Civic Intelligence

Rotary International-Pasadena South Rotary

EIN 51-0229932 • 501(c)4 • Pasadena, TX

Profile

ASSIST LESS FORTUNATE

4122 Rancho Vista DrPasadena, TX 77504

www.pasadenasouthrotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-48%

Higher net margin than 13% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

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 2020

Asset Growth

36th percentile

-9.7%

Faster asset growth than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-39%

Faster revenue growth than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$108,391

Down $11,707 (-9.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$108,391

Down $11,707 (-9.7%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin13th percentile

Revenue

Down

$16,410

Down $10,660 (-39%) from 2019

Expenses

Down

$24,213

Down $2,464 (-9.2%) from 2019

Net Income

Down

-$7,803

Down $8,196 (-2085%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2012: $144,797Liabilities 2012: $02012Assets 2013: $154,577Liabilities 2013: $0Net Assets 2013: $154,5772013Assets 2014: $129,034Liabilities 2014: $0Net Assets 2014: $129,0342014Assets 2015: $120,763Liabilities 2015: $0Net Assets 2015: $120,7632015Assets 2016: $121,175Liabilities 2016: $0Net Assets 2016: $121,1752016Assets 2017: $118,358Liabilities 2017: $0Net Assets 2017: $118,3582017Assets 2018: $119,416Liabilities 2018: $0Net Assets 2018: $119,4162018Assets 2019: $120,098Liabilities 2019: $0Net Assets 2019: $120,0982019Assets 2020: $108,391Liabilities 2020: $0Net Assets 2020: $108,3912020

Highlighted filing

2020

Assets$108,391
Liabilities$0
Net Assets$108,391
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$40K$20K$0-$20K-$40KRevenue 2012: $10,045Expenses 2012: $19,572Net Income 2012: -$9,5272012Revenue 2013: $33,288Expenses 2013: $23,508Net Income 2013: $9,7802013Revenue 2014: -$1,469Expenses 2014: $24,074Net Income 2014: -$25,5432014Revenue 2015: $20,258Expenses 2015: $28,529Net Income 2015: -$8,2712015Revenue 2016: $31,736Expenses 2016: $27,999Net Income 2016: $3,7372016Revenue 2017: $21,828Expenses 2017: $27,248Net Income 2017: -$5,4202017Revenue 2018: $24,971Expenses 2018: $23,480Net Income 2018: $1,4912018Revenue 2019: $27,070Expenses 2019: $26,677Net Income 2019: $3932019Revenue 2020: $16,410Expenses 2020: $24,213Net Income 2020: -$7,8032020

Highlighted filing

2020

Revenue$16,410
Expenses$24,213
Net Income-$7,803
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,391
Liabilities
$0
Net assets
$108,391
Revenue
$16,410
Expenses
$24,213
Net income
-$7,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.16$0.24$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.27$0.27$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.25$0.23$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.22$0.27$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.32$0.28$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.20$0.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.01$0.24$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.33$0.24$0.10
2012Summary only. Only limited summary data is available for this year.$1.45$0.00$0.10$0.20$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 9, 2020
Return Version
2019v5.1
Gross Receipts
$21,368
Mission and Program Overview

Mission

ASSIST LESS FORTUNATE

Program Services

DescriptionGrantsExpenses
FUNDS WERE RAISED TO DISTRIBUTE TO VARIOUS COMMUNITY AND INTERNATIONAL ORGANIZATIONS, AND LOCAL NEEDY STUDENTS IN THE FORM OF SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERI MOOTYExec SecretaryPT$0--
ART DEL BARRIOPresident-$0--
CHARLES DAVISSecretary-$0--
TROY MCCARLEYBoard Member-$0--
DANNY SCHNAUTZBoard Member-$0--
PALOA FUSILIERTreasurer-$0--
BRYAN PARMERSergeant At Arms-$0--
RHONDA PARMERBoard Member-$0--
LARRY WILSONBoard Member-$0--
ANDREA WENKEBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$4,911$4,911$4,958$-47
Auction$1,900$1,900-$1,900
Total Events$8,999$8,999$4,958$4,041
Filing and Contact Details

Filer

Filer Name
Rotary International-pasadena South Rotary
EIN
51-0229932
Phone
2819916429
Address
PO BOX 5743, PASADENA, TX 77508

Signing Officer

Name
Charles Davis
Title
Secretary
Signed
2020-09-09
Discuss with paid preparer
No

Preparer

Firm
Sandra Tapia CPA PC
Address
5616 Pine Ave, Pasadena, TX 77503
Preparer
Sandra Tapia
Phone
8326727530
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK CHARGES 115”

Form 990-EZ, Part I, Line 16, Other Expenses

“DISTRICT FUNCTION 350”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues and subscriptions 3,579”

Form 990-EZ, Part I, Line 16, Other Expenses

“OFFICE EXPENSES 66”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized loss on investments-cy -3,904”

Raw XML Appendix161 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/PersonNm0PERI MOOTY
IRS990EZ/BooksInCareOfDetail/PhoneNum02819916429
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5743
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077508
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120098
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108391
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03593
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7803
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120098
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108391
IRS990EZ/FundraisingGrossIncomeAmt08999
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013678
IRS990EZ/GrossReceiptsAmt021368
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01786
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120098
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108391
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120098
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9002.00
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/PersonNm0PERI MOOTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ART DEL BARRIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TROY MCCARLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANNY SCHNAUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PALOA FUSILIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRYAN PARMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RHONDA PARMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LARRY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREA WENKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3904
IRS990EZ/OtherExpensesTotalAmt04110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSIST LESS FORTUNATE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS WERE RAISED TO DISTRIBUTE TO VARIOUS COMMUNITY AND INTERNATIONAL ORGANIZATIONS, AND LOCAL NEEDY STUDENTS IN THE FORM OF SCHOLARSHIPS
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05700
IRS990EZ/SpecialEventsDirectExpensesAmt04958
IRS990EZ/SpecialEventsNetIncomeLossAmt04041
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024213
IRS990EZ/TotalRevenueAmt016410
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIAL ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PASADENASOUTHROTARY.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04958
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt08999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08999
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04041
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04958
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04958
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT FUNCTION 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND SUBSCRIPTIONS 3,579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSES 66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED LOSS ON INVESTMENTS-CY -3,904
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-PASADENA SOUTH ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0510229932
ReturnHeader/Filer/PhoneNum02819916429
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5743
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077508
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09A9AF1DE1848E190B2E6DA8B77C83A7536A08941
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A9AF1DE1848E190B2E6DA8B77C83A7536A08941
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.200.138.223
ReturnHeader/FilingSecurityInformation/IPDt02020-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:03:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sandra Tapia CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05616 Pine Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077503
ReturnHeader/PreparerPersonGrp/PhoneNum08326727530
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra Tapia
ReturnHeader/ReturnTs02020-09-09T08:59:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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