MADISON ROTARY FOUNDATION

EIN: 930757050 501(c)(3) Community Improvement

MADISON, WI

Total Revenue
$1,100,384
Total Expenses
$1,021,725
Total Assets
$19,386,767
Net Assets
$18,057,531
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1932
Legal Domicile
WI
Principal Officer
SANDY MORALES
Phone
6082559164
Tax Period
2024-07-01 to 2025-06-30

MADISON ROTARY FOUNDATION, founded in 1932, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 7% surplus.

Mission

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.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $358,118
Program Service Revenue $0
Investment Income $597,166
Other Revenue $145,100
TOTAL REVENUE $1,100,384

Expense Breakdown

Grants Paid $833,701
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $917,535
Other Expenses $188,024
TOTAL EXPENSES $1,021,725

Year-over-Year Comparison

2024 2023 Change
Revenue $1,100,384 $672,744 +0.6%
Expenses $1,021,725 $960,913 +0.1%
Net Income $78,659 $-288,169 -1.3%
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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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
75

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
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SANDY MORALES PRESIDENT 1.00
Officer Director
$0 $0 $0
PAUL HOFFMANN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
KIRSTEN HOUGHTON TRUSTEE 1.00
Director
$0 $0 $0
CHARLES MCLIMANS TRUSTEE 1.00
Director
$0 $0 $0
JEFF TEWS TRUSTEE 1.00
Director
$0 $0 $0
ERIC SCHWARTZ TRUSTEE 1.00
Director
$0 $0 $0
TAMMY THAYER TRUSTEE 1.00
Director
$0 $0 $0
JOE LOEHNIS TRUSTEE 1.00
Director
$0 $0 $0
ROB VAN DEN BERG TRUSTEE 1.00
Director
$0 $0 $0
ED FUTA TRUSTEE 1.00
Director
$0 $0 $0
STACY NEMETH TRUSTEE 1.00
Director
$0 $0 $0
WILLIE LARKIN TRUSTEE 1.00
Director
$0 $0 $0
ANITA MAHAMED TRUSTEE 1.00
Director
$0 $0 $0
MARK WESTOVER TRUSTEE 1.00
Director
$0 $0 $0
ASHLEY QUINTO POWELL TRUSTEE 1.00
Director
$0 $0 $0
VALERIE RENK TRUSTEE 1.00
Director
$0 $0 $0
PATRICIA JENKINS SECRETARY 11.00
Officer
$0 $0 $0
DAVE DUCHOW TREASURER 1.00
Officer
$0 $0 $0
CHRIS RICH ASSISTANT TREASURER 1.00
Officer
$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 $1,100,384 $1,021,725 $19,386,767 $78,659
2024 $672,744 $960,913 $17,619,189 $-288,169
2023 $1,089,085 $915,890 $16,215,394 $173,195
2022 $1,258,120 $811,463 $14,566,656 $446,657
2021 $771,614 $760,860 $16,471,750 $10,754
2020 $1,025,021 $829,269 $13,278,640 $195,752
2019 $1,403,547 $860,894 $13,433,749 $542,653
2018 $1,670,097 $815,061 $12,751,311 $855,036
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