Civic Intelligence

Madison West Towne - Middleton Rotary Foundation Inc

990EZ • Fiscal year 2023 • EIN 51-0163955

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

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

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

10th percentile

-52%

Higher net margin than 10% of similar nonprofits.

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

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.

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

Asset Growth

62nd percentile

8.5%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

72nd percentile

29%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Up

$397,907

Up $31,090 (+8.5%) from 2022

Net Assets

Up

$397,671

Up $30,930 (+8.4%) from 2022

Liabilities

Up

$236

Up $160 (+211%) from 2022

Revenue

Up

$89,305

Up $20,184 (+29%) from 2022

Expenses

Up

$135,589

Up $69,102 (+104%) from 2022

Net Income

Down

-$46,284

Down $48,918 (-1857%) from 2022

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

2023

Assets$397,907
Liabilities$236
Net Assets$397,671

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

2023

Revenue$89,305
Expenses$135,589
Net Income-$46,284
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$92,493
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
COMMUNITY SERVICE PROJECTS: FOOD BANKS, FOUNDATION FOR BLACK WOMENS WELLNESS, LUSSIER COMMUNITY EDUCATION CENTER, AND VARIOUS OTHER ORGANIZATIONS.$90,227$90,227
INTERNATIONAL SERVICE PROJECTS: FEED MY LAMBS, SHELTER BOX, UKRANIUN RELIEF VARIOUS SCHOLARSHIPS, ORPHAN TRAIN SUPPORT AND VARIOUS OTHER ORGANIZATIONS.$27,755$27,755
VOCATIONAL SERVICE PROJECTS: JEFFERSON MIDDLE SCHOOL, HS SCHOLARSHIPS, AND VARIOUS OTHER ORGANIZATIONS.$15,978$15,978
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY ROBERGPast- PresidPT$0--
KEVIN HAYDENPresidentPT$0--
JACK FERRERISecretaryPT$0--
MATTHEW LOCHTreasurerPT$0--
ABBY BENBOWPresident- EPT$0--
PETER OVERTONDirectorPT$0--
JON BAKEDirectorPT$0--
JOHN GEROLDDirectorPT$0--
BARRY PACEDirectorPT$0--
ED FINKDirectorPT$0--
JEANNINE DESAUTELSDirectorPT$0--
JIM EMERICKDirectorPT$0--
MARY VAN HOUTDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$55,504$55,504$1,894$53,610
Mcadow Miles$6,625$6,625-$6,625
Total Events$62,129$62,129$1,894$60,235
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
Kevin Hayden
Title
President
Phone
6085766052
Signed
2023-11-09
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: 27,755 name: lussier community education center address: 55 south gammon road madison, wi 53717 cash contribution: 8,800 name: various community service grants cash contribution: 81,427 name: various vocational service grants cash contribution: 15,978

Form 990-ez, Part I, Line 16

Expenses licenses/permits 94 administrative expense 205 total 299

Form 990-ez, Part I, Line 20

Monies transferred from foundation merger 51,932 change in unrealized gain/loss 25,281

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 75 236

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 Appendix223 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE PROJECTS: FOOD BANKS, FOUNDATION FOR BLACK WOMENS WELLNESS, LUSSIER COMMUNITY EDUCATION CENTER, AND VARIOUS OTHER ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS INTERNATIONAL SERVICE GRANT CASH CONTRIBUTION: 27,755 NAME: LUSSIER COMMUNITY EDUCATION CENTER ADDRESS: 55 SOUTH GAMMON ROAD MADISON, WI 53717 CASH CONTRIBUTION: 8,800 NAME: VARIOUS COMMUNITY SERVICE GRANTS CASH CONTRIBUTION: 81,427 NAME: VARIOUS VOCATIONAL SERVICE GRANTS CASH CONTRIBUTION: 15,978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES LICENSES/PERMITS 94 ADMINISTRATIVE EXPENSE 205 TOTAL 299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONIES TRANSFERRED FROM FOUNDATION MERGER 51,932 CHANGE IN UNREALIZED GAIN/LOSS 25,281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 75 236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN HAYDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06085766052
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON WEST MIDDLETON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0510163955
ReturnHeader/Filer/PhoneNum06085766052
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ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
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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/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL KOLLATH
ReturnHeader/ReturnTs02023-11-29T19:35:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAYDEN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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