2025-11-24T15:59:29-06:00 2025-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-07-01 390579290 ROTARY CLUB OF MILWAUKEE ROTA 4142764425 750 N LINCOLN MEMORIAL DR 320 MILWAUKEE WI 53202 MARY MCCORMICK EXECUTIVE DIRECTOR 4142764425 2025-11-13 1 1 JOSHUA BIERBACH P01449255 4142717800 2024 2025-03-06 01:10:19Z MARY MCCORMICK 750 N LINCOLN MEMORIAL DR 320 MILWAUKEE WI 53202 591881 0 X WWW.MILWAUKEEROTARY.COM X 1913 WI PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT 23 22 2 0 0 0 0 0 542149 562199 5315 4605 18080 25077 565544 591881 0 0 0 0 260493 274812 0 0 31032 301772 323705 562265 598517 3279 -6636 548208 582266 302811 343505 245397 238761 PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT 0 0 520936 548999 THE ROTARY CLUB OF MILWAUKEE PROVIDES SERVICES TO SEVERAL SOCIAL AND CIVIC ORGANIZATIONS AND SERVICES TO MEMBERS WHICH PROMOTE SOCIAL AND CIVIC INVOLVEMENT. 520936 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 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 SAJ THACHENKARY PRESIDENT 10.00 X X 0 0 0 MARY MCCORMICK SECRETARY/EXECUTIVE DIRECT 40.00 X X 137792 0 21475 WILLIAM COLEMAN TREASURER 5.00 X X 0 0 0 KENT LOVERN PRESIDENT-ELECT 5.00 X X 0 0 0 HANNA PAUL SERGEANT-AT-ARMS 1.00 X X 0 0 0 BETH FETTERLEY HELLER VICE PRESIDENT 5.00 X X 0 0 0 KRISTIN BERGSTROM RCM COMMUNITY TRUST TRUSTE 1.00 X X 0 0 0 JOHN FERGUSON BOARD MEMBER 1.00 X 0 0 0 JOHN FRANKE BOARD MEMBER 1.00 X 0 0 0 MARGARET KREI BOARD MEMBER 1.00 X 0 0 0 JANAN NAJEEB BOARD MEMBER 1.00 X 0 0 0 NATRAJ SHANKER BOARD MEMBER 1.00 X 0 0 0 AUDRA BRENNAN BOARD MEMBER 1.00 X 0 0 0 JACKIE FREDRICK BOARD MEMBER 1.00 X 0 0 0 JOANNE GRUNAU BOARD MEMBER 1.00 X 0 0 0 DAVID MURPHY BOARD MEMBER 1.00 X 0 0 0 PAUL WESTPHAL BOARD MEMBER 1.00 X 0 0 0 ELIZABETH DRAPER BOARD MEMBER 1.00 X 0 0 0 JERAMEY JANNENE BOARD MEMBER 1.00 X 0 0 0 JOAN JOHNSON BOARD MEMBER 1.00 X 0 0 0 BETH RIDLEY BOARD MEMBER 1.00 X 0 0 0 CHUCK ROEDEL BOARD MEMBER 1.00 X 0 0 0 LESLIE HAUSER IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 137792 0 21475 1 0 1 0 0 MEMBERSHIP DUES 900099 535443 535443 LUNCHEON AND BREAKFAST 900099 13556 13556 WEBSITE REVENUE 900099 13200 13200 562199 4605 4605 MISCELLANEOUS REVENUE 900099 25077 25077 25077 591881 548999 0 42882 150730 120584 18088 12058 89973 71978 10797 7198 4900 3920 588 392 12898 10318 1548 1032 16311 13049 1957 1305 10525 8420 1263 842 2226 1781 267 178 22573 18058 2709 1806 241 193 29 19 13092 10474 1571 1047 12710 12710 3975 3180 477 318 1394 1115 167 112 DIRECT SERVICE TO ROTAR 175861 175861 DISTRICT AND ROTARY INT 42540 42540 SERVICE PROJECTS 13509 13509 DISTRICT SPECIAL ASSESS 11085 450 6381 4254 13974 12796 707 471 598517 520936 46549 31032 176355 151682 137195 137858 212694 269908 9453 12199 39919 29300 12511 10619 548208 582266 43826 44869 258985 298636 302811 343505 X 245397 238761 245397 238761 548208 582266 -6636 0 X 0 1 X 1 0 1 1 0 5249124 153676 646649 306443 18250 43055 5681701 4549864 522665 557014 328210 14932 37277 5249124 4137076 267767 439766 247270 14900 32575 4549864 4603782 402768 -629956 191692 14633 33193 4137076 3549654 199638 1076393 175266 15654 30983 4603782 0.05930 0.00000 0.94070 0 1 1 39919 29300 10619 10619 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. X 0 0 0 0 0 0 0 0 0 MARY MCCORMICK SECRETARY/EXECUTIVE DIRECT 129792 0 8000 0 0 0 12836 0 8639 0 159267 0 0 0 PART I, LINE 3 APPROVED BY RCM BOARD OF DIRECTORS 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 UPON REQUEST. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST S 1650 TRANSFER OF CASH ROTARY CLUB OF MILWAUKEE COMMUNITY TRUST Q 16750 REIMBURSED AMOUNT RCM COMMUNITY FUND C 7000 TRANSFER OF CASH