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Nonprofiteer
← ROTARY INTERNATIONAL

Form 990 for tax year 2023

Filed by ROTARY INTERNATIONAL.

Totals

Total revenue
$565,544
Total expenses
$562,265
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$542,149
Investment income
$5,315
Other revenue
$18,080
Total assets, end of year
$548,208
Total liabilities, end of year
$302,811
Net assets or fund balances, end of year
$245,397
Program services expenses (Part IX)
$489,352
Management and general expenses
$43,748
Fundraising expenses
$29,165
Program service expenses (Part III)
$489,352

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $499,387 · related or exempt $499,387

  • 2b · Program service revenue: GUATEMALA TRIP

    total $26,712 · related or exempt $26,712

  • 2c · Program service revenue: WEBSITE REVENUE

    total $8,200 · excluded $8,200

  • 2d · Program service revenue: LUNCHEON AND BREAKFAST

    total $7,850 · related or exempt $7,850

  • 3 · Investment income

    total $5,315 · excluded $5,315

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $18,080 · excluded $18,080

  • 11e · Other revenue, total

    $18,080

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $156,572 · program services $125,257 · management and general $18,789 · fundraising $12,526

  • 7 · Other salaries and wages

    total $75,580 · program services $60,464 · management and general $9,070 · fundraising $6,046

  • 8 · Pension plan contributions

    total $3,009 · program services $2,407 · management and general $361 · fundraising $241

  • 9 · Other employee benefits

    total $9,566 · program services $7,653 · management and general $1,148 · fundraising $765

  • 10 · Payroll taxes

    total $15,766 · program services $12,613 · management and general $1,892 · fundraising $1,261

  • 11c · Fees: accounting

    total $10,435 · program services $8,348 · management and general $1,252 · fundraising $835

  • 11g · Fees: other

    total $3,500 · program services $2,800 · management and general $420 · fundraising $280

  • 13 · Office expenses

    total $21,623 · program services $17,298 · management and general $2,595 · fundraising $1,730

  • 16 · Occupancy

    total $12,792 · program services $10,234 · management and general $1,535 · fundraising $1,023

  • 19 · Conferences, conventions and meetings

    total $6,496 · program services $6,496

  • 22 · Depreciation, depletion and amortization

    total $652 · program services $522 · management and general $78 · fundraising $52

  • 23 · Insurance

    total $1,448 · program services $1,158 · management and general $174 · fundraising $116

  • 24a · Other expenses: DIRECT SERVICE TO ROTAR

    total $148,379 · program services $148,379

  • 24b · Other expenses: DISTRICT AND ROTARY INT

    total $37,790 · program services $37,790

  • 24c · Other expenses: GUATEMALA TRIP

    total $26,712 · program services $26,712

  • 24d · Other expenses: DISTRICT SPECIAL ASSESS

    total $9,847 · program services $400 · management and general $5,668 · fundraising $3,779

  • 24e · All other expenses

    total $22,098 · program services $20,821 · management and general $766 · fundraising $511

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$8,262 · end of year $176,355

  • 2 · Savings and temporary cash investments

    beginning of year $282,067 · end of year $137,195

  • 4 · Accounts receivable

    beginning of year $273,147 · end of year $212,694

  • 9 · Prepaid expenses and deferred charges

    end of year $9,453

  • 10a · Land, buildings and equipment: cost or other basis

    $37,836

  • 10b · Land, buildings and equipment: accumulated depreciation

    $25,325

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $12,511

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,483 · end of year $43,826

  • 19 · Deferred revenue

    beginning of year $261,351 · end of year $258,985

  • 27 · Net assets without donor restrictions

    beginning of year $242,118 · end of year $245,397

Mission and programs · 2023

Mission

PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT

  • THE ROTARY CLUB OF MILWAUKEE PROVIDES SERVICES TO SEVERAL SOCIAL AND CIVIC ORGANIZATIONS AND SERVICES TO MEMBERS WHICH PROMOTE SOCIAL AND CIVIC INVOLVEMENT.

    Expenses $489,352 · Revenue $533,949

As filed on the 2023 return.

Listed in Part VII

  • KAREN HUNG

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • MARY MCCORMICK

    SECRETARY/EXECUTIVE DIRECT

    Total calculated
    $155,595
    From this org
    $135,000
    From related orgs
    $0
    Other
    $20,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,000
    Bonus
    $10,000
    Other
    $0
    Deferred
    $12,360
    Nontaxable benefits
    $8,235
    Filer's total
    $155,595

  • WILLIAM COLEMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • SAJ THACHENKARY

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    5

  • AYRTON BRYAN

    SERGEANT-AT-ARMS

    Total calculated
    $0
    Hours/week
    1

  • KENT LOVERN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • KRISTIN BERGSTROM

    RCM COMMUNITY TRUST TRUSTE

    Total calculated
    $0
    Hours/week
    1

  • KAUSHAL CHARI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATRICK CRONIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRACY JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK KANNENBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEITH STACHOWIAK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN FERGUSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN FRANKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARGARET KREI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANAN NAJEEB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NATRAJ SHANKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AUDRA BRENNAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JACKIE FREDRICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOANNE GRUNAU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID MURPHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL WESTPHAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
APPROVED BY RCM BOARD OF DIRECTORS

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 February 2025
IRS schema version
2023v6.0
Source object
202500519349301430

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