | June 2022 | $791,049 | $194,518 | $4,571,508 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 93-0756960).
Questions about ROTARY CLUB OF MILWAUKEE COMMUNITY TR
- What is the EIN of ROTARY CLUB OF MILWAUKEE COMMUNITY TR?
- The employer identification number (EIN) of ROTARY CLUB OF MILWAUKEE COMMUNITY TR is 93-0756960.
- Is ROTARY CLUB OF MILWAUKEE COMMUNITY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to ROTARY CLUB OF MILWAUKEE COMMUNITY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF MILWAUKEE COMMUNITY TR 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 CLUB OF MILWAUKEE COMMUNITY TR 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 CLUB OF MILWAUKEE COMMUNITY TR 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 ROTARY CLUB OF MILWAUKEE COMMUNITY TR?
- The 990 for the year ended June 30, 2025 names KRISTIN BERGSTROM.
- Who are the officers and directors of ROTARY CLUB OF MILWAUKEE COMMUNITY TR?
- The 990 for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization.
- How much revenue does ROTARY CLUB OF MILWAUKEE COMMUNITY TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,121,304, expenses of $318,746 and total assets of $6,130,753 at year end.
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