Nonprofit · EIN 39-1513028
WAUNAKEE ROTARY FOUNDATION INC
Tax-exempt · WAUNAKEE, WI 53597
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $85,721 | $60,206 | $25,515 | $246,537 | $0 | $246,537 |
| June 30, 2024 | 990-EZ | $111,575 | $115,630 | -$4,055 | $207,851 | $0 | $207,851 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $32,019
- Investment income
- $7,588
- Net gain from sales of assets
- $4,641
- Net income from fundraising events
- $41,473
Expenses
- Grants and similar amounts paid
- $53,425
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $3,541
- Other expenses
- $3,240
- Program services (functional)
- $48,363
Balance sheet and other
- Total assets, start of year
- $207,851
- Total assets, end of year
- $246,537
- Total liabilities, end of year
- $0
- Net assets, end of year
- $246,537
- Cash, savings and investments
- $21,153
- Gross receipts
- $127,917
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MCFARLAND | PRESIDENT | 1 | $0 |
| TOM KENNEDY | VICE PRESIDENT | 1 | $0 |
| ROSS MAUER | TREASURER | 1 | $0 |
| JOE BAER | SECRETARY | 1 | $0 |
| JENNIFER TASKER | LIAISON OFFICER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MCFARLAND | PRESIDENT | 1 | $0 |
| TAYLOR ENDRES | VICE PRESIDENT | 1 | $0 |
| TOM KENNEDY | TREASURER | 1 | $0 |
| ROSS MAUER | SECRETARY | 1 | $0 |
| JOE BAER | LIAISON OFFICER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 159, WAUNAKEE, WI 53597-0159
- Signed the 990-EZ
- JIM ELVEKROG, AUTHORIZED OFFICIAL
- Phone
- (608) 849-6419
- Website
- WAUNAKEEROTARY.ORG
- Return prepared by
- MEICHER CPAS LLP
Mission
FUNDRAISING AND 501(C)(3) CONTRIBUTIONS.
Program accomplishments
- ROTARY IN LIGHTS FUNDRAISER CONDUCTED TO BENEFIT OTHER 501(C)(3) ORGANIZATIONS.Expenses $35,558
- WAUNAKEE WAUNAFEST EVENT EXPENSES.Expenses $4,805
- THREE SCHOLARSHIPS/SPONSORSHIPS TO LOCAL HIGH SCHOOL STUDENTS BASED ON ACADEMICS, COMMUNITY INVOLVEMENT AND POST-HIGH SCHOOL AGREEMENT.Expenses $8,000
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 39-1513028
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $246,537
- Income (IRS master file)
- $127,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $85,721 | $60,206 | $246,537 | XML |
| 990-EZ | June 2024 | $111,575 | $115,630 | $207,851 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 39-1513028).
Questions about WAUNAKEE ROTARY FOUNDATION INC
- What is the EIN of WAUNAKEE ROTARY FOUNDATION INC?
- The employer identification number (EIN) of WAUNAKEE ROTARY FOUNDATION INC is 39-1513028.
- Is WAUNAKEE ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WAUNAKEE ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAUNAKEE ROTARY FOUNDATION 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 WAUNAKEE ROTARY FOUNDATION 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 WAUNAKEE ROTARY FOUNDATION 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 WAUNAKEE ROTARY FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WAUNAKEE ROTARY FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $85,721, expenses of $60,206 and total assets of $246,537 at year end.
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