Civic Intelligence

Rotary International -- Alamo Heights Rotary Club

990EZ • Fiscal year 2018 • EIN 74-6104380

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

P O Box 6995San Antonio, TX 78209

(210) 826-5386

Siviq Scores

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

Liabilities / Assets

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.08x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-54%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$13,997

Down $16,232 (-54%) from 2017

Net Assets

Up

$10,199

Up $248 (+2.5%) from 2017

Liabilities

Down

$3,799

Down $16,479 (-81%) from 2017

Revenue

Up

$50,103

Up $5,483 (+12%) from 2017

Expenses

Down

$49,855

Down $4,961 (-9.1%) from 2017

Net Income

Up

$248

Up $10,444 (+102%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $18,744Liabilities 2012: $1,0052012Assets 2013: $20,920Liabilities 2013: $5,9042013Assets 2014: $16,575Liabilities 2014: $2,3502014Assets 2015: $27,012Liabilities 2015: $10,566Net Assets 2015: $16,4462015Assets 2016: $39,856Liabilities 2016: $19,709Net Assets 2016: $20,1472016Assets 2017: $30,229Liabilities 2017: $20,278Net Assets 2017: $9,9512017Assets 2018: $13,997Liabilities 2018: $3,799Net Assets 2018: $10,1992018Assets 2019: $19,058Liabilities 2019: $4,058Net Assets 2019: $15,0002019Assets 2020: $14,457Liabilities 2020: $7,140Net Assets 2020: $7,3172020Assets 2021: $15,880Liabilities 2021: $437Net Assets 2021: $15,4432021Assets 2022: $10,226Liabilities 2022: $8,201Net Assets 2022: $2,0252022Assets 2023: $12,000Liabilities 2023: $7,705Net Assets 2023: $4,2952023Assets 2024: $44,000Liabilities 2024: $26,497Net Assets 2024: $17,5032024

Highlighted filing

2018

Assets$13,997
Liabilities$3,799
Net Assets$10,199

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $40,619Expenses 2012: $44,553Net Income 2012: -$3,9342012Revenue 2013: $50,921Expenses 2013: $53,644Net Income 2013: -$2,7232013Revenue 2014: $48,737Expenses 2014: $49,528Net Income 2014: -$7912014Revenue 2015: $46,244Expenses 2015: $44,023Net Income 2015: $2,2212015Revenue 2016: $41,730Expenses 2016: $38,029Net Income 2016: $3,7012016Revenue 2017: $44,620Expenses 2017: $54,816Net Income 2017: -$10,1962017Revenue 2018: $50,103Expenses 2018: $49,855Net Income 2018: $2482018Revenue 2019: $56,599Expenses 2019: $51,797Net Income 2019: $4,8022019Revenue 2020: $35,432Expenses 2020: $43,115Net Income 2020: -$7,6832020Revenue 2021: $49,879Expenses 2021: $41,753Net Income 2021: $8,1262021Revenue 2022: $31,111Expenses 2022: $44,529Net Income 2022: -$13,4182022Revenue 2023: $47,248Expenses 2023: $44,978Net Income 2023: $2,2702023Revenue 2024: $47,861Expenses 2024: $34,653Net Income 2024: $13,2082024

Highlighted filing

2018

Revenue$50,103
Expenses$49,855
Net Income$248
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$50,103
Mission and Program Overview

Mission

Development of understanding among business and professional people in the community, foster high standards and professional practices to advance goodwill and peace.

Development of understanding among business and professional people in the community; foster high standards and professional practices to advance goodwill and peace.

Program Services

DescriptionGrantsExpenses
DEVELOPMENT OF BETTER BUSINESS AND PROFESSIONAL RELATIONSHIPS TO FOSTER HIGH STANDARDS AS WELL AS PEACE AND GOODWILL.-$22,553
GRANT TO ALAMO HEIGHTS NIGHT LLC, A 501(C)(3) ORGANIZATION FOR ASSISTANCE TO HIGH SCHOOL STUDENTS THROUGH THE AWARDING OF ACADEMIC AND VOCATIONAL SCHOLARSHIPS.$6,675$6,675
DEVELOPMENT OF BETTER BUSINESS AND PROFESSIONAL RELATIONSHIPS TO FOSTER HIGH STANDARDS AS WELL AS PEACE AND GOODWILL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA CAVAZOSPresidentPT$0--
TIM CAMPIONVice Preside-$0--
ED DUPONTTreasurer-$0--
RICK BERCHINSecretary-$0--
DAVID HARRISPres-Elect-$0--
DAR MILLERDirector-$0--
CATHERINE AUSTINDirector-$0--
JACQUI LUGARDirector-$0--
FRANCES TREVINODirector-$0--
KATHLEEN GRAHAMDirector-$0--
SAM HALEYDirector-$0--
DAVID HARRISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International --
EIN
74-6104380
Phone
2108265386
Address
P O BOX 6995, SAN ANTONIO, TX 78209

Signing Officer

Name
Ed Dupont
Title
Treasurer
Phone
2108265386
Signed
2018-11-12

Preparer

Firm
Abip Pc
Address
7330 SAN PEDRO AVENUE SUITE 901, SAN ANTONIO, TX 78216
Preparer
David Zurbriggen CPA
Phone
2103412581
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 1,846 bank charges 33 credit card fees 1,423 directory/roster 421 district dues 4,355 international dues 3,963 miscellaneous 2,447 officer training & dist c 2,554 rotary foundation 100 scholarships 6,675 website expense 582 total 24,399

Form 990-ez, Part II, Line 24

Accounts receivable 18,236 8,708 shirts 83 0 total 18,319 8,708

Form 990-ez, Part II, Line 26

Dues payable 19,200 2,725 payroll liabilities 1,078 1,074

Form 990-ez, Part III

Development of understanding among business and professional people in the community; foster high standards and professional practices to advance goodwill and peace.

Form 990-ez, Part III, Line 28

Grant to alamo heights night llc, a 501(c)(3) organization for assistance to high school students through the awarding of academic and vocational scholarships.

Form 990-ez, Part III, Line 31

Development of better business and professional relationships to foster high standards as well as peace and goodwill.

Raw XML Appendix158 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/PersonNm0ED DUPONT
IRS990EZ/BooksInCareOfDetail/PhoneNum02108265386
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 6995
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011910
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06675
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0248
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013997
IRS990EZ/FundraisingGrossIncomeAmt010000
IRS990EZ/GrossReceiptsAmt050103
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033425
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09951
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010199
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09951
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA CAVAZOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM CAMPION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ED DUPONT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK BERCHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAR MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHERINE AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACQUI LUGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRANCES TREVINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHLEEN GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SAM HALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DAVID HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRES-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018319
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08708
IRS990EZ/OtherExpensesTotalAmt024399
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOPMENT OF UNDERSTANDING AMONG BUSINESS AND PROFESSIONAL PEOPLE IN THE COMMUNITY; FOSTER HIGH STANDARDS AND PROFESSIONAL PRACTICES TO ADVANCE GOODWILL AND PEACE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT TO ALAMO HEIGHTS NIGHT LLC, A 501(C)(3) ORGANIZATION FOR ASSISTANCE TO HIGH SCHOOL STUDENTS THROUGH THE AWARDING OF ACADEMIC AND VOCATIONAL SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DEVELOPMENT OF BETTER BUSINESS AND PROFESSIONAL RELATIONSHIPS TO FOSTER HIGH STANDARDS AS WELL AS PEACE AND GOODWILL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DEVELOPMENT OF BETTER BUSINESS AND PROFESSIONAL RELATIONSHIPS TO FOSTER HIGH STANDARDS AS WELL AS PEACE AND GOODWILL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06675
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06675
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122553
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025456
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt010000
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020278
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03799
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049855
IRS990EZ/TotalProgramServiceExpensesAmt029228
IRS990EZ/TotalRevenueAmt050103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,846 BANK CHARGES 33 CREDIT CARD FEES 1,423 DIRECTORY/ROSTER 421 DISTRICT DUES 4,355 INTERNATIONAL DUES 3,963 MISCELLANEOUS 2,447 OFFICER TRAINING & DIST C 2,554 ROTARY FOUNDATION 100 SCHOLARSHIPS 6,675 WEBSITE EXPENSE 582 TOTAL 24,399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 18,236 8,708 SHIRTS 83 0 TOTAL 18,319 8,708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES PAYABLE 19,200 2,725 PAYROLL LIABILITIES 1,078 1,074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEVELOPMENT OF UNDERSTANDING AMONG BUSINESS AND PROFESSIONAL PEOPLE IN THE COMMUNITY; FOSTER HIGH STANDARDS AND PROFESSIONAL PRACTICES TO ADVANCE GOODWILL AND PEACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANT TO ALAMO HEIGHTS NIGHT LLC, A 501(C)(3) ORGANIZATION FOR ASSISTANCE TO HIGH SCHOOL STUDENTS THROUGH THE AWARDING OF ACADEMIC AND VOCATIONAL SCHOLARSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DEVELOPMENT OF BETTER BUSINESS AND PROFESSIONAL RELATIONSHIPS TO FOSTER HIGH STANDARDS AS WELL AS PEACE AND GOODWILL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ED DUPONT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02108265386
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL --
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALAMO HEIGHTS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0746104380
ReturnHeader/Filer/PhoneNum02108265386
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 6995
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId011EC5045C1CA82CC63E7E16DB1C1DCC49BEDAEFF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011EC5045C1CA82CC63E7E16DB1C1DCC49BEDAEFF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.251.162.66
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:36:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760689865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABIP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07330 SAN PEDRO AVENUE SUITE 901
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02103412581
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID ZURBRIGGEN CPA
ReturnHeader/ReturnTs02018-11-14T07:36:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings