Civic Intelligence

Waukesha Sunrise Rotary Charitable

EIN 39-1519302 • 501(c)3 • Waukesha, WI

Profile

To provide direct financial support to other charitable organizations and to foster positive community and international relations.

PO Box 362Waukesha, WI 53187

www.waukesha-sunrise-rotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

54th percentile

3.7%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-7.0%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

75%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$67,743

Down $5,083 (-7.0%) from 2017

Liabilities

Down

$2,500

Down $5,911 (-70%) from 2017

Net Assets

Up

$65,243

Up $828 (+1.3%) from 2017

Revenue

Up

$22,163

Up $9,498 (+75%) from 2017

Expenses

Up

$21,335

Up $12,611 (+145%) from 2017

Net Income

Down

$828

Down $3,113 (-79%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $46,466Liabilities 2011: $1,8022011Assets 2012: $50,158Liabilities 2012: $02012Assets 2013: $52,291Liabilities 2013: $02013Assets 2014: $46,808Liabilities 2014: $0Net Assets 2014: $46,8082014Assets 2015: $56,724Liabilities 2015: $0Net Assets 2015: $56,7242015Assets 2016: $60,474Liabilities 2016: $0Net Assets 2016: $60,4742016Assets 2017: $72,826Liabilities 2017: $8,411Net Assets 2017: $64,4152017Assets 2018: $67,743Liabilities 2018: $2,500Net Assets 2018: $65,2432018

Highlighted filing

2018

Assets$67,743
Liabilities$2,500
Net Assets$65,243

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $16,273Expenses 2011: $9,824Net Income 2011: $6,4492011Revenue 2012: $21,784Expenses 2012: $16,633Net Income 2012: $5,1512012Revenue 2013: $12,910Expenses 2013: $11,872Net Income 2013: $1,0382013Revenue 2014: $11,036Expenses 2014: $15,087Net Income 2014: -$4,0512014Revenue 2015: $23,489Expenses 2015: $13,573Net Income 2015: $9,9162015Revenue 2016: $20,696Expenses 2016: $16,946Net Income 2016: $3,7502016Revenue 2017: $12,665Expenses 2017: $8,724Net Income 2017: $3,9412017Revenue 2018: $22,163Expenses 2018: $21,335Net Income 2018: $8282018

Highlighted filing

2018

Revenue$22,163
Expenses$21,335
Net Income$828

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 11, 2019
Return Version
2017v2.3
Gross Receipts
$37,155
Mission and Program Overview

Mission

To provide direct financial support to other charitable organizations and to foster positive community and international relations.

Program Services

DescriptionGrantsExpenses
CONTRIBUTION TO ROTARY FOUNDATION$2,640$0
CONTRIBUTIONS TO WAUKESHA NORTH INTERACT HUNGER PROJECT$2,600$0
CONTRIBUTION TO BLAIR SCHOOL$1,500$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN AFFELDTPresident-$0--
STEVEN BERNDTTreasurer-$0--
TAMIE KOOPSecretary-$0--
JAMES HOLMESVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$28,213$28,213-$28,213
Pancake Festival$2,232$2,232-$2,232
Total Events$31,550$31,550$14,628$16,922
Filing and Contact Details

Filer

Filer Name
Waukesha Sunrise Rotary Charitable
EIN
39-1519302
Phone
2625478840
Address
PO BOX 362, WAUKESHA, WI 53187

Signing Officer

Name
Steven Berndt
Title
Treasurer
Phone
2625478840
Signed
2019-05-11
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 5.

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

Activity classification: scholarship. Grantee name: world affairs seminar. Grantee address: w mitchell street west allis, wi 53214. Property description: cash. Date of gift: 01/30/18. Amount given: 1,280.

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

Activity classification: contribution. Grantee name: waukesha jamboree. Grantee address: delafield street waukesha, wi 53188. Property description: cash. Date of gift: 01/03/18. Amount given: 500.

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

Activity classification: contribution. Grantee name: cops and kids foundation inc. Grantee address: po box 146 sussex, wi 53089. Property description: cash. Date of gift: 06/19/18. Amount given: 1,000.

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

Activity classification: contribution. Grantee name: christmas clearing council. Grantee address: riverview avenue waukesha, wi 53188. Property description: cash. Date of gift: 01/29/18. Amount given: 205.

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

Activity classification: contribution. Grantee name: all city graduation project. Grantee address: po box 2014 waukesha, wi 53187. Property description: cash. Date of gift: 01/30/18. Amount given: 500.

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

Activity classification: contribution. Grantee name: greater waukesha literacy. Grantee address: wisconsin avenue waukesha, wi 53186. Property description: cash. Date of gift: 02/22/18. Amount given: 100.

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

Activity classification: contribution. Grantee name: the rotary foundation. Grantee address: sherman avenue evanston, il 60201. Property description: cash. Date of gift: 09/19/17. Amount given: 2,640.

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

Activity classification: contribution. Grantee name: boy scouts troop 63. Grantee address: 804 bluemound rd waukesha, wi 53188. Property description: cash. Date of gift: 07/12/17. Amount given: 1,000.

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

Activity classification: contribution. Grantee name: wctc foundation. Grantee address: 800 main street pewaukee, wi 53072. Property description: cash. Date of gift: 09/26/17. Amount given: 500.

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

Activity classification: contribution. Grantee name: waukesha county community dental clinic. Grantee address: 210 nw barstow waukesha, wi 53188. Property description: cash. Date of gift: 09/26/17. Amount given: 500.

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

Activity classification: contribution. Grantee name: blair school. Grantee address: 301 hyde park waukesha, wi 53188. Property description: cash. Date of gift: 12/05/17. Amount given: 1,500.

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

Activity classification: contribution. Grantee name: north interact project. Grantee address: michigan avenue waukesha, wi 53188. Property description: cash. Date of gift: 12/29/17. Amount given: 3,600.

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

Activity classification: contribution. Grantee name: rotary club of waukesha. Grantee address: po box 1876 waukesha, wi 53187. Property description: cash. Date of gift: 01/03/18. Amount given: 219.

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

Activity classification: contribution. Grantee name: habitat for humanity. Grantee address: 2020 springdale road waukesha, wi 53186. Property description: cash. Date of gift: 04/03/18. Amount given: 1,000.

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

Activity classification: contribution. Grantee name: healthrays project. Grantee address: 1845 e. Rand road arlington heights, il 60004. Property description: cash. Date of gift: 04/03/18. Amount given: 1,000.

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

Activity classification: contribution. Grantee name: waukesha north interact. Grantee address: michigan avenue waukesha, wi 53188. Property description: cash. Date of gift: 05/10/18. Amount given: 500.

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

Activity classification: contribution. Grantee name: lake country rotary foundation. Grantee address: po box 406 hartland, wi 53029. Property description: cash. Date of gift: 06/19/18. Amount given: 500.

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

Activity classification: scholarship. Grantee name: matthew wildman and mirnesa halilovic. Property description: cash. Date of gift: 05/22/18. Approved but not paid by filing deadline: yes. Amount given: 2,500.

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

Activity classification: contribution. Grantee name: cancer angels of san diego. Grantee address: 1915 aston ave san diego, ca 92008. Property description: cash. Date of gift: 06/19/18. Amount given: 1,000. Total included on form 990-ez, line 10: 20,044.

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

Description: pets conference. Amount: 520. Description: misc expense. Amount: 210. Total to form 990-ez, line 16: 730.

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

Description: wccf. Beg. Of year amount: 29,711. End of year amount: 62,136.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: outstanding grants. Beg. Of year amount: 1,000. End of year amount: 0. Description: accrued golf outing income/expenses. Beg. Of year amount: 7,411. End of year amount: 0. Description: outstanding scholarships. Beg. Of year amount: 0. End of year amount: 2,500.

Raw XML Appendix244 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/PhoneNum02625478840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 362
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053187
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043115
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05607
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03357
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0364
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0828
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt045
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt067743
IRS990EZ/FundraisingGrossIncomeAmt031550
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01879
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020044
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065243
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN AFFELDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN BERNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMIE KOOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029711
IRS990EZ/OtherAssetsTotalDetail/EOYAmt062136
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0730
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE DIRECT FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS AND TO FOSTER POSITIVE COMMUNITY AND INTERNATIONAL RELATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0516
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO WAUKESHA NORTH INTERACT HUNGER PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTRIBUTION TO ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTION TO BLAIR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12640
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt02243
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt014628
IRS990EZ/SpecialEventsNetIncomeLossAmt016922
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08411
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02500
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021335
IRS990EZ/TotalRevenueAmt022163
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0CHARITABLE FUND
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WAUKESHA-SUNRISE-ROTARY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04808
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-1041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0867
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01061
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037753
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0146384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04808
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0867
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05700
IRS990ScheduleA/InvestmentIncomeCYPct00.03380
IRS990ScheduleA/InvestmentIncomePYPct00.04050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96620
IRS990ScheduleA/PublicSupportPY509Pct00.95950
IRS990ScheduleA/PublicSupportTotal509Amt0162838
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034907
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IRS990ScheduleA/Total509Grp/TotalAmt0162838
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014380
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0168538
IRS990ScheduleG/EmailSolicitationsInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PANCAKE FESTIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01105
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01105
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014628
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: WORLD AFFAIRS SEMINAR. GRANTEE ADDRESS: W MITCHELL STREET WEST ALLIS, WI 53214. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/30/18. AMOUNT GIVEN: 1,280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: WAUKESHA JAMBOREE. GRANTEE ADDRESS: DELAFIELD STREET WAUKESHA, WI 53188. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/03/18. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: COPS AND KIDS FOUNDATION INC. GRANTEE ADDRESS: PO BOX 146 SUSSEX, WI 53089. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/19/18. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: CHRISTMAS CLEARING COUNCIL. GRANTEE ADDRESS: RIVERVIEW AVENUE WAUKESHA, WI 53188. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/29/18. AMOUNT GIVEN: 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: ALL CITY GRADUATION PROJECT. GRANTEE ADDRESS: PO BOX 2014 WAUKESHA, WI 53187. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/30/18. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: GREATER WAUKESHA LITERACY. GRANTEE ADDRESS: WISCONSIN AVENUE WAUKESHA, WI 53186. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/22/18. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: THE ROTARY FOUNDATION. GRANTEE ADDRESS: SHERMAN AVENUE EVANSTON, IL 60201. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/19/17. AMOUNT GIVEN: 2,640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BOY SCOUTS TROOP 63. GRANTEE ADDRESS: 804 BLUEMOUND RD WAUKESHA, WI 53188. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/12/17. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: WCTC FOUNDATION. GRANTEE ADDRESS: 800 MAIN STREET PEWAUKEE, WI 53072. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/26/17. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: WAUKESHA COUNTY COMMUNITY DENTAL CLINIC. GRANTEE ADDRESS: 210 NW BARSTOW WAUKESHA, WI 53188. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/26/17. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BLAIR SCHOOL. GRANTEE ADDRESS: 301 HYDE PARK WAUKESHA, WI 53188. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/05/17. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: NORTH INTERACT PROJECT. GRANTEE ADDRESS: MICHIGAN AVENUE WAUKESHA, WI 53188. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/29/17. AMOUNT GIVEN: 3,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: ROTARY CLUB OF WAUKESHA. GRANTEE ADDRESS: PO BOX 1876 WAUKESHA, WI 53187. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/03/18. AMOUNT GIVEN: 219.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: HABITAT FOR HUMANITY. GRANTEE ADDRESS: 2020 SPRINGDALE ROAD WAUKESHA, WI 53186. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/03/18. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: HEALTHRAYS PROJECT. GRANTEE ADDRESS: 1845 E. RAND ROAD ARLINGTON HEIGHTS, IL 60004. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/03/18. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: WAUKESHA NORTH INTERACT. GRANTEE ADDRESS: MICHIGAN AVENUE WAUKESHA, WI 53188. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/10/18. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: LAKE COUNTRY ROTARY FOUNDATION. GRANTEE ADDRESS: PO BOX 406 HARTLAND, WI 53029. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/19/18. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MATTHEW WILDMAN AND MIRNESA HALILOVIC. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/22/18. APPROVED BUT NOT PAID BY FILING DEADLINE: YES. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: CANCER ANGELS OF SAN DIEGO. GRANTEE ADDRESS: 1915 ASTON AVE SAN DIEGO, CA 92008. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/19/18. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20DESCRIPTION: PETS CONFERENCE. AMOUNT: 520. DESCRIPTION: MISC EXPENSE. AMOUNT: 210. TOTAL TO FORM 990-EZ, LINE 16: 730.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21DESCRIPTION: WCCF. BEG. OF YEAR AMOUNT: 29,711. END OF YEAR AMOUNT: 62,136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22DESCRIPTION: OUTSTANDING GRANTS. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCRUED GOLF OUTING INCOME/EXPENSES. BEG. OF YEAR AMOUNT: 7,411. END OF YEAR AMOUNT: 0. DESCRIPTION: OUTSTANDING SCHOLARSHIPS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BERNDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02625478840
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAUKESHA SUNRISE ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WAUK
ReturnHeader/Filer/EIN0391519302
ReturnHeader/Filer/PhoneNum02625478840
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 362
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053187
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D7F44719E4886D02AADD772A2653675BBC538D6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D7F44719E4886D02AADD772A2653675BBC538D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0170.52.193.250
ReturnHeader/FilingSecurityInformation/IPDt02019-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:29:10
ReturnHeader/ReturnTs02019-05-14T16:00:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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