2024-02-13T10:01:51-06:00 2023-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2022-07-01 390579290 ROTARY CLUB OF MILWAUKEE ROTA 4142764425 750 N LINCOLN MEMORIAL DRIVE 320 MILWAUKEE WI 53202 MARY MCCORMICK EXECUTIVE DIRECTOR 4142764425 2024-02-12 1 MARY MCCORMICK 999009999 1 JOSHUA BIERBACH P01449255 4142717800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY MCCORMICK 750 N LINCOLN MEMORIAL DRIVE 320 MILWAUKEE WI 53202 545449 0 X WWW.MILWAUKEEROTARY.COM X 1913 WI PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT 23 22 2 100 0 0 0 0 424897 523537 1820 1837 10365 20075 437082 545449 1396 0 0 0 205321 246020 0 0 27306 229452 299959 436169 545979 913 -530 540892 546952 298244 304834 242648 242118 PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT 0 0 477715 515937 THE ROTARY CLUB OF MILWAUKEE PROVIDES SERVICES TO SEVERAL SOCIAL AND CIVIC ORGANIZATIONS AND SERVICES TO MEMBERS WHICH PROMOTE SOCIAL AND CIVIC INVOLVEMENT. 477715 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARY MCCORMICK 4142764425 750 NORTH LINCOLN MEMORIAL DR MILWAUKEE WI 53202 KAREN HUNG PRESIDENT 10.00 X X 0 0 0 MARY MCCORMICK SECRETARY/EXECUTIVE DIRECT 40.00 X X 120000 0 20595 WILLIAM COLEMAN TREASURER 5.00 X X 0 0 0 LESLIE HAUSER PRESIDENT-ELECT 5.00 X X 0 0 0 JOHN FRANKE SERGEANT-AT-ARMS 1.00 X X 0 0 0 TODD BENTLEY IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 KRISTIN BERGSTROM RCM COMMUNITY TRUST TRUSTE 1.00 X X 0 0 0 DAVID MURPHY BOARD MEMBER 1.00 X 0 0 0 JOANNE GRUNAU BOARD MEMBER 1.00 X 0 0 0 PATRICK FENNELLY BOARD MEMBER 1.00 X 0 0 0 KAUSHAL CHARI BOARD MEMBER 1.00 X 0 0 0 JOHN FERGUSON BOARD MEMBER 1.00 X 0 0 0 PATRICK CRONIN BOARD MEMBER 1.00 X 0 0 0 WENDELL WILLIS BOARD MEMBER 1.00 X 0 0 0 MARGARET KREI BOARD MEMBER 1.00 X 0 0 0 KIMBERLY KANE BOARD MEMBER 1.00 X 0 0 0 JANAN NAJEEB BOARD MEMBER 1.00 X 0 0 0 TRACY JOHNSON BOARD MEMBER 1.00 X 0 0 0 MARK KANNENBERG BOARD MEMBER 1.00 X 0 0 0 KEITH STACHOWIAK BOARD MEMBER 1.00 X 0 0 0 SAJ THACHENKARY VICE PRESIDENT 1.00 X X 0 0 0 JESSICA GATZKE BOARD MEMBER 1.00 X 0 0 0 NATRAJ SHANKER BOARD MEMBER 1.00 X 0 0 0 120000 0 20595 1 0 0 0 0 MEMBERSHIP DUES 900099 467512 467512 GUATEMALA TRIP 900099 41735 41735 WEBSITE REVENUE 900099 7600 7600 LUNCHEON AND BREAKFAST 900099 6690 6690 523537 1837 1837 MISCELLANEOUS REVENUE 900099 20075 20075 20075 545449 515937 0 29512 153095 122476 18371 12248 66422 53137 7971 5314 4120 3296 494 330 7939 6351 953 635 14444 11555 1733 1156 10654 8523 1279 852 1253 1003 150 100 17568 14055 2108 1405 13017 10414 1562 1041 14028 14028 64 51 8 5 1558 1246 187 125 DIRECT SERVICE TO ROTAR 131224 131224 GUATEMALA TRIP 41735 41735 DISTRICT AND ROTARY INT 35390 35390 CLUB SERVICES 9615 9615 23853 13616 6142 4095 545979 477715 40958 27306 34024 -8262 282363 282067 223084 273147 1357 0 98971 98971 64 0 540892 546952 53154 43483 245090 261351 298244 304834 X 242648 242118 242648 242118 540892 546952 -530 0 X 0 1 X 1 0 1 1 0 4137076 267767 439766 247270 14900 32575 4549864 4603782 402768 -629956 191692 14633 33193 4137076 3549654 199638 1076393 175266 15654 30983 4603782 3554488 154496 65964 184309 14200 26785 3549654 3441115 186249 160966 190564 18268 25010 3554488 0.05443 0.00000 0.94557 0 1 1 98971 98971 0 0 X PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO FUND THE ORGANIZATION'S PROGRAM SERVICES. PART X, LINE 2: THE CLUB IS EXEMPT FROM INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C) (4) AND THE RELATED WISCONSIN CODE SECTIONS. THE CLUB HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. THE CLUB RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CLUB MEET ANNUALLY FOR THE PURPOSE OF ELECTING A BOARD OF DIRECTORS. ALL MEMBERS VOTES COUNT EQUALLY. INDIVIDUALS MAY ELECT A MEMBER OF THE CLUB AT ANY TIME BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE CLUB MEET ANNUALLY FOR THE PURPOSE OF ELECTING A BOARD OF DIRECTORS. ALL MEMBERS VOTES COUNT EQUALLY. INDIVIDUALS MAY ELECT A MEMBER OF THE CLUB AT ANY TIME BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE CLUB MEET ANNUALLY FOR THE PURPOSE OF ELECTING A BOARD OF DIRECTORS. ALL MEMBERS VOTES COUNT EQUALLY. INDIVIDUALS MAY ELECT A MEMBER OF THE CLUB AT ANY TIME BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS PROVIDED THE 990 TO THE BOARD IN ADVANCE OF THE 990 FILING. THE BOARD CAREFULLY REVIEWS AND APPROVES THE AUDIT AND 990 IN ADVANCE OF THE 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER HAS A DUTY TO DISCLOSE A CONFLICT DURING BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE COLLECTS DATA FOR THE EXECUTIVE DIRECTORS OF LARGE CLUBS ACROSS THE UNITED STATES AS PART OF THE ANNUAL REVIEW PROCESS. THE PERSONNEL COMMITTEE MAKES A SALARY COMPENSATION RECOMMENDATION TO THE BOARD. THE BOARD SETS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS VIA THE ORGANIZATIONS' WEBSITE. RCM COMMUNITY TRUST 750 N LINCOLN MEMORIAL DRIVE 320 MILWAUKEE WI 53202 930756960 PROVIDE CHARITABLE GIFTS TO QUALIFIED ORGANIZATIONS WI 501(C)(3) LINE 12B, II N/A 0 RCM COMMUNITY FUND 750 N LINCOLN MEMORIAL DRIVE 320 MILWAUKEE WI 53202 475109357 FUNDRAISE/SOLICIT CONTRIBUTIONS TO PROVIDE CHARITABLE GIFTS TO QUALIFIED ORG WI 501(C)(3) LINE 10 N/A 0 THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL 1560 SHERMAN AVE EVANSTON IL 60201 363245072 PROVIDE CHARITABLE GIFTS TO QUALIFIED ORGANIZATIONS IL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST R 700 TRANSFER OF CASH ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST Q 10000 REIMBURSED AMOUNT