Nonprofit · EIN 39-1092586
JANESVILLE ROTARY FOUNDATION
Tax-exempt · JANESVILLE, WI 53547
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $93,094 | $137,697 | -$44,603 | $1,447,405 | $47,560 | $1,399,845 |
| June 30, 2024 | 990 | $81,486 | $69,027 | $12,459 | $1,350,384 | $55,348 | $1,295,036 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $49,249
- Program service revenue
- $0
- Investment income
- $4,821
- Net income from fundraising events
- $39,024
- Other revenue
- $39,024
Expenses
- Grants and similar amounts paid
- $104,666
- Compensation of officers, directors and key employees
- $2,000
- Salaries, compensation and benefits (total)
- $2,000
- Professional fundraising fees
- $0
- Accounting fees
- $5,934
- Program services (functional)
- $128,384
- Management and general (functional)
- $9,313
Balance sheet and other
- Total assets, start of year
- $1,350,384
- Total assets, end of year
- $1,447,405
- Total liabilities, end of year
- $47,560
- Net assets, end of year
- $1,399,845
- Publicly traded securities
- $1,434,794
- Net assets without donor restrictions
- $205,737
- Net assets with donor restrictions
- $1,194,108
- Gross receipts
- $108,036
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1979
- 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 |
|---|---|---|---|
| LISA DAHLGREN | FDN TREASURER Trustee or director, Officer | 13 | $0 |
| SUE BOETTCHER | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| LOIS SMITH | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| RICK MUELLER | SGT OF ARMS Trustee or director, Officer | 3 | $0 |
| LYNN GALBRAITH-WILSON | SECRETARY Trustee or director, Officer | 5 | $0 |
| DAVE WARREN | DIRECTOR Trustee or director | 1 | $0 |
| DENISE WEBB | CLUB TREASURER Trustee or director | 3 | $0 |
| PATRICIA HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 |
| SHEILA HILLER | DIRECTOR Trustee or director | 1 | $0 |
| GARY BERSELL | DIRECTOR Trustee or director | 1 | $0 |
| NATHAN BURKHART | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON SCHEFFEL | DIRECTOR Trustee or director | 1 | $0 |
| RANDY LEBAKKEN | DIRECTOR Trustee or director | 1 | $0 |
| ELIZABETH BAILEY | DIRECTOR Trustee or director | 1 | $0 |
| MICK GILBERTSON | DIRECTOR Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN MAKOWAN | DIRECTOR Trustee or director | 1 | $0 |
| JANET FUGATE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA DAHLGREN | FDN TREASURER Trustee or director, Officer | 5 | $2,000 |
| LYNN WOOD | DIRECTOR Trustee or director | 1 | $0 |
| GARY BERSELL | DIRECTOR Trustee or director | 1 | $0 |
| LOIS SMITH | DIRECTOR Trustee or director | 1 | $0 |
| TAMMY FANNING | DIRECTOR Trustee or director | 1 | $0 |
| AMANDA KLOBUCAR | DIRECTOR Trustee or director | 1 | $0 |
| TRACY PIERNER | DIRECTOR Trustee or director | 1 | $0 |
| RANDY LEBAKKEN | DIRECTOR Trustee or director | 1 | $0 |
| GAYLE LUNDER | PRESIDENT ELECT Trustee or director, Officer | 3 | $0 |
| MICK GILBERTSON | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| DAVE WARREN | CO-PRESIDENT Trustee or director, Officer | 3 | $0 |
| DEREK WICKHEM | PAST PRESIDENT Trustee or director, Officer | 3 | $0 |
| LYNN GALBRAITH-WILSON | SECRETARY Trustee or director, Officer | 3 | $0 |
| DENISE WEBB | CLUB TREASURER Trustee or director, Officer | 3 | $0 |
| RICK MUELLER | SGT OF ARMS Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 301, JANESVILLE, WI 53547-0301
- In care of
- % LISA DAHLGREN
- Principal officer (990 for 2024)
- LISA DAHLGREN, PO BOX 301, JANESVILLE, WI 535470301
- Signed the 990
- LISA DAHLGREN, FDN TREASURER
- Phone
- (608) 314-2927
- Website
- WWW.JANESVILLEROTARY.ORG
- Return prepared by
- HAGEN CPA LLC
Mission
TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.
Program accomplishments
- COMMUNITY SERVICES: THE FOUNDATION PROVIDES SCHOLARSHIPS TO LOCAL STUDENTS, PROVIDES FUNDING FOR YOUTH EDUCATION AND TRAINING, AND PROVIDES START-UP FUNDING FOR LOCAL CHARITABLE PROGRAMS.Expenses $108,500 · grants $108,500
- INTERNATIONAL SERVICES: THE FOUNDATION PARTICIPATES IN ROTARY INTERNATIONALS YOUTH EXCHANGE PROGRAM. THE FOUNDATION SUPPORTS TWO FOREIGN EXCHANGE STUDENTS THAT LIVE IN THE JANESVILLE COMMUNITY FOR ONE YEAR. THE FOUNDATION ALSO RECRUITS SEVERAL LOCAL HIGH SCHOOL STUDENTS TO PARTICPATE IN THE PROGRAM AND STUDY ABROAD FOR ONE YEAR.Expenses $15,085 · grants $15,085
- VOCATIONAL SERVICE: THE FOUNDATION HONORS HIGH SCHOOL STUDENTS, WHO DEMONSTRATE HIGH ACADEMIC ACHIEVEMENT, BY INVITING THEM TO SHARE LUNCH WITH THE CLUB.Expenses $4,799 · grants $4,799
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
- 39-1092586
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $1,447,405
- Income (IRS master file)
- $108,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $93,094 | $137,697 | $1,447,405 | XML |
| 990 | June 2024 | $81,486 | $69,027 | $1,350,384 | XML |
| 990 | June 2023 | $105,018 | $77,390 | $1,214,010 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 39-1092586).
Questions about JANESVILLE ROTARY FOUNDATION
- What is the EIN of JANESVILLE ROTARY FOUNDATION?
- The employer identification number (EIN) of JANESVILLE ROTARY FOUNDATION is 39-1092586.
- Is JANESVILLE ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to JANESVILLE ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JANESVILLE ROTARY FOUNDATION 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 JANESVILLE ROTARY FOUNDATION 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 JANESVILLE ROTARY FOUNDATION 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 JANESVILLE ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names LISA DAHLGREN.
- Who are the officers and directors of JANESVILLE ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does JANESVILLE ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $93,094, expenses of $137,697 and total assets of $1,447,405 at year end.
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All nonprofits in JANESVILLE · Wisconsin · Community improvement and capacity building