ROTARY CLUB OF MILWAUKEE

EIN: 390579290

MILWAUKEE, WI

Total Revenue
$591,881
Total Expenses
$598,517
Total Assets
$582,266
Net Assets
$238,761
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1913
Legal Domicile
WI
Principal Officer
MARY MCCORMICK
Phone
4142764425
Tax Period
2024-07-01 to 2025-06-30

ROTARY CLUB OF MILWAUKEE, founded in 1913, is a small nonprofit that reported $592K in total revenue in fiscal year 2024.

Mission

PROVIDE SERVICES TO SOCIAL AND CIVIC ORGANIZATIONS TO PROMOTE SOCIAL AND CIVIC INVOLVEMENT

Program Service Accomplishments

Program 1
Expenses: $520,936 Revenue: $548,999

THE ROTARY CLUB OF MILWAUKEE PROVIDES SERVICES TO SEVERAL SOCIAL AND CIVIC ORGANIZATIONS AND SERVICES TO MEMBERS WHICH PROMOTE SOCIAL AND CIVIC INVOLVEMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $562,199
Investment Income $4,605
Other Revenue $25,077
TOTAL REVENUE $591,881

Expense Breakdown

Grants Paid $0
Salaries & Benefits $274,812
Fundraising Expenses $31,032
Program Expenses $520,936
Other Expenses $323,705
TOTAL EXPENSES $598,517

Year-over-Year Comparison

2024 2023 Change
Revenue $591,881 $565,544 +0.0%
Expenses $598,517 $562,265 +0.1%
Net Income $-6,636 $3,279 -3.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
23
Independent Members
22
Employees
2
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$159,267
Total Directors
23
$159,267
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SAJ THACHENKARY PRESIDENT 10.00
Officer Director
$0 $0 $0
MARY MCCORMICK SECRETARY/EXECUTIVE DIRECT 40.00
Officer Director
$137,792 $21,475 $159,267
WILLIAM COLEMAN TREASURER 5.00
Officer Director
$0 $0 $0
KENT LOVERN PRESIDENT-ELECT 5.00
Officer Director
$0 $0 $0
HANNA PAUL SERGEANT-AT-ARMS 1.00
Officer Director
$0 $0 $0
BETH FETTERLEY HELLER VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
KRISTIN BERGSTROM RCM COMMUNITY TRUST TRUSTE 1.00
Officer Director
$0 $0 $0
JOHN FERGUSON BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN FRANKE BOARD MEMBER 1.00
Director
$0 $0 $0
MARGARET KREI BOARD MEMBER 1.00
Director
$0 $0 $0
JANAN NAJEEB BOARD MEMBER 1.00
Director
$0 $0 $0
NATRAJ SHANKER BOARD MEMBER 1.00
Director
$0 $0 $0
AUDRA BRENNAN BOARD MEMBER 1.00
Director
$0 $0 $0
JACKIE FREDRICK BOARD MEMBER 1.00
Director
$0 $0 $0
JOANNE GRUNAU BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID MURPHY BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL WESTPHAL BOARD MEMBER 1.00
Director
$0 $0 $0
ELIZABETH DRAPER BOARD MEMBER 1.00
Director
$0 $0 $0
JERAMEY JANNENE BOARD MEMBER 1.00
Director
$0 $0 $0
JOAN JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
BETH RIDLEY BOARD MEMBER 1.00
Director
$0 $0 $0
CHUCK ROEDEL BOARD MEMBER 1.00
Director
$0 $0 $0
LESLIE HAUSER IMMEDIATE PAST PRESIDENT 5.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $591,881 $598,517 $582,266 $-6,636
2024 $565,544 $562,265 $548,208 $3,279
2023 $545,449 $545,979 $546,952 $-530
2022 $437,082 $436,169 $540,892 $913
2021 $368,638 $367,298 $495,490 $1,340
2020 $516,899 $508,225 $508,111 $8,674
2019 $530,870 $537,395 $539,485 $-6,525
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