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Nonprofiteer
← ROTARY CLUB OF MILWAUKEE COMMUNITY TR

Form 990 for tax year 2023

Filed by ROTARY CLUB OF MILWAUKEE COMMUNITY TR.

Totals

Total revenue
$612,377
Total expenses
$365,419
Contributions and grants received
$497,614
Grants paid
$304,520
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$365,419
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$365,419

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KRISTIN BERGSTROM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY MCCORMICK

    DIRECTOR

    Total calculated
    $155,595
    From this org
    $0
    From related orgs
    $135,000
    Other
    $20,595
    Hours/week
    5

    Schedule J breakdown matched by us

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

  • US BANK NA

    CO-TRUSTEE

    Total calculated
    $37,277
    From this org
    $37,277
    From related orgs
    $0
    Other
    $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

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
202500519349301900

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