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Governance Register
US nonprofit · EIN 930756960 · Milwaukee, WIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 930756960)Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Rotary Club of Milwaukee Community TR's network

2 people4 organisationsi2 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (2). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

2 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Kristin BergstromTrustee2024
2 yrs
Mary McCormickDirector2019
7 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
US Bank NaCo-Trustee1$43k
Kristin BergstromTrustee1$0
Mary McCormickDirector5$0$138k$21k

About

Legal name
Rotary Club of Milwaukee Community Tr
EIN
930756960
Address
750 N Lincoln Memorial Dr Rm 320, Milwaukee, WI, 53202-4018
State
Wisconsin
Mission
Support for the rotary club of milwaukee's charitable projects.support to the rotary club of milwaukee's scholarship program. (as filed on the Form 990)
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Size band
7 (IRS master file code)
Formed
1994
Principal officer
Kristin Bergstrom (as named on the Form 990)
IRS ruling date
1 November 1968
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$6.1m
Total liabilities
$17k
Net assets or fund balances
$6.1m
Contributions and grants received
$140k
Program service revenue
$0
Grants and similar paid out
$244k
Employees
0
Volunteers
1

Filed finances

2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$1.1m$319k$803k
2023$612k$365k$247k

As filed on the IRS Form 990. US dollars.

Grants paid

8 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
RCM Community FundScholarships$45k
Zoological Society of Milwaukee CountyChildren's zoo stage$18k
Light the HoanEast side bridge lighting$16k
Urban Ecology CenterNeighborhood environmental education project (neep), hike milwaukee event$15k
The New State Inc$15k
Elmbrook Brookfield Rotary FoundationCruz chich water project$11k
Hanan Refugee Relief GroupRefugee resettlement work$10k
Milwaukee Public Library Foundation IncBen franklin awards$6k