Civic Intelligence

Madison Rotary Foundation Inc

EIN 06-6075666 • 501(c)3 • Madison, CT

Profile

Promotes world understanding through international humanitarian service programs and educational and cultural exchanges. It is supported solely by voluntary contributions from rotarians and others who share its vision of a better world.

PO Box 335Madison, CT 06443

madisonctrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

49th percentile

1.2%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

55th percentile

0.6%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$281,994

Up $5,814 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$281,994

Up $5,814 (+2.1%) from 2023

Revenue

Down

$82,103

Down $56,407 (-41%) from 2023

Expenses

Down

$76,289

Down $60,606 (-44%) from 2023

Net Income

Up

$5,814

Up $4,199 (+260%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $157,307Liabilities 2012: $0Net Assets 2012: $157,3072012Assets 2013: $177,455Liabilities 2013: $0Net Assets 2013: $177,4552013Assets 2014: $177,646Liabilities 2014: $0Net Assets 2014: $177,6462014Assets 2015: $197,477Liabilities 2015: $0Net Assets 2015: $197,4772015Assets 2016: $217,873Liabilities 2016: $0Net Assets 2016: $217,8732016Assets 2017: $226,958Liabilities 2017: $0Net Assets 2017: $226,9582017Assets 2018: $228,474Liabilities 2018: $0Net Assets 2018: $228,4742018Assets 2019: $219,927Liabilities 2019: $0Net Assets 2019: $219,9272019Assets 2020: $245,974Liabilities 2020: $0Net Assets 2020: $245,9742020Assets 2021: $260,568Liabilities 2021: $0Net Assets 2021: $260,5682021Assets 2022: $274,565Liabilities 2022: $0Net Assets 2022: $274,5652022Assets 2023: $276,180Liabilities 2023: $0Net Assets 2023: $276,1802023Assets 2024: $281,994Liabilities 2024: $0Net Assets 2024: $281,9942024

Highlighted filing

2024

Assets$281,994
Liabilities$0
Net Assets$281,994

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2012: $54,7622012Revenue 2013: $72,704Expenses 2013: $52,556Net Income 2013: $20,1482013Revenue 2014: $42,857Expenses 2014: $42,666Net Income 2014: $1912014Revenue 2015: $65,028Expenses 2015: $45,197Net Income 2015: $19,8312015Revenue 2016: $70,784Expenses 2016: $50,388Net Income 2016: $20,3962016Revenue 2017: $77,403Expenses 2017: $68,318Net Income 2017: $9,0852017Revenue 2018: $128,807Expenses 2018: $127,291Net Income 2018: $1,5162018Revenue 2019: $127,749Expenses 2019: $136,296Net Income 2019: -$8,5472019Revenue 2020: $124,060Expenses 2020: $98,013Net Income 2020: $26,0472020Revenue 2021: $135,506Expenses 2021: $120,912Net Income 2021: $14,5942021Revenue 2022: $211,052Expenses 2022: $197,055Net Income 2022: $13,9972022Revenue 2023: $138,510Expenses 2023: $136,895Net Income 2023: $1,6152023Revenue 2024: $82,103Expenses 2024: $76,289Net Income 2024: $5,8142024

Highlighted filing

2024

Revenue$82,103
Expenses$76,289
Net Income$5,814

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$187,244
Mission and Program Overview

Mission

Promotes world understanding through international humanitarian service programs and educational and cultural exchanges. It is supported solely by voluntary contributions from rotarians and others who share its vision of a better world.

To contribute funds and services to various community and international organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$189,881$197,999▲ $8,118
Cash and Non-Interest-Bearing Accounts$80,006$76,167▼ $3,839
Savings and Temporary Cash Investments$6,293$5,755▼ $538
Accounts Receivable-$2,073-
Total Assets$276,180$281,994▲ $5,814
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$276,180$281,994▲ $5,814
Total Net Assets Fund Balance$276,180$281,994▲ $5,814
Total Liabilities and Net Assets / Fund Balance$276,180$281,994▲ $5,814
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan WagnerPresident
Jeff CairnsPresident-elect
Michael PerryVice President
Chris BrownDirector
Janet SandellaDirector
Ken MunroDirector
Olando PetgraveDirector
Rob StevensDirector
Kent SpragueSargeant at Arms
Tish BrownSecretary
Robin MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,217
Program Service Revenue
$0
Investment Income
$9,826
Other Revenue
$28,060
All Other Contributions
$42,741
Change in Net Assets
$5,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,434
Other Expenses$10,855
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,434--$50,434
Grants to Domestic Individuals$15,000--$15,000
Fees for Services Accounting-$1,850-$1,850
Fees for Service Investment Mgmnt Fees-$1,786-$1,786
Office Expenses-$1,265-$1,265
Fees for Services Other-$1,050-$1,050
Advertising-$809-$809
Other Expenses$775$425-$425
Total Functional Expenses$66,209$10,080$0$76,289
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Warm the Children--To Continue Ongoing Programs and Services$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$133,201
Fundraising Direct Expenses$105,141
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Liberty Bank Thanksgiving Drive$80,145$80,145$80,895$-750
Carnival$53,056$53,056$24,246$28,810
Total Events$133,201$133,201$105,141$28,060
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization provides a copy of this form 990 to the board of directors for review prior to filing.

Form 990, Part VI, Section B, Line 15

The organization has no compensated directors

Form 990, Part VI, Section C, Line 19

The organization makes its form 990, governing documents, and financial statements available to the public upon written request to the organization's mailing address.

Filing and Contact Details

Filer

Filer Name
Madison Rotary Foundation Inc
EIN
06-6075666
Phone
2033181875
Address
PO BOX 335, MADISON, CT 06443

Signing Officer

Name
Robin Miller
Title
Treasurer
Phone
2033181875
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Miller
Formed
1928
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Bailey Scarano LLC
Address
1224 MAIN STREET, BRANFORD, CT 06405
Preparer
Michael E Bailey CPA Mst
Phone
2034811120
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07689
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05821
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038417
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0133201
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt052681
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt066465
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt039008
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt055068
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0346423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011167
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07689
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038417
IRS990ScheduleA/InvestmentIncomeCYPct00.04570
IRS990ScheduleA/InvestmentIncomePYPct00.05400
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95430
IRS990ScheduleA/PublicSupportPY509Pct00.94600
IRS990ScheduleA/PublicSupportTotal509Amt0802109
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177418
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0143236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0210969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0130701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0139785
IRS990ScheduleA/Total509Grp/TotalAmt0802109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0181094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0154403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0221033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0138390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0145606
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0840526
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0105141
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LIBERTY BANK THANKSGIVING DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt080145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0133201
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt080145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0133201
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028060
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0105141
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024246
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt080895
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt016538
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO CONTINUE ONGOING PROGRAMS AND SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WARM THE CHILDREN
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF THIS FORM 990 TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMPENSATED DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION'S MAILING ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MADISON ROTARY CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061498469
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMM. SERV. ORG.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 335
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006443
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0276180
IRS990/TotalAssetsEOYAmt0281994
IRS990/TotalAssetsGrp/BOYAmt0276180
IRS990/TotalAssetsGrp/EOYAmt0281994
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt044217
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066209
IRS990/TotalFunctionalExpensesGrp/TotalAmt076289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

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