Civic Intelligence

Waukesha Service Club Inc.

EIN 39-6059421 • 501(c)3 • Waukesha, WI

Pub. 78 Eligible

Profile

To serve and aid sick and needy while promoting civic welfare

1444 S West Ave STE AWaukesha, WI 53189
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.20x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

50th percentile

1.6%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

52nd percentile

-0.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

0.9%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$317,916

Down $2,591 (-0.8%) from 2024

Liabilities

Down

$62,938

Down $9,327 (-13%) from 2024

Net Assets

Up

$254,978

Up $6,736 (+2.7%) from 2024

Revenue

Up

$414,579

Up $3,758 (+0.9%) from 2024

Expenses

Up

$407,843

Up $13,338 (+3.4%) from 2024

Net Income

Down

$6,736

Down $9,580 (-59%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $291,644Liabilities 2012: $91,318Net Assets 2012: $200,3262012Assets 2013: $231,968Liabilities 2013: $66,348Net Assets 2013: $165,6202013Assets 2014: $238,647Liabilities 2014: $74,418Net Assets 2014: $164,2292014Assets 2015: $266,275Liabilities 2015: $84,395Net Assets 2015: $181,8802015Assets 2016: $255,492Liabilities 2016: $75,358Net Assets 2016: $180,1342016Assets 2017: $231,046Liabilities 2017: $69,424Net Assets 2017: $161,6222017Assets 2018: $261,977Liabilities 2018: $88,381Net Assets 2018: $173,5962018Assets 2019: $292,164Liabilities 2019: $77,924Net Assets 2019: $214,2402019Assets 2020: $210,991Liabilities 2020: $33,259Net Assets 2020: $177,7322020Assets 2021: $320,567Liabilities 2021: $79,593Net Assets 2021: $240,9742021Assets 2022: $310,018Liabilities 2022: $79,417Net Assets 2022: $230,6012022Assets 2023: $293,957Liabilities 2023: $62,031Net Assets 2023: $231,9262023Assets 2024: $320,507Liabilities 2024: $72,265Net Assets 2024: $248,2422024Assets 2025: $317,916Liabilities 2025: $62,938Net Assets 2025: $254,9782025

Highlighted filing

2025

Assets$317,916
Liabilities$62,938
Net Assets$254,978

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $521,069Expenses 2012: $573,122Net Income 2012: -$52,0532012Revenue 2013: $426,443Expenses 2013: $461,149Net Income 2013: -$34,7062013Revenue 2014: $473,104Expenses 2014: $474,495Net Income 2014: -$1,3912014Revenue 2015: $506,763Expenses 2015: $489,112Net Income 2015: $17,6512015Revenue 2016: $478,628Expenses 2016: $480,374Net Income 2016: -$1,7462016Revenue 2017: $461,829Expenses 2017: $480,341Net Income 2017: -$18,5122017Revenue 2018: $504,443Expenses 2018: $492,469Net Income 2018: $11,9742018Revenue 2019: $490,983Expenses 2019: $450,339Net Income 2019: $40,6442019Revenue 2020: $339,653Expenses 2020: $376,161Net Income 2020: -$36,5082020Revenue 2021: $315,875Expenses 2021: $252,633Net Income 2021: $63,2422021Revenue 2022: $354,023Expenses 2022: $364,387Net Income 2022: -$10,3642022Revenue 2023: $369,314Expenses 2023: $367,989Net Income 2023: $1,3252023Revenue 2024: $410,821Expenses 2024: $394,505Net Income 2024: $16,3162024Revenue 2025: $414,579Expenses 2025: $407,843Net Income 2025: $6,7362025

Highlighted filing

2025

Revenue$414,579
Expenses$407,843
Net Income$6,736

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.63$2.55$4.15$4.08$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.21$0.72$2.48$4.11$3.95$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.94$0.62$2.32$3.69$3.68$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.79$2.31$3.54$3.64$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.80$2.41$3.16$2.53$0.63
2020Summary only. Only limited summary data is available for this year.$2.11$0.33$1.78$3.40$3.76$0.37
2019Summary only. Only limited summary data is available for this year.$2.92$0.78$2.14$4.91$4.50$0.41
2018Summary only. Only limited summary data is available for this year.$2.62$0.88$1.74$5.04$4.92$0.12
2017Summary only. Only limited summary data is available for this year.$2.31$0.69$1.62$4.62$4.80$0.19
2016Summary only. Only limited summary data is available for this year.$2.55$0.75$1.80$4.79$4.80$0.02
2015Summary only. Only limited summary data is available for this year.$2.66$0.84$1.82$5.07$4.89$0.18
2014Summary only. Only limited summary data is available for this year.$2.39$0.74$1.64$4.73$4.74$0.01
2013Summary only. Only limited summary data is available for this year.$2.32$0.66$1.66$4.26$4.61$0.35
2012Summary only. Only limited summary data is available for this year.$2.92$0.91$2.00$5.21$5.73$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 5, 2025
Return Version
2024v5.2
Gross Receipts
$429,054
Mission and Program Overview

Mission

To serve and aid sick and needy while promoting civic welfare

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$58,402$130,006▲ $71,604
Savings and Temporary Cash Investments$185,369$109,784▼ $75,585
Inventories for Sale or Use$70,736$72,126▲ $1,390
Prepaid Expenses and Deferred Charges$6,000$6,000→ $0
Total Assets$320,507$317,916▼ $2,591
Liabilities
Accounts Payable and Accrued Expenses$72,265$62,938▼ $9,327
Total Liabilities$72,265$62,938▼ $9,327
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$248,242$254,978▲ $6,736
Total Net Assets Fund Balance$248,242$254,978▲ $6,736
Total Liabilities and Net Assets / Fund Balance$320,507$317,916▼ $2,591

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$26,583$26,583
Leasehold Improvements-$5,943$5,943
Compensation and Service Providers

Board Members and Trustees

NameTitle
Connie SmithPresident
Patricia AshleyVice President
Carol MainwaringAsst Treasurer
Mary KolbergCorresponding Secretary
Christine MarchMember-at-large
Elizabeth KurzRecording Secretary
Karen TreadwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,061
Program Service Revenue
$376,766
Investment Income
$298
Other Revenue
$16,454
All Other Contributions
$9,686
Change in Net Assets
$6,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,366
Grants and Similar Amounts Paid$187,477
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,324--$160,324
Other Expenses$127,189--$127,189
Occupancy$53,194$5,911-$59,105
Grants to Domestic Individuals$27,153--$27,153
Office Expenses$5,413$602-$6,015
Fees for Services Accounting-$3,120-$3,120
Insurance$2,941--$2,941
Travel$575--$575
All Other Expenses$269--$269
Total Functional Expenses$398,210$9,633$0$407,843
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Prohealth Care FoundationWaukesha, WI501c5Retail Space$62,938
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,809
Fundraising Direct Expenses$14,475
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$30,809$30,809$14,475$16,334
Total Events$30,809$30,809$14,475$16,334
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

The board reviews and approves of the 990 before filing.

Form 990, Part VI, Section C, Line 19

All documents are available upon request at the accountants office.

Filing and Contact Details

Filer

Filer Name
Waukesha Service Club Inc
EIN
39-6059421
Phone
2625428401
Address
1444 S West Ave STE A, Waukesha, WI 53189

Signing Officer

Name
Connie Smith
Title
Treasurer
Phone
2625428401
Signed
2025-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Connie Smith
Formed
1930
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
Scrima Kabitzke & Co Sc
Address
328 W SUNSET DRIVE, WAUKESHA, WI 53189
Preparer
Matthew R Kabitzke
Phone
2625428401
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IRS990/PYOtherExpensesAmt0222263
IRS990/PYOtherRevenueAmt015575
IRS990/PYProgramServiceRevenueAmt0364089
IRS990/PYRevenuesLessExpensesAmt016316
IRS990/PYTotalExpensesAmt0394505
IRS990/PYTotalRevenueAmt0410821
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06736
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0185369
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0397827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0395113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0350975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0336859
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0315716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01796490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0563
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt01796490
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0397827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0395113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0350975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0336859
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0315716
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01796490
IRS990ScheduleA/TotalSupportAmt01797053
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026583
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026583
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05943
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05943
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014475
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030809
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016334
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014475
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014475
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027153
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH AND GOODS ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0GAS, FOOD, RENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt062938
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C5
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RETAIL SPACE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PROHEALTH CARE FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0725 AMERICAN AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WAUKESHA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053188
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Money is going to the Hospital Foundation for retail space occupied by the Service Club gift shop located within the hospital.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1The Service club provided gas, food and rent assistance to individuals to numerous to list on this form.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II Line 1
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III Line 1
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND APPROVES OF THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ACCOUNTANTS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0320507
IRS990/TotalAssetsEOYAmt0317916
IRS990/TotalAssetsGrp/BOYAmt0320507
IRS990/TotalAssetsGrp/EOYAmt0317916
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021061
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09633
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0398210
IRS990/TotalFunctionalExpensesGrp/TotalAmt0407843
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072265
IRS990/TotalLiabilitiesEOYAmt062938
IRS990/TotalLiabilitiesGrp/BOYAmt072265
IRS990/TotalLiabilitiesGrp/EOYAmt062938
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0248242
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0254978
IRS990/TotalProgramServiceExpensesAmt0398210
IRS990/TotalProgramServiceRevenueAmt0376766
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0377184
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0414579
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0320507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0317916
IRS990/TravelGrp/ProgramServicesAmt0575
IRS990/TravelGrp/TotalAmt0575
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01444 S WEST AVE STE A
IRS990/USAddress/CityNm0waukesha
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053189
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02625428401
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Waukesha Service Club Inc
ReturnHeader/Filer/BusinessNameControlTxt0WAUK
ReturnHeader/Filer/EIN0396059421
ReturnHeader/Filer/PhoneNum02625428401
ReturnHeader/Filer/USAddress/AddressLine1Txt01444 S West Ave STE A
ReturnHeader/Filer/USAddress/CityNm0Waukesha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053189
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391945841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCRIMA KABITZKE & CO SC

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