Nonprofit · EIN 39-1617353
MARSHFIELD ROTARY FOUNDATION INC
Tax-exempt · MARSHFIELD, WI 54449
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $73,891 | $65,913 | $7,978 | $269,299 | $0 | $269,299 |
| June 30, 2024 | 990 | $85,517 | $82,453 | $3,064 | $253,118 | $0 | $253,118 |
| June 30, 2023 | 990 | $59,721 | $59,596 | $125 | $235,575 | $0 | $235,575 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $149,808
- Program service revenue
- $0
- Investment income
- $12,076
- Net gain from sales of assets
- $7,731
- Net income from fundraising events
- -$87,993
- Other revenue
- -$87,993
Expenses
- Grants and similar amounts paid
- $62,850
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $62,850
- Management and general (functional)
- $3,063
Balance sheet and other
- Total assets, start of year
- $253,118
- Total assets, end of year
- $269,299
- Total liabilities, end of year
- $0
- Net assets, end of year
- $269,299
- Gross receipts
- $161,884
- Employees
- 0
- Volunteers
- 500
- Year formed
- 1987
- 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 |
|---|---|---|---|
| ALEX LENDVED | DIRECTOR Trustee or director | 1 | $0 |
| KAELIE GOMEZ | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY SUE BEHSELICH | DIRECTOR Trustee or director | 1 | $0 |
| JANE WAGNER | DIRECTOR Trustee or director | 1 | $0 |
| BECKY HUEBNER-LEU | DIRECTOR Trustee or director | 1 | $0 |
| TONI NIENAST | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BAUR | DIRECTOR Trustee or director | 1 | $0 |
| JACKIE ZOELLNER | DIRECTOR Trustee or director | 1 | $0 |
| BENJAMIN BAUER | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON NIENAST | DIRECTOR Trustee or director | 1 | $0 |
| MARYANN LIPPERT | DIRECTOR Trustee or director | 1 | $0 |
| DENISE SONNEMANN | PRESIDENT Officer | 2 | $0 |
| LAUREL PETERSON | SECRETARY Officer | 1 | $0 |
| DAVID VALLE | CO-TREASURER Officer | 3 | $0 |
| MATTHEW ECKELBERG | CO-TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAELIE GOMEZ | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY SUE BEHSELICH | DIRECTOR Trustee or director | 1 | $0 |
| JANE WAGNER | DIRECTOR Trustee or director | 1 | $0 |
| BECKY HUEBNER-LEU | DIRECTOR Trustee or director | 1 | $0 |
| TONI NIENAST | DIRECTOR Trustee or director | 1 | $0 |
| DIANE MEISSNER | DIRECTOR Trustee or director | 1 | $0 |
| JOHN RICHMOND | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BAUR | DIRECTOR Trustee or director | 1 | $0 |
| JACKIE ZOELLNER | DIRECTOR Trustee or director | 1 | $0 |
| TAMMY SCHUELLER | DIRECTOR Trustee or director | 1 | $0 |
| BENJAMIN BAUER | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON NIENAST | DIRECTOR Trustee or director | 1 | $0 |
| MARYANN LIPPERT | DIRECTOR Trustee or director | 1 | $0 |
| ALEX LENDVED | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE CLOUSE | MRC TREASURER Officer | 1 | $0 |
| DENISE SONNEMANN | PRESIDENT Officer | 2 | $0 |
| LAUREL PETERSON | SECRETARY Officer | 1 | $0 |
| DAVID VALLE | MRF TREASURER Officer | 3 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA DEVETTER | DIRECTOR Trustee or director | 1 | $0 |
| JANE WAGNER | DIRECTOR Trustee or director | 1 | $0 |
| BECKY HUEBNER-LEU | DIRECTOR Trustee or director | 1 | $0 |
| TERI WILCZEK | DIRECTOR Trustee or director | 1 | $0 |
| SHERI MEISSNER | DIRECTOR Trustee or director | 1 | $0 |
| STACEY SCHULTZ | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BAUR | DIRECTOR Trustee or director | 1 | $0 |
| JACKIE ZOELLNER | DIRECTOR Trustee or director | 1 | $0 |
| SARA SCHUELLER | DIRECTOR Trustee or director | 1 | $0 |
| BENJAMIN BAUER | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE CLOUSE | VICE PRESIDENT Officer | 1 | $0 |
| ALEX LENDVED | PRESIDENT Officer | 2 | $0 |
| LAUREL PETERSON | SECRETARY Officer | 1 | $0 |
| DAVID VALLE | TREASURER Officer | 3 | $0 |
| JENNY RESCH | SERGEANT AT ARMS Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 463, MARSHFIELD, WI 54449-0463
- Principal officer (990 for 2024)
- DAVID VALLE, PO BOX 463, MARSHFIELD, WI 54449
- Signed the 990
- DAVID VALLE, TREASURER
- Phone
- (715) 387-0971
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
Program accomplishments
- ROTARY WINTER WONDERLAND: OVER 50,000 FOOD ITEMS WERE COLLECTED TO BE DISTRIBUTED TO THE NEEDY. MANY PEOPLE VOLUNTEER THEIR TIME TO HELP IN THIS UNDERTAKING.Expenses $52,850 · grants $52,850
- GENERAL: CREATE A BETTER LIFESTYLE IN THE AREA AND THE WORLD.Expenses $10,000 · grants $10,000
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1617353
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $269,299
- Income (IRS master file)
- $161,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $73,891 | $65,913 | $269,299 | XML |
| 990 | June 2024 | $85,517 | $82,453 | $253,118 | XML |
| 990 | June 2023 | $59,721 | $59,596 | $235,575 | XML |
| 990 | June 2022 | $85,364 | $78,414 | $232,552 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | 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 39-1617353).
Questions about MARSHFIELD ROTARY FOUNDATION INC
- What is the EIN of MARSHFIELD ROTARY FOUNDATION INC?
- The employer identification number (EIN) of MARSHFIELD ROTARY FOUNDATION INC is 39-1617353.
- Is MARSHFIELD ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MARSHFIELD ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARSHFIELD 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 MARSHFIELD 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 MARSHFIELD ROTARY FOUNDATION INC 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 MARSHFIELD ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DAVID VALLE.
- Who are the officers and directors of MARSHFIELD ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does MARSHFIELD ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $73,891, expenses of $65,913 and total assets of $269,299 at year end.
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