Civic Intelligence

Madison Rotary Foundation

990 • Fiscal year 2012 • EIN 93-0757050

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 03, 2012

Organization ProfileROTARYMADISON.ORG/PAGE/OUR-FOUNDATION
22 North Carroll Street No 20253703
Siviq Scores

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

Liabilities / Assets

36th percentile

0.09x

Higher debt load relative to assets than 36% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

45th percentile

0.2%

Faster asset growth than 45% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$8,351,921

Up $19,119 (+0.2%) from 2011

Net Assets

Down

$7,573,038

Down $94,948 (-1.2%) from 2011

Liabilities

Up

$778,883

Up $114,067 (+17%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$617,762

Up $77,787 (+14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $8,332,802Liabilities 2011: $664,816Net Assets 2011: $7,667,9862011Assets 2012: $8,351,921Liabilities 2012: $778,883Net Assets 2012: $7,573,0382012Assets 2013: $9,229,417Liabilities 2013: $749,173Net Assets 2013: $8,480,2442013Assets 2014: $10,969,559Liabilities 2014: $819,360Net Assets 2014: $10,150,1992014Assets 2015: $10,976,862Liabilities 2015: $871,515Net Assets 2015: $10,105,3472015Assets 2016: $10,582,327Liabilities 2016: $971,997Net Assets 2016: $9,610,3302016Assets 2017: $11,882,978Liabilities 2017: $1,035,777Net Assets 2017: $10,847,2012017Assets 2018: $12,751,311Liabilities 2018: $1,019,425Net Assets 2018: $11,731,8862018Assets 2019: $13,433,749Liabilities 2019: $1,045,072Net Assets 2019: $12,388,6772019Assets 2020: $13,278,640Liabilities 2020: $1,103,969Net Assets 2020: $12,174,6712020Assets 2021: $16,471,750Liabilities 2021: $1,149,194Net Assets 2021: $15,322,5562021Assets 2022: $14,566,656Liabilities 2022: $1,207,017Net Assets 2022: $13,359,6392022Assets 2023: $16,215,394Liabilities 2023: $1,337,437Net Assets 2023: $14,877,9572023Assets 2024: $17,619,189Liabilities 2024: $1,282,875Net Assets 2024: $16,336,3142024Assets 2025: $19,386,767Liabilities 2025: $1,329,236Net Assets 2025: $18,057,5312025

Highlighted filing

2012

Assets$8,351,921
Liabilities$778,883
Net Assets$7,573,038
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $616,412Expenses 2011: $539,975Net Income 2011: $76,4372011Expenses 2012: $617,7622012Expenses 2013: $624,4732013Revenue 2014: $1,160,887Expenses 2014: $648,317Net Income 2014: $512,5702014Revenue 2015: $932,759Expenses 2015: $696,985Net Income 2015: $235,7742015Revenue 2016: $665,835Expenses 2016: $761,535Net Income 2016: -$95,7002016Revenue 2017: $870,590Expenses 2017: $709,540Net Income 2017: $161,0502017Revenue 2018: $1,670,097Expenses 2018: $815,061Net Income 2018: $855,0362018Revenue 2019: $1,403,547Expenses 2019: $860,894Net Income 2019: $542,6532019Revenue 2020: $1,025,021Expenses 2020: $829,269Net Income 2020: $195,7522020Revenue 2021: $771,614Expenses 2021: $760,860Net Income 2021: $10,7542021Revenue 2022: $1,258,120Expenses 2022: $811,463Net Income 2022: $446,6572022Revenue 2023: $1,089,085Expenses 2023: $915,890Net Income 2023: $173,1952023Revenue 2024: $672,744Expenses 2024: $960,913Net Income 2024: -$288,1692024Revenue 2025: $1,100,384Expenses 2025: $1,021,725Net Income 2025: $78,6592025

Highlighted filing

2012

Revenue-
Expenses$617,762
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 3, 2012
Return Version
2011v1.2
Gross Receipts
$2,037,104
Mission and Program Overview

Mission

The mission of the madison rotary foundation is to work with the rotary club of madison to support its charitable activities, serve as a responsible steward of its resources, and ensure compliance with all regulations.

Major Activities

Activity 2
Scholarship program - provides four year college scholarship assistance to high school seniors in need of financial resources to attend college. Students in the program must submit an official transcript from their college in order to continue receiving the financial assistance, and 22 students received scholarships.
Activity 3
Youth awards program - provides one-time award amounts to local high school students for achievements during the current year or during their high school years. All of the funds provided through these programs provide 100% to recipients/organizations. 40 students received awards this year.
Filing and Contact Details

Filer

EIN
93-0757050
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IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0-634694
IRS990ScheduleD/CurrentYear/OtherExpenditures015975
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear048665
IRS990ScheduleD/ExcessOrDeficitPerFS0-94948
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0617762
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0TO PROVIDE GRANTS AND/OR SCHOLARSHIPS FROM ITS ENDOWMENT FUNDS TO ALLOW THE FUND TO CONTINUE IN PERPETUITY. CURRENT GUIDELINES PROVIDE THAT THE FOUNDATION SHALL USE 5% OF THE AVERAGE MARKET VALUE OF AN ENDOWMENT FUND BASED UPON THREE CALENDAR YEAR END BALANCES PRECEDING THE YEAR THE GRANTS WILL BE AWARDED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-143613
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-143613
IRS990ScheduleD/PermanentEndowmentEOYBalance00.55590
IRS990ScheduleD/RevenueNotRptdF9900-143613
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0666427
IRS990ScheduleD/TotalAdjustments0-143613
IRS990ScheduleD/TotalExpenses0617762
IRS990ScheduleD/TotalExpensesPerForm9900617762
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0666427
IRS990ScheduleD/TotalRevenuePerForm9900666427
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0617762
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0522814
IRS990ScheduleF/BoycottCountries00
IRS990ScheduleF/ContAmountSpent00
IRS990ScheduleF/ContNumberOfEmployees00
IRS990ScheduleF/ContNumberOfOffices00
IRS990ScheduleF/ForeignPartnership00
IRS990ScheduleF/GrantRecordsMaintained01
IRS990ScheduleF/GrantsToOrgsOutsideUS/AmountOfCashGrant010110
IRS990ScheduleF/GrantsToOrgsOutsideUS/MannerOfCashDisbursement0ELECTRONIC FUND TRANSFER
IRS990ScheduleF/GrantsToOrgsOutsideUS/MethodOfValuation0FMV
IRS990ScheduleF/GrantsToOrgsOutsideUS/PurposeOfGrant0FLUORIDE AND NUTRITIONAL PROGRAM FOR RURAL PEOPLE IN PERU.
IRS990ScheduleF/GrantsToOrgsOutsideUS/Region0SOUTH AMERICA
IRS990ScheduleF/InterestInForeignTrust00
IRS990ScheduleF/OwnForeignCorp00
IRS990ScheduleF/PassiveForeignInvestCo00
IRS990ScheduleF/SubtotalAmountSpent00
IRS990ScheduleF/SubtotalNumberOfEmployees00
IRS990ScheduleF/SubtotalNumberOfOffices00
IRS990ScheduleF/TotalAmountSpent00
IRS990ScheduleF/TotalNumberOfEmployees00
IRS990ScheduleF/TotalNumberOfOffices00
IRS990ScheduleF/TotalNumberOfOtherOrgs01

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,351,921
Liabilities
$778,883
Net assets
$7,573,038
Revenue
-
Expenses
$617,762
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.4$1.33$18.1$1.10$1.02$0.08
2024Detailed filing. Detailed filing data is available for this year.$17.6$1.28$16.3$0.67$0.96$0.29
2023Detailed filing. Detailed filing data is available for this year.$16.2$1.34$14.9$1.09$0.92$0.17
2022Detailed filing. Detailed filing data is available for this year.$14.6$1.21$13.4$1.26$0.81$0.45
2021Detailed filing. Detailed filing data is available for this year.$16.5$1.15$15.3$0.77$0.76$0.01
2020Detailed filing. Detailed filing data is available for this year.$13.3$1.10$12.2$1.03$0.83$0.20
2019Detailed filing. Detailed filing data is available for this year.$13.4$1.05$12.4$1.40$0.86$0.54
2018Detailed filing. Detailed filing data is available for this year.$12.8$1.02$11.7$1.67$0.82$0.86
2017Detailed filing. Detailed filing data is available for this year.$11.9$1.04$10.8$0.87$0.71$0.16
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.97$9.61$0.67$0.76$0.10
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.87$10.1$0.93$0.70$0.24
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.82$10.2$1.16$0.65$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$0.75$8.48$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$0.78$7.57$0.62
2011Summary only. Only limited summary data is available for this year.$8.33$0.66$7.67$0.62$0.54$0.08