Civic Intelligence

Oak Hills Rotary Foundation Inc.

990EZ • Fiscal year 2013 • EIN 74-2523577

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileN/A
9901 Ih - 10 West78230

(210) 696-5177

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

94th percentile

118%

Faster revenue growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$410,339

Up $71,259 (+21%) from 2012

Net Assets

Up

$410,339

Up $71,259 (+21%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$85,333

Up $46,141 (+118%) from 2012

Expenses

Up

$14,074

Up $3,274 (+30%) from 2012

Net Income

Up

$71,259

Up $42,867 (+151%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$600K$400K$200K$0Assets 2010: $308,309Net Assets 2010: $308,3092010Assets 2011: $310,688Liabilities 2011: $02011Assets 2012: $339,080Net Assets 2012: $339,0802012Assets 2013: $410,339Net Assets 2013: $410,3392013Assets 2014: $433,658Net Assets 2014: $433,6582014Assets 2015: $434,536Net Assets 2015: $434,5362015Assets 2016: $444,259Liabilities 2016: $0Net Assets 2016: $444,2592016Assets 2017: $477,906Liabilities 2017: $02017Assets 2018: $443,458Liabilities 2018: $02018Assets 2019: $487,032Liabilities 2019: $02019Assets 2020: $519,275Liabilities 2020: $0Net Assets 2020: $519,2752020Assets 2021: $514,511Liabilities 2021: $0Net Assets 2021: $514,5112021Assets 2022: $485,860Liabilities 2022: $0Net Assets 2022: $485,8602022Assets 2023: $477,436Liabilities 2023: $0Net Assets 2023: $477,4362023Assets 2024: $508,787Liabilities 2024: $533Net Assets 2024: $508,2542024

Highlighted filing

2013

Assets$410,339
Liabilities-
Net Assets$410,339
Open 2013 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2010: $17,547Expenses 2010: $8,745Net Income 2010: $8,8022010Revenue 2011: $12,613Expenses 2011: $10,234Net Income 2011: $2,3792011Revenue 2012: $39,192Expenses 2012: $10,800Net Income 2012: $28,3922012Revenue 2013: $85,333Expenses 2013: $14,074Net Income 2013: $71,2592013Revenue 2014: $55,965Expenses 2014: $32,646Net Income 2014: $23,3192014Revenue 2015: $24,303Expenses 2015: $21,030Net Income 2015: $3,2732015Revenue 2016: $36,981Expenses 2016: $27,258Net Income 2016: $9,7232016Revenue 2017: $51,670Expenses 2017: $34,963Net Income 2017: $16,7072017Revenue 2018: $42,324Expenses 2018: $32,143Net Income 2018: $10,1812018Revenue 2019: $39,019Expenses 2019: $38,407Net Income 2019: $6122019Revenue 2020: $39,048Expenses 2020: $30,866Net Income 2020: $8,1822020Revenue 2021: $34,300Expenses 2021: $39,064Net Income 2021: -$4,7642021Revenue 2022: $9,199Expenses 2022: $41,172Net Income 2022: -$31,9732022Revenue 2023: $19,857Expenses 2023: $32,607Net Income 2023: -$12,7502023Revenue 2024: $71,236Expenses 2024: $40,418Net Income 2024: $30,8182024

Highlighted filing

2013

Revenue$85,333
Expenses$14,074
Net Income$71,259
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$96,213
Mission and Program Overview

Mission

To promote the rotary foundation and provide charitable services both locally and nationally

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS AWARDED TO HIGH SCHOOL STUDENTS$4,500-
BOY SCOUTS$2,500-
GIRL SCOUTS$2,500-
THE ROTARY FOUNDATION$2,000-
SHELTER BOX USA$1,600-
EDUCATE HIGH SCHOOL STUDENTS ABOUT OPERATIONS OF UNITED NATIONS$1,000-
SUPPORT FOR SWEEDISH EXCHANGE STUDENT$500-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEIL HAGERPresident-$0--
David IvesFoundation Mgr.-$0--
Brett WardVice President-$0--
JOHN CURRANPresident Elect-$0--
AL RICHTERSecretary-$0--
Stuart DudleyTreasurer-$0--
Filing and Contact Details

Filer

EIN
74-2523577
Phone
2106965177

Signing Officer

Name
Stuart Dudley
Title
CPA
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Fred J Timmons
Phone
2106965177
Raw XML Appendix181 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Stuart Dudley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Foundation Mgr.
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE ROTARY FOUNDATION AND PROVIDE CHARITABLE SERVICES BOTH LOCALLY AND NATIONALLY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS AWARDED TO HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR SWEEDISH EXCHANGE STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATE HIGH SCHOOL STUDENTS ABOUT OPERATIONS OF UNITED NATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3BOY SCOUTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4GIRL SCOUTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5THE ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6SHELTER BOX USA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04500
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt61600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010880
IRS990EZ/SpecialEventsNetIncomeLossAmt017285
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014074
IRS990EZ/TotalProgramServiceExpensesAmt014600
IRS990EZ/TotalRevenueAmt085333
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03710
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014294
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050566
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014294
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stuart Dudley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10OAK HILLS ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0742523577
ReturnHeader/Filer/PhoneNum02106965177
ReturnHeader/Filer/USAddress/AddressLine109901 IH - 10 WEST
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Tsakopulos Brown Schott & Anchors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109901 IH 10 West Suite 900
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078230
ReturnHeader/PreparerPersonGrp/PhoneNum02106965177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED J TIMMONS
ReturnHeader/ReturnTs02014-11-14T13:23:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$410,339
Liabilities
-
Net assets
$410,339
Revenue
$85,333
Expenses
$14,074
Net income
$71,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.01$5.08$0.71$0.40$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.20$0.33$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.09$0.41$0.32
2021Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.34$0.39$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.39$0.31$0.08
2019Summary only. Only limited summary data is available for this year.$4.87$0.00$0.39$0.38$0.01
2018Summary only. Only limited summary data is available for this year.$4.43$0.00$0.42$0.32$0.10
2017Summary only. Only limited summary data is available for this year.$4.78$0.00$0.52$0.35$0.17
2016Summary only. Only limited summary data is available for this year.$4.44$0.00$4.44$0.37$0.27$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.35$4.35$0.24$0.21$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.34$4.34$0.56$0.33$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.10$4.10$0.85$0.14$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$3.39$0.39$0.11$0.28
2011Summary only. Only limited summary data is available for this year.$3.11$0.00$0.13$0.10$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$3.08$0.18$0.09$0.09