TY 2023 Form 990EZ

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
Joe Jones Director	0	0
Andrea Jenson Executive Sect.	0	0
Greg Harvey President	0	0
Diane Baker Director	0	0
Rick Voss Treasurer	0	0
Jim Lawrence Director	0	0
Dean Sondrol Sergeant at Arm	0	0
Chris Anthony Director	0	0
Brett Gramms Director	0	0
Dale Feldt Director	0	0
Barb Conradt President Elect	0	0
Liz Kneer Recording Sect.	0	0
Charlie Justmann Director	0	0
Mike Olinger Director	0	0
Dennis Everson Director	0	0
Chuck Reynolds Past President	0	0

(a) Name and title

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-)

(d) Health benefits, contributions to employee benefit plans, and
deferred compensation

(e) Estimated amount
of other compensation

Joe Jones

Director

Andrea Jenson

Executive Sect.

Greg Harvey

President

Diane Baker

Director

Rick Voss

Treasurer

Jim Lawrence

Director

Dean Sondrol

Sergeant at Arm

Chris Anthony

Director

Brett Gramms

Director

Dale Feldt

Director

Barb Conradt

President Elect

Liz Kneer

Recording Sect.

Charlie Justmann

Director

Mike Olinger

Director

Dennis Everson

Director

Chuck Reynolds

Past President

(a) Name and title of each employee

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC)

(d) Health benefits, contributions to employee benefit plans, and deferred compensation

(e) Estimated amount of other compensation

NONE

(a) Name and business address of each independent contractor

(b) Type of service

(c) Compensation

NONE

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

Rotary Club of Waupaca Inc

Employer identification number

39-1767709

Return Reference	Explanation
Grants and Similar Amounts Paid In Excess of $5,000.2	\| Donee's Name: School Dist of Waupaca \| Cash Amount Given: $8634
Other Expenses.1001	Advertising and Promotion $3370
Other Expenses.1002	Office Expenses $483
Other Expenses.1012	Insurance $205
Other Expenses.1	Community Project Expenses $16296
Other Expenses.2	Rotary Youth Exchange $11292
Other Expenses.3	RI Dues $10601
Other Expenses.4	District Dues $9063
Other Expenses.5	International Committee $8133
Other Expenses.6	TRF Donations $7232
Other Expenses.7	Environmental Commitee $4861
Other Expenses.8	Facility Fees $3515
Other Expenses.9	Vocational Committee $2454
Other Expenses.10	Pets $1884
Other Expenses.11	Administration Fee $1544
Other Expenses.12	Gifts $1500
Other Expenses.13	Satelite Club $1202
Other Expenses.14	Raffle Payout $905
Other Expenses.15	Meals $696
Other Expenses.16	Storage $600
Other Expenses.18	Memberships $328
Other Expenses.19	Investment Management Fees $288
Other Expenses.20	Licenses $275
Other Expenses.21	Equipment $216
Other Expenses.22	Fundraising $166
Other Expenses.23	Entertainment $116
Other Expenses.25	Unrealized gains/losses $-6603
Other Assets.1	Dues Receivable - Beginning $788 Dues Receivable - Ending $150
Other Assets.2	prior year - Beginning $-1055 prior year - Ending $-1055
Other Assets.3	06/30/2023 - Beginning $5403 06/30/2023 - Ending $5403
Total Liabilities.1	Ambassador Membership - Beginning $0 Ambassador Membership - Ending $30000
Total Liabilities.2	Funds Payable - Beginning $0 Funds Payable - Ending $222

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

1	Contributions, gifts, grants, and similar amounts received ....................	1	46,365
2	Program service revenue including government fees and contracts ................	2	510
3	Membership dues and assessments .............................	3	27,241
4	Investment income ....................................	4	5,417
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) List of Attached Documents: // Content ..	6b	92,651
c	Less: direct expenses from gaming and fundraising events ...	6c	53,494
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d	39,157
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	118,690

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? To actively support education in the Waupaca, Wisconsin area as a means to improve community cooperation and international understanding.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 Annual community event celebrating Oktoberfest for the Waupaca Area (Grants $ ) If this amount includes foreign grants, check here ...			28a
29 Waupaca's summer benefit concert is an important fundraiser for the Waupaca High School vocal music department (Grants $ ) If this amount includes foreign grants, check here ...			29a
30 Various committee projects (Grants $ ) If this amount includes foreign grants, check here ...			30a	70,313
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	70,313

Sign Here

	Signature of officer	Date

	Type or print name and title

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

10	Grants and similar amounts paid (list in Schedule O) ................	10	10,684
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	435
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	359
16	Other expenses (describe in Schedule O) ...................	16	80,622
17	Total expenses. Add lines 10 through 16 .................	17	92,100

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	26,590
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	217,000
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	243,590