Civic Intelligence

Memorial Spring Branch Rotary Club Charities Inc.

990EZ • Fiscal year 2020 • EIN 76-0149081

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 12, 2020

Organization Profilen/a
PO Box 79172Houston, TX 77279-9172

(713) 467-3091

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-46%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-5.6%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$259,211

Down $15,303 (-5.6%) from 2019

Net Assets

Down

$259,211

Down $15,303 (-5.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin13th percentile

Revenue

Down

$33,621

Down $24,256 (-42%) from 2019

Expenses

Up

$48,924

Up $4,814 (+11%) from 2019

Net Income

Down

-$15,303

Down $29,070 (-211%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2020

Assets$259,211
Liabilities$0
Net Assets$259,211
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$33,621
Expenses$48,924
Net Income-$15,303
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 12, 2020
Return Version
2019v5.1
Gross Receipts
$49,046
Mission and Program Overview

Mission

Scholarship Awards to Local Students

Program Services

DescriptionGrantsExpenses
Other Charities-$28,843
Scholarship Awards to Local Students-$19,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric LiuPresident-$0--
Sheila FranklinSecretary-$0--
Bill HaglundTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tour----
Watch Raffle----
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
Phone
7134673091
Signed
2020-10-12
Discuss with paid preparer
No

Preparer

Firm
KYP Financial
Address
4110 Edison Avenue Suite 203, Chino, CA 91710
Preparer
Raul Purificacion
Phone
8184556302
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarship Awards to Local Students Amount 19,000Activity Other Charities Amount 28,843Scholarship Awards to Local Students Other Charities”

Raw XML Appendix142 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/PersonNm0Bill Haglund
IRS990EZ/BooksInCareOfDetail/PhoneNum07134673091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09321 Katy Freeway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0274514
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0259211
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013286
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15303
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0274514
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0259211
IRS990EZ/FundraisingGrossIncomeAmt035760
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047843
IRS990EZ/GrossReceiptsAmt049046
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0274514
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0259211
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0274514
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0259211
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Scholarship Awards to Local Students
IRS990EZ/PrintingPublicationsPostageAmt01081
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship Awards to Local Students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other Charities
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128843
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015425
IRS990EZ/SpecialEventsNetIncomeLossAmt020335
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048924
IRS990EZ/TotalProgramServiceExpensesAmt047843
IRS990EZ/TotalRevenueAmt033621
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt081046
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.02920
IRS990ScheduleA/PublicSupportPY170Pct00.03100
IRS990ScheduleA/PublicSupportTotal170Amt02366
IRS990ScheduleA/SubstantialContributorsTotAmt078680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033749
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt081046
IRS990ScheduleA/TotalSupportAmt081046
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
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Watch Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tour
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarship Awards to Local Students Amount 19,000Activity Other Charities Amount 28,843Scholarship Awards to Local Students Other Charities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL HAGLUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07134673091
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A2A855BEAF825D91471F5A98C35098AFF9593D5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2A855BEAF825D91471F5A98C35098AFF9593D5E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03391982020289nkvcjyh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.251.145.160
ReturnHeader/FilingSecurityInformation/IPDt02020-10-15
ReturnHeader/FilingSecurityInformation/IPTm013:44:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KYP Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04110 Edison Avenue Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091710
ReturnHeader/PreparerPersonGrp/PhoneNum08184556302
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Raul Purificacion
ReturnHeader/ReturnTs02020-10-15T13:42:44-04:00
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
$259,211
Liabilities
$0
Net assets
$259,211
Revenue
$33,621
Expenses
$48,924
Net income
-$15,303
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