Nonprofit · EIN 93-0757050
MADISON ROTARY FOUNDATION
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,100,384 | $1,021,725 | $78,659 | $19,386,767 | $1,329,236 | $18,057,531 |
| June 30, 2024 | 990 | $672,744 | $960,913 | -$288,169 | $17,619,189 | $1,282,875 | $16,336,314 |
| June 30, 2023 | 990 | $1,089,085 | $915,890 | $173,195 | $16,215,394 | $1,337,437 | $14,877,957 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $358,118
- Program service revenue
- $0
- Investment income
- $597,166
- Net gain from sales of assets
- $208,008
- Other revenue
- $145,100
Expenses
- Grants and similar amounts paid
- $833,701
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $31,780
- Program services (functional)
- $917,535
- Management and general (functional)
- $104,190
Balance sheet and other
- Total assets, start of year
- $17,619,189
- Total assets, end of year
- $19,386,767
- Total liabilities, end of year
- $1,329,236
- Net assets, end of year
- $18,057,531
- Publicly traded securities
- $18,356,588
- Net assets without donor restrictions
- $2,979,291
- Net assets with donor restrictions
- $15,078,240
- Gross receipts
- $1,616,372
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1932
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDY MORALES | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PAUL HOFFMANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KIRSTEN HOUGHTON | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES MCLIMANS | TRUSTEE Trustee or director | 1 | $0 |
| JEFF TEWS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 |
| TAMMY THAYER | TRUSTEE Trustee or director | 1 | $0 |
| JOE LOEHNIS | TRUSTEE Trustee or director | 1 | $0 |
| ROB VAN DEN BERG | TRUSTEE Trustee or director | 1 | $0 |
| ED FUTA | TRUSTEE Trustee or director | 1 | $0 |
| STACY NEMETH | TRUSTEE Trustee or director | 1 | $0 |
| WILLIE LARKIN | TRUSTEE Trustee or director | 1 | $0 |
| ANITA MAHAMED | TRUSTEE Trustee or director | 1 | $0 |
| MARK WESTOVER | TRUSTEE Trustee or director | 1 | $0 |
| ASHLEY QUINTO POWELL | TRUSTEE Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE RENK | TRUSTEE Trustee or director | 1 | $0 |
| PATRICIA JENKINS | SECRETARY Officer | 11 | $0 |
| DAVE DUCHOW | TREASURER Officer | 1 | $0 |
| CHRIS RICH | ASSISTANT TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG DITTMANN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SANDY MORALES | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DEI FLEARY-SIMMONS | TRUSTEE (THRU MID-NOV) Trustee or director | 1 | $0 |
| MIKE GOTZLER | TRUSTEE Trustee or director | 1 | $0 |
| PAUL HOFFMANN | TRUSTEE Trustee or director | 1 | $0 |
| JEFF TEWS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 |
| TAMMY THAYER | TRUSTEE Trustee or director | 1 | $0 |
| JOE LOEHNIS | TRUSTEE Trustee or director | 1 | $0 |
| OSCAR MIRELES | TRUSTEE (THRU JULY) Trustee or director | 1 | $0 |
| ROB VAN DEN BERG | TRUSTEE Trustee or director | 1 | $0 |
| ED FUTA | TRUSTEE Trustee or director | 1 | $0 |
| TERESA HOLMES | TRUSTEE Trustee or director | 1 | $0 |
| WILLIE LARKIN | TRUSTEE Trustee or director | 1 | $0 |
| ANITA MAHAMED | TRUSTEE Trustee or director | 1 | $0 |
| MARK WESTOVER | TRUSTEE Trustee or director | 1 | $0 |
| PATRICIA JENKINS | SECRETARY Officer | 11 | $0 |
| JOE MCNEIL | TREASURER Officer | 1 | $0 |
| DAVE DUCHOW | ASSISTANT TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG DITTMANN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| VALERIE RENK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRIAN BASKEN | TRUSTEE Trustee or director | 1 | $0 |
| MIKE GOTZLER | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA KAMINSKI | TRUSTEE Trustee or director | 1 | $0 |
| JEFF TEWS | TRUSTEE Trustee or director | 1 | $0 |
| SANDY MORALES | TRUSTEE Trustee or director | 1 | $0 |
| JORGE HIDALGO | TRUSTEE (THRU NOV) Trustee or director | 1 | $0 |
| JOE LOEHNIS | TRUSTEE Trustee or director | 1 | $0 |
| OSCAR MIRELES | TRUSTEE Trustee or director | 1 | $0 |
| DAWN CRIM | TRUSTEE Trustee or director | 1 | $0 |
| ED FUTA | TRUSTEE Trustee or director | 1 | $0 |
| TERESA HOLMES | TRUSTEE Trustee or director | 1 | $0 |
| WILLIE LARKIN | TRUSTEE Trustee or director | 1 | $0 |
| ANITA MAHAMED | TRUSTEE Trustee or director | 1 | $0 |
| ALEX YSQUIERDO | TRUSTEE (THRU NOV) Trustee or director | 1 | $0 |
| PATRICIA JENKINS | SECRETARY Officer | 10 | $0 |
| JOE MCNEIL | TREASURER Officer | 1 | $0 |
| DAVE DUCHOW | ASSISTANT TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2 S CARROLL ST STE 255, MADISON, WI 53703-6018
- Principal officer (990 for 2024)
- SANDY MORALES, 2 S CARROLL STREET 255, MADISON, WI 53703
- Signed the 990
- PATRICIA JENKINS, SECRETARY
- Phone
- (608) 255-9164
- Return prepared by
- WEGNER CPAS LLP
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.
Program accomplishments
- SCHOLARSHIPS - THE FOUNDATION'S SCHOLARSHIPS PROGRAM PROVIDES FOUR-YEAR COLLEGE SCHOLARSHIP ASSISTANCE TO SELECTED STUDENTS. THE SCHOLARSHIP COMMITTEE ANNUALLY WORKS TO SELECT STUDENTS IN ACCORDANCE WITH THE WISHES OF THE DONORS.Expenses $484,274 · grants $466,800
- GRANTS - COMMUNITY GRANTS INCLUDING EXCELLENCE IN EDUCATION, INNOVATION, AND THE GOODMAN GRANTS ARE AWARDED ANNUALLY TO OTHER MADISON COMMUNITY NON-PROFIT ORGANIZATIONS. THE COMMUNITY AND OTHER GRANTS ARE GENERALLY PAID OUT WITH THE AWARD.Expenses $349,979 · grants $337,351
- YOUTH AWARDS AND PROGRAMS - THROUGH ITS YOUTH AWARDS, THE FOUNDATION RECOGNIZES DANE COUNTY HIGH SCHOOL STUDENTS IN MULTIPLE ACHIEVEMENT CATEGORIES. EACH STUDENT RECEIVES A CERTIFICATE AND A MONETARY AWARD FROM THE FOUNDATION.Expenses $83,282 · grants $29,550
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0757050
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S800)
- Assets (IRS master file)
- $19,386,767
- Income (IRS master file)
- $1,616,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,100,384 | $1,021,725 | $19,386,767 | XML |
| 990 | June 2024 | $672,744 | $960,913 | $17,619,189 | XML |
| 990 | June 2023 | $1,089,085 | $915,890 | $16,215,394 | XML |
| 990 | June 2022 | $1,258,120 | $811,463 | $14,566,656 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0757050).
Questions about MADISON ROTARY FOUNDATION
- What is the EIN of MADISON ROTARY FOUNDATION?
- The employer identification number (EIN) of MADISON ROTARY FOUNDATION is 93-0757050.
- Is MADISON ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to MADISON ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MADISON ROTARY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MADISON ROTARY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MADISON ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MADISON ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names SANDY MORALES.
- Who are the officers and directors of MADISON ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does MADISON ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,100,384, expenses of $1,021,725 and total assets of $19,386,767 at year end.
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- CENTER FOR COMMUNITY STEWARDSHIP INC EIN 68-0501459 · last filed 990 for 2024
- FORWARD COMMUNITY INVESTMENTS INC EIN 39-1815578 · last filed 990 for 2024
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All nonprofits in MADISON · Wisconsin · Community improvement and capacity building