Civic Intelligence

Rotary South Valley Charities

990 • Fiscal year 2018 • EIN 01-0814995

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization ProfileWWW.RIOGRANDEROTARY.COM
933 San Mateo Blvd NE 500-252Albuquerque, NM 87108

(505) 818-2149

Siviq Scores

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

Liabilities / Assets

87th percentile

0.35x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

479%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.2%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$139,147

Up $10,519 (+8.2%) from 2017

Net Assets

Down

$91,053

Down $37,575 (-29%) from 2017

Liabilities

Up

$48,094

Up $48,094 from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,837

Down $88,198 (-110%) from 2017

Expenses

Down

$29,738

Down $698 (-2.3%) from 2017

Net Income

Down

-$37,575

Down $87,500 (-175%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$139,147
Liabilities$48,094
Net Assets$91,053
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue-$7,837
Expenses$29,738
Net Income-$37,575
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$149,750
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.

Provide grants for charitable programs that support the albuquerque south valley community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$128,628$91,053▼ $37,575
Savings and Temporary Cash Investments$36,475$89,551▲ $53,076
Cash and Non-Interest-Bearing Accounts$92,153$49,596▼ $42,557
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$128,628$139,147▲ $10,519
Liabilities
Accounts Payable and Accrued Expenses-$48,094-
Total Liabilities$0$48,094▲ $48,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$128,628$91,053▼ $37,575
Total Liabilities and Net Assets / Fund Balance$128,628$139,147▲ $10,519
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Dan CoverPresident
Sarah RobinsonPresident Elect
Daniel DominguezVice President
Alejandra TaracenaSecretary
Timothy ReynoldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,000
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$-16,850
Change in Net Assets
$-37,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,201
Other Expenses$3,537
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,201--$26,201
Office Expenses$3,537--$3,537
Total Functional Expenses$29,738$0$0$29,738
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holmans Foundation for AutismAlbuquerque, NM501(c)(3)Fund Autistic Programs$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$157,587
Fundraising Gross Income$140,737
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Tournament$149,737$140,737$59,843$80,894
Total Events$149,737$140,737$157,587$-16,850
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 11B

“A draft of form 990 with all schedules is provided to the governing board before filing with the irs and the new mexico attorney general's charities section. Board questions and/or comments are answered prior to filing form 990.”

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
933 SAN MATEO BLVD NE 500-252, ALBUQUERQUE, NM 87108

Signing Officer

Name
Timothy Reynolds
Title
President
Phone
5058182149
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Cover
Formed
2004
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
30

Preparer

Firm
Ricci & Company LLC
Address
6200 UPTOWN BLVD NE STE 400, ALBUQUERQUE, NM 87110
Preparer
Timothy R Reynolds
Phone
5053380800
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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/RecipientBusinessName/BusinessNameLine1Txt0HOLMANS 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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 WITH ALL SCHEDULES IS PROVIDED TO THE GOVERNING BOARD BEFORE FILING WITH THE IRS AND THE NEW MEXICO ATTORNEY GENERAL'S CHARITIES SECTION. BOARD QUESTIONS AND/OR COMMENTS ARE ANSWERED PRIOR TO FILING FORM 990.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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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/AddressLine1Txt03150 CARLISLE NE STE 211
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALBUQUERQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd087110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0DONATIONS RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1VOLUNTEER SERVICES - NOT VALUED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF ALBUQUERQUE RIO GRANDE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ROTARY CLUB OF ALBUQUERQUE RIO GRANDE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0139147
IRS990/TotalAssetsGrp/BOYAmt0128628
IRS990/TotalAssetsGrp/EOYAmt0139147
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029738
IRS990/TotalFunctionalExpensesGrp/TotalAmt029738
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt048094
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt048094
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt091053
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt029738
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-16837
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-7837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0128628
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139147
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0933 SAN MATEO BLVD NE 500-252
IRS990/USAddress/CityNm0ALBUQUERQUE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087108
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.RIOGRANDEROTARY.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05058182149
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY SOUTH VALLEY CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0010814995
ReturnHeader/Filer/PhoneNum05058182149
ReturnHeader/Filer/USAddress/AddressLine1Txt0933 SAN MATEO BLVD NE 500-252
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB8D14CF63A7E1C34A98C78A30071EDFDD10B023
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.98.120.221
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm017:18:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205949532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICCI & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06200 UPTOWN BLVD NE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05053380800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY R REYNOLDS
ReturnHeader/ReturnTs02019-05-10T18:36:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,147
Liabilities
$48,094
Net assets
$91,053
Revenue
-$7,837
Expenses
$29,738
Net income
-$37,575
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