Civic Intelligence

Rotary International-Pasadena South Rotary

990EZ • Fiscal year 2016 • EIN 51-0229932

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileWWW.PASADENASOUTHROTARY.ORG
PO Box 5743Pasadena, TX 77508

(281) 991-6429

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

90th percentile

$4,800

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

57%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$121,175

Up $412 (+0.3%) from 2015

Net Assets

Up

$121,175

Up $412 (+0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin68th percentile

Revenue

Up

$31,736

Up $11,478 (+57%) from 2015

Expenses

Down

$27,999

Down $530 (-1.9%) from 2015

Net Income

Up

$3,737

Up $12,008 (+145%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2016

Assets$121,175
Liabilities$0
Net Assets$121,175
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$31,736
Expenses$27,999
Net Income$3,737
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$46,472
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-$15,945
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERI MOOTYExec SecretaryPT$4,800-$4,800
KIM KANKELPast-President-$0--
RENEA IVYPresident-$0--
RHONDA PARMERPresident-Elect-$0--
CHARLES DAVISSecretary-$0--
BJ BLUMENTHALDirector-$0--
LARRY WILSONDirector-$0--
DANNY SCHNAUTZDirector-$0--
ROBERT STOCKDirector-$0--
THEO GRANTTreasurer-$0--
JODIE KENNEMERSergeant At Arms-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lunches/banquets$15,800$15,800$327$15,473
Auction$7,550$7,550$25$7,525
Total Events$31,975$31,975$14,736$17,239
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
Rhonda Parmer
Title
President
Signed
2016-11-11
Discuss with paid preparer
Yes

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 54”

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

“DISTRICT FUNCTION 2,031”

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

“Dues and subscriptions 3,328”

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

“OFFICE EXPENSES 595”

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

“TRAINING-PETS 670”

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

“ROUNDING 1”

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

“Unrealized loss on investments - py -867”

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

“Unrealized loss on investments - cy -2,458”

Raw XML Appendix165 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0PERI MOOTY
IRS990EZ/BooksInCareOfDetail/PhoneNum02819916429
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077508
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120763
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121175
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IRS990EZ/ContributionsGiftsGrantsEtcAmt03292
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03737
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0575
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120763
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015945
IRS990EZ/GrossReceiptsAmt046472
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01580
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09625
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120763
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0121175
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04800
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PERI MOOTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM KANKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RENEA IVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RHONDA PARMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BJ BLUMENTHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LARRY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DANNY SCHNAUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT STOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THEO GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JODIE KENNEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SERGEANT AT ARMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3325
IRS990EZ/OtherExpensesTotalAmt06679
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015945
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04800
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014736
IRS990EZ/SpecialEventsNetIncomeLossAmt017239
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027999
IRS990EZ/TotalProgramServiceExpensesAmt015945
IRS990EZ/TotalRevenueAmt031736
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SOCIAL ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PASADENASOUTHROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014736
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LUNCHES/BANQUETS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010114
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031975
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017239
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04270
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04622
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0327
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt025
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT FUNCTION 2,031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND SUBSCRIPTIONS 3,328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSES 595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAINING-PETS 670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED LOSS ON INVESTMENTS - PY -867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED LOSS ON INVESTMENTS - CY -2,458
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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RHONDA PARMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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/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/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra Tapia
ReturnHeader/ReturnTs02016-11-11T09:01:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,175
Liabilities
$0
Net assets
$121,175
Revenue
$31,736
Expenses
$27,999
Net income
$3,737
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