Waukesha Rotary Charitable Fund
- Assets
- $0.0
- Revenue
- $158.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Waukesha, WI
- Founding
- 08/1964
- Data as of
- 06/2022
- EIN
- 39-6076427
Organization Overview
Waukesha Rotary Charitable Fund is located in Waukesha, WI. The organization was established in 1964. According to its NTEE Classification (T50) the organization is classified as: Philanthropy, Charity & Voluntarism Promotion, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Waukesha Rotary Charitable Fund 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 06/2022, Waukesha Rotary Charitable Fund generated $158.5k 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 (3.7%) each year. All expenses for the organization totaled $166.1k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (2.8%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Waukesha Rotary Charitable Fund has awarded 166 individual grants totaling $333,851. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
REFER TO STATEMENT 9, PART XV QUESTION 3
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Hicken Secreetarytreasurer | 2 | $0 | |
Lori Kasun Club President Elect | 0 | $0 | |
Mike Kruse Clun President | 0 | $0 | |
Michelle Morgan Board Member | 0 | $0 | |
Ken Genin Vice President | 0 | $0 | |
Cathy Waller Club Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $5,938 |
| Interest on Savings | $6 |
| Dividends & Interest | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $152,516 |
| Total Revenue | $158,460 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $109,936 |
| Contributions, gifts, grants paid | $56,183 |
| Total expenses and disbursements | $166,119 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $45,561 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Waukesha Rotary Charitable Fund has awarded $56,183 in support to 25 organizations.
| Grant Recipient | Amount |
|---|---|
ACAP PURPOSE: OPERATIONS | $1,500 |
BIG BROTHERS BIG SISTERS OF METRO PURPOSE: OPERATIONS | $500 |
WAUKESHA COUNTY DEPT OF PARKS LAN PURPOSE: SPECIFIC PROJECT AT THE RETZER NATURE CENTER | $15,000 |
BRYON RIESCH PARALYSIS FOUNDATION PURPOSE: OPERATIONS | $1,500 |
COMMUNITY SMILES DENTAL PURPOSE: OPERATIONS | $2,500 |
ERAS SENIOR NETWORK PURPOSE: OPERATIONS | $1,500 |