Civic Intelligence

Rotary South Valley Charities

990 • Fiscal year 2015 • EIN 01-0814995

Jul 01, 2014 to Jun 30, 2015 • Filed on May 09, 2016

Organization ProfileWWW.RIOGRANDEROTARY.COM
6804 4th Street NW - Pmb 146Los Ranchos, NM 87107

(505) 818-2149

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-363%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$67,931

Down $29,131 (-30%) from 2014

Net Assets

Down

$67,931

Down $29,131 (-30%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

Down

$8,030

Down $33,698 (-81%) from 2014

Expenses

Down

$37,161

Down $21,293 (-36%) from 2014

Net Income

Down

-$29,131

Down $12,405 (-74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0Assets 2011: $117,079Liabilities 2011: $0Net Assets 2011: $117,0792011Assets 2012: $123,379Liabilities 2012: $0Net Assets 2012: $123,3792012Assets 2013: $113,788Liabilities 2013: $0Net Assets 2013: $113,7882013Assets 2014: $97,062Liabilities 2014: $0Net Assets 2014: $97,0622014Assets 2015: $67,931Liabilities 2015: $0Net Assets 2015: $67,9312015Assets 2016: $78,703Liabilities 2016: $0Net Assets 2016: $78,7032016Assets 2017: $128,628Liabilities 2017: $0Net Assets 2017: $128,6282017Assets 2018: $139,147Liabilities 2018: $48,094Net Assets 2018: $91,0532018Assets 2019: $124,654Liabilities 2019: $0Net Assets 2019: $124,6542019Assets 2020: $47,622Liabilities 2020: $0Net Assets 2020: $47,6222020Assets 2021: $48,772Liabilities 2021: $0Net Assets 2021: $48,7722021Assets 2022: $70,122Liabilities 2022: $0Net Assets 2022: $70,1222022

Highlighted filing

2015

Assets$67,931
Liabilities$0
Net Assets$67,931
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $7,7672011Expenses 2012: $37,4022012Revenue 2013: $41,991Expenses 2013: $51,582Net Income 2013: -$9,5912013Revenue 2014: $41,728Expenses 2014: $58,454Net Income 2014: -$16,7262014Revenue 2015: $8,030Expenses 2015: $37,161Net Income 2015: -$29,1312015Revenue 2016: $32,311Expenses 2016: $21,539Net Income 2016: $10,7722016Revenue 2017: $80,361Expenses 2017: $30,436Net Income 2017: $49,9252017Revenue 2018: -$7,837Expenses 2018: $29,738Net Income 2018: -$37,5752018Revenue 2019: $78,074Expenses 2019: $44,473Net Income 2019: $33,6012019Revenue 2020: $22,735Expenses 2020: $99,767Net Income 2020: -$77,0322020Revenue 2021: $4,750Expenses 2021: $3,600Net Income 2021: $1,1502021Revenue 2022: $46,513Expenses 2022: $25,163Net Income 2022: $21,3502022

Highlighted filing

2015

Revenue$8,030
Expenses$37,161
Net Income-$29,131
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 9, 2016
Return Version
2014v6.0
Gross Receipts
$60,083
Mission and Program Overview

Mission

Local rotary club foundation that awards grants using rotary foundation guidelines. Most grants go to nonprofit organizations and schools that help disadvantaged youths and families in albuquerque and the south valley.

Rotary club foundation that awards grants, primarily to support albuquerque and its south valley

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$97,062$67,931▼ $29,131
Savings and Temporary Cash Investments$89,084$49,689▼ $39,395
Cash and Non-Interest-Bearing Accounts$7,978$18,242▲ $10,264
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$97,062$67,931▼ $29,131
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,062$67,931▼ $29,131
Total Liabilities and Net Assets / Fund Balance$97,062$67,931▼ $29,131
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Andrew GarrisonPresident
Timothy ReynoldsPresident Elect
Charles PhillippiDirector
James WidlandDirector
Ethan GoodmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,079
Program Service Revenue
$0
Investment Income
$29
Other Revenue
$-2,078
Change in Net Assets
$-29,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,129
Other Expenses$32
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,129--$37,129
Office Expenses-$32-$32
Total Functional Expenses$37,129$32$0$37,161
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
HOLMAN'S FOUNDATION FOR AUTISMAlbuquerque, NM501(c)(3)Provide a Local Charity With Funding for Special Computers for Autistic Children in Need.$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$52,053
Fundraising Gross Income$49,975
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Tournament$60,054$49,975$1,631$48,344
Total Events$60,054$49,975$52,053$-2,078
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A draft of form 990 with all schedules is provided to the governing board for approval before it is filed with the irs and the new mexico attorney general's charities section. If the board has any questions or comments, these are answered and form 990 is revised as necessary before it is filed.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents and forms 990 are available upon request. The foundation is registered with the new mexico attorney general's office - charitable organizations section (nmag). Its governing documents and forms 990 are posted on the nmag's website at www.nmag.gov - charitible organizations section.”

Filing and Contact Details

Filer

Filer Name
Rotary South Valley Charities
EIN
01-0814995
Phone
5058182149
Address
6804 4TH STREET NW - PMB 146, LOS RANCHOS, NM 87107

Signing Officer

Name
Timothy Reynolds
Title
President
Phone
5058182149
Signed
2016-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Reynolds
Formed
2004
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Ethan Goodman CPA LLC
Address
3533 THAXTON AVE SE, ALBUQUERQUE, NM 87106
Preparer
Ethan F Goodman CPA
Phone
5052560997
Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE A LOCAL CHARITY WITH FUNDING FOR SPECIAL COMPUTERS FOR AUTISTIC CHILDREN IN NEED.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLMAN'S FOUNDATION FOR AUTISM
IRS990ScheduleI/RecipientTable/RecipientEIN0464141464
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06201 JEFFERSON ST NE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALBUQUERQUE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd087109
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AWARDS GRANTS TO TAX-EXEMPT SOCIAL WELFARE ORGANIZATIONS AND SCHOOLS, MOSTLY IN ALBUQUERQUE, NM. THE CHARITABLE GRANT PROCESS STARTS WITH A REQUEST FROM THE NONPROFIT OR SCHOOL FOR A SPECIFIC NEED, INCLUDING A BUDGET. IF THE REQUEST IS GRANTED, THE FOUNDATION THEN REQUESTS A REPORT UPON COMPLETION TO SHOW THAT THE SPECIFIC PROJECT OR NEED WAS ACCOMPLISHED. THE CHARITY USES MANY OF THE GUIDELINES SUGGESTED BY ROTARY INTERNATIONAL AND THE ROTARY FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 WITH ALL SCHEDULES IS PROVIDED TO THE GOVERNING BOARD FOR APPROVAL BEFORE IT IS FILED WITH THE IRS AND THE NEW MEXICO ATTORNEY GENERAL'S CHARITIES SECTION. IF THE BOARD HAS ANY QUESTIONS OR COMMENTS, THESE ARE ANSWERED AND FORM 990 IS REVISED AS NECESSARY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S GOVERNING DOCUMENTS AND FORMS 990 ARE AVAILABLE UPON REQUEST. THE FOUNDATION IS REGISTERED WITH THE NEW MEXICO ATTORNEY GENERAL'S OFFICE - CHARITABLE ORGANIZATIONS SECTION (NMAG). ITS GOVERNING DOCUMENTS AND FORMS 990 ARE POSTED ON THE NMAG'S WEBSITE AT WWW.NMAG.GOV - CHARITIBLE ORGANIZATIONS SECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY CLUB OF ALBUQUERQUE RIO GRANDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0861043252
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE DIRECT AND INDIRECT SUPPORT TO THE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06804 4TH STREET NW - PMB 146
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS RANCHOS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd087107
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0VOLUNTEER SERVICES - NOT VALUED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF ALBUQUERQUE RIO GRANDE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt097062
IRS990/TotalAssetsEOYAmt067931
IRS990/TotalAssetsGrp/BOYAmt097062
IRS990/TotalAssetsGrp/EOYAmt067931
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010079
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037129
IRS990/TotalFunctionalExpensesGrp/TotalAmt037161
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt097062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt067931
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037129
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-2049
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08030
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt097062
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt067931
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06804 4TH NW PMB 146
IRS990/USAddress/CityNm0LOS RANCHOS
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087107
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.RIOGRANDEROTARY.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05058182149
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY SOUTH VALLEY CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0010814995
ReturnHeader/Filer/PhoneNum05058182149
ReturnHeader/Filer/USAddress/AddressLine1Txt06804 4TH STREET NW - PMB 146
ReturnHeader/Filer/USAddress/CityNm0LOS RANCHOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263779008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ETHAN GOODMAN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03533 THAXTON AVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087106
ReturnHeader/PreparerPersonGrp/PhoneNum05052560997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ETHAN F GOODMAN CPA
ReturnHeader/ReturnTs02016-05-12T02:33:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,931
Liabilities
$0
Net assets
$67,931
Revenue
$8,030
Expenses
$37,161
Net income
-$29,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.47$0.25$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.23$1.00$0.77
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.78$0.44$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.48$0.91$0.08$0.30$0.38
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.80$0.30$0.50
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.32$0.22$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.08$0.37$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.42$0.58$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.42$0.52$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.08