Civic Intelligence

Rotarians Wine Appreciation Fellowship Inc

990EZ • Fiscal year 2019 • EIN 61-1647324

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

Organization ProfileROTARYWINE.NET
4708 Cabernet CircleColleyville, TX 76034

(817) 410-3702

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

13th percentile

-17%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-15%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

149%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$64,070

Down $11,087 (-15%) from 2018

Net Assets

$64,070

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$64,138

Up $38,352 (+149%) from 2018

Expenses

Up

$75,224

Up $69,464 (+1206%) from 2018

Net Income

Down

-$11,086

Down $31,112 (-155%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0Assets 2012: $20,342Liabilities 2012: $02012Assets 2013: $39,847Liabilities 2013: $02013Assets 2014: $33,701Liabilities 2014: $02014Assets 2015: $60,351Liabilities 2015: $02015Assets 2016: $34,757Liabilities 2016: $02016Assets 2017: $55,131Liabilities 2017: $02017Assets 2018: $75,157Liabilities 2018: $02018Assets 2019: $64,070Net Assets 2019: $64,0702019Assets 2020: $64,983Net Assets 2020: $64,9832020Assets 2021: $66,957Net Assets 2021: $66,9572021Assets 2022: $97,047Net Assets 2022: $97,0472022Assets 2023: $89,034Net Assets 2023: $89,0342023Assets 2024: $113,179Net Assets 2024: $113,1792024Assets 2025: $109,152Net Assets 2025: $109,1522025

Highlighted filing

2019

Assets$64,070
Liabilities-
Net Assets$64,070
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$100K$50K$0-$50KRevenue 2012: $16,597Expenses 2012: $23,531Net Income 2012: -$6,9342012Revenue 2013: $65,682Expenses 2013: $46,177Net Income 2013: $19,5052013Revenue 2014: $40,349Expenses 2014: $46,495Net Income 2014: -$6,1462014Revenue 2015: $32,111Expenses 2015: $5,462Net Income 2015: $26,6492015Revenue 2016: $13,827Expenses 2016: $39,421Net Income 2016: -$25,5942016Revenue 2017: $36,178Expenses 2017: $15,803Net Income 2017: $20,3752017Revenue 2018: $25,786Expenses 2018: $5,760Net Income 2018: $20,0262018Revenue 2019: $64,138Expenses 2019: $75,224Net Income 2019: -$11,0862019Revenue 2020: $6,953Expenses 2020: $6,040Net Income 2020: $9132020Revenue 2021: $3,506Expenses 2021: $1,531Net Income 2021: $1,9752021Revenue 2022: $76,195Expenses 2022: $46,106Net Income 2022: $30,0892022Revenue 2023: $79,342Expenses 2023: $87,355Net Income 2023: -$8,0132023Revenue 2024: $47,653Expenses 2024: $23,508Net Income 2024: $24,1452024Revenue 2025: $82,303Expenses 2025: $86,331Net Income 2025: -$4,0282025

Highlighted filing

2019

Revenue$64,138
Expenses$75,224
Net Income-$11,086
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$64,138
Mission and Program Overview

Mission

The organization's mission is to provide a wonderful learning tool for those interested in expanding their knowledge regarding all aspects of wine appreciation. They do this while encouraging members to form local chapters. They also contrtibute to various humanitarian proects.

Program Services

DescriptionGrantsExpenses
DONATION FOR POLIO PLUS--
HOST WINE FELLOWSHIP DINNER AT ROTARY INTERNATIONAL CONFERENCE--
DONATION OF WHEELCHAIRS--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONRAD HEEDEPresident-$0--
PAUL PINEIDERTreasurer-$0--
CLAIRE LARSONVice Preside-$0--
JERRY WALLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotarians Wine Appreciation
EIN
61-1647324
Phone
8174103702
Address
4708 CABERNET CIRCLE, COLLEYVILLE, TX 76034

Signing Officer

Name
Conrad Heede
Title
President
Phone
8174103702
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Pineider Ford & Associates Pllc
Address
2241 E CONTINENTAL BLVD STE 140, SOUTHLAKE, TX 76092-9782
Preparer
John Dorety
Phone
8174103700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank service charges 206 polio plus 15,000 rotary intl conf 50,148 wheelchairs 9,000 penalties 150 dues & subscriptions 59 total 74,563”

Form 990-ez, Part III

“The organization's mission is to provide a wonderful learning tool for those interested in expanding their knowledge regarding all aspects of wine appreciation. They do this while encouraging members to form local chapters. They also contrtibute to various humanitarian proects.”

Raw XML Appendix108 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/BusinessName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum08174103700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02241 E CONTINENTAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075156
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IRS990EZ/ExcessOrDeficitForYearAmt0-11086
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075156
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064070
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075156
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064070
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONRAD HEEDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL PINEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAIRE LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY WALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074563
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S MISSION IS TO PROVIDE A WONDERFUL LEARNING TOOL FOR THOSE INTERESTED IN EXPANDING THEIR KNOWLEDGE REGARDING ALL ASPECTS OF WINE APPRECIATION. THEY DO THIS WHILE ENCOURAGING MEMBERS TO FORM LOCAL CHAPTERS. THEY ALSO CONTRTIBUTE TO VARIOUS HUMANITARIAN PROECTS.
IRS990EZ/PrintingPublicationsPostageAmt0400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION FOR POLIO PLUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOST WINE FELLOWSHIP DINNER AT ROTARY INTERNATIONAL CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATION OF WHEELCHAIRS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075224
IRS990EZ/TotalRevenueAmt064138
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYWINE.NET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE CHARGES 206 POLIO PLUS 15,000 ROTARY INTL CONF 50,148 WHEELCHAIRS 9,000 PENALTIES 150 DUES & SUBSCRIPTIONS 59 TOTAL 74,563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MISSION IS TO PROVIDE A WONDERFUL LEARNING TOOL FOR THOSE INTERESTED IN EXPANDING THEIR KNOWLEDGE REGARDING ALL ASPECTS OF WINE APPRECIATION. THEY DO THIS WHILE ENCOURAGING MEMBERS TO FORM LOCAL CHAPTERS. THEY ALSO CONTRTIBUTE TO VARIOUS HUMANITARIAN PROECTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08174103702
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARIANS WINE APPRECIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FELLOWSHIP INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0611647324
ReturnHeader/Filer/PhoneNum08174103702
ReturnHeader/Filer/USAddress/AddressLine1Txt04708 CABERNET CIRCLE
ReturnHeader/Filer/USAddress/CityNm0COLLEYVILLE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.71.0.54
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:47:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02241 E CONTINENTAL BLVD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760929782
ReturnHeader/PreparerPersonGrp/PhoneNum08174103700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN DORETY
ReturnHeader/ReturnTs02019-11-11T15:47:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,070
Liabilities
-
Net assets
$64,070
Revenue
$64,138
Expenses
$75,224
Net income
-$11,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.82$0.86$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.48$0.24$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.79$0.87$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.76$0.46$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.04$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.64$0.75$0.11
2018Summary only. Only limited summary data is available for this year.$0.75$0.00$0.26$0.06$0.20
2017Summary only. Only limited summary data is available for this year.$0.55$0.00$0.36$0.16$0.20
2016Summary only. Only limited summary data is available for this year.$0.35$0.00$0.14$0.39$0.26
2015Summary only. Only limited summary data is available for this year.$0.60$0.00$0.32$0.05$0.27
2014Summary only. Only limited summary data is available for this year.$0.34$0.00$0.40$0.46$0.06
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.66$0.46$0.20
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.17$0.24$0.07