Civic Intelligence

Madison West Towne - Middleton Rotary Foundation Inc

990EZ • Fiscal year 2020 • EIN 51-0163955

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

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

58th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-38%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

31st percentile

-6.5%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-26%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$310,591

Down $21,677 (-6.5%) from 2019

Net Assets

Down

$309,592

Down $21,824 (-6.6%) from 2019

Liabilities

Up

$999

Up $147 (+17%) from 2019

Revenue

Down

$48,646

Down $16,805 (-26%) from 2019

Expenses

Up

$67,320

Up $14,026 (+26%) from 2019

Net Income

Down

-$18,674

Down $30,831 (-254%) from 2019

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

2020

Assets$310,591
Liabilities$999
Net Assets$309,592

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

2020

Revenue$48,646
Expenses$67,320
Net Income-$18,674
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.0
Gross Receipts
$53,339
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- 1000.00, GUATEMALAN MIDWIVES EDUCATION- 13,750.00, SHELTER BOX- 1000.00, POLIO PLUS- 1500.00, THVCR, HAITI- 2000.00, YOUTH EXCHANGE, INBOUND- 3511.77,$35,276$35,276
COMMUNITY SERVICE PROJECTS: FOOD BANKS- 3000.00, HABITAT FOR HUMANITY- 500.00, LUSSIER COMMUNITY EDUCATION CENTER- 8150.00, MIDDLETON OUTREACH MINISTRIES- 2500.00.$14,150$15,215
VOCATIONAL SERVICE PROJECTS: HIGH SCHOOL SCHOLARSHIPS- 7000.00, INTERACT HIGH SCHOOL CLUB- 500.00, WISCONSIN ACADEMIC DECATHLON- 1950.00, JEFFERSON MIDDLE SCHOOL- 3685.00, UNIVERSITY OF WISCONSIN ODYSSEY PROJECT- 1000.00.$14,135$14,135
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE AUNEPresidentPT$0--
CONNIE FISHVice PresidePT$0--
JACK FERRERISecretaryPT$0--
RICHARD COOPERTreasurerPT$0--
DAWN FRANKDirectorPT$0--
DEB DIETERDirectorPT$0--
ABBY BENBOWDirectorPT$0--
BARRY PACEDirectorPT$0--
EDWARD FINKDirectorPT$0--
KATHY ROBERGDirectorPT$0--
KEVIN MORANDirectorPT$0--
ROXANNE BRAZEAUDirectorPT$0--
DEAN RYERSONDirectorPT$0--
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
Steve Aune
Title
President
Phone
6082191902
Signed
2020-11-02
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: 35,276 name: lussier community education center address: 55 south gammon road madison, wi 53717 cash contribution: 8,150 name: other community service grants cash contribution: 6,000 name: other vocational service grants cash contribution: 14,135

Form 990-ez, Part I, Line 16

Expenses bank fees 154 licenses and permits 25 club service expenses 1,065 miscellaneous expenses 1,990 total 3,234

Form 990-ez, Part I, Line 20

Change in unrealized gains/losses -3,149

Form 990-ez, Part II, Line 24

Accounts receivable 600 0 total 600 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 503 499 350 500

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: high school scholarships- 7000.00, interact high school club- 500.00, wisconsin academic decathlon- 1950.00, jefferson middle school- 3685.00, university of wisconsin odyssey project- 1000.00.

Raw XML Appendix228 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: HIGH SCHOOL SCHOLARSHIPS- 7000.00, INTERACT HIGH SCHOOL CLUB- 500.00, WISCONSIN ACADEMIC DECATHLON- 1950.00, JEFFERSON MIDDLE SCHOOL- 3685.00, UNIVERSITY OF WISCONSIN ODYSSEY PROJECT- 1000.00.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS INTERNATIONAL SERVICE GRANT CASH CONTRIBUTION: 35,276 NAME: LUSSIER COMMUNITY EDUCATION CENTER ADDRESS: 55 SOUTH GAMMON ROAD MADISON, WI 53717 CASH CONTRIBUTION: 8,150 NAME: OTHER COMMUNITY SERVICE GRANTS CASH CONTRIBUTION: 6,000 NAME: OTHER VOCATIONAL SERVICE GRANTS CASH CONTRIBUTION: 14,135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 154 LICENSES AND PERMITS 25 CLUB SERVICE EXPENSES 1,065 MISCELLANEOUS EXPENSES 1,990 TOTAL 3,234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS/LOSSES -3,149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 600 0 TOTAL 600 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 503 499 350 500
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: HIGH SCHOOL SCHOLARSHIPS- 7000.00, INTERACT HIGH SCHOOL CLUB- 500.00, WISCONSIN ACADEMIC DECATHLON- 1950.00, JEFFERSON MIDDLE SCHOOL- 3685.00, UNIVERSITY OF WISCONSIN ODYSSEY PROJECT- 1000.00.
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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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/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL KOLLATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-03T08:23:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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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