Civic Intelligence

Rotary Club of Lake Conroe

EIN 36-4012463 • 501(c)4 • Montgomery, TX

Profile

Rotary - Club Operating Entity

PO Box 1252Montgomery, TX 77356

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-54%

Faster asset growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

5.1%

Faster revenue growth than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,457

Down $6,345 (-54%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$5,457

Down $6,345 (-54%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$36,754

Up $1,792 (+5.1%) from 2017

Expenses

Up

$43,099

Up $11,165 (+35%) from 2017

Net Income

Down

-$6,345

Down $9,373 (-310%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $10,131Liabilities 2010: $3,080Net Assets 2010: $7,0512010Assets 2011: $9,070Liabilities 2011: $6,121Net Assets 2011: $2,9492011Assets 2012: $13,600Liabilities 2012: $2,741Net Assets 2012: $10,8592012Assets 2013: $17,407Liabilities 2013: $2,976Net Assets 2013: $14,4312013Assets 2014: $18,884Liabilities 2014: $3,182Net Assets 2014: $15,7022014Assets 2015: $21,295Liabilities 2015: $550Net Assets 2015: $20,7452015Assets 2016: $9,324Liabilities 2016: $550Net Assets 2016: $8,7742016Assets 2017: $11,802Net Assets 2017: $11,8022017Assets 2018: $5,457Net Assets 2018: $5,4572018

Highlighted filing

2018

Assets$5,457
Liabilities-
Net Assets$5,457
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $42,992Expenses 2010: $37,451Net Income 2010: $5,5412010Revenue 2011: $38,553Expenses 2011: $42,655Net Income 2011: -$4,1022011Revenue 2012: $42,165Expenses 2012: $34,255Net Income 2012: $7,9102012Revenue 2013: $43,777Expenses 2013: $40,205Net Income 2013: $3,5722013Revenue 2014: $40,661Expenses 2014: $39,390Net Income 2014: $1,2712014Revenue 2015: $47,353Expenses 2015: $42,310Net Income 2015: $5,0432015Revenue 2016: $101,596Expenses 2016: $113,567Net Income 2016: -$11,9712016Revenue 2017: $34,962Expenses 2017: $31,934Net Income 2017: $3,0282017Revenue 2018: $36,754Expenses 2018: $43,099Net Income 2018: -$6,3452018

Highlighted filing

2018

Revenue$36,754
Expenses$43,099
Net Income-$6,345
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,457
Liabilities
-
Net assets
$5,457
Revenue
$36,754
Expenses
$43,099
Net income
-$6,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.05$0.37$0.43$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.35$0.32$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.09$1.02$1.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.21$0.47$0.42$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.03$0.16$0.41$0.39$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.03$0.14$0.44$0.40$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.03$0.11$0.42$0.34$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.06$0.03$0.39$0.43$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.03$0.07$0.43$0.37$0.06
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 21, 2016
Return Version
2015v2.1
Gross Receipts
$101,596
Mission and Program Overview

Mission

Rotary - Club Operating Entity

Program Services

DescriptionGrantsExpenses
DISTRICT EXPENSES - CLUB FUNCTIONS FOR THE DISTRICT CONFERENCE-$71,586
ROTARY CLUB - COLLECTION OF DUES AND FEES, ALL USED FOR THE OPERATION OF THE CLUB. CLUB PROVIDES SUPPORT FOR IT'S CHARITABLE FOUNDATION, A SEPARATE ENTITY-$32,199
CLUB MEMBERS DO COMMUNITY SERVICE AND VOLUNTEER WORK FUNDED BY THE CLUB'S CHARITABLE FOUNDATION. THE CLUB'S FOUNDATION DOES THE FUNDRAISING.-$8,131
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY BLEVINS-WINKLEPresidentPT$0--
CHARLES PARADATreasurerPT$0--
VICTORIA EDWARDSSecretaryPT$0--
DAVID ANDERSONPresident ElectPT$0--
SHANON SALSBURYDirectorPT$0--
JAN RICKETTSDirectorPT$0--
RICK ADAMSDirectorPT$0--
DANIELA MEADDirectorPT$0--
DEANNA VOITLEDirectorPT$0--
GARY MILLESONPast PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lake Conroe
EIN
36-4012463
Phone
9365821550
Address
PO Box 1252, Montgomery, TX 77356

Signing Officer

Name
Audrey Blevins-winkle
Title
President
Phone
9365821550
Signed
2016-09-21

Preparer

Firm
Kenneth L Thomet CPA
Address
16955 WALDEN RD STE 118, MONTGOMERY, TX 77356-3228
Preparer
Kenneth Thomet
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Advertising/Sponsers 300.”

Form 990EZ, Part I, Line 8

“District Conference 65347.”

Form 990EZ, Part I, Line 8

“Club Event 538.”

Form 990EZ, Part I, Line 16

“Club Service Expenses 2436.”

Form 990EZ, Part I, Line 16

“Cost of Club Functions 32199.”

Form 990EZ, Part I, Line 16

“District Expenses 71586.”

Form 990EZ, Part I, Line 16

“Membership Recruitment 735.”

Form 990EZ, Part I, Line 16

“Misc 100.”

Form 990EZ, Part I, Line 16

“Rotary International Expenses 5695.”

Form 990EZ, Part I, Line 16

“Flowers & Gifts 816.”

Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Kenneth L Thomet CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09365821550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016955 Walden Road Suite 118
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09324
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11971
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09324
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0101596
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035411
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020745
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020745
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt910.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AUDREY BLEVINS-WINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES PARADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICTORIA EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANON SALSBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAN RICKETTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICK ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DANIELA MEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEANNA VOITLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GARY MILLESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0113567
IRS990EZ/OtherRevenueTotalAmt066185
IRS990EZ/PrimaryExemptPurposeTxt0Rotary - Club Operating Entity
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARY CLUB - COLLECTION OF DUES AND FEES, ALL USED FOR THE OPERATION OF THE CLUB. CLUB PROVIDES SUPPORT FOR IT'S CHARITABLE FOUNDATION, A SEPARATE ENTITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLUB MEMBERS DO COMMUNITY SERVICE AND VOLUNTEER WORK FUNDED BY THE CLUB'S CHARITABLE FOUNDATION. THE CLUB'S FOUNDATION DOES THE FUNDRAISING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DISTRICT EXPENSES - CLUB FUNCTIONS FOR THE DISTRICT CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18131
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt271586
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0550
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0550
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113567
IRS990EZ/TotalProgramServiceExpensesAmt0111916
IRS990EZ/TotalRevenueAmt0101596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising/Sponsers 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1District Conference 65347.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Club Event 538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Club Service Expenses 2436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Cost of Club Functions 32199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5District Expenses 71586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Recruitment 735.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Misc 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rotary International Expenses 5695.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Flowers & Gifts 816.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AUDREY BLEVINS-WINKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09365821550
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Lake Conroe
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0364012463
ReturnHeader/Filer/PhoneNum09365821550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1252
ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077356
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH L THOMET CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016955 WALDEN RD STE 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0773563228
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH THOMET
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-27T15:09:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits