Civic Intelligence

Rotary Club of Madison

990 • Fiscal year 2014 • EIN 39-0579285

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileROTARYMADISON.ORG
22 North Carroll Street No 202Madison, WI 53703

(608) 255-9164

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

91st percentile

$92,633

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-1.2%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$261,732

Down $62,989 (-19%) from 2013

Net Assets

Down

$259,267

Down $62,670 (-19%) from 2013

Liabilities

Down

$2,465

Down $319 (-11%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin18th percentile

Revenue

Down

$551,143

Down $6,933 (-1.2%) from 2013

Expenses

Up

$613,813

Up $92,991 (+18%) from 2013

Net Income

Down

-$62,670

Down $99,924 (-268%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $260,835Liabilities 2011: $2,321Net Assets 2011: $258,5142011Assets 2012: $288,823Liabilities 2012: $4,140Net Assets 2012: $284,6832012Assets 2013: $324,721Liabilities 2013: $2,784Net Assets 2013: $321,9372013Assets 2014: $261,732Liabilities 2014: $2,465Net Assets 2014: $259,2672014Assets 2015: $281,718Liabilities 2015: $19,727Net Assets 2015: $261,9912015Assets 2016: $212,212Liabilities 2016: $2,304Net Assets 2016: $209,9082016Assets 2017: $194,989Liabilities 2017: $4,924Net Assets 2017: $190,0652017Assets 2018: $196,748Liabilities 2018: $3,621Net Assets 2018: $193,1272018Assets 2019: $187,461Liabilities 2019: $3,621Net Assets 2019: $183,8402019Assets 2020: $222,965Liabilities 2020: $7,000Net Assets 2020: $215,9652020Assets 2021: $226,109Liabilities 2021: $7,000Net Assets 2021: $219,1092021Assets 2022: $258,218Liabilities 2022: $7,000Net Assets 2022: $251,2182022Assets 2023: $269,016Liabilities 2023: $7,000Net Assets 2023: $262,0162023

Highlighted filing

2014

Assets$261,732
Liabilities$2,465
Net Assets$259,267
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $506,966Expenses 2011: $505,901Net Income 2011: $1,0652011Expenses 2012: $509,5612012Revenue 2013: $558,076Expenses 2013: $520,822Net Income 2013: $37,2542013Revenue 2014: $551,143Expenses 2014: $613,813Net Income 2014: -$62,6702014Revenue 2015: $574,821Expenses 2015: $572,097Net Income 2015: $2,7242015Revenue 2016: $577,088Expenses 2016: $629,171Net Income 2016: -$52,0832016Revenue 2017: $564,639Expenses 2017: $584,482Net Income 2017: -$19,8432017Revenue 2018: $582,307Expenses 2018: $579,245Net Income 2018: $3,0622018Revenue 2019: $588,258Expenses 2019: $597,545Net Income 2019: -$9,2872019Revenue 2020: $522,828Expenses 2020: $490,703Net Income 2020: $32,1252020Revenue 2021: $338,313Expenses 2021: $335,169Net Income 2021: $3,1442021Revenue 2022: $505,977Expenses 2022: $458,868Net Income 2022: $47,1092022Revenue 2023: $526,650Expenses 2023: $515,852Net Income 2023: $10,7982023

Highlighted filing

2014

Revenue$551,143
Expenses$613,813
Net Income-$62,670
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$551,143
Mission and Program Overview

Mission

Connect. Grow. Serveprojects based on the five avenues of service, strengthen membership, and develop community.

To provide membership activities for members, including weekly luncheon meetings with speakers, a weekly newsletter, and opportunities for community service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$160,000$160,000→ $0
Cash and Non-Interest-Bearing Accounts$160,138$95,977▼ $64,161
Accounts Receivable$941$2,495▲ $1,554
Prepaid Expenses and Deferred Charges$1,290$1,740▲ $450
Land, Buildings, and Equipment, Net$2,352$1,520▼ $832
Total Assets$324,721$261,732▼ $62,989
Liabilities
Deferred Revenue$2,784$2,465▼ $319
Total Liabilities$2,784$2,465▼ $319
Net Assets / Fund Balance
Unrestricted Net Assets$279,675$253,006▼ $26,669
Temporarily Rstr Net Assets$42,262$6,261▼ $36,001
Total Net Assets Fund Balance$321,937$259,267▼ $62,670
Total Liabilities and Net Assets / Fund Balance$324,721$261,732▼ $62,989

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,520$41,192$42,712
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia L JenkinsSecretary - Exec DirectorFT$85,469$7,164$92,633

Board Members and Trustees

NameTitle
Renee MoePresident
Tim StadelmanVice President/director
Bob ShumakerDirector
Carol KobyDirector
Cheryl DemarsDirector
Dick PearsonDirector
Dora ZunigaDirector
Ellsworth BrownDirector
Michelle McgrathDirector
Peter CaviDirector
Richard LefflerDirector
Robyn KitsonDirector
Terry HeinrichsDirector
Wesley N SparkmanDirector
Robert R StroudAssistant Treasurer
Mark MoodySgt-at-arms
Daniel J LarsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,240
Program Service Revenue
$533,227
Investment Income
$676
Other Revenue
$0
All Other Contributions
$17,240
Change in Net Assets
$-62,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$438,849
Salaries, Compensation, and Employee Benefits$164,964
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$36,084$54,126-$90,210
Payments to Affiliates$53,951--$53,951
Other Salaries and Wages$20,185$30,277-$50,462
All Other Expenses$34,308$2,279-$36,587
Occupancy$23,532$12,364-$35,896
Other Expenses$20,543$5,520-$20,543
Other Employee Benefits$5,488$8,232-$13,720
Office Expenses$7,542$4,710-$12,252
Payroll Taxes$4,229$6,343-$10,572
Grants to Domestic Orgs$10,000--$10,000
Conferences and Meetings$9,246--$9,246
Insurance$4,335--$4,335
Fees for Services Accounting-$4,234-$4,234
Depreciation Depletion-$1,918-$1,918
Total Functional Expenses$483,810$130,003$0$613,813
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
27-3917243-501(c)3PROVIDED SUMMER PROGRAMMING EXPENSES FOR UNDERPRIVILEGED CHILDREN IN MADISON. IN WHICH OUR ORGANIZATION ALSO PROVIDED VOLUNTEERS. THIS IS PART OF OUR CLUB'S CENTENNIAL CELEBRATION ACTIVITIES.$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members”

Form 990, Part VI, Section A, Line 7A

“Members elect six of its members to the board of directors each year.”

Form 990, Part VI, Section A, Line 7B

“Changes in governing documents or any major change for the organization needs to be approved by the membership”

Form 990, Part VI, Section B, Line 11

“Officers are given a copy of the 990 to review. All members are advised that the 990 is available to them.”

Form 990, Part VI, Section B, Line 15

“The personnel committee which is comprised of members from that industry check with others in that profession to review salaries and fringes for employees, including a review of market data on similar positions”

Form 990, Part VI, Section C, Line 19

“Documents are made available on our website and upon request.”

Filing and Contact Details

Filer

EIN
39-0579285
Phone
6082559164

Signing Officer

Name
Patricia L Jenkins
Title
Executive Director and Secretary
Phone
6082559164
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia L Jenkins
Formed
1913
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
300

Preparer

Preparer
Beverly a Klumph
Phone
6088332612
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The proccess has not changed from the prior year.”

Raw XML AppendixShowing 400 of 492 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsReceivableGrp/BOYAmt0941
IRS990/AccountsReceivableGrp/EOYAmt02495
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEMBERSHIP ACTIVITIES FOR MEMBERS, INCLUDING WEEKLY LUNCHEON MEETINGS WITH SPEAKERS, A WEEKLY NEWSLETTER, AND OPPORTUNITIES FOR COMMUNITY SERVICE.
IRS990/AllOtherContributionsAmt017240
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02279
IRS990/AllOtherExpensesGrp/ProgramServicesAmt034308
IRS990/AllOtherExpensesGrp/TotalAmt036587
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10PATRICIA L JENKINS
IRS990/BooksInCareOfDetail/PhoneNum06082559164
IRS990/BooksInCareOfDetail/USAddress/AddressLine1022 NORTH CARROLL STREET
IRS990/BooksInCareOfDetail/USAddress/City0MADISON
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0537033377
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0160138
IRS990/CashNonInterestBearingGrp/EOYAmt095977
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt054126
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt036084
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt090210
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09246
IRS990/ConferencesMeetingsGrp/TotalAmt09246
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017240
IRS990/CYGrantsAndSimilarPaidAmt010000
IRS990/CYInvestmentIncomeAmt0676
IRS990/CYOtherExpensesAmt0438849
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0533227
IRS990/CYRevenuesLessExpensesAmt0-62670
IRS990/CYSalariesCompEmpBnftPaidAmt0164964
IRS990/CYTotalExpensesAmt0613813
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0551143
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02784
IRS990/DeferredRevenueGrp/EOYAmt02465
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01918
IRS990/DepreciationDepletionGrp/TotalAmt01918
IRS990/Desc0COMMUNITY SERVICE ORGANIZATION THAT HOLDS WEEKLY LUNCHEON MEETINGS WITH SPEAKERS FOR ITS MEMBERS AND PROVIDES OPPORTUNITIES FOR COMMUNITY SERVICE
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0479812
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04234
IRS990/FeesForServicesAccountingGrp/TotalAmt04234
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt166.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt137164
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0ELLSWORTH BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY HEINRICHS
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROL KOBY
IRS990/Form990PartVIISectionAGrp/PersonNm3WESLEY N SPARKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM STADELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5DICK PEARSON
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD LEFFLER
IRS990/Form990PartVIISectionAGrp/PersonNm7CHERYL DEMARS
IRS990/Form990PartVIISectionAGrp/PersonNm8PETER CAVI
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBYN KITSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE MCGRATH
IRS990/Form990PartVIISectionAGrp/PersonNm11BOB SHUMAKER
IRS990/Form990PartVIISectionAGrp/PersonNm12DORA ZUNIGA
IRS990/Form990PartVIISectionAGrp/PersonNm13PATRICIA L JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm14DANIEL J LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT R STROUD
IRS990/Form990PartVIISectionAGrp/PersonNm16RENEE MOE
IRS990/Form990PartVIISectionAGrp/PersonNm17MARK MOODY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1385469
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY - EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17SGT-AT-ARMS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01913
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt010000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0551143
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt04335
IRS990/InsuranceGrp/TotalAmt04335
IRS990/InvestmentIncomeGrp/ExclusionAmt0676
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0676
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041192
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02352
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01520
IRS990/LandBldgEquipCostOrOtherBssAmt042712
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEMBERSHIP ACTIVITIES FOR MEMBERS, INCLUDING WEEKLY LUNCHEON MEETINGS WITH SPEAKERS, A WEEKLY NEWSLETTER, AND OPPORTUNITIES FOR COMMUNITY SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0321937
IRS990/NetAssetsOrFundBalancesEOYAmt0259267
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012364
IRS990/OccupancyGrp/ProgramServicesAmt023532
IRS990/OccupancyGrp/TotalAmt035896
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04710
IRS990/OfficeExpensesGrp/ProgramServicesAmt07542
IRS990/OfficeExpensesGrp/TotalAmt012252
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08232
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05488
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013720
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1CENTENNIAL EXPENSES
IRS990/OtherExpensesGrp/Desc2SPECIAL PROJECTS FROM R
IRS990/OtherExpensesGrp/Desc3COMMITTEE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05520
IRS990/OtherExpensesGrp/ProgramServicesAmt0191673
IRS990/OtherExpensesGrp/ProgramServicesAmt136161
IRS990/OtherExpensesGrp/ProgramServicesAmt226533
IRS990/OtherExpensesGrp/ProgramServicesAmt320543
IRS990/OtherExpensesGrp/TotalAmt0197193
IRS990/OtherExpensesGrp/TotalAmt136161
IRS990/OtherExpensesGrp/TotalAmt226533
IRS990/OtherExpensesGrp/TotalAmt320543
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030277
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020185
IRS990/OtherSalariesAndWagesGrp/TotalAmt050462
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt053951
IRS990/PaymentsToAffiliatesGrp/TotalAmt053951
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06343
IRS990/PayrollTaxesGrp/ProgramServicesAmt04229
IRS990/PayrollTaxesGrp/TotalAmt010572
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01290
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01740
IRS990/PrincipalOfficerNm0PATRICIA L JENKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP
IRS990/ProgramServiceRevenueGrp/Desc1EXPENSE REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2SOCIAL EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0472081
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt152612
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0472081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt152612
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28534
IRS990/ProgSrvcAccomActy2Grp/Desc0ROTARY NEWS PUBLICATION TO ITS 500 MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03998
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt030437
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0898
IRS990/PYOtherExpensesAmt0362644
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0526741
IRS990/PYRevenuesLessExpensesAmt037254
IRS990/PYSalariesCompEmpBnftPaidAmt0158178
IRS990/PYTotalExpensesAmt0520822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0558076
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-62670
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0533227
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0160000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01520
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041192
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042712
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01520
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDED SUMMER PROGRAMMING EXPENSES FOR UNDERPRIVILEGED CHILDREN IN MADISON. IN WHICH OUR ORGANIZATION ALSO PROVIDED VOLUNTEERS. THIS IS PART OF OUR CLUB'S CENTENNIAL CELEBRATION ACTIVITIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CLEAN LAKES ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientEIN0273917243
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10150 E GILMAN ST 2600
IRS990ScheduleI/RecipientTable/USAddress/City0MADISON
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053703
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE PROVIDE VOLUNTEERS FOR THE EVENT/PROJECT AND ARE DIRECTLY INVOLVED IN THE OVERSIGHT OF THE DISTRIBUTION OF THE GRANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT SIX OF ITS MEMBERS TO THE BOARD OF DIRECTORS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES IN GOVERNING DOCUMENTS OR ANY MAJOR CHANGE FOR THE ORGANIZATION NEEDS TO BE APPROVED BY THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS ARE GIVEN A COPY OF THE 990 TO REVIEW. ALL MEMBERS ARE ADVISED THAT THE 990 IS AVAILABLE TO THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PERSONNEL COMMITTEE WHICH IS COMPRISED OF MEMBERS FROM THAT INDUSTRY CHECK WITH OTHERS IN THAT PROFESSION TO REVIEW SALARIES AND FRINGES FOR EMPLOYEES, INCLUDING A REVIEW OF MARKET DATA ON SIMILAR POSITIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE ON OUR WEBSITE AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10MADISON ROTARY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930757050
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AWARD SCHOLARSHIPS & GRANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1022 NORTH CARROLL STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode053703
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,732
Liabilities
$2,465
Net assets
$259,267
Revenue
$551,143
Expenses
$613,813
Net income
-$62,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.07$2.62$5.27$5.16$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.07$2.51$5.06$4.59$0.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.07$2.19$3.38$3.35$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.07$2.16$5.23$4.91$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.04$1.84$5.88$5.98$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.04$1.93$5.82$5.79$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.05$1.90$5.65$5.84$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.02$2.10$5.77$6.29$0.52
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.82$0.20$2.62$5.75$5.72$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.02$2.59$5.51$6.14$0.63
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.25$0.03$3.22$5.58$5.21$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.04$2.85$5.10
2011Summary only. Only limited summary data is available for this year.$2.61$0.02$2.59$5.07$5.06$0.01