Civic Intelligence

Memorial Spring Branch Rotary Club Charities Inc.

990EZ • Fiscal year 2022 • EIN 76-0149081

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

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

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

5th percentile

-146%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

24th percentile

-18%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$268,432

Down $57,361 (-18%) from 2021

Net Assets

Down

$268,432

Down $57,361 (-18%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$39,325

Down $47,750 (-55%) from 2021

Expenses

Up

$96,686

Up $76,193 (+372%) from 2021

Net Income

Down

-$57,361

Down $123,943 (-186%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2022

Assets$268,432
Liabilities-
Net Assets$268,432
Open 2022 Filing

Operations Trend

Revenue Growth10th 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

2022

Revenue$39,325
Expenses$96,686
Net Income-$57,361
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$52,112
Mission and Program Overview

Mission

Scholarship Awards to Local Students

Program Services

DescriptionGrantsExpenses
Other charities$67,033$67,033
Scholarship awards to local students$26,054$26,054
Compensation and Service Providers
Top Officer Pay78th 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
Watch Raffle$26,781$26,781$12,787$13,994
Golf Tournament$7,725$7,725-$7,725
Total Events$34,506$34,506$12,787$21,719
Filing and Contact Details

Filer

Filer Name
Memorial Spring Branch Rotary Charities
EIN
76-0149081
Phone
7134673091
Address
PO Box 79172, Houston, TX 77279-9172

Signing Officer

Name
Bill Haglund
Title
Treasurer
Phone
7134673091
Signed
2023-05-09
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 Bill Archer Family Scholarship, Cash Grant 22,694, Relationship”

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

“Activity , Grantee Rod Mace Scholarship, Cash Grant 9,313, Relationship”

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

“Activity , Grantee Various, Cash Grant 9,792, Relationship”

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

“Supplies 850”

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

“Bank Fees 30”

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/PersonNm0Bill Haglund
IRS990EZ/BooksInCareOfDetail/PhoneNum07139065671
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box79172
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077279
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0325793
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0268432
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017606
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-57361
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01729
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0325793
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0268432
IRS990EZ/FundraisingGrossIncomeAmt034506
IRS990EZ/GrantsAndSimilarAmountsPaidAmt093087
IRS990EZ/GrossReceiptsAmt052112
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0325793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0268432
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0325793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0268432
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/OtherExpensesTotalAmt0880
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Scholarship awards to local students
IRS990EZ/PrintingPublicationsPostageAmt0990
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship awards to local students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other charities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026054
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt167033
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026054
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt167033
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012787
IRS990EZ/SpecialEventsNetIncomeLossAmt021719
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt096686
IRS990EZ/TotalProgramServiceExpensesAmt093087
IRS990EZ/TotalRevenueAmt039325
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0155281
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034506
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0155281
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033749
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0155281
IRS990ScheduleA/TotalSupportAmt0155281
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/DirectExpenseSummaryEventsAmt012787
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Watch Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034506
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021719
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012787
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee Bill Archer Family Scholarship, Cash Grant 22,694, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity , Grantee Rod Mace Scholarship, Cash Grant 9,313, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity , Grantee Various, Cash Grant 9,792, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees 30
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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Haglund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07134673091
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Memorial Spring Branch Rotary Charities
ReturnHeader/Filer/BusinessNameControlTxt0MEMO
ReturnHeader/Filer/EIN0760149081
ReturnHeader/Filer/PhoneNum07134673091
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/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Mack
ReturnHeader/ReturnTs02023-05-09T05:49:26-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bill
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Haglund
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,432
Liabilities
-
Net assets
$268,432
Revenue
$39,325
Expenses
$96,686
Net income
-$57,361
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