Civic Intelligence

Madison West Towne - Middleton Rotary Foundation Inc

990 • Fiscal year 2017 • EIN 51-0163955

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 28, 2017

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

(608) 827-9095

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$293,234

Down $5,140 (-1.7%) from 2016

Net Assets

Down

$293,234

Down $5,140 (-1.7%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Down

$63,979

Down $19,519 (-23%) from 2016

Expenses

Down

$53,497

Down $19,247 (-26%) from 2016

Net Income

Down

$10,482

Down $272 (-2.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$293,234
Liabilities$0
Net Assets$293,234
Open 2017 Filing

Operations Trend

Revenue Growth21st 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

2017

Revenue$63,979
Expenses$53,497
Net Income$10,482
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 28, 2017
Return Version
2016v3.1
Gross Receipts
$301,874
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$223,570$243,978▲ $20,408
Cash and Non-Interest-Bearing Accounts$74,804$49,256▼ $25,548
Total Assets$298,374$293,234▼ $5,140
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$298,374$293,234▼ $5,140
Total Net Assets Fund Balance$298,374$293,234▼ $5,140
Total Liabilities and Net Assets / Fund Balance$298,374$293,234▼ $5,140
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Anthony BurnsPresident
Adam SchallerDirector
Connie SmithDirector
Dawn FrankDirector
Derek MoehringDirector
John GeroldDirector
Kevin WeltonDirector
Matt LochDirector
Paul PatenaudeDirector
Roxanne BrazeauDirector
Steve AuneDirector
Jack FerreriSecretary
Jim EmerickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,103
Program Service Revenue
$0
Investment Income
$18,071
Other Revenue
$31,805
All Other Contributions
$12,603
Change in Net Assets
$10,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$52,397--$52,397
Office Expenses-$1,100-$1,100
Total Functional Expenses$52,397$1,100$0$53,497
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,630
Fundraising Direct Expenses$23,825
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$22,355$22,355$7,067$15,288
Oktoberfest$17,823$17,823$14,808$3,015
Total Events$46,559$46,559$23,825$22,734
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Madison West Towne - Middleton
EIN
51-0163955
Phone
6088279095
Address
PO BOX 620312, MIDDLETON, WI 53562-0312

Signing Officer

Name
Anthony Burns
Title
President
Phone
6082197397
Signed
2017-11-28

Organization Details

Principal Officer
Anthony Burns
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Berndt CPA LLC
Address
2009 W BELTLINE HWY STE 100, MADISON, WI 53713-2306
Preparer
Jay V Mouille CPA
Phone
6082747473
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part IX, Line 11G

“Community services 16,500 0 0 vocational services 17,407 0 0 international services 18,490 0 0 total 52,397 0 0”

Form 990, Part XI, Line 9

“Previous years' unrealized gain on investments reported incorrectly”

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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044513
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0431285
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023825
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OKTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06381
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046559
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022734
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01950
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07067
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014808
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY SERVICES 16,500 0 0 VOCATIONAL SERVICES 17,407 0 0 INTERNATIONAL SERVICES 18,490 0 0 TOTAL 52,397 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PREVIOUS YEARS' UNREALIZED GAIN ON INVESTMENTS REPORTED INCORRECTLY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0298374
IRS990/TotalAssetsEOYAmt0293234
IRS990/TotalAssetsGrp/BOYAmt0298374
IRS990/TotalAssetsGrp/EOYAmt0293234
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014103
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052397
IRS990/TotalFunctionalExpensesGrp/TotalAmt053497
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0298374
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0293234
IRS990/TotalProgramServiceExpensesAmt052397
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018071
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063979
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298374
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0293234
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0298374
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0293234
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 620312
IRS990/USAddress/CityNm0MIDDLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0535620312
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.MWT-MROTARYCLUB.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082197397
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON WEST TOWNE - MIDDLETON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0510163955
ReturnHeader/Filer/PhoneNum06088279095
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 620312
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0535620312
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05E1B0686050465F4233F56F0723573559FA860A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E1B0686050465F4233F56F0723573559FA860A7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273553468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNDT CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02009 W BELTLINE HWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537132306
ReturnHeader/PreparerPersonGrp/PhoneNum06082747473
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY V MOUILLE CPA
ReturnHeader/ReturnTs02018-02-26T09:50:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,234
Liabilities
$0
Net assets
$293,234
Revenue
$63,979
Expenses
$53,497
Net income
$10,482
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