Nonprofit · EIN 39-1637292
ELMBROOK ROTARY FOUNDATION INC
Tax-exempt · BROOKFIELD, WI 53008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $143,019 | $101,497 | $41,522 | $500,564 | $1,715 | $498,849 |
| June 30, 2024 | 990-EZ | $134,688 | $73,291 | $61,397 | $415,988 | $890 | $415,098 |
| June 30, 2023 | 990-EZ | $107,195 | $85,175 | $22,020 | $323,971 | $2,575 | $321,396 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $48,975
- Program service revenue
- $0
- Investment income
- -$3,178
- Net income from fundraising events
- $97,220
- Other revenue
- $97,222
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $946
- Program services (functional)
- $98,997
- Management and general (functional)
- $2,500
Balance sheet and other
- Total assets, start of year
- $415,988
- Total assets, end of year
- $500,564
- Total liabilities, end of year
- $1,715
- Net assets, end of year
- $498,849
- Publicly traded securities
- $305,089
- Net assets without donor restrictions
- $265,831
- Net assets with donor restrictions
- $233,018
- Gross receipts
- $157,604
- Employees
- 0
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS STEINBACH | President Trustee or director, Officer | 5 | $0 |
| JOHN ALLEN | Treasurer/DIR Trustee or director, Officer | 1 | $0 |
| MARK ZALEWSKI | Director Trustee or director, Officer | 1 | $0 |
| JEANNE ALLEN | Director Trustee or director, Officer | 1 | $0 |
| JACK NELSON | Director Trustee or director, Officer | 1 | $0 |
| LYDIA MILLER | Director Trustee or director, Officer | 1 | $0 |
| DAVID ENGLE | President/Dir Trustee or director, Officer | 5 | $0 |
| BILL PETTERSON | Secretary/Dir Trustee or director, Officer | 1 | $0 |
| GREG BONK | Director Trustee or director, Officer | 1 | $0 |
| LUCAS SEVERSON | Director Trustee or director, Officer | 1 | $0 |
| BILL SELZER | Director Trustee or director, Officer | 1 | $0 |
| WALLY SMANSKI | Director Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS STEINBACH | President | 5 | $0 |
| JOHN ALLEN | Treasurer | 5 | $0 |
| CHRIS SPRESSER | Director | 1 | $0 |
| CHARLIE SHIRELY | Director | 1 | $0 |
| MARK ZALEWSKI | Director | 1 | $0 |
| HARRY FARCHMIN | Director | 1 | $0 |
| JEANNE ALLEN | Director | 1 | $0 |
| BONNIE BERTRAM | Director | 1 | $0 |
| RAUL ARRENDONDO | Director | 1 | $0 |
| JACK NELSON | Director | 1 | $0 |
| LYDIA MILLER | Director | 1 | $0 |
| DAVID ENGLE | Director | 1 | $0 |
| BILL PETTERSON | Director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GORDON MILLER | Treasurer | 5 | $0 |
| HARRY FARCHMIN | Director | 1 | $0 |
| THOM ARNDT | Director | 1 | $0 |
| DAVID ENGLE | Director | 1 | $0 |
| CHRISTINE SPRESSER | President | 5 | $0 |
| THOMAS STEINBACH | Director | 1 | $0 |
| JEANNE ALLEN | Director | 1 | $0 |
| BONNIE BERTRAM | Director | 1 | $0 |
| JAMES DUNN | Director | 1 | $0 |
| NOAMAN SHARIEF | Director | 1 | $0 |
| JACKSON BUBOLZ | Director | 1 | $0 |
| PAUL LANGER | Director | 1 | $0 |
| MARK ZALEWSKI | Director | 1 | $0 |
| THOMAS STEINBACH | Director | 1 | $0 |
| JOHN ALLEN | Treasurer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1014, BROOKFIELD, WI 53008-1014
- Signed the 990
- JOHN ALLEN, Treasurer
- Phone
- (262) 784-1405
- Website
- elmbrookrotary.org
- Return prepared by
- Gordon J Maier & Company LLP
Mission
THE FOUNDATION'S MISSION IS TO RECEIVE CONTRIBUTIONS AND MAKE DISTRIBUTIONS TO OTHER ORGANIZATIONS THAT QUALIFY AS TAX EXEMPT ORGANIZATIONS UNDER SEC. 501(c)(3), IRC AND TO PROVIDE SCHOLARSHIPS FOR STUDENTS GRADUATING FROM AREA HIGH SCHOOLS.
Program accomplishments
- CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONSExpenses $79,817 · grants $79,817
- SCHOLARSHIPSExpenses $19,180 · grants $19,180
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-EZ on file |
IRS record
- EIN
- 39-1637292
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $500,564
- Income (IRS master file)
- $157,604
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $143,019 | $101,497 | $500,564 | XML |
| 990-EZ | June 2024 | $134,688 | $73,291 | $415,988 | XML |
| 990-EZ | June 2023 | $107,195 | $85,175 | $323,971 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 39-1637292).
Questions about ELMBROOK ROTARY FOUNDATION INC
- What is the EIN of ELMBROOK ROTARY FOUNDATION INC?
- The employer identification number (EIN) of ELMBROOK ROTARY FOUNDATION INC is 39-1637292.
- Is ELMBROOK ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to ELMBROOK ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ELMBROOK 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 ELMBROOK 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 ELMBROOK 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 are the officers and directors of ELMBROOK ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ELMBROOK ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $143,019, expenses of $101,497 and total assets of $500,564 at year end.
Other nonprofits in BROOKFIELD
- COMMUNITY CARE INC EIN 39-1264667 · last filed 990 for 2024
- COMMON GROUND HEALTHCARE COOPERATIVE EIN 45-3309488 · last filed 990 for 2024
- COMMUNITY CARE HEALTH PLAN EIN 32-0124346 · last filed 990 for 2024
- INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC EIN 39-1034021 · last filed 990 for 2024
- ACADEMY OF BASIC EDUCATION INC EIN 39-0987840 · last filed 990 for 2025
- CONGREGATIONAL HOME INC EIN 39-1167483 · last filed 990 for 2025
- NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES I EIN 39-0978598 · last filed 990 for 2025
- MERKEL FOUNDATION INC EIN 39-1582624 · last filed 990-PF for 2025