Civic Intelligence

Rotarians Wine Appreciation Fellowship Inc

990EZ • Fiscal year 2023 • EIN 61-1647324

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 07, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-8.3%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

4.1%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$89,034

Down $8,013 (-8.3%) from 2022

Net Assets

Down

$89,034

Down $8,013 (-8.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$79,342

Up $3,147 (+4.1%) from 2022

Expenses

Up

$87,355

Up $41,249 (+89%) from 2022

Net Income

Down

-$8,013

Down $38,102 (-127%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$89,034
Liabilities-
Net Assets$89,034

Operations Trend

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

2023

Revenue$79,342
Expenses$87,355
Net Income-$8,013
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 7, 2023
Return Version
2022v5.0
Gross Receipts
$79,342
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--
DONATION FOR HANWASH--
TO PROVIDE A WONDERFUL LEARNING TOOL FOR THOSE INTERESTED IN EXPANDING THEIR KNOWLEDGE REGARDING ALL ASPECTS OF WINE APPRECIATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONRAD HEEDEPresident-$0--
PAUL PINEIDERTreasurer-$0--
STAN GALANSKI JRVice 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
2023-12-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Special events special events 58,291 expenses bank fees 572 dues & subscriptions 119 internet & email 1,630 supplies 574 polio plus 8,210 pins 2,234 business registration fee 117 books, references 47 postage 464 hanwash 12,538 travel and meetings 349 total 85,145

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.

Form 990-ez, Part III, Line 31

To provide a wonderful learning tool for those interested in expanding their knowledge regarding all aspects of wine appreciation.

Raw XML Appendix106 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/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/BOYAmt097047
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089034
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025069
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IRS990EZ/ExcessOrDeficitForYearAmt0-8013
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02075
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONRAD HEEDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL PINEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STAN GALANSKI JR
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/OtherExpensesTotalAmt085145
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/PrintingPublicationsPostageAmt0135
IRS990EZ/ProgramServiceRevenueAmt054273
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION FOR POLIO PLUS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION FOR HANWASH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE A WONDERFUL LEARNING TOOL FOR THOSE INTERESTED IN EXPANDING THEIR KNOWLEDGE REGARDING ALL ASPECTS OF WINE APPRECIATION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087355
IRS990EZ/TotalRevenueAmt079342
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYWINE.NET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS SPECIAL EVENTS 58,291 EXPENSES BANK FEES 572 DUES & SUBSCRIPTIONS 119 INTERNET & EMAIL 1,630 SUPPLIES 574 POLIO PLUS 8,210 PINS 2,234 BUSINESS REGISTRATION FEE 117 BOOKS, REFERENCES 47 POSTAGE 464 HANWASH 12,538 TRAVEL AND MEETINGS 349 TOTAL 85,145
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/ExplanationTxt2TO PROVIDE A WONDERFUL LEARNING TOOL FOR THOSE INTERESTED IN EXPANDING THEIR KNOWLEDGE REGARDING ALL ASPECTS OF WINE APPRECIATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FELLOWSHIP INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
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ReturnHeader/Filer/PhoneNum08174103702
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760929782
ReturnHeader/PreparerPersonGrp/PhoneNum08174103700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J PINEIDER
ReturnHeader/ReturnTs02023-12-11T10:01:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CONRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEEDE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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