Waunakee Rotary Foundation Inc.

990EZ • Fiscal year 2020 • EIN 39-1513028

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

Organization Profile WAUNAKEEROTARY.ORG

PO Box 159Waunakee, WI 53597

(608) 849-6419

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-12%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-3.5%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

-20%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$169,725

Down $6,130 (-3.5%) from 2019

Net Assets

Down

$169,725

Down $6,130 (-3.5%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin27th percentile

Revenue

Down

$50,894

Down $12,449 (-20%) from 2019

Expenses

Down

$57,024

Down $2,565 (-4.3%) from 2019

Net Income

Down

-$6,130

Down $9,884 (-263%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$169,725

Liabilities$0

Net Assets$169,725

Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$50,894

Expenses$57,024

Net Income-$6,130

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2019 to Jun 30, 2020
Signed: Nov 9, 2020
Return Version: 2019v5.1
Gross Receipts: $82,889

Mission and Program Overview

Mission

Fundraising and 501(c)(3) contributions.

Program Services

Description	Grants	Expenses
ROTARY IN LIGHTS FUNDRAISER CONDUCTED TO BENEFIT OTHER 501(C)(3) ORGANIZATIONS.	$0	$28,145
FIVE SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS BASED ON ACADEMICS, COMMUNITY INVOLVEMENT AND POST-HIGH SCHOOL AGREEMENT.	$0	$7,560
WAUNAFEST COMMUNITY FESTIVAL FUNDRAISER TO BENEFIT OTHER 501(C)(3) ORGANIZATIONS.	$0	$3,593

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LINDA OLSON	President	-	$0	-	-
SEAN WAYNE	Vice President	-	$0	-	-
TRAVIS HEISER	2nd Vice President	-	$0	-	-
JIM KATTNER	3rd Vice President & Treasurer	-	$0	-	-
MARK MACFARLAND	4th Vice President	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Rotary Lights	$47,107	$47,107	$28,145	$18,962
Wauktoberfest	$7,171	$7,171	-	$7,171
Total Events	$61,280	$61,280	$31,995	$29,285

Filing and Contact Details

Filer

Filer Name: Waunakee Rotary Foundation Inc
EIN: 39-1513028
Phone: 6088496419
Address: PO BOX 159, WAUNAKEE, WI 53597

Signing Officer

Name: James Kattner
Title: Treasurer
Phone: 6088496419
Signed: 2020-11-09
Discuss with paid preparer: Yes

Preparer

Firm: Meicher Cpas Llp
Address: 2349 DEMING WAY SUITE 300, MIDDLETON, WI 53562
Preparer: Meicher Cpas Llp
Phone: 6088261900

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: rw baird - interest income. Amount: 880. Description: rw baird - dividend. Amount: 2,266. Total included on form 990-ez, line 4: 3,146.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: waunakee area community foundation. Grantee address: po box 62 waunakee, wi 53597. Grantee relationship: none. Property description: funds for library cap. Campaign. Amount given: 5,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: shelterbox usa. Grantee address: 8374 market st #203 lakewood, fl 34202. Grantee relationship: none. Property description: funds for disaster relief. Amount given: 5,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: waunakee community school district. Grantee address: 905 bethel circle waunakee, wi 53597. Grantee relationship: none. Property description: funds for lunch program for disadvantaged students. Amount given: 3,700.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: the rotary foundation. Grantee address: 14280 collections drive chicago, il 60201. Grantee relationship: none. Property description: funds for world polio research. Amount given: 3,200.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: tri for schools. Grantee address: 937 jenna drive verona, wi 53593. Grantee relationship: none. Property description: funds for event for kids. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: brat fest inc. Grantee address: 726 midvale blvd madison, wi 53705. Grantee relationship: none. Property description: funds for community event. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: waunakee feed the need. Grantee address: po box 164 waunakee, wi 53597. Grantee relationship: none. Property description: funds for food bank drive. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: waunakee food pantry. Grantee address: po box 143 waunakee, wi 53597. Grantee relationship: none. Property description: funds for food bank drive. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: middleton rotary foundation. Grantee address: po box 628312 madison, wi 53562. Grantee relationship: none. Property description: funds for community event. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: waunakee neighborhood connection. Grantee address: 215 s. Century ave waunakee, wi 53597. Grantee relationship: none. Property description: funds for community event. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: waunakee area ems. Grantee address: 201 n klein drive waunakee, wi 53597. Grantee relationship: none. Property description: funds for first responders event. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: village of waunakee. Grantee address: 500 w main street waunakee, wi 53597. Grantee relationship: none. Property description: funds for community event. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: public charity. Grantee name: waunakee fire department. Grantee address: 401 w 2nd street waunakee, wi 53597. Grantee relationship: none. Property description: funds for department equipment. Amount given: 1,000. Total included on form 990-ez, line 10: 31,400.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 3,223.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank service charges. Amount: 146. Description: insurance. Amount: 720. Description: license & registration. Amount: 113. Description: professional services fees. Amount: 2,000. Total to form 990-ez, line 16: 2,979.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: stifel investment account. Beg. Of year amount: 150,000. End of year amount: 155,276. Description: other depreciable assets. Beg. Of year amount: 7,347. End of year amount: 5,544.”

Raw XML Appendix238 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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IRS990EZ/BooksInCareOfDetail/PersonNm	0	JAMES KATTNER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6088496419
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 159
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	WAUNAKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	53597
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	18508
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	8905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	16369
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-6130
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	175855
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	169725
IRS990EZ/FundraisingGrossIncomeAmt	0	61280
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	2094
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	50822
IRS990EZ/GrossReceiptsAmt	0	82889
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	3146
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	175855
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	169725
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	175855
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	169725
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	3223
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LINDA OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	SEAN WAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	TRAVIS HEISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JIM KATTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	MARK MACFARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	2ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	3RD VICE PRESIDENT & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	4TH VICE PRESIDENT
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	157347
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	160820
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	2979
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	FUNDRAISING AND 501(C)(3) CONTRIBUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	ROTARY IN LIGHTS FUNDRAISER CONDUCTED TO BENEFIT OTHER 501(C)(3) ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	WAUNAFEST COMMUNITY FESTIVAL FUNDRAISER TO BENEFIT OTHER 501(C)(3) ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	FIVE SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS BASED ON ACADEMICS, COMMUNITY INVOLVEMENT AND POST-HIGH SCHOOL AGREEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	28145
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	3593
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	7560
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	2094
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	31995
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	29285
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	WI
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	57024
IRS990EZ/TotalProgramServiceExpensesAmt	0	39298
IRS990EZ/TotalRevenueAmt	0	50894
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WAUNAKEEROTARY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	16369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	17097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	14346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	51776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	58213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	157801
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	5285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	7121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	8141
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	20547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	61701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	68639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	70467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	25107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	24914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	250828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	5285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	7121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	8141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	20547
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.04790
IRS990ScheduleA/InvestmentIncomePYPct	0	0.03550
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.95210
IRS990ScheduleA/PublicSupportPY509Pct	0	0.96450
IRS990ScheduleA/PublicSupportTotal509Amt	0	408629
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	78070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	85736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	84813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	76883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	83127
IRS990ScheduleA/Total509Grp/TotalAmt	0	408629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	83355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	92857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	92954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	76883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	83127
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	429176
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	31995
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	ROTARY LIGHTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	WAUKTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	47107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	7171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	7002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	61280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	47107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	7171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	7002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	61280
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	29285
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	3850
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	31995
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	28145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: RW BAIRD - INTEREST INCOME. AMOUNT: 880. DESCRIPTION: RW BAIRD - DIVIDEND. AMOUNT: 2,266. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,146.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WAUNAKEE AREA COMMUNITY FOUNDATION. GRANTEE ADDRESS: PO BOX 62 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR LIBRARY CAP. CAMPAIGN. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: SHELTERBOX USA. GRANTEE ADDRESS: 8374 MARKET ST #203 LAKEWOOD, FL 34202. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR DISASTER RELIEF. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WAUNAKEE COMMUNITY SCHOOL DISTRICT. GRANTEE ADDRESS: 905 BETHEL CIRCLE WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR LUNCH PROGRAM FOR DISADVANTAGED STUDENTS. AMOUNT GIVEN: 3,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: 14280 COLLECTIONS DRIVE CHICAGO, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR WORLD POLIO RESEARCH. AMOUNT GIVEN: 3,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: TRI FOR SCHOOLS. GRANTEE ADDRESS: 937 JENNA DRIVE VERONA, WI 53593. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR EVENT FOR KIDS. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: BRAT FEST INC. GRANTEE ADDRESS: 726 MIDVALE BLVD MADISON, WI 53705. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR COMMUNITY EVENT. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WAUNAKEE FEED THE NEED. GRANTEE ADDRESS: PO BOX 164 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR FOOD BANK DRIVE. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WAUNAKEE FOOD PANTRY. GRANTEE ADDRESS: PO BOX 143 WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR FOOD BANK DRIVE. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: MIDDLETON ROTARY FOUNDATION. GRANTEE ADDRESS: PO BOX 628312 MADISON, WI 53562. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR COMMUNITY EVENT. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WAUNAKEE NEIGHBORHOOD CONNECTION. GRANTEE ADDRESS: 215 S. CENTURY AVE WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR COMMUNITY EVENT. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WAUNAKEE AREA EMS. GRANTEE ADDRESS: 201 N KLEIN DRIVE WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR FIRST RESPONDERS EVENT. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: VILLAGE OF WAUNAKEE. GRANTEE ADDRESS: 500 W MAIN STREET WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR COMMUNITY EVENT. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WAUNAKEE FIRE DEPARTMENT. GRANTEE ADDRESS: 401 W 2ND STREET WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: FUNDS FOR DEPARTMENT EQUIPMENT. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 31,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	DESCRIPTION: DEPRECIATION. AMOUNT: 3,223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	15	DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 146. DESCRIPTION: INSURANCE. AMOUNT: 720. DESCRIPTION: LICENSE & REGISTRATION. AMOUNT: 113. DESCRIPTION: PROFESSIONAL SERVICES FEES. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 2,979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	16	DESCRIPTION: STIFEL INVESTMENT ACCOUNT. BEG. OF YEAR AMOUNT: 150,000. END OF YEAR AMOUNT: 155,276. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 7,347. END OF YEAR AMOUNT: 5,544.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	14	FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	15	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	16	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES KATTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6088496419
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WAUNAKEE ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	WAUN
ReturnHeader/Filer/EIN	0	391513028
ReturnHeader/Filer/PhoneNum	0	6088496419
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 159
ReturnHeader/Filer/USAddress/CityNm	0	WAUNAKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53597
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	D10228F842014F9A2B9863ED9B31D5547568A377
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	A9EBB799C5549E451DCF1C647CD08DD7A0EC1634
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	66.170.3.26
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	14:04:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391659894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MEICHER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2349 DEMING WAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53562
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6088261900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MEICHER CPAS LLP
ReturnHeader/ReturnTs	0	2020-11-10T08:03:50-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2019-07-01
ReturnHeader/TaxPeriodEndDt	0	2020-06-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $169,725
Liabilities: $0
Net assets: $169,725
Revenue: $50,894
Expenses: $57,024
Net income: -$6,130

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2.47	$0.00	$2.47	$0.86	$0.60	$0.26
2024Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$1.12	$1.16	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$2.01	$0.01	$2.00	$0.54	$0.81	$0.28
2022Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.87	$0.55	$0.32
2021Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13	$0.85	$0.42	$0.43
2020Detailed filing. Detailed filing data is available for this year.	$1.70	$0.00	$1.70	$0.51	$0.57	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$1.76	$0.00	$1.76	$0.63	$0.60	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$1.72	$0.00	$1.72	$0.70	$0.73	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.50	$0.58	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$1.79	$0.00	$1.79	$0.64	$0.72	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$1.89	$0.00	$1.89	$0.55	$0.37	$0.17
2014Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$0.54	$0.52	$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.61	$0.00	$1.61	$0.45	$0.24	$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.34	$0.00	$1.34	$0.29	$0.40	$0.10
2011Summary only. Only limited summary data is available for this year.	$1.45	$0.00		$0.29	$0.22	$0.07