Civic Intelligence

Madison West Towne - Middleton Rotary Foundation Inc

990EZ • Fiscal year 2018 • EIN 51-0163955

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileWWW.MWT-MROTARYCLUB.ORG
PO Box 620312Middleton, WI 53562-0312

(608) 833-6762

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

5.4%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$309,105

Up $15,871 (+5.4%) from 2017

Net Assets

Up

$309,105

Up $15,871 (+5.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Down

$56,096

Down $7,883 (-12%) from 2017

Expenses

Down

$52,523

Down $974 (-1.8%) from 2017

Net Income

Down

$3,573

Down $6,909 (-66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2018

Assets$309,105
Liabilities-
Net Assets$309,105
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

2018

Revenue$56,096
Expenses$52,523
Net Income$3,573
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$67,318
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 - HAITI FOOD RELIEF - 2,000; HAITI MEDICAL MISSION - 4,046; SHELTER BOX - 1,000; POLIO PLUS - 1,500; ROTARY YOUTH EXCHANGE - INBOUND - 3,562; ROTARY YOUTH EXCHANGE - OUTBOUND - 400; OLIVEROS SCHOLARSHIP FUND - 1,000; GUATEMALA MEDICAL MISSION - 500; ORPHAN TRAIN - 6,139; DISTRICT 6250 HURRICANE RELIEF - 625$20,772$20,772
VOCATIONAL SERVICE PROJECTS: ROTARY YOUTH LEADERSHIP AWARDS - 1,023; HIGH SCHOOL SCHOLARSHIPS - 2,000; WISCONSIN ACADEMIC DECATHLON - 1,850; JEFFERSON MIDDLE SCHOOL - 11,131; UNIVERSITY OF WISCONSIN ODYSSEY PROJECT - 500$16,504$16,504
COMMUNITY SERVICE PROJECTS: FOOD BANK - 4,000; LUSSIER COMMJUNITY EDUCATION CENTER - 5,550; GROWING KNEE HIGH NATURALISTS - 750; TRI-4 SCHOOLS - 1,500; HABITAT FOR HUMANITY - 2,000$13,800$13,844
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY BURNSPresidentPT$0--
MATTHEW LOCHVice PresidePT$0--
JACK FERRERISecretaryPT$0--
DAWN FRANKTreasurer 7/PT$0--
JOHN GEROLDDirectorPT$0--
ROXANNE BRAZEAUDirectorPT$0--
DEREK MOEHRINGDirectorPT$0--
PAUL PATENAUDEDirectorPT$0--
JIM EMERICKDirectorPT$0--
ADAM SCHALLERDirectorPT$0--
CONNIE SMITHDirectorPT$0--
KEVIN WELTONDirectorPT$0--
STEVE AUNEDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$31,328$31,328$179$31,149
Ncaa Basketball$6,855$6,855$1,855$5,000
Total Events$44,089$44,089$11,222$32,867
Filing and Contact Details

Filer

Filer Name
Madison West Towne - Middleton
EIN
51-0163955
Phone
6088336762
Address
PO BOX 620312, MIDDLETON, WI 53562-0312

Signing Officer

Name
Matthew Loch
Title
Vice President
Phone
6082172105
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kollath & Associates CPA LLC
Address
2501 PARMENTER ST STE 100B, MIDDLETON, WI 53562
Preparer
Michael Kollath
Phone
6088243002
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: jefferson middle school address: 101 south gammon road madison, wi 53717 cash contribution: 11,131 name: lussier community education center address: 55 south gammon road madison, wi 53717 cash contribution: 5,550 name: other grants cash contribution: 8,250 name: other grants cash contribution: 5,373 name: other grants cash contribution: 20,772”

Form 990-ez, Part I, Line 16

“Expenses bank fees 267 raffle expenses 26 other expense 44 total 337”

Form 990-ez, Part I, Line 20

“Change in unrealized gains/losses 12,298”

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.”

Form 990-ez, Part III, Line 29

“Vocational service projects: rotary youth leadership awards - 1,023; high school scholarships - 2,000; wisconsin academic decathlon - 1,850; jefferson middle school - 11,131; university of wisconsin odyssey project - 500”

Form 990-ez, Part III, Line 30

“International service projects: feed my lambs - haiti food relief - 2,000; haiti medical mission - 4,046; shelter box - 1,000; polio plus - 1,500; rotary youth exchange - inbound - 3,562; rotary youth exchange - outbound - 400; oliveros scholarship fund - 1,000; guatemala medical mission - 500; orphan train - 6,139; district 6250 hurricane relief - 625”

Raw XML Appendix234 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 BANK - 4,000; LUSSIER COMMJUNITY EDUCATION CENTER - 5,550; GROWING KNEE HIGH NATURALISTS - 750; TRI-4 SCHOOLS - 1,500; HABITAT FOR HUMANITY - 2,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICE PROJECTS: ROTARY YOUTH LEADERSHIP AWARDS - 1,023; HIGH SCHOOL SCHOLARSHIPS - 2,000; WISCONSIN ACADEMIC DECATHLON - 1,850; JEFFERSON MIDDLE SCHOOL - 11,131; UNIVERSITY OF WISCONSIN ODYSSEY PROJECT - 500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2INTERNATIONAL SERVICE PROJECTS: FEED MY LAMBS - HAITI FOOD RELIEF - 2,000; HAITI MEDICAL MISSION - 4,046; SHELTER BOX - 1,000; POLIO PLUS - 1,500; ROTARY YOUTH EXCHANGE - INBOUND - 3,562; ROTARY YOUTH EXCHANGE - OUTBOUND - 400; OLIVEROS SCHOLARSHIP FUND - 1,000; GUATEMALA MEDICAL MISSION - 500; ORPHAN TRAIN - 6,139; DISTRICT 6250 HURRICANE RELIEF - 625
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: JEFFERSON MIDDLE SCHOOL ADDRESS: 101 SOUTH GAMMON ROAD MADISON, WI 53717 CASH CONTRIBUTION: 11,131 NAME: LUSSIER COMMUNITY EDUCATION CENTER ADDRESS: 55 SOUTH GAMMON ROAD MADISON, WI 53717 CASH CONTRIBUTION: 5,550 NAME: OTHER GRANTS CASH CONTRIBUTION: 8,250 NAME: OTHER GRANTS CASH CONTRIBUTION: 5,373 NAME: OTHER GRANTS CASH CONTRIBUTION: 20,772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 267 RAFFLE EXPENSES 26 OTHER EXPENSE 44 TOTAL 337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS/LOSSES 12,298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4VOCATIONAL SERVICE PROJECTS: ROTARY YOUTH LEADERSHIP AWARDS - 1,023; HIGH SCHOOL SCHOLARSHIPS - 2,000; WISCONSIN ACADEMIC DECATHLON - 1,850; JEFFERSON MIDDLE SCHOOL - 11,131; UNIVERSITY OF WISCONSIN ODYSSEY PROJECT - 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INTERNATIONAL SERVICE PROJECTS: FEED MY LAMBS - HAITI FOOD RELIEF - 2,000; HAITI MEDICAL MISSION - 4,046; SHELTER BOX - 1,000; POLIO PLUS - 1,500; ROTARY YOUTH EXCHANGE - INBOUND - 3,562; ROTARY YOUTH EXCHANGE - OUTBOUND - 400; OLIVEROS SCHOLARSHIP FUND - 1,000; GUATEMALA MEDICAL MISSION - 500; ORPHAN TRAIN - 6,139; DISTRICT 6250 HURRICANE RELIEF - 625
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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW LOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082172105
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON WEST TOWNE - MIDDLETON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0510163955
ReturnHeader/Filer/PhoneNum06088336762
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 620312
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535620312
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId034154020CEFC91E51189A6D1E2F7838B08F1ECD1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034154020CEFC91E51189A6D1E2F7838B08F1ECD1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.170.11.62
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:46:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262064862
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLLATH & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 PARMENTER ST STE 100B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06088243002
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL KOLLATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T10:46:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,105
Liabilities
-
Net assets
$309,105
Revenue
$56,096
Expenses
$52,523
Net income
$3,573
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