Nonprofit · EIN 39-6077985
ROTARY INTERNATIONAL
Also known as WEST ALLIS
Tax-exempt · WEST ALLIS, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $32,295 | $31,639 | $656 | $9,331 | $0 | $9,331 |
| June 30, 2024 | 990-EZ | $37,523 | $40,711 | -$3,188 | $8,675 | $0 | $8,675 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,156
- Membership dues
- $25,974
- Net income from fundraising events
- $3,165
Expenses
- Grants and similar amounts paid
- $4,950
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,288
- Occupancy
- $1,290
- Printing, publications and postage
- $722
- Other expenses
- $22,389
- Program services (functional)
- $4,950
Balance sheet and other
- Total assets, start of year
- $8,675
- Total assets, end of year
- $9,331
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,331
- Cash, savings and investments
- $9,331
- Gross receipts
- $32,295
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 |
|---|---|---|---|
| David Owens | President | 3 | $0 |
| Steven Affeldt | Vice President | 2 | $0 |
| Jeannette Bell | Secretary | 2 | $0 |
| Kathleen Dagenhardt | Treasurer | 4 | $0 |
| Don Drecktrah | Sergeant-at-arms | 2 | $0 |
| Steven Hook | Director | 0 | $0 |
| Tim Klare | Director | 0 | $0 |
| John Ash | Director | 0 | $0 |
| Gerald Falk | Director | 1 | $0 |
| Brenda Merschdorf | Director | 1 | $0 |
| Beth Leukam | Director | 1 | $0 |
| Lee Breese | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN HOOK | DIRECTOR | 0.5 | $0 |
| LARRY DANNER | DIRECTOR | 0.25 | $0 |
| BETH LEUKAM | DIRECTOR | 0.25 | $0 |
| GERALD FALK | DIRECTOR | 1 | $0 |
| MASON POOLER | PRESIDENT | 3 | $0 |
| STEVEN AFFELDT | DIRECTOR | 1 | $0 |
| BRENDA MERSCHDORF | SECRETARY | 2 | $0 |
| KATHLEEN DAGENHARDT | TREASURER | 4 | $0 |
| DAVID OWENS | SERGENT-OF-ARMS | 2 | $0 |
| LEE BREESE | VICE PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1502 S 81ST ST, WEST ALLIS, WI 53214-4518
- In care of
- % JOSEPH KEMPER
- Signed the 990-EZ
- Judith Shabman, Treasurer
- Phone
- (414) 774-7423
- Website
- www.westallisrotary.org
- Return prepared by
- Schumacher Sama LLP
Mission
Civic Improvement
Program accomplishments
- Rotary International Foundation - Various charitable contributionsExpenses $1,300
- Polio Plus - goal is to eradicate polio across the worldExpenses $350
- Other community contributionsExpenses $3,300
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 39-6077985
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Group exemption
- 0573: ROTARY INTERNATIONAL
- Assets (IRS master file)
- $9,331
- Income (IRS master file)
- $32,295
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $32,295 | $31,639 | $9,331 | IRS |
| 990-EZ | June 2024 | $37,523 | $40,711 | $8,675 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | 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 39-6077985).
Questions about ROTARY INTERNATIONAL
- What is the EIN of ROTARY INTERNATIONAL?
- The employer identification number (EIN) of ROTARY INTERNATIONAL is 39-6077985.
- Is ROTARY INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1942.
- Are donations to ROTARY INTERNATIONAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROTARY INTERNATIONAL file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROTARY INTERNATIONAL 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 ROTARY INTERNATIONAL 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 ROTARY INTERNATIONAL?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $32,295, expenses of $31,639 and total assets of $9,331 at year end.
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