Thiensville-Mequon Rotary Foundation Inc
- Assets
- $309.8k
- Revenue
- $49.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Mequon, WI
- Founding
- 11/1989
- Data as of
- 01/2022
- EIN
- 39-1612508
Organization Overview
Thiensville-Mequon Rotary Foundation Inc is located in Mequon, WI. The organization was established in 1989. According to its NTEE Classification (S12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Thiensville-Mequon Rotary Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 01/2022, Thiensville-Mequon Rotary Foundation Inc generated $49.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (8.4%) each year. All expenses for the organization totaled $77.8k during the year ending 01/2022. As we would expect to see with falling revenues, expenses have declined by (5.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
DEVELOPMENT AND PROMOTION OF THIENSVILLE/MEQUON, WI VIA SUPPORTING VARIOUS OF THEIR COMMUNITY PROGRAMS AND ACTIVITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUNRISE (ROTARY) GRANTS DONATIONS AND EXPENSES
SUPPORT OF THIENSVILLE/MEQUON ROTARY PARK.
ANNUAL MEDICAL MISSION TO GUATEMALA AND SUPPORT OF OTHER RELATED COMMUNITY ACTIVITIES, IE: WATER SUPPLIES, SANATION, AND SCHOOLING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Herbert M Hillman CPA Treasurer & | OfficerTrustee | $0 | |
Steven K Peterman Director, P | OfficerTrustee | $0 | |
Ryan Walsh Ass't Treas& | OfficerTrustee | $0 | |
Gregory E Custer DDS Director, Vi | OfficerTrustee | $0 | |
Stanford Smith Director | Trustee | $0 | |
Stanley L Lind Director | Trustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $74,137 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $74,137 |
| Total Program Service Revenue | $62,221 |
| Investment income | $2,740 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$89,210 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $49,888 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $900 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $60 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $77,761 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $121,549 |
| Savings and temporary cash investments | $158,474 |
| Pledges and grants receivable | $1,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $28,774 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $309,797 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $138,563 |
| Total liabilities | $138,563 |
| Net assets without donor restrictions | $61,617 |
| Net assets with donor restrictions | $109,617 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $309,797 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Thiensville-Mequon Rotary Foundation Inc has recieved totaling $41.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $41 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Missouri River Historical Develop- Ment Inc Sioux City, IA | $5,283,123 | $4,260,184 |
East Moline Public Library Foundation East Moline, IL | $757,119 | $745,684 |
Michael E Portzen And Sara A Portzen Family Foundation Peosta, IA | $2,370,924 | $1,197,691 |
Baum Family Foundation Hastings, MI | $10,431,479 | $1,291,317 |
Owatonna Area Chamber Foundation Owatonna, MN | $195,093 | $449,503 |
Silver Beach Shadowland Saint Joseph, MI | $1,430,963 | $437,280 |
Wayne County-Detroit Cde Inc Detroit, MI | $4,766,254 | $730,026 |
Community Betterment Organization Pella, IA | $2,432,406 | $1,698,245 |
Harbor Hall Foundation Harbor Springs, MI | $13,613,969 | $2,399,523 |
Mille Lacs Trails Inc Aitkin, MN | $865,196 | $621,358 |
Central Iowa Housing Trust Fund Des Moines, IA | $344,976 | $398,757 |
Thunder Cares Elgin, IL | $601 | $0 |