Civic Intelligence

Madison Horizons Rotary Club

990EZ • Fiscal year 2019 • EIN 39-1619575

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 23, 2019

1102 Swallowtail DrMadison, WI 53717

(608) 332-2352

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-15%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-15%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$42,798

Down $7,434 (-15%) from 2018

Net Assets

Down

$42,798

Down $7,434 (-15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$26,712

Down $4,545 (-15%) from 2018

Expenses

Down

$34,146

Down $10,675 (-24%) from 2018

Net Income

Up

-$7,434

Up $6,130 (+45%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $71,577Liabilities 2011: $02011Assets 2012: $61,861Liabilities 2012: $02012Assets 2013: $58,413Liabilities 2013: $1502013Assets 2014: $57,546Liabilities 2014: $1752014Assets 2015: $61,342Liabilities 2015: $0Net Assets 2015: $61,3422015Assets 2016: $65,121Liabilities 2016: $0Net Assets 2016: $65,1212016Assets 2017: $63,796Liabilities 2017: $0Net Assets 2017: $63,7962017Assets 2018: $50,232Liabilities 2018: $0Net Assets 2018: $50,2322018Assets 2019: $42,798Liabilities 2019: $0Net Assets 2019: $42,7982019Assets 2020: $33,356Liabilities 2020: $0Net Assets 2020: $33,3562020Assets 2021: $31,666Liabilities 2021: $0Net Assets 2021: $31,6662021

Highlighted filing

2019

Assets$42,798
Liabilities$0
Net Assets$42,798

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $21,481Expenses 2011: $17,293Net Income 2011: $4,1882011Revenue 2012: $20,120Expenses 2012: $29,836Net Income 2012: -$9,7162012Revenue 2013: $19,524Expenses 2013: $23,122Net Income 2013: -$3,5982013Revenue 2014: $24,813Expenses 2014: $25,705Net Income 2014: -$8922014Revenue 2015: $25,425Expenses 2015: $21,454Net Income 2015: $3,9712015Revenue 2016: $21,037Expenses 2016: $17,258Net Income 2016: $3,7792016Revenue 2017: $17,283Expenses 2017: $18,608Net Income 2017: -$1,3252017Revenue 2018: $31,257Expenses 2018: $44,821Net Income 2018: -$13,5642018Revenue 2019: $26,712Expenses 2019: $34,146Net Income 2019: -$7,4342019Revenue 2020: $19,671Expenses 2020: $29,113Net Income 2020: -$9,4422020Revenue 2021: $17,347Expenses 2021: $19,037Net Income 2021: -$1,6902021

Highlighted filing

2019

Revenue$26,712
Expenses$34,146
Net Income-$7,434
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$26,712
Mission and Program Overview

Mission

Service club-community service, vocational service, international service

Service club-community service,vocational service, international service

Program Services

DescriptionGrantsExpenses
LUNCHEON MEETINGS WITH GUEST SPEAKERS SPEAKING ON COMMUNITY, VOCATIONAL AND INTERNATIONAL SERVICE TOPICS$0$33,238
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PFIFFNERTreasurer-$0--
BEVERLY KLUMPHSecretary-$0--
JANET GRAYPresidentPT$0--
MARK HELFRICHDirector-$0--
MELISSA CARLSONVice President-$0--
THEODORE TIBBITSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
39-1619575
Phone
6083322352
Address
1102 SWALLOWTAIL DR, MADISON, WI 53717

Signing Officer

Name
Michael Pfiffner
Title
Treasurer
Phone
6083322352
Signed
2019-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
PO BOX 5946, MADISON, WI 53705-0946
Preparer
James G Graham
Phone
6088332612
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 11,592.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: john b. White scholarships. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: second harvest foodbank. Amount given: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: river food pantry. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: salvation army. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: middleton outreach ministry. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: curamericas. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: paul harris. Amount given: 950. Total included on form 990-ez, line 10: 16,950.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meals. Amount: 10,750. Description: rotary dues. Amount: 4,197. Description: other. Amount: 1,949. Total to form 990-ez, line 16: 16,896.

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIKE PFIFFNER
IRS990EZ/BooksInCareOfDetail/PhoneNum06083322352
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01102 SWALLOWTAIL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053717
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050232
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042798
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02150
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7434
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050232
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042798
IRS990EZ/FundraisingGrossIncomeAmt0315
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016950
IRS990EZ/GrossReceiptsAmt026712
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt011592
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050232
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042798
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050232
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042798
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PFIFFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEVERLY KLUMPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANET GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK HELFRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THEODORE TIBBITS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016896
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB-COMMUNITY SERVICE,VOCATIONAL SERVICE, INTERNATIONAL SERVICE
IRS990EZ/ProgramServiceRevenueAmt08155
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LUNCHEON MEETINGS WITH GUEST SPEAKERS SPEAKING ON COMMUNITY, VOCATIONAL AND INTERNATIONAL SERVICE TOPICS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033238
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt0315
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034146
IRS990EZ/TotalProgramServiceExpensesAmt033238
IRS990EZ/TotalRevenueAmt026712
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MADISONHORIZONSROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 11,592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: JOHN B. WHITE SCHOLARSHIPS. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SECOND HARVEST FOODBANK. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: RIVER FOOD PANTRY. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: SALVATION ARMY. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: MIDDLETON OUTREACH MINISTRY. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: CURAMERICAS. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: PAUL HARRIS. AMOUNT GIVEN: 950. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: MEALS. AMOUNT: 10,750. DESCRIPTION: ROTARY DUES. AMOUNT: 4,197. DESCRIPTION: OTHER. AMOUNT: 1,949. TOTAL TO FORM 990-EZ, LINE 16: 16,896.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PFIFFNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06083322352
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MADISON HORIZONS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0391619575
ReturnHeader/Filer/PhoneNum06083322352
ReturnHeader/Filer/USAddress/AddressLine1Txt01102 SWALLOWTAIL DR
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053717
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A484AEC4C5497D9198E88648858B3B91BEA7E944
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.129
ReturnHeader/FilingSecurityInformation/IPDt02019-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:36:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5946
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537050946
ReturnHeader/PreparerPersonGrp/PhoneNum06088332612
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G GRAHAM
ReturnHeader/ReturnTs02019-10-28T15:40:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • <$500k nonprofits