Madison South Rotary Foundation Inc.

990EZ • Fiscal year 2013 • EIN 39-1342489

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 28, 2014

Organization Profile N/A

PO Box 259672Madison, WI 53725

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-1.7%

Higher net margin than 37% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-0.6%

Faster asset growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

8.5%

Faster revenue growth than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$182,634

Down $1,041 (-0.6%) from 2012

Net Assets

Down

$182,634

Down $1,041 (-0.6%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin37th percentile

Revenue

$61,564

Up $4,830 (+8.5%) from 2012

Expenses

$62,605

Up $4,875 (+8.4%) from 2012

Net Income

Down

-$1,041

Down $45 (-4.5%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2013

Assets$182,634

Liabilities$0

Net Assets$182,634

Open 2013 Filing

Operations Trend

Revenue Growth60th percentile

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

Highlighted filing

2013

Revenue$61,564

Expenses$62,605

Net Income-$1,041

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Jan 28, 2014
Return Version: 2012v2.3

Mission and Program Overview

Mission

To provide grants and scholarships to assist the elderly, disadvantaged, and children in the madison community and through rotary international.

Filing and Contact Details

Filer

EIN: 39-1342489

Raw XML Appendix166 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
CompensationExplanation/Compensation/PersonName	0	JOSEPH BALLES
CompensationExplanation/Compensation/PersonName	1	CHRISTINA PODOLL
CompensationExplanation/Compensation/PersonName	2	DONI ST MARIE
CompensationExplanation/Compensation/PersonName	3	MIKE DILLIS
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	182456
IRS990EZ/CashSavingsAndInvestments/EOY	0	182263
IRS990EZ/ContributionsGiftsGrantsEtc	0	51687
IRS990EZ/CostOtherBasisAndSalesExpenses	0	27006
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-1041
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GainOrLossFromSaleOfAssets	0	3075
IRS990EZ/GrantsAndSimilarAmountsPaid	0	61785
IRS990EZ/GrossAmountFromSaleOfAssets	0	30081
IRS990EZ/GrossReceipts	0	88570
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InvestmentIncome	0	6802
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	183675
IRS990EZ/NetAssetsOrFundBalancesBOY	0	183675
IRS990EZ/NetAssetsOrFundBalances/EOY	0	182634
IRS990EZ/NetAssetsOrFundBalancesEOY	0	182634
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	JOSEPH BALLES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	CHRISTINA PODOLL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	DONI ST MARIE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	MIKE DILLIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	SECRETARY
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	1219
IRS990EZ/OtherAssetsTotal/EOY	0	371
IRS990EZ/OtherExpensesTotal	0	820
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO PROVIDE GRANTS AND SCHOLARSHIPS TO ASSIST THE ELDERLY, DISADVANTAGED, AND CHILDREN IN THE MADISON COMMUNITY AND THROUGH ROTARY INTERNATIONAL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	GRANTS AWARDED TO LOCAL CHARITABLE & CIVIC ORGANIZATIONS BENEFITING APPROXIMATELY 45 GROUPS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	61785
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	61785
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	WI
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	PO BOX 259672
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine2	0	PO BOX 259672
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	MADISON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	53725
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	JAY HINKENS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	6088315533
IRS990EZ/TotalAssets/BOY	0	183675
IRS990EZ/TotalAssets/EOY	0	182634
IRS990EZ/TotalExpenses	0	62605
IRS990EZ/TotalProgramServiceExpenses	0	61785
IRS990EZ/TotalRevenue	0	61564
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	51316
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	43140
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	46461
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	32608
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	7662
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	181187
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	6802
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	4127
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	4284
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	3550
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	2736
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	21499
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	6802
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	4127
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	4284
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	3550
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	2736
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	21499
IRS990ScheduleA/InvestmentIncomePercentage	0	0.11000
IRS990ScheduleA/PriorYearSupportPercentage	0	0.91480
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.09000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.89390
IRS990ScheduleA/PublicSupportTotal509	0	181187
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	51316
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	43140
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	46461
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	32608
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	7662
IRS990ScheduleA/Total509/Total	0	181187
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	58118
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	47267
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	50745
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	36158
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	10398
IRS990ScheduleA/TotalSupportTotal/Total	0	202686
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation	0	VARIOUS - ALL UNDER 5,000 VARIOUS - ALL UNDER 5,000 VARIOUS 61,785 0 VARIOUS 0 VARIOUS, WI 53713
IRS990ScheduleO/GeneralExplanation/Explanation	1	EXPENSES OFFICE 820 TOTAL 820
IRS990ScheduleO/GeneralExplanation/Explanation	2	GRANTS RECEIVABLE 1,219 371 TOTAL 1,219 371
IRS990ScheduleO/GeneralExplanation/Explanation	3	TO PROVIDE GRANTS AND SCHOLARSHIPS TO ASSIST THE ELDERLY, DISADVANTAGED, AND CHILDREN IN THE MADISON COMMUNITY AND THROUGH ROTARY INTERNATIONAL.
IRS990ScheduleO/GeneralExplanation/Identifier	0	GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier	3	PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	391342489
ReturnHeader/Filer/Name/BusinessNameLine1	0	MADISON SOUTH ROTARY FOUNDATION INC
ReturnHeader/Filer/NameControl	0	MADI
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 259672
ReturnHeader/Filer/USAddress/City	0	MADISON
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53725
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2014-01-28
ReturnHeader/Officer/Name	0	CHRISTINA PODOLL
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/Preparer/DatePrepared	0	2014-02-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	KOLLATH & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	8500 GREENWAY BLVD 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	MIDDLETON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	53562
ReturnHeader/Preparer/Name	0	MICHAEL KOLLATH
ReturnHeader/Preparer/Phone	0	6088243002
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-02-14T13:59:15-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $182,634
Liabilities: $0
Net assets: $182,634
Revenue: $61,564
Expenses: $62,605
Net income: -$1,041

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.68	$0.00	$3.68	$1.23	$0.54	$0.69
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.82	$0.02	$2.80	$0.70	$0.55	$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.47	$0.00	$2.47	$0.61	$0.54	$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.19	$0.00	$2.19	$0.41	$0.42	$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.45	$0.00	$2.45	$0.44	$0.62	$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.20	$0.00	$2.20	$0.49	$0.37	$0.12
2019Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.57	$0.48	$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.18	$0.00	$2.18	$0.64	$0.61	$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.15	$0.00	$2.15	$0.50	$0.54	$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.94	$0.00	$1.94	$0.40	$0.41	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$1.94	$0.00	$1.94	$0.54	$0.57	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98	$0.68	$0.53	$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.83	$0.00	$1.83	$0.62	$0.63	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.84		$1.84	$0.57	$0.58	$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.85		$1.85	$0.54	$0.50	$0.04