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Nonprofit · EIN 39-1612508

THIENSVILLE-MEQUON ROTARY FOUNDATION INC

Tax-exempt · MEQUON, WI 53092

Financials

$125K$128K2023$165K$134K2024$2.6M$240K2025
Revenue Expenses · by fiscal year end
Financials of THIENSVILLE-MEQUON ROTARY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990$2,629,184$239,808$2,389,376$2,584,484$0$2,584,484
January 31, 2025990$165,166$133,802$31,364$195,108$0$195,108
January 31, 2024990$125,455$128,459-$3,004$163,744$0$163,744
Financial details: 990 for the year ended January 31, 2026

Revenue

Contributions, gifts and grants
$15,560
Program service revenue
$2,605,352
Investment income
$8,272
Other revenue
$0

Expenses

Grants and similar amounts paid
$39,502
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$230
Program services (functional)
$236,427
Management and general (functional)
$3,381

Balance sheet and other

Total assets, start of year
$195,108
Total assets, end of year
$2,584,484
Total liabilities, end of year
$0
Net assets, end of year
$2,584,484
Net assets without donor restrictions
$80,794
Net assets with donor restrictions
$2,503,690
Gross receipts
$2,629,184
Employees
0
Volunteers
75
Year formed
1988
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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
Sandy CusterDirector, President
Trustee or director, Officer
4$0
Maureen O'Leary-GuthDirector Vice President
Trustee or director, Officer
4$0
Terry SchachtDirector, Treasurer
Trustee or director, Officer
4$0
Sean BaileyDirector, Secretary
Trustee or director, Officer
2$0
Steve PetermanDirector
Trustee or director
1$0
Constance PukaiteDirector
Trustee or director
1$0
Lynn StreeterDirector
Trustee or director
1$0
990 for the year ended January 31, 2025: 8 people
NameTitleHours / weekCompensation
STANFORD SMITHDIRECTOR
Trustee or director
–$0
GREGORY E CUSTER DDSDIRECTOR, VI
Trustee or director, Officer
–$0
HERBERT M HILLMAN CPATREASURER &
Trustee or director, Officer
–$0
STANLEY L LINDDIRECTOR
Trustee or director
–$0
STEVEN K PETERMANDIRECTOR, P
Trustee or director, Officer
–$0
CONSTANCE A PUKAITEDIRECTOR, SE
Trustee or director
–$0
BRIAN M MONROEDIRECTOR
Trustee or director
–$0
RYAN WALSHASS'T TREAS&
Trustee or director, Officer
–$0
990 for the year ended January 31, 2024: 8 people
NameTitleHours / weekCompensation
STANFORD SMITHDIRECTOR
Trustee or director
–$0
GREGORY E CUSTER DDSDIRECTOR, VI
Trustee or director, Officer
–$0
HERBERT M HILLMAN CPATREASURER &
Trustee or director, Officer
–$0
STANLEY L LINDDIRECTOR
Trustee or director
–$0
STEVEN K PETERMANDIRECTOR, P
Trustee or director, Officer
–$0
CONSTANCE A PUKAITEDIRECTOR, SE
Trustee or director
–$0
BRIAN M MONROEDIRECTOR
Trustee or director
–$0
RYAN WALSHASS'T TREAS&
Trustee or director, Officer
–$0

Address and contacts

Address (IRS master file)
11126 N CEDARBURG RD, MEQUON, WI 53092-4357
In care of
% H M HILLMAN TREASURER
Principal officer (990 for 2025)
Sandy Custer, 11126 N Cedarburg Rd, Mequon, WI 53092
Signed the 990
Terry Schacht, Treasurer
Phone
(414) 416-0725

Mission

The Thiensville-Mequon Rotary Foundation, Inc. exists to support fundraising efforts of the Rotary Club of Thiensville-Mequon, Wisconsin, Inc. and Mequon-Thiensville Sunrise Rotary Club, assist with local community projects that support Rotary causes, and guide others to establish self-sustaining charitable entities that support Rotary causes.

990 for the year ended January 31, 2026

Program accomplishments

  • Annuals medical mission to Guatemala and support of other related community activities such as water supplies, sanitation and schooling
    Expenses $99,874 · revenue $105,802
  • Support of Thiensville-Mequon Rotary Park - All-User Playground
    Expenses $89,893 · revenue $2,439,612
  • Around the World dinner - Community event showcasing international culture and food. For 2025 we highlighted Ukraine and some countries in South America
    Expenses $7,158 · revenue $59,938
  • Grants and Assistance to domestic organizations and domestic governments - Form 990 Part IX Line 1
    Expenses $39,502

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 January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990 on file
2024January 31, 2025June 16, 2025990 on file
2023January 31, 2024June 17, 2024990 on file

IRS record

EIN
39-1612508
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
1989
Accounting year ends
January
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,584,484
Income (IRS master file)
$2,629,184

Filing history

FormYear endedRevenueExpensesAssetsReturn
990January 2026$2,629,184$239,808$2,584,484XML
990January 2025$165,166$133,802$195,108XML
990January 2024$125,455$128,459$163,744XML
990January 2023$67,646$72,132$166,748IRS
990January 2022–––IRS
990January 2021–––IRS
990January 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 39-1612508).

Questions about THIENSVILLE-MEQUON ROTARY FOUNDATION INC

What is the EIN of THIENSVILLE-MEQUON ROTARY FOUNDATION INC?
The employer identification number (EIN) of THIENSVILLE-MEQUON ROTARY FOUNDATION INC is 39-1612508.
Is THIENSVILLE-MEQUON ROTARY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to THIENSVILLE-MEQUON ROTARY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THIENSVILLE-MEQUON 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 THIENSVILLE-MEQUON ROTARY FOUNDATION INC due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THIENSVILLE-MEQUON ROTARY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended January 2026.
Who is the principal officer of THIENSVILLE-MEQUON ROTARY FOUNDATION INC?
The 990 for the year ended January 31, 2026 names Sandy Custer.
Who are the officers and directors of THIENSVILLE-MEQUON ROTARY FOUNDATION INC?
The 990 for the year ended January 31, 2026 lists 7 people; 0 received compensation from the organization.
How much revenue does THIENSVILLE-MEQUON ROTARY FOUNDATION INC have?
On its 990 for the year ended January 31, 2026 it reported revenue of $2,629,184, expenses of $239,808 and total assets of $2,584,484 at year end.

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