Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Waunakee Rotary Club
EIN 51-0157751 • 501(c)4 • Waunakee, WI
Profile
Members of business community meet weekly for educational and civic projects.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.02x
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
Balance Sheet
Assets
Up$46,470
Up $4,062 (+9.6%) from 2024
Liabilities
Up$835
Up $335 (+67%) from 2024
Net Assets
Up$45,635
Up $3,727 (+8.9%) from 2024
Revenue
Down$78,561
Down $7,383 (-8.6%) from 2024
Expenses
Down$74,834
Down $1,888 (-2.5%) from 2024
Net Income
Down$3,727
Down $5,495 (-60%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $46,470
- Liabilities
- $835
- Net assets
- $45,635
- Revenue
- $78,561
- Expenses
- $74,834
- Net income
- $3,727
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 29, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $78,561
Mission and Program Overview
Mission
Members of business community meet weekly for educational and civic projects.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MISCELLANEOUS YOUTH SERVICE EXPENSES - SCHOLARSHIPS FOR CHILDREN OF COMMUNITY | $0 | $5,000 |
| COMMUNITY EVENTS & PROJECTS | $0 | $2,895 |
| WAUNAFEST RUN SPONSORSHIP | $0 | $1,095 |
| CHURCH QUILTING GROUPS | $0 | $1,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PHILLIP WILLEMS | President | PT | $0 | - | - |
| TONY BURNS | Vice President/President Elect | PT | $0 | - | - |
| JIM ELVEKROG | Treasurer | PT | $0 | - | - |
| KYLIE WEST | Secretary | PT | $0 | - | - |
| JENNIFER TASKER | Past President | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Waunakee Rotary Club
- EIN
- 51-0157751
- Phone
- 6088499224
- Address
- PO BOX 159, WAUNAKEE, WI 53597
Signing Officer
- Name
- Jim Elvekrog
- Title
- Treasurer
- Phone
- 6088499224
- Signed
- 2025-10-29
- 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 8 - Other Revenue
“Description: interest income. Amount: 1,568. Description: miscellaneous income. Amount: 597. Total to form 990-ez, line 8: 2,165.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: donation. Grantee name: various nonprofit clubs & groups. Grantee address: various waunakee, wi 53597. Grantee relationship: none. Property description: cash. Amount given: 9,990.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: district & international dues. Amount: 14,898. Description: member events (reimbursed under dues account). Amount: 34,140. Description: community events & projects. Amount: 2,855. Description: community promotions. Amount: 360. Description: bank fees. Amount: 863. Description: office supplies & materials. Amount: 85. Description: rotary youth programs. Amount: 7,170. Description: website/social media. Amount: 1,734. Description: other club service expenses. Amount: 1,486. Description: professional service fees. Amount: 925. Description: convention & travel. Amount: 255. Total to form 990-ez, line 16: 64,771.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 1,216. End of year amount: 12,077.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: other current liabilities. Beg. Of year amount: 500. End of year amount: 0. Description: accounts payable. Beg. Of year amount: 0. End of year amount: 835.”
Raw XML Appendix140 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JIM ELVEKROG |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6088526742 |
| 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 | 41192 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 34393 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 261 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3727 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 42408 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 46470 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 9990 |
| IRS990EZ/GrossReceiptsAmt | 0 | 78561 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 67309 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 41908 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 45635 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 41908 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 45635 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| 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 | PHILLIP WILLEMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TONY BURNS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JIM ELVEKROG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KYLIE WEST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JENNIFER TASKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT/PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PAST PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1216 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 12077 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 64771 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2165 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MEMBERS OF BUSINESS COMMUNITY MEET WEEKLY FOR EDUCATIONAL AND CIVIC PROJECTS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 73 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 8826 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CHURCH QUILTING GROUPS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | WAUNAFEST RUN SPONSORSHIP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | MISCELLANEOUS YOUTH SERVICE EXPENSES - SCHOLARSHIPS FOR CHILDREN OF COMMUNITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | COMMUNITY EVENTS & PROJECTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 1000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 1095 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 5000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 2895 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 500 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 835 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 74834 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 9990 |
| IRS990EZ/TotalRevenueAmt | 0 | 78561 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WAUNAKEEROTARY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 1,568. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 597. TOTAL TO FORM 990-EZ, LINE 8: 2,165. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: VARIOUS NONPROFIT CLUBS & GROUPS. GRANTEE ADDRESS: VARIOUS WAUNAKEE, WI 53597. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 9,990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DISTRICT & INTERNATIONAL DUES. AMOUNT: 14,898. DESCRIPTION: MEMBER EVENTS (REIMBURSED UNDER DUES ACCOUNT). AMOUNT: 34,140. DESCRIPTION: COMMUNITY EVENTS & PROJECTS. AMOUNT: 2,855. DESCRIPTION: COMMUNITY PROMOTIONS. AMOUNT: 360. DESCRIPTION: BANK FEES. AMOUNT: 863. DESCRIPTION: OFFICE SUPPLIES & MATERIALS. AMOUNT: 85. DESCRIPTION: ROTARY YOUTH PROGRAMS. AMOUNT: 7,170. DESCRIPTION: WEBSITE/SOCIAL MEDIA. AMOUNT: 1,734. DESCRIPTION: OTHER CLUB SERVICE EXPENSES. AMOUNT: 1,486. DESCRIPTION: PROFESSIONAL SERVICE FEES. AMOUNT: 925. DESCRIPTION: CONVENTION & TRAVEL. AMOUNT: 255. TOTAL TO FORM 990-EZ, LINE 16: 64,771. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,216. END OF YEAR AMOUNT: 12,077. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: OTHER CURRENT LIABILITIES. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 835. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| 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 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| 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 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JIM ELVEKROG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6088499224 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WAUNAKEE ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WAUN |
| ReturnHeader/Filer/EIN | 0 | 510157751 |
| ReturnHeader/Filer/PhoneNum | 0 | 6088499224 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| 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 | 2025-10-30T08:05:28-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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