Civic Intelligence

Rotarians Wine Appreciation Fellowship Inc

990EZ • Fiscal year 2024 • EIN 61-1647324

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 24, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

96th percentile

51%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-40%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$113,179

Up $24,145 (+27%) from 2023

Net Assets

Up

$113,179

Up $24,145 (+27%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$47,653

Down $31,689 (-40%) from 2023

Expenses

Down

$23,508

Down $63,847 (-73%) from 2023

Net Income

Up

$24,145

Up $32,158 (+401%) from 2023

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

2024

Assets$113,179
Liabilities-
Net Assets$113,179

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

2024

Revenue$47,653
Expenses$23,508
Net Income$24,145
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 24, 2024
Return Version
2023v6.0
Gross Receipts
$47,653
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--
GRETCHEN BRENSecretary-$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
2024-12-24
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 20,173 expenses bank fees 600 dues & subscriptions 875 internet & email 51 supplies 874 postage 498 web services 416 total 23,487

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 Appendix103 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/BOYAmt089034
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022138
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024145
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113179
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113179
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONRAD HEEDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL PINEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STAN GALANSKI JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRETCHEN BREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023487
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/PrintingPublicationsPostageAmt021
IRS990EZ/ProgramServiceRevenueAmt025515
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/TotalExpensesAmt023508
IRS990EZ/TotalRevenueAmt047653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYWINE.NET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS SPECIAL EVENTS 20,173 EXPENSES BANK FEES 600 DUES & SUBSCRIPTIONS 875 INTERNET & EMAIL 51 SUPPLIES 874 POSTAGE 498 WEB SERVICES 416 TOTAL 23,487
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONRAD HEEDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08174103702
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-24
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076034
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
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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/PreparationDt02025-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J PINEIDER
ReturnHeader/ReturnTs02025-01-23T10:31:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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