Civic Intelligence

Madison West Towne - Middleton Rotary Foundation Inc

990EZ • Fiscal year 2019 • EIN 51-0163955

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 20, 2019

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

60th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

7.5%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$332,268

Up $23,163 (+7.5%) from 2018

Net Assets

Up

$331,416

Up $22,311 (+7.2%) from 2018

Liabilities

$852

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin74th percentile

Revenue

Up

$65,451

Up $9,355 (+17%) from 2018

Expenses

Up

$53,294

Up $771 (+1.5%) from 2018

Net Income

Up

$12,157

Up $8,584 (+240%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2019

Assets$332,268
Liabilities$852
Net Assets$331,416
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$65,451
Expenses$53,294
Net Income$12,157
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 20, 2019
Return Version
2018v3.1
Gross Receipts
$74,585
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: GUATEMALAN MIDWIVES- 4,001; SHELTER BOX- 1,000; POLIO PLUS- 1,500; YOUTH EXCHANGE INBOUND- 4,269; YOUTH EXCHANGE OUTBOUND- 387; OLIVEROS SCHOLARSHIP FUND- 750; GMRP MEDICAL MISSION- 500; ORPHAN TRAIN- 8,339; OTHER- 1000$21,745$21,745
VOCATIONAL SERVICE PROJECTS: ROTARY YOUTH LEADERSHIP AWARDS - 1,524; HIGH SCHOOL SCHOLARSHIPS - 7,000; WISCONSIN ACADEMIC DECATHLON - 1,900; JEFFERSON MIDDLE SCHOOL - 3,664; UNIVERSITY OF WISCONSIN ODYSSEY PROJECT - 1000; HIGH SCHOOL INTERACT CLUB - 500$15,587$15,587
COMMUNITY SERVICE PROJECTS: FOOD BANK - 4,000; LUSSIER COMMUNITY EDUCATION CENTER - 9,322; HABITAT FOR HUMANITY - 500$13,847$14,047
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW LOCHPresidentPT$0--
DAWN FRANKVice-PresidePT$0--
JACK FERRERISecretaryPT$0--
JOHN OLSENTreasurerPT$0--
TONY BURNSDirectorPT$0--
CONNIE SMITHDirectorPT$0--
MARY RUTH MARKSDirectorPT$0--
KEVIN WELTONDirectorPT$0--
PATRICK REESDirectorPT$0--
ROXANNE BRAZEAUDirectorPT$0--
DEB DIETERDirectorPT$0--
PAUL PATENAUDEDirectorPT$0--
STEVE AUNEDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$27,595$27,595$6,980$20,615
Ncaa Basketball$6,240$6,240$1,554$4,686
Total Events$33,835$33,835$9,134$24,701
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
President
Phone
6088336762
Signed
2019-09-20
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: lussier community education center address: 55 south gammon road madison, wi 53717 cash contribution: 10,322 name: other vocational service grants cash contribution: 15,587 name: other international service grants cash contribution: 21,745”

Form 990-ez, Part I, Line 16

“Expenses bank fees 511 licenses and permits 10 other expense 200 computer software 394 total 1,115”

Form 990-ez, Part I, Line 20

“Change in unrealized gains/losses 10,156”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 600 total 0 600”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 502 0 350”

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 - 1,524; high school scholarships - 7,000; wisconsin academic decathlon - 1,900; jefferson middle school - 3,664; university of wisconsin odyssey project - 1000; high school interact club - 500”

Form 990-ez, Part III, Line 30

“International service projects: guatemalan midwives- 4,001; shelter box- 1,000; polio plus- 1,500; youth exchange inbound- 4,269; youth exchange outbound- 387; oliveros scholarship fund- 750; gmrp medical mission- 500; orphan train- 8,339; other- 1000”

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/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICE PROJECTS: ROTARY YOUTH LEADERSHIP AWARDS - 1,524; HIGH SCHOOL SCHOLARSHIPS - 7,000; WISCONSIN ACADEMIC DECATHLON - 1,900; JEFFERSON MIDDLE SCHOOL - 3,664; UNIVERSITY OF WISCONSIN ODYSSEY PROJECT - 1000; HIGH SCHOOL INTERACT CLUB - 500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: LUSSIER COMMUNITY EDUCATION CENTER ADDRESS: 55 SOUTH GAMMON ROAD MADISON, WI 53717 CASH CONTRIBUTION: 10,322 NAME: OTHER VOCATIONAL SERVICE GRANTS CASH CONTRIBUTION: 15,587 NAME: OTHER INTERNATIONAL SERVICE GRANTS CASH CONTRIBUTION: 21,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 511 LICENSES AND PERMITS 10 OTHER EXPENSE 200 COMPUTER SOFTWARE 394 TOTAL 1,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS/LOSSES 10,156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 0 600 TOTAL 0 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 502 0 350
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/ExplanationTxt6VOCATIONAL SERVICE PROJECTS: ROTARY YOUTH LEADERSHIP AWARDS - 1,524; HIGH SCHOOL SCHOLARSHIPS - 7,000; WISCONSIN ACADEMIC DECATHLON - 1,900; JEFFERSON MIDDLE SCHOOL - 3,664; UNIVERSITY OF WISCONSIN ODYSSEY PROJECT - 1000; HIGH SCHOOL INTERACT CLUB - 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERNATIONAL SERVICE PROJECTS: GUATEMALAN MIDWIVES- 4,001; SHELTER BOX- 1,000; POLIO PLUS- 1,500; YOUTH EXCHANGE INBOUND- 4,269; YOUTH EXCHANGE OUTBOUND- 387; OLIVEROS SCHOLARSHIP FUND- 750; GMRP MEDICAL MISSION- 500; ORPHAN TRAIN- 8,339; OTHER- 1000
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW LOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06088336762
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-20
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/IPDt02019-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:59:43
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/PreparationDt02019-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL KOLLATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-27T13:59:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,268
Liabilities
$852
Net assets
$331,416
Revenue
$65,451
Expenses
$53,294
Net income
$12,157
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