Civic Intelligence

Madison West Towne - Middleton Rotary Foundation Inc

990EZ • Fiscal year 2022 • EIN 51-0163955

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 22, 2022

PO Box 620312Middleton, WI 53562-0312

(608) 576-6052

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

3.8%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-9.0%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$366,817

Down $47,661 (-11%) from 2021

Net Assets

Down

$366,741

Down $47,737 (-12%) from 2021

Liabilities

$76

No earlier filing loaded for comparison.

Revenue

Down

$69,121

Down $6,805 (-9.0%) from 2021

Expenses

Up

$66,487

Up $12,496 (+23%) from 2021

Net Income

Down

$2,634

Down $19,301 (-88%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $192,635Liabilities 2011: $7422011Assets 2012: $203,948Liabilities 2012: $1,3862012Assets 2013: $217,508Liabilities 2013: $02013Assets 2015: $287,619Net Assets 2015: $287,6192015Assets 2016: $298,374Net Assets 2016: $298,3742016Assets 2017: $293,234Liabilities 2017: $0Net Assets 2017: $293,2342017Assets 2018: $309,105Net Assets 2018: $309,1052018Assets 2019: $332,268Liabilities 2019: $852Net Assets 2019: $331,4162019Assets 2020: $310,591Liabilities 2020: $999Net Assets 2020: $309,5922020Assets 2021: $414,478Net Assets 2021: $414,4782021Assets 2022: $366,817Liabilities 2022: $76Net Assets 2022: $366,7412022Assets 2023: $397,907Liabilities 2023: $236Net Assets 2023: $397,6712023Assets 2024: $426,924Net Assets 2024: $426,9242024Assets 2025: $431,729Net Assets 2025: $431,7292025

Highlighted filing

2022

Assets$366,817
Liabilities$76
Net Assets$366,741

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $52,342Expenses 2011: $33,681Net Income 2011: $18,6612011Revenue 2012: $47,839Expenses 2012: $37,170Net Income 2012: $10,6692012Revenue 2013: $44,514Expenses 2013: $29,568Net Income 2013: $14,9462013Revenue 2015: $70,813Expenses 2015: $31,701Net Income 2015: $39,1122015Revenue 2016: $83,498Expenses 2016: $72,744Net Income 2016: $10,7542016Revenue 2017: $63,979Expenses 2017: $53,497Net Income 2017: $10,4822017Revenue 2018: $56,096Expenses 2018: $52,523Net Income 2018: $3,5732018Revenue 2019: $65,451Expenses 2019: $53,294Net Income 2019: $12,1572019Revenue 2020: $48,646Expenses 2020: $67,320Net Income 2020: -$18,6742020Revenue 2021: $75,926Expenses 2021: $53,991Net Income 2021: $21,9352021Revenue 2022: $69,121Expenses 2022: $66,487Net Income 2022: $2,6342022Revenue 2023: $89,305Expenses 2023: $135,589Net Income 2023: -$46,2842023Revenue 2024: $75,472Expenses 2024: $74,176Net Income 2024: $1,2962024Revenue 2025: $74,724Expenses 2025: $94,212Net Income 2025: -$19,4882025

Highlighted filing

2022

Revenue$69,121
Expenses$66,487
Net Income$2,634
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 22, 2022
Return Version
2021v4.0
Gross Receipts
$76,951
Mission and Program Overview

Mission

The organization's primary exempt purpose is to encourage and foster the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
INTERNATIONAL SERVICE PROJECTS: FEED MY LAMBS, SHELTER BOX, UKRANIUN RELIEF VARIOUS SCHOLARSHIPS, ORPHAN TRAIN SUPPORT AND VARIOUS OTHER ORGANIZATIONS.$30,100$30,100
COMMUNITY SERVICE PROJECTS: FOOD BANKS, FOUNDATION FOR BLACK WOMENS WELLNESS, LUSSIER COMMUNITY EDUCATION CENTER, AND VARIOUS OTHER ORGANIZATIONS.$20,700$20,700
VOCATIONAL SERVICE PROJECTS: JEFFERSON MIDDLE SCHOOL, HS SCHOLARSHIPS, AND VARIOUS OTHER ORGANIZATIONS.$13,710$13,710
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY ROBERGPresidentPT$0--
KEVIN HAYDENVice PresidePT$0--
JACK FERRERISecretaryPT$0--
MATTHEW LOCHTreasurerPT$0--
CONNIE FISHDirectorPT$0--
ROD NILESDirectorPT$0--
JOHN GEROLDDirectorPT$0--
JIM EMERICKDirectorPT$0--
PAUL PATENAUDEDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$44,874$44,874$638$44,236
Total Events$44,874$44,874$7,609$37,265
Filing and Contact Details

Filer

Filer Name
Madison West Middleton
EIN
51-0163955
Phone
6085766052
Address
PO BOX 620312, MIDDLETON, WI 53562-0312

Signing Officer

Name
Kathy Roberg
Title
President
Phone
6085766052
Signed
2022-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Kollath & Associates CPA LLC
Address
6200 MINERAL POINT RD STE 100, MADISON, WI 53705
Preparer
Michael Kollath
Phone
6088243002
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: various international service grant cash contribution: 19,180 name: ukranian relief cash contribution: 10,920 name: lussier community education center address: 55 south gammon road madison, wi 53717 cash contribution: 8,200 name: foundation for black womens wellnes address: 6601 grand teton plaza ste 2a madison, wi 53719 cash contribution: 7,500 name: various vocational service grants cash contribution: 13,710

Form 990-ez, Part I, Line 16

Expenses bank fees 157 licenses and permits 10 total 167

Form 990-ez, Part I, Line 20

Change in unrealized gains/losses -50,372

Form 990-ez, Part II, Line 24

Accounts receivable 90 0 total 90 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 76

Form 990-ez, Part III

The organization's primary exempt purpose is to encourage and foster the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Raw XML Appendix210 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS INTERNATIONAL SERVICE GRANT CASH CONTRIBUTION: 19,180 NAME: UKRANIAN RELIEF CASH CONTRIBUTION: 10,920 NAME: LUSSIER COMMUNITY EDUCATION CENTER ADDRESS: 55 SOUTH GAMMON ROAD MADISON, WI 53717 CASH CONTRIBUTION: 8,200 NAME: FOUNDATION FOR BLACK WOMENS WELLNES ADDRESS: 6601 GRAND TETON PLAZA STE 2A MADISON, WI 53719 CASH CONTRIBUTION: 7,500 NAME: VARIOUS VOCATIONAL SERVICE GRANTS CASH CONTRIBUTION: 13,710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 157 LICENSES AND PERMITS 10 TOTAL 167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS/LOSSES -50,372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 90 0 TOTAL 90 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO ENCOURAGE AND FOSTER THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY ROBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06085766052
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON WEST MIDDLETON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0510163955
ReturnHeader/Filer/PhoneNum06085766052
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 620312
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535620312
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262064862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLLATH & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06200 MINERAL POINT RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053705
ReturnHeader/PreparerPersonGrp/PhoneNum06088243002
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL KOLLATH
ReturnHeader/ReturnTs02023-02-06T09:21:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERG
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.32$4.32$0.75$0.94$0.19
2024Detailed filing. Detailed filing data is available for this year.$4.27$4.27$0.75$0.74$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.89$1.36$0.46
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.69$0.66$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.14$4.14$0.76$0.54$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.11$0.01$3.10$0.49$0.67$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.01$3.31$0.65$0.53$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.09$3.09$0.56$0.53$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.64$0.53$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.98$2.98$0.83$0.73$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.88$2.88$0.71$0.32$0.39
2013Summary only. Only limited summary data is available for this year.$2.18$0.00$0.45$0.30$0.15
2012Summary only. Only limited summary data is available for this year.$2.04$0.01$0.48$0.37$0.11
2011Summary only. Only limited summary data is available for this year.$1.93$0.01$0.52$0.34$0.19