Nonprofit · EIN 39-0579290
ROTARY INTERNATIONAL
Also known as MILWAUKEE ROTARY CLUB
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $591,881 | $598,517 | -$6,636 | $582,266 | $343,505 | $238,761 |
| June 30, 2024 | 990 | $565,544 | $562,265 | $3,279 | $548,208 | $302,811 | $245,397 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $562,199
- Investment income
- $4,605
- Other revenue
- $25,077
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $150,730
- Other salaries and wages
- $89,973
- Salaries, compensation and benefits (total)
- $274,812
- Professional fundraising fees
- $0
- Accounting fees
- $10,525
- Occupancy
- $13,092
- Depreciation
- $3,975
- Program services (functional)
- $520,936
- Management and general (functional)
- $46,549
- Fundraising (functional)
- $31,032
Balance sheet and other
- Total assets, start of year
- $548,208
- Total assets, end of year
- $582,266
- Total liabilities, end of year
- $343,505
- Net assets, end of year
- $238,761
- Land, buildings and equipment
- $10,619
- Net assets without donor restrictions
- $238,761
- Gross receipts
- $591,881
- Employees
- 2
- Volunteers
- 0
- Year formed
- 1913
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY MCCORMICK | SECRETARY/EXECUTIVE DIRECT Trustee or director, Officer | 40 | $137,792 | $21,475 |
| SAJ THACHENKARY | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| WILLIAM COLEMAN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| KENT LOVERN | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 |
| HANNA PAUL | SERGEANT-AT-ARMS Trustee or director, Officer | 1 | $0 | $0 |
| BETH FETTERLEY HELLER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KRISTIN BERGSTROM | RCM COMMUNITY TRUST TRUSTE Trustee or director, Officer | 1 | $0 | $0 |
| JOHN FERGUSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN FRANKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARGARET KREI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANAN NAJEEB | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NATRAJ SHANKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AUDRA BRENNAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACKIE FREDRICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOANNE GRUNAU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MURPHY | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL WESTPHAL | BOARD MEMBER Trustee or director | 1 | $0 |
| ELIZABETH DRAPER | BOARD MEMBER Trustee or director | 1 | $0 |
| JERAMEY JANNENE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOAN JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH RIDLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| CHUCK ROEDEL | BOARD MEMBER Trustee or director | 1 | $0 |
| LESLIE HAUSER | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY MCCORMICK | SECRETARY/EXECUTIVE DIRECT Trustee or director, Officer | 40 | $135,000 | $20,595 |
| KAREN HUNG | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| WILLIAM COLEMAN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SAJ THACHENKARY | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 |
| AYRTON BRYAN | SERGEANT-AT-ARMS Trustee or director, Officer | 1 | $0 | $0 |
| KENT LOVERN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KRISTIN BERGSTROM | RCM COMMUNITY TRUST TRUSTE Trustee or director, Officer | 1 | $0 | $0 |
| KAUSHAL CHARI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICK CRONIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACY JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK KANNENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEITH STACHOWIAK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN FERGUSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN FRANKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARGARET KREI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANAN NAJEEB | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NATRAJ SHANKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AUDRA BRENNAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACKIE FREDRICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOANNE GRUNAU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID MURPHY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL WESTPHAL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 750 N LINCOLN MEMORIAL DR, MILWAUKEE, WI 53202-4018
- In care of
- % PEGGY LUCARELI
- Principal officer (990 for 2024)
- MARY MCCORMICK, 750 N LINCOLN MEMORIAL DR 320, MILWAUKEE, WI 53202
- Signed the 990
- MARY MCCORMICK, EXECUTIVE DIRECTOR
- Phone
- (414) 276-4425
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT
Program accomplishments
- THE ROTARY CLUB OF MILWAUKEE PROVIDES SERVICES TO SEVERAL SOCIAL AND CIVIC ORGANIZATIONS AND SERVICES TO MEMBERS WHICH PROMOTE SOCIAL AND CIVIC INVOLVEMENT.Expenses $520,936 · revenue $548,999
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0579290
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $582,266
- Income (IRS master file)
- $591,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $545,449 | $545,979 | $546,952 | IRS |
| 990 | June 2022 | $437,082 | $436,169 | $540,892 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 39-0579290.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROTARY INTERNATIONAL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY INTERNATIONAL?
- The 990 for the year ended June 30, 2025 names MARY MCCORMICK.
- Who are the officers and directors of ROTARY INTERNATIONAL?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $137,792 (MARY MCCORMICK, SECRETARY/EXECUTIVE DIRECT).
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $591,881, expenses of $598,517 and total assets of $582,266 at year end.
Other nonprofits in MILWAUKEE
- AURORA HEALTH CARE INC EIN 61-1649250 · last filed 990 for 2024
- FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC EIN 39-6105970 · last filed 990 for 2025
- THE MEDICAL COLLEGE OF WISCONSIN INC EIN 39-0806261 · last filed 990 for 2025
- FROEDTERT THEDACARE HEALTH INC EIN 39-2014409 · last filed 990 for 2025
- CHILDRENS HOSPITAL OF WISCONSIN INC EIN 39-0812532 · last filed 990 for 2024
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- CHORUS COMMUNITY HEALTH PLANS INC EIN 27-1494977 · last filed 990 for 2024
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC EIN 39-1500074 · last filed 990 for 2024