Civic Intelligence

Rotary International -- Alamo Heights Rotary Club

990EZ • Fiscal year 2020 • EIN 74-6104380

Jul 01, 2019 to Jun 30, 2020 • Filed on Jun 03, 2021

Organization ProfileN/A
PO Box 6995San Antonio, TX 78209

(210) 828-2048

Siviq Scores

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

Liabilities / Assets

91st percentile

0.49x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.20x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

15th percentile

-24%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-37%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$14,457

Down $4,601 (-24%) from 2019

Net Assets

Down

$7,317

Down $7,683 (-51%) from 2019

Liabilities

Up

$7,140

Up $3,082 (+76%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin22nd percentile

Revenue

Down

$35,432

Down $21,167 (-37%) from 2019

Expenses

Down

$43,115

Down $8,682 (-17%) from 2019

Net Income

Down

-$7,683

Down $12,485 (-260%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2020

Assets$14,457
Liabilities$7,140
Net Assets$7,317
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

2020

Revenue$35,432
Expenses$43,115
Net Income-$7,683
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 3, 2021
Return Version
2019v5.0
Gross Receipts
$39,961
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.

Program Services

DescriptionGrantsExpenses
DEVELOPMENT OF BETTER BUSINESS AND PROFESSIONAL RELATIONSHIPS TO FOSTER HIGH STANDARDS AS WELL AS PEACE AND GOODWILL$18,161-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK PAPICHPresidentPT$0--
DAVID CLAPPPres-Elect-$0--
RICHARD BERCHINSecretary-$0--
MATTHEW PAPPASTreasurer-$0--
RON MAULSBYVice President-$0--
DARWIN GRIFFETH IIIDirector-$0--
GREG DREWDirector-$0--
SUZANNE DE LEONDirector-$0--
SAMUEL HALEYDirector-$0--
KENNETH SUGARMANDirector-$0--
FRANCES TREVINODirector-$0--
DAVID HARRISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International-
EIN
74-6104380
Phone
2108282048
Address
PO BOX 6995, SAN ANTONIO, TX 78209

Signing Officer

Name
Matthew Pappas
Title
Treasurer
Signed
2021-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Boehm & Boehm CPAs
Address
1100 NE Loop 410 Ste 502, San Antonio, TX 78209
Preparer
Emily Boehm
Phone
2108249691
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $748”

Other Expenses.1

“INTERNATIONAL DUES $7936”

Other Expenses.2

“DISTRICT DUES $3690”

Other Expenses.3

“SERVICE PROJECTS $2720”

Other Expenses.4

“Officer training/dist conf $900”

Other Expenses.5

“CREDIT CARD FEES $808”

Other Expenses.6

“Technology & admin exp $734”

Other Expenses.7

“PUBLIC RELATIONS $588”

Other Expenses.8

“BANK FEES $37”

Total Liabilities.1

“ACCOUNT PAYABLE - Beginning $4058 ACCOUNT PAYABLE - Ending $7140”

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW PAPPAS
IRS990EZ/BooksInCareOfDetail/PhoneNum02108282048
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07610 VINEWOOD CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019058
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014457
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7683
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019058
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IRS990EZ/FundraisingGrossIncomeAmt010000
IRS990EZ/GrossReceiptsAmt039961
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029950
IRS990EZ/MethodOfAccountingOtherDesc0Modified Cash
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07317
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07317
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/AverageHrsPerWkDevotedToPosRt110
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/PersonNm0MARK PAPICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID CLAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD BERCHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW PAPPAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON MAULSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DARWIN GRIFFETH III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GREG DREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUZANNE DE LEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SAMUEL HALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KENNETH SUGARMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10FRANCES TREVINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DAVID HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Pres-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
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/OtherExpensesTotalAmt018161
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/DescriptionProgramSrvcAccomTxt0DEVELOPMENT OF BETTER BUSINESS AND PROFESSIONAL RELATIONSHIPS TO FOSTER HIGH STANDARDS AS WELL AS PEACE AND GOODWILL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024954
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04529
IRS990EZ/SpecialEventsNetIncomeLossAmt05471
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04058
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07140
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043115
IRS990EZ/TotalProgramServiceExpensesAmt018161
IRS990EZ/TotalRevenueAmt035432
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL DUES $7936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT DUES $3690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SERVICE PROJECTS $2720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICER TRAINING/DIST CONF $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FEES $808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TECHNOLOGY & ADMIN EXP $734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC RELATIONS $588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNT PAYABLE - Beginning $4058 ACCOUNT PAYABLE - Ending $7140
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW PAPPAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALAMO HEIGHTS ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0746104380
ReturnHeader/Filer/PhoneNum02108282048
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6995
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741843981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boehm & Boehm CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 NE Loop 410 Ste 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078209
ReturnHeader/PreparerPersonGrp/PhoneNum02108249691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emily Boehm
ReturnHeader/ReturnTs02021-06-03T07:13:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,457
Liabilities
$7,140
Net assets
$7,317
Revenue
$35,432
Expenses
$43,115
Net income
-$7,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.0$26.5$17.5$47.9$34.7$13.2
2023Detailed filing. Detailed filing data is available for this year.$12.0$7.71$4.30$47.2$45.0$2.27
2022Detailed filing. Detailed filing data is available for this year.$10.2$8.20$2.03$31.1$44.5$13.4
2021Detailed filing. Detailed filing data is available for this year.$15.9$0.44$15.4$49.9$41.8$8.13
2020Detailed filing. Detailed filing data is available for this year.$14.5$7.14$7.32$35.4$43.1$7.68
2019Detailed filing. Detailed filing data is available for this year.$19.1$4.06$15.0$56.6$51.8$4.80
2018Detailed filing. Detailed filing data is available for this year.$14.0$3.80$10.2$50.1$49.9$0.25
2017Detailed filing. Detailed filing data is available for this year.$30.2$20.3$9.95$44.6$54.8$10.2
2016Detailed filing. Detailed filing data is available for this year.$39.9$19.7$20.1$41.7$38.0$3.70
2015Detailed filing. Detailed filing data is available for this year.$27.0$10.6$16.4$46.2$44.0$2.22
2014Summary only. Only limited summary data is available for this year.$16.6$2.35$48.7$49.5$0.79
2013Summary only. Only limited summary data is available for this year.$20.9$5.90$50.9$53.6$2.72
2012Summary only. Only limited summary data is available for this year.$18.7$1.01$40.6$44.6$3.93