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Nonprofit · EIN 39-1498210

OCONOMOWOC ROTARY FDN INC

Tax-exempt · OCONOMOWOC, WI 53066

Financials

$285K$268K2023$131K$135K2024
Revenue Expenses · by fiscal year end
Financials of OCONOMOWOC ROTARY FDN INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$130,803$135,333-$4,530$215,941–$215,941
June 30, 2024990$284,834$267,595$17,239$220,471$0$220,471
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$119,038
Program service revenue
$0
Investment income
$11,765

Expenses

Grants and similar amounts paid
$134,313
Compensation of officers, directors and key employees
$0
Other expenses
$1,020
Program services (functional)
$145,387

Balance sheet and other

Total assets, start of year
$220,471
Total assets, end of year
$215,941
Total liabilities, end of year
–
Net assets, end of year
$215,941
Cash, savings and investments
$167,297
Gross receipts
$130,803

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
Susan O'ConnelSecretary5$0
Phil HollandDirector5$0
Kevin PehlerDirector5$0
John ScamblerDirector5$0
Karla LauersdorfTreasurer5$0
Helen ForsterDirector5$0
Al BuscemiDirector5$0
Leslie OlsonPresident5$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
Glenn HanonPresident
Officer
5$0
George JusticeTreasurer
Officer
5$0
Susan O'ConnelSecretary
Officer
5$0
Phil HollandDirector
Trustee or director
5$0
Kevin PehlerDirector
Trustee or director
5$0
Helen ForsterDirector
Trustee or director
5$0
Al BuscemiDirector
Trustee or director
5$0
Karla LauersdorfDirector
Trustee or director
5$0
Leslie OlsonDirector
Trustee or director
5$0
John ScamblerDirector
Trustee or director
5$0

Address and contacts

Address (IRS master file)
PO BOX 112, OCONOMOWOC, WI 53066-0112
Signed the 990-EZ
Karla Lauersdorf, Treasurer
Phone
(262) 569-2185
Return prepared by
MITZI CASS CPA

Mission

To solicit, invest and expend endowment funds and other gifts, exclusively for charitable and educational programs.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Other contributions to charitable organizations
    Expenses $120,387 · grants $112,317
  • Student scholarships to reward outstanding scholasticacheivement
    Expenses $25,000 · grants $6,721

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 on file

File the 2025 990-EZ for OCONOMOWOC ROTARY FDN INC

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

IRS record

EIN
39-1498210
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1985
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$215,941
Income (IRS master file)
$130,803

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$130,803$135,333$215,941IRS
990June 2024$284,834$267,595$220,471IRS
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––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 39-1498210).

Questions about OCONOMOWOC ROTARY FDN INC

What is the EIN of OCONOMOWOC ROTARY FDN INC?
The employer identification number (EIN) of OCONOMOWOC ROTARY FDN INC is 39-1498210.
Is OCONOMOWOC ROTARY FDN INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to OCONOMOWOC ROTARY FDN INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OCONOMOWOC ROTARY FDN INC 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 OCONOMOWOC ROTARY FDN INC 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 OCONOMOWOC ROTARY FDN INC 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 OCONOMOWOC ROTARY FDN INC?
The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does OCONOMOWOC ROTARY FDN INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $130,803, expenses of $135,333 and total assets of $215,941 at year end.

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