Civic Intelligence

Memorial Spring Branch Rotary Charities

EIN 76-0149081 • 501(c)3 • Houston, TX

Profile

Scholarship awards to local students

PO Box 79172Houston, TX 77279-9172

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

237%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$306,668

Up $8,656 (+2.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$306,668

Up $8,656 (+2.9%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Down

$120,962

Down $11,621 (-8.8%) from 2023

Expenses

Up

$112,306

Up $9,303 (+9.0%) from 2023

Net Income

Down

$8,656

Down $20,924 (-71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $161,103Liabilities 2012: $02012Assets 2013: $176,777Liabilities 2013: $02013Assets 2014: $160,524Liabilities 2014: $02014Assets 2015: $184,475Liabilities 2015: $02015Assets 2016: $196,685Liabilities 2016: $02016Assets 2017: $255,757Liabilities 2017: $02017Assets 2018: $260,747Liabilities 2018: $0Net Assets 2018: $260,7472018Assets 2019: $274,514Liabilities 2019: $0Net Assets 2019: $274,5142019Assets 2020: $259,211Liabilities 2020: $0Net Assets 2020: $259,2112020Assets 2021: $325,793Net Assets 2021: $325,7932021Assets 2022: $268,432Net Assets 2022: $268,4322022Assets 2023: $298,012Net Assets 2023: $298,0122023Assets 2024: $306,668Net Assets 2024: $306,6682024

Highlighted filing

2024

Assets$306,668
Liabilities-
Net Assets$306,668
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2012: $23,175Expenses 2012: $45,957Net Income 2012: -$22,7822012Revenue 2013: $29,787Expenses 2013: $32,804Net Income 2013: -$3,0172013Revenue 2014: $30,630Expenses 2014: $42,596Net Income 2014: -$11,9662014Revenue 2015: $39,224Expenses 2015: $41,341Net Income 2015: -$2,1172015Revenue 2016: $52,095Expenses 2016: $39,885Net Income 2016: $12,2102016Revenue 2017: $99,667Expenses 2017: $40,595Net Income 2017: $59,0722017Revenue 2018: $66,665Expenses 2018: $61,675Net Income 2018: $4,9902018Revenue 2019: $57,877Expenses 2019: $44,110Net Income 2019: $13,7672019Revenue 2020: $33,621Expenses 2020: $48,924Net Income 2020: -$15,3032020Revenue 2021: $87,075Expenses 2021: $20,493Net Income 2021: $66,5822021Revenue 2022: $39,325Expenses 2022: $96,686Net Income 2022: -$57,3612022Revenue 2023: $132,583Expenses 2023: $103,003Net Income 2023: $29,5802023Revenue 2024: $120,962Expenses 2024: $112,306Net Income 2024: $8,6562024

Highlighted filing

2024

Revenue$120,962
Expenses$112,306
Net Income$8,656
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,668
Liabilities
-
Net assets
$306,668
Revenue
$120,962
Expenses
$112,306
Net income
$8,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.07$3.07$1.21$1.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.98$1.33$1.03$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.68$2.68$0.39$0.97$0.57
2021Detailed filing. Detailed filing data is available for this year.$3.26$3.26$0.87$0.20$0.67
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.34$0.49$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.58$0.44$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.67$0.62$0.05
2017Summary only. Only limited summary data is available for this year.$2.56$0.00$1.00$0.41$0.59
2016Summary only. Only limited summary data is available for this year.$1.97$0.00$0.52$0.40$0.12
2015Summary only. Only limited summary data is available for this year.$1.84$0.00$0.39$0.41$0.02
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$0.31$0.43$0.12
2013Summary only. Only limited summary data is available for this year.$1.77$0.00$0.30$0.33$0.03
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.23$0.46$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$137,642
Mission and Program Overview

Mission

Scholarship Awards to Local Students

Program Services

DescriptionGrantsExpenses
Scholarship awards to local students-$75,720
Other charities-$34,136
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric LiuPresident-$0--
Sheila FranklinSecretary-$0--
Bill HaglundTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Memorial Spring Branch Rotary Charities
EIN
76-0149081
Address
PO Box 79172, Houston, TX 77279-9172

Signing Officer

Name
Bill Haglund
Title
Treasurer
Signed
2025-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Thomas A Mack CPA PC
Address
6161 Savoy Dr Suite 1120, Houston, TX 77036
Preparer
Thomas A Mack
Phone
7137833832
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee RI Convention Host Operatg Comm Grant, Cash Grant 11,398, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Health Fair, Cash Grant 6,102, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee 2023 Bill Archer Family Scholarships, Cash Grant 8,000, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Bill Archer Family Scholarship, Cash Grant 46,009, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Rod Mace Scholarship, Cash Grant 8,211, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 930”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 5”

Raw XML Appendix141 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/PersonNm0Bill Haglund
IRS990EZ/BooksInCareOfDetail/PhoneNum07139065671
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box79172
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077279
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0298012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0306668
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100586
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08656
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0298012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0306668
IRS990EZ/FundraisingGrossIncomeAmt037056
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0109856
IRS990EZ/GrossReceiptsAmt0137642
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0298012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0306668
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0298012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0306668
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Eric Liu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sheila Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bill Haglund
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0935
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Scholarship awards to local students
IRS990EZ/PrintingPublicationsPostageAmt01115
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship awards to local students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other charities
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075720
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt134136
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016680
IRS990EZ/SpecialEventsNetIncomeLossAmt020376
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0112306
IRS990EZ/TotalProgramServiceExpensesAmt0109856
IRS990EZ/TotalRevenueAmt0120962
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0142770
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0142770
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013286
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0142770
IRS990ScheduleA/TotalSupportAmt0142770
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee RI Convention Host Operatg Comm Grant, Cash Grant 11,398, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity , Grantee Health Fair, Cash Grant 6,102, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity , Grantee 2023 Bill Archer Family Scholarships, Cash Grant 8,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity , Grantee Bill Archer Family Scholarship, Cash Grant 46,009, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity , Grantee Rod Mace Scholarship, Cash Grant 8,211, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies 930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Haglund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Memorial Spring Branch Rotary Charities
ReturnHeader/Filer/BusinessNameControlTxt0MEMO
ReturnHeader/Filer/EIN0760149081
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 79172
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0772799172
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453269329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas A Mack CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06161 Savoy Dr Suite 1120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077036
ReturnHeader/PreparerPersonGrp/PhoneNum07137833832
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Mack
ReturnHeader/ReturnTs02025-01-16T10:22:22-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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