2025-11-05T11:39:54-06:00 2025-06-30 862009018 ELEVATE ACCOUNTING LLC 2214 OMRO RD OSHKOSH WI 549047710 990EZ 2024-07-01 391460106 ROTARY INTERNATIONAL OSHKOSH ATTN KATHY HANSON ROTA 9204263586 PO BOX 1202 OSHKOSH WI 549031202 KATHERINE J HANSON TREASURER 9204262634 2025-11-04 1 1 CHAD A DURKEE CPA P01807409 9203856340 2025-11-04 2024 2025-03-06 01:10:19Z X WWW.OSHKOSHROTARYSOUTHWEST.ORG X X 107801 X 28094 39848 18232 8340 13287 17012 4615 90789 35344 3498 9771 39594 88207 2582 39042 0 41624 X 56518 53729 12005 13851 68523 67580 29481 25956 39042 41624 X PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. RAISE FUNDS TO DISTRIBUTE IN THE COMMUNITY. COMMUNITY SERVICE GRANTS - DONATIONS MADE TO VARIOUS COMMUNITY ORGANIZATIONS AND PROGRAMS IN THE COMMUNITY 9394 9451 INTERNATIONAL SERVICE GRANTS - DONATIONS MADE TO INTERNATIONAL PROGRAMS OF OUR CLUB IN KENYA AND PERU AND SUPPORT OF OUR EXCHANGE STUDENT 15700 25172 YOUTH SERVICES GRANTS - SUPPORT OF PROGRAMS AT ROOSEVELT SCHOOL, YOUTH ROTARY GROUPS, AND SCHOLARSHIPS FOR HIGH SCHOOL SENIORS 10250 10250 ENVIRONMENTAL AND VOCATIONAL SERVICE GRANTS AND CLUB MEETINGS AND DUES - DONATIONS FOR VARIOUS ENVIRONMENTAL PROGRAMS IN THE COMMUNITY AND BUSINESS EXPO EXPENSES 0 37004 81877 X MIKE VAUGHAN CLUB SERVICE CHAIR 10.00 0 0 0 BRAD DUNN YOUTH SERVICES CHAIR 10.00 0 0 0 DAN LENZ COMMUNITY SERVICE CHAIR 10.00 0 0 0 NATE OLSON CLUB SERVICE CHAIR 10.00 0 0 0 GRIFFIN POLLNOW CLUB SERVICE CHAIR 10.00 0 0 0 NICK HAHN INTERNATIONAL SERVICE CHAI 10.00 0 0 0 BILL THIMKE INTERNATIONAL SERVICE CHAI 10.00 0 0 0 AMY MONTGOMERY VOCATIONAL SERVICE CHAIR 10.00 0 0 0 JOE MCCLEER YOUTH SERVICES CHAIR 10.00 0 0 0 JESSICA BENESH COMMUNITY SERVICE CHAIR 10.00 0 0 0 PATRICK HUGHES VOCATIONAL SERVICE CHAIR 10.00 0 0 0 KARLENE LEATHERMAN PAST-PRESIDENT 10.00 0 0 0 X 0 0 0 1 0 0 0 0 0 0 0 KATHERINE J HANSON 1600 COVINGTON DRIVE OSHKOSH WI 549048226 9204262634 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 X 0 PARENT CONNECTIONS CHRISTMAS PARTY 5080 5080 250 6172 5080 5080 250 6172 6422 -1342 FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: CELEBRATE EDUCATION. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: UNITED WAY. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: OASD EDUCATION FOUNDATION. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 660. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: INTERNATIONAL SERVICE. GRANTEE NAME: WORLD PROJECT PERU. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,700. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: HIGH SCHOOL SCHOLARSHIPS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: DAY BY DAY WARMING SHELTER. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 439. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: YMCA. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: N.E.W. DRAGONBOAT FESTIVAL. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,100. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: TEDX. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: GREATER GREEN VALLEY. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ROTARY DISTRICT 6270. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,970. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: ALTADENA ROTARY CHARITIES. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 225. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: LEADERSHIP OSHKOSH. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 750. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 35,344. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONF, CONVENTIONS, TRAVEL, ETC. AMOUNT: 23,827. DESCRIPTION: BAD DEBT. AMOUNT: 560. DESCRIPTION: DUES. AMOUNT: 12,675. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,973. DESCRIPTION: AWARDS AND PROMOTIONS. AMOUNT: 559. TOTAL TO FORM 990-EZ, LINE 16: 39,594. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,005. END OF YEAR AMOUNT: 12,661. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,190. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: PAUL HARRIS FOUNDATION. BEG. OF YEAR AMOUNT: 7,154. END OF YEAR AMOUNT: 4,722. DESCRIPTION: SOUTHWEST FOUNDATION. BEG. OF YEAR AMOUNT: 8,793. END OF YEAR AMOUNT: 8,950. DESCRIPTION: ACCTS PAYABLE & ACCRUED EXP. BEG. OF YEAR AMOUNT: 11,710. END OF YEAR AMOUNT: 10,623. DESCRIPTION: BEST WESTERN WATERFRONT PREMIER. BEG. OF YEAR AMOUNT: 1,824. END OF YEAR AMOUNT: 868. DESCRIPTION: UNEARNED INCOME. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 793. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.