Madison Rotary Foundation
Donations deductibleMadison Rotary Foundation's network
16 people14 organisationsi16 people and 14 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (17) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anita Mahamed | Trustee | 2023 | 3 yrs |
| Ashley Quinto Powell | Trustee | 2025 | 1 yr |
| Charles McLimans | Trustee | 2025 | 1 yr |
| ED Futa | Trustee | 2023 | 3 yrs |
| Eric Schwartz | Trustee | 2024 | 2 yrs |
| Jeff Tews | Trustee | 2022 | 4 yrs |
| Joe Loehnis | Trustee | 2022 | 4 yrs |
| Kirsten Houghton | Trustee | 2025 | 1 yr |
| Mark Westover | Trustee | 2024 | 2 yrs |
| Paul Hoffmann | Vice President | 2024 | 2 yrs |
| Rob Van Den Berg | Trustee | 2024 | 2 yrs |
| Sandy Morales | President | 2021 | 5 yrs |
| Stacy Nemeth | Trustee | 2025 | 1 yr |
| Tammy Thayer | Trustee | 2024 | 2 yrs |
| Valerie Renk | Trustee | 2021 | 5 yrs |
| Willie Larkin | Trustee | 2023 | 3 yrs |
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Chris Rich | Assistant Treasurer | 2025 |
| David Duchow | Treasurer | since 2018 |
| Dawn Crim | President | 2022 |
| Joe McNeil | Treasurer | since 2020 |
| Joel McNeil | Treasurer | since 2018 |
| Patricia L Jenkins | Company secretary | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Sandy Morales | President | 1 | $0 | ||
| Paul Hoffmann | Vice President | 1 | $0 | ||
| Kirsten Houghton | Trustee | 1 | $0 | ||
| Charles McLimans | Trustee | 1 | $0 | ||
| Jeff Tews | Trustee | 1 | $0 | ||
| Eric Schwartz | Trustee | 1 | $0 | ||
| Tammy Thayer | Trustee | 1 | $0 | ||
| Joe Loehnis | Trustee | 1 | $0 | ||
| Rob van Den Berg | Trustee | 1 | $0 | ||
| Ed Futa | Trustee | 1 | $0 | ||
| Stacy Nemeth | Trustee | 1 | $0 | ||
| Willie Larkin | Trustee | 1 | $0 | ||
| Anita Mahamed | Trustee | 1 | $0 | ||
| Mark Westover | Trustee | 1 | $0 | ||
| Ashley Quinto Powell | Trustee | 1 | $0 | ||
| Valerie Renk | Trustee | 1 | $0 | ||
| Patricia Jenkins | Secretary | 11 | $0 | ||
| Dave Duchow | Treasurer | 1 | $0 | ||
| Chris Rich | Assistant Treasurer | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Madison Rotary Foundation
- EIN
- 930757050
- Address
- 2 S Carroll St Ste 255, Madison, WI, 53703-6018
- State
- Wisconsin
- 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. (as filed on the Form 990)
- Activity (NTEE)
- S800 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 8 (IRS master file code)
- Formed
- 1932
- Principal officer
- Sandy Morales (as named on the Form 990)
- IRS ruling date
- 1 September 1942
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥5years on the filingsSandy Morales
≥5years on the filingsValerie Renk
≥4years on the filingsJeff Tews
≥4years on the filingsJoe Loehnis
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $19.4m
- Total liabilities
- $1.3m
- Net assets or fund balances
- $18.1m
- Contributions and grants received
- $358k
- Program service revenue
- $0
- Grants and similar paid out
- $834k
- Employees
- 0
- Volunteers
- 75
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $673k | $961k | Deficit $288k |
As filed on the IRS Form 990. US dollars.
Grants paid
6 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Madison Metropolitan School District | General support | $71k |
| Urban League of Greater Madison | Comprehensive array of youth empowerment programming | $50k |
| Big Brothers and Big Sisters of Dane County Inc | Expanding, enhancing 2 school based mentoring programs | $40k |
| One City Schools | Volunteer tutoring program | $25k |
| Simpson Street Free Press Inc | Stipends to students, admin & operating costs | $14k |
| Wisconsin Youth Symphony Orchestras (Wyso) | Growing and enriching its music makers ensemble programs | $14k |