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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-1460106

ROTARY INTERNATIONAL

Also known as OSHKOSH SOUTHWEST INC

Tax-exempt · OSHKOSH, WI 54903

Financials

$110K$125K2023$91K$88K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY INTERNATIONAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$90,789$88,207$2,582$67,580$25,956$41,624
June 30, 2024990-EZ$110,149$124,517-$14,368$68,523$29,481$39,042
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$28,094
Membership dues
$18,232
Program service revenue
$39,848
Net income from fundraising events
$4,615

Expenses

Grants and similar amounts paid
$35,344
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$3,498
Printing, publications and postage
$9,771
Other expenses
$39,594
Program services (functional)
$81,877

Balance sheet and other

Total assets, start of year
$68,523
Total assets, end of year
$67,580
Total liabilities, end of year
$25,956
Net assets, end of year
$41,624
Cash, savings and investments
$53,729
Gross receipts
$107,801

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MIKE VAUGHANCLUB SERVICE CHAIR10$0
BRAD DUNNYOUTH SERVICES CHAIR10$0
DAN LENZCOMMUNITY SERVICE CHAIR10$0
NATE OLSONCLUB SERVICE CHAIR10$0
GRIFFIN POLLNOWCLUB SERVICE CHAIR10$0
NICK HAHNINTERNATIONAL SERVICE CHAI10$0
BILL THIMKEINTERNATIONAL SERVICE CHAI10$0
AMY MONTGOMERYVOCATIONAL SERVICE CHAIR10$0
JOE MCCLEERYOUTH SERVICES CHAIR10$0
JESSICA BENESHCOMMUNITY SERVICE CHAIR10$0
PATRICK HUGHESVOCATIONAL SERVICE CHAIR10$0
KARLENE LEATHERMANPAST-PRESIDENT10$0
990-EZ for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
JESSICA BENESHCOMMUNITY SERVICE CHAIR10$0
DAN LENZCOMMUNITY SERVICE CHAIR10$0
NATE OLSONCLUB SERVICE CHAIR10$0
GRIFFIN POLLNOWCLUB SERVICE CHAIR10$0
NICK HAHNINTERNATIONAL SERVICE CHAI10$0
BILL THIMKEINTERNATIONAL SERVICE CHAI10$0
MATTHEW VAUGHANVOCATIONAL SERVICE CHAIR10$0
ERIC SMILTNEEKNEW GENERATIONS CHAIR10$0
MICHAEL RAYMONDNEW GENERATIONS CHAIR10$0
KAREN BOEHNNEW GENERATIONS CHAIR10$0
BRAD DUNNNEW GENERATIONS CHAIR10$0
KARLENE LEATHERMANPRESIDENT10$0

Address and contacts

Address (IRS master file)
PO BOX 1202, OSHKOSH, WI 54903-1202
In care of
% GERALD J KRUEGER
Signed the 990-EZ
KATHERINE J HANSON, TREASURER
Phone
(920) 426-3586
Return prepared by
ELEVATE ACCOUNTING LLC

Mission

PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. RAISE FUNDS TO DISTRIBUTE IN THE COMMUNITY.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • COMMUNITY SERVICE GRANTS - DONATIONS MADE TO VARIOUS COMMUNITY ORGANIZATIONS AND PROGRAMS IN THE COMMUNITY
    Expenses $9,451 · grants $9,394
  • INTERNATIONAL SERVICE GRANTS - DONATIONS MADE TO INTERNATIONAL PROGRAMS OF OUR CLUB IN KENYA AND PERU AND SUPPORT OF OUR EXCHANGE STUDENT
    Expenses $25,172 · grants $15,700
  • YOUTH SERVICES GRANTS - SUPPORT OF PROGRAMS AT ROOSEVELT SCHOOL, YOUTH ROTARY GROUPS, AND SCHOLARSHIPS FOR HIGH SCHOOL SENIORS
    Expenses $10,250 · grants $10,250
  • ENVIRONMENTAL AND VOCATIONAL SERVICE GRANTS AND CLUB MEETINGS AND DUES - DONATIONS FOR VARIOUS ENVIRONMENTAL PROGRAMS IN THE COMMUNITY AND BUSINESS EXPO EXPENSES
    Expenses $37,004

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for ROTARY INTERNATIONAL

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
39-1460106
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
Assets (IRS master file)
$67,580
Income (IRS master file)
$107,801

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$90,789$88,207$67,580XML
990-EZJune 2024$110,149$124,517$68,523XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 39-1460106).

Questions about ROTARY INTERNATIONAL

What is the EIN of ROTARY INTERNATIONAL?
The employer identification number (EIN) of ROTARY INTERNATIONAL is 39-1460106.
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-EZ for the year ended June 2025.
Who are the officers and directors of ROTARY INTERNATIONAL?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does ROTARY INTERNATIONAL have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $90,789, expenses of $88,207 and total assets of $67,580 at year end.

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