Civic Intelligence

Rotary International Highlands

990EZ • Fiscal year 2017 • EIN 74-6104352

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 04, 2017

Organization ProfileN/A
PO Box 892Highlands, TX 77562

(713) 828-6314

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-5.1%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$168,476

Down $9,002 (-5.1%) from 2016

Net Assets

Down

$168,476

Down $9,002 (-5.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$78,117

Down $20,985 (-21%) from 2016

Expenses

Up

$87,119

Up $9,863 (+13%) from 2016

Net Income

Down

-$9,002

Down $30,848 (-141%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $101,795Liabilities 2011: $02011Assets 2012: $122,913Liabilities 2012: $02012Assets 2013: $102,991Liabilities 2013: $02013Assets 2014: $113,942Liabilities 2014: $02014Assets 2015: $155,632Net Assets 2015: $155,6322015Assets 2016: $177,478Net Assets 2016: $177,4782016Assets 2017: $168,476Net Assets 2017: $168,4762017Assets 2018: $162,936Net Assets 2018: $162,9362018Assets 2019: $142,615Net Assets 2019: $142,6152019Assets 2020: $156,254Net Assets 2020: $156,2542020Assets 2021: $126,844Net Assets 2021: $126,8442021Assets 2022: $146,525Net Assets 2022: $146,5252022Assets 2023: $154,132Net Assets 2023: $154,1322023Assets 2024: $164,848Net Assets 2024: $164,8482024Assets 2025: $178,896Net Assets 2025: $178,8962025

Highlighted filing

2017

Assets$168,476
Liabilities-
Net Assets$168,476
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $90,815Expenses 2011: $64,528Net Income 2011: $26,2872011Revenue 2012: $84,850Expenses 2012: $63,732Net Income 2012: $21,1182012Revenue 2013: $79,418Expenses 2013: $69,952Net Income 2013: $9,4662013Revenue 2014: $92,497Expenses 2014: $81,546Net Income 2014: $10,9512014Revenue 2015: $103,939Expenses 2015: $61,749Net Income 2015: $42,1902015Revenue 2016: $99,102Expenses 2016: $77,256Net Income 2016: $21,8462016Revenue 2017: $78,117Expenses 2017: $87,119Net Income 2017: -$9,0022017Revenue 2018: $86,420Expenses 2018: $91,960Net Income 2018: -$5,5402018Revenue 2019: $78,466Expenses 2019: $98,787Net Income 2019: -$20,3212019Revenue 2020: $79,719Expenses 2020: $66,080Net Income 2020: $13,6392020Revenue 2021: $63,420Expenses 2021: $92,830Net Income 2021: -$29,4102021Revenue 2022: $89,584Expenses 2022: $69,903Net Income 2022: $19,6812022Revenue 2023: $78,261Expenses 2023: $70,654Net Income 2023: $7,6072023Revenue 2024: $105,788Expenses 2024: $95,072Net Income 2024: $10,7162024Revenue 2025: $90,682Expenses 2025: $76,634Net Income 2025: $14,0482025

Highlighted filing

2017

Revenue$78,117
Expenses$87,119
Net Income-$9,002
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$121,385
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
THE ROTARY FOUNDATION$22,944$22,944
OTHER$17,632$17,632
HIGHLANDS ROTARY CLUB CHARITABLE FOUNDATION COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES PO BOX 892, HIGHLANDS, TX 77562$10,000$10,000
HIGHLANDS ELEMENTARY SCHOOL PLAYGROUND EQUIPMENT, VARIOUS SCHOOL PROGRAMS HIGHLANDS, TX 77562$7,706$7,706
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA MCDONALDTreasurer-$0--
DIANA WEAVERPresident-$0--
TERESA MARTINSecretary-$0--
JOHN SEATONPresident Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Feast$95,569$95,569$12,781$82,788
Washer Tourn.$8,882$8,882$3,137$5,745
Total Events$104,451$104,451$43,268$61,183
Filing and Contact Details

Filer

Filer Name
Rotary International Highlands
EIN
74-6104352
Phone
7138286314
Address
PO BOX 892, HIGHLANDS, TX 77562

Signing Officer

Name
Sheila Mcdonald
Title
Treasurer
Phone
7138286314
Signed
2017-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Financial Management Company
Address
PO BOX 1428, CROSBY, TX 77532-1428
Preparer
John Jack E Noonan Jr Bba Ea
Phone
2813281755
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“INTEREST INCOME 32.”

Form 990EZ, Part I, Line 10

“Charitable donations; charitable donations; various charitable: organizations, highlands, tx, 77562;”

Form 990EZ, Part I, Line 16

“ADVERTISING 680.”

Form 990EZ, Part I, Line 16

“BANK FEES 99.”

Form 990EZ, Part I, Line 16

“Conferences, conventions, meetings 22181.”

Form 990EZ, Part I, Line 16

“Dues & subscriptions 2591.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 78.”

Form 990EZ, Part I, Line 16

“SUPPLIES 330.”

Raw XML Appendix154 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/PersonNm0SHEILA MCDONALD
IRS990EZ/BooksInCareOfDetail/PhoneNum07138286314
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 892
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HIGHLANDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0177478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168476
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01137
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9002
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01860
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0177478
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168476
IRS990EZ/FundraisingGrossIncomeAmt0105451
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058282
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0121385
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014765
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0168476
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0168476
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHEILA MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN SEATON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025959
IRS990EZ/OtherRevenueTotalAmt032
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt01018
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HIGHLANDS ROTARY CLUB CHARITABLE FOUNDATION COLLEGE SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES PO BOX 892, HIGHLANDS, TX 77562
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HIGHLANDS ELEMENTARY SCHOOL PLAYGROUND EQUIPMENT, VARIOUS SCHOOL PROGRAMS HIGHLANDS, TX 77562
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt122944
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27706
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt317632
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122944
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt317632
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt043268
IRS990EZ/SpecialEventsNetIncomeLossAmt062183
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087119
IRS990EZ/TotalProgramServiceExpensesAmt058282
IRS990EZ/TotalRevenueAmt078117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043268
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WASHER TOURN.
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHILI FEAST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt095569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt095569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0104451
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061183
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt026850
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt026850
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015918
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03137
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012781
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME 32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE DONATIONS; CHARITABLE DONATIONS; VARIOUS CHARITABLE: ORGANIZATIONS, HIGHLANDS, TX, 77562;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVERTISING 680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFERENCES, CONVENTIONS, MEETINGS 22181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS 2591.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS 78.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES 330.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07138286314
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL HIGHLANDS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0746104352
ReturnHeader/Filer/PhoneNum07138286314
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 892
ReturnHeader/Filer/USAddress/CityNm0HIGHLANDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077562
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId094DAEDFF6F12F303B7E5E6952F1FA75E9F921199
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId051B8255BF9939B6C17ABAECF83C061FE40DE233A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.6.90.31
ReturnHeader/FilingSecurityInformation/IPDt02017-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:42:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Management Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1428
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CROSBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0775321428
ReturnHeader/PreparerPersonGrp/PhoneNum02813281755
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN JACK E NOONAN JR BBA EA
ReturnHeader/ReturnTs02017-10-09T13:42:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,476
Liabilities
-
Net assets
$168,476
Revenue
$78,117
Expenses
$87,119
Net income
-$9,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.91$0.77$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.65$1.65$1.06$0.95$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.78$0.71$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.90$0.70$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.63$0.93$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.80$0.66$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.78$0.99$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.86$0.92$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.78$0.87$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.99$0.77$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.04$0.62$0.42
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.92$0.82$0.11
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.79$0.70$0.09
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.85$0.64$0.21
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.91$0.65$0.26