MADISON ROTARY FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1928

Legal Domicile

Principal Officer

ROBIN MILLER

Phone

2033181875

Tax Period

2024-07-01 to 2025-06-30

MADISON ROTARY FOUNDATION INC, founded in 1928, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. The organization ran a surplus of $28K, a strong 32% operating margin.

Mission

PROMOTES WORLD UNDERSTANDING THROUGH INTERNATIONAL HUMANITARIAN SERVICE PROGRAMS AND EDUCATIONAL AND CULTURAL EXCHANGES. IT IS SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND OTHERS WHO SHARE ITS VISION OF A BETTER WORLD.

Program Service Accomplishments

Program 1

Expenses: $51,542

TO CONTRIBUTE FUNDS AND SERVICES TO VARIOUS COMMUNITY AND INTERNATIONAL ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $31,808

Program Service Revenue $0

Investment Income $17,127

Other Revenue $38,772

TOTAL REVENUE $87,707

Expense Breakdown

Grants Paid $50,142

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,542

Other Expenses $9,238

TOTAL EXPENSES $59,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,707	$82,103	+0.1%
Expenses	$59,380	$76,289	-0.2%
Net Income	$28,327	$5,814	+3.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF CAIRNS	PRESIDENT	2.00	Officer Director	$0	$0	$0
TISH BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBIN MILLER	TREASURER	2.00	Officer Director	$0	$0	$0
KENNETH J MUNRO JR	SARGEANT AT ARMS	1.00	Officer Director	$0	$0	$0
DAVID T MOORE	SARGEANT AT ARMS	1.00	Officer Director	$0	$0	$0
ROB STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
KEN MUNRO	DIRECTOR	1.00	Director	$0	$0	$0
OLANDO PETGRAVE	DIRECTOR	1.00	Director	$0	$0	$0
LISA DANIELLE	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
CHRIS BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JANET SANDELLA	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SCOTT	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$87,707	$59,380	$310,321	$28,327
2024	$82,103	$76,289	$281,994	$5,814
2023	$138,510	$136,895	$276,180	$1,615
2022	$211,052	$197,055	$274,565	$13,997
2021	$135,506	$120,912	$260,568	$14,594
2020	$124,060	$98,013	$245,974	$26,047
2019	$127,749	$136,296	$219,927	$-8,547