JANESVILLE ROTARY FOUNDATION INC

EIN: 391092586 501(c)(3) Community Improvement

JANESVILLE, WI

Total Revenue
$81,486
Total Expenses
$69,027
Total Assets
$1,350,384
Net Assets
$1,295,036
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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
WI
Principal Officer
LISA DAHLGREN
Tax Period
2023-07-01 to 2024-06-30

JANESVILLE ROTARY FOUNDATION INC, founded in 1979, is a micro nonprofit in the Community Improvement sector that reported $81K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 15% operating margin.

Mission

TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.

Program Service Accomplishments

Program 1
Expenses: $58,861

COMMUNITY SERVICES: THE FOUNDATION PROVIDES SCHOLARSHIPS TO LOCAL STUDENTS, PROVIDES FUNDING FOR YOUTH EDUCATION AND TRAINING, AND PROVIDES START-UP FUNDING FOR LOCAL CHARITABLE PROGRAMS.

Program 2
Expenses: $4,391

INTERNATIONAL SERVICES: THE FOUNDATION PARTICIPATES IN ROTARY INTERNATIONALS YOUTH EXCHANGE PROGRAM. THE FOUNDATION SUPPORTS TWO FOREIGN EXCHANGE STUDENTS THAT LIVE IN THE JANESVILLE COMMUNITY FOR...

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INTERNATIONAL SERVICES: THE FOUNDATION PARTICIPATES IN ROTARY INTERNATIONALS YOUTH EXCHANGE PROGRAM. THE FOUNDATION SUPPORTS TWO FOREIGN EXCHANGE STUDENTS THAT LIVE IN THE JANESVILLE COMMUNITY FOR ONE YEAR. THE FOUNDATION ALSO RECRUITS SEVERAL LOCAL HIGH SCHOOL STUDENTS TO PARTICPATE IN THE PROGRAM AND STUDY ABROAD FOR ONE YEAR.

Program 3
Expenses: $1,552

VOCATIONAL SERVICE: THE FOUNDATION HONORS HIGH SCHOOL STUDENTS, WHO DEMONSTRATE HIGH ACADEMIC ACHIEVEMENT, BY INVITING THEM TO SHARE LUNCH WITH THE CLUB.

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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 (2023)

Revenue Breakdown

Contributions & Grants $42,555
Program Service Revenue $0
Investment Income $23,244
Other Revenue $15,687
TOTAL REVENUE $81,486

Expense Breakdown

Grants Paid $58,861
Salaries & Benefits $2,000
Fundraising Expenses $0
Program Expenses $64,804
Other Expenses $8,166
TOTAL EXPENSES $69,027

Year-over-Year Comparison

2023 2022 Change
Revenue $81,486 $105,018 -0.2%
Expenses $69,027 $77,390 -0.1%
Net Income $12,459 $27,628 -0.5%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
15

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
$2,000
Total Directors
15
$2,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA DAHLGREN FDN TREASURER 5.00
Officer Director
$2,000 $0 $2,000
LYNN WOOD DIRECTOR 1.00
Director
$0 $0 $0
GARY BERSELL DIRECTOR 1.00
Director
$0 $0 $0
LOIS SMITH DIRECTOR 1.00
Director
$0 $0 $0
TAMMY FANNING DIRECTOR 1.00
Director
$0 $0 $0
AMANDA KLOBUCAR DIRECTOR 1.00
Director
$0 $0 $0
TRACY PIERNER DIRECTOR 1.00
Director
$0 $0 $0
RANDY LEBAKKEN DIRECTOR 1.00
Director
$0 $0 $0
GAYLE LUNDER PRESIDENT ELECT 3.00
Officer Director
$0 $0 $0
MICK GILBERTSON CO-PRESIDENT 3.00
Officer Director
$0 $0 $0
DAVE WARREN CO-PRESIDENT 3.00
Officer Director
$0 $0 $0
DEREK WICKHEM PAST PRESIDENT 3.00
Officer Director
$0 $0 $0
LYNN GALBRAITH-WILSON SECRETARY 3.00
Officer Director
$0 $0 $0
DENISE WEBB CLUB TREASURER 3.00
Officer Director
$0 $0 $0
RICK MUELLER SGT OF ARMS 3.00
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 No data No data No data No data
2024 $81,486 $69,027 $1,350,384 $12,459
2023 $105,018 $77,390 $1,214,010 $27,628
2022 $119,498 $68,946 $1,122,019 $50,552
2021 $60,942 $72,655 $1,276,709 $-11,713
2020 $179,255 $86,154 $1,042,253 $93,101
2019 $491,659 $85,251 $933,366 $406,408
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