Civic Intelligence

The Katy Rotary Fund Co Stuart I Levin

990EZ • Fiscal year 2011 • EIN 76-0538180

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 06, 2012

Organization ProfileN/A
20501 Katy Freeway77450
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$102,919

Flat from 2011

Net Assets

$102,919

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$23,527

Flat from 2011

Expenses

Flat

$62,719

Flat from 2011

Net Income

Flat

-$39,192

Flat from 2011

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $102,919Net Assets 2011: $102,9192011Assets 2011: $102,919Liabilities 2011: $02011Assets 2012: $123,059Liabilities 2012: $02012Assets 2013: $136,455Liabilities 2013: $02013Assets 2014: $146,508Liabilities 2014: $02014Assets 2015: $101,548Liabilities 2015: $3,120Net Assets 2015: $98,4282015Assets 2016: $128,778Liabilities 2016: $4,390Net Assets 2016: $124,3882016Assets 2017: $132,746Liabilities 2017: $0Net Assets 2017: $132,7462017Assets 2018: $173,087Liabilities 2018: $0Net Assets 2018: $173,0872018Assets 2019: $201,801Liabilities 2019: $0Net Assets 2019: $201,8012019Assets 2020: $212,666Net Assets 2020: $212,6662020Assets 2021: $166,022Net Assets 2021: $166,0222021Assets 2022: $232,186Liabilities 2022: $23,616Net Assets 2022: $208,5702022Assets 2023: $212,502Liabilities 2023: $0Net Assets 2023: $212,5022023Assets 2024: $251,185Liabilities 2024: $0Net Assets 2024: $251,1852024

Highlighted filing

2011

Assets$102,919
Liabilities-
Net Assets$102,919
Open 2011 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $23,527Expenses 2011: $62,719Net Income 2011: -$39,1922011Revenue 2011: $23,527Expenses 2011: $62,719Net Income 2011: -$39,1922011Revenue 2012: $18,164Expenses 2012: $3,027Net Income 2012: $15,1372012Revenue 2013: $37,264Expenses 2013: $23,868Net Income 2013: $13,3962013Revenue 2014: $35,821Expenses 2014: $25,768Net Income 2014: $10,0532014Revenue 2015: $65,433Expenses 2015: $113,513Net Income 2015: -$48,0802015Revenue 2016: $55,030Expenses 2016: $29,070Net Income 2016: $25,9602016Revenue 2017: $43,575Expenses 2017: $35,217Net Income 2017: $8,3582017Revenue 2018: $99,514Expenses 2018: $59,173Net Income 2018: $40,3412018Revenue 2019: $77,726Expenses 2019: $49,012Net Income 2019: $28,7142019Revenue 2020: $46,115Expenses 2020: $35,250Net Income 2020: $10,8652020Revenue 2021: $23,768Expenses 2021: $70,412Net Income 2021: -$46,6442021Revenue 2022: $95,548Expenses 2022: $53,000Net Income 2022: $42,5482022Revenue 2023: $141,432Expenses 2023: $137,500Net Income 2023: $3,9322023Revenue 2024: $132,683Expenses 2024: $94,000Net Income 2024: $38,6832024

Highlighted filing

2011

Revenue$23,527
Expenses$62,719
Net Income-$39,192
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 6, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Provide college scholarships and funds to assist charitable organizations with projects affecting the education, health and welfare of children.

Filing and Contact Details

Filer

EIN
76-0538180
Raw XML Appendix213 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.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0BRUCE KINGWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1RICHARD J WHITE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2NANCY C FRENTZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3KENNETH R BURTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JAMES JACOBS
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
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IRS990EZ/OtherExpensesTotal0219
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PROVIDE COLLEGE SCHOLARSHIPS AND FUNDS TO ASSIST CHARITABLE ORGANIZATIONS WITH PROJECTS AFFECTING THE EDUCATION, HEALTH, AND WELFARE OF CHILDREN.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0COLLEGE SCHOLARSHPS OF $1,500 EACH TO TEN KATY ISD GRADUATING STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1CHARITABLE CONTRIBUTION TO BREATH OF LIFE CLINIC FOR VACCINE. THE CLINIC PROVIDES FREE AND/OR LOW COST IMMUNIZATIONS TO CHILDREN.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2CHARITABLE CONTRIBUTION TO THE MUSEUM OF CULTURAL ARTS, HOUSTON (MOCHA). THE ORGANIZATION DESIGNED AND SUPERVISED THE PRODUCTION OF MOSAICS USING KISD HIGH SCHOOL ART STUDENTS. THE MOSAICS ARE TO BE PART OF A PAVILION HONORING THE FIVE MILITARY BRANCHES IN A NEW FORT BEND COUNTY PARK.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3CHARITABLE CONTRIBUTION TO HUDSELL ELEMENTARY SCHOOL (KATY ISD) IN CONJUNCTION WITH TEXAS PARKS AND WILDLIFE FOR A DAY FISHING CAMP FOR ELEMENTARY STUDENTS AND THEIR FAMILIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom4CHARITABLE CONTRIBUTION TO KATY CHRISTIAN MINISTRIES FOOD BANK FOR A NEW FREEZER.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom5CHARITABLE CONTRIBUTION TO BROOKWOOD COMMUNITY, AN ORGANIZATION DEVOTED TO PROVIDING OCCUPATIONAL AND LIFE SKILLS FOR HANDICAPPED INDIVIDUALS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses015000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses12500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses235000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses31000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses45000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses54000
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IRS990EZ/TheBooksAreInCareOf/NamePerson0JAMES JACOBS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02813953338
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IRS990EZ/WebSite0N/A
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IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
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IRS990ScheduleO/GeneralExplanation/Explanation0Office Expenses $219
IRS990ScheduleO/GeneralExplanation/Explanation1Class of Activity: CHARITABLE-PARK MOSIACS | Donee's Name: MUSEUM OF CULTURAL ARTS, HOUSTON | Donee's Address: 908 WOOD STREET, SUITE 150 HOUSTON, TX 77002 | Relationship of Donee: UNRELATED | Cash Amount Given: $35000
IRS990ScheduleO/GeneralExplanation/Explanation2Class of Activity: COLLEGE SCHOLARSHIP | Donee's Name: TEN SCHOLARSHIPS ($1,500 EACH) | Donee's Address: VARIOUS KATY, TX 77493 | Relationship of Donee: UNRELATED | Cash Amount Given: $15000
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0760538180
ReturnHeader/Filer/Name/BusinessNameLine10KATY ROTARY FUND
ReturnHeader/Filer/NameControl0KATY
ReturnHeader/Filer/Phone02815796044
ReturnHeader/Filer/USAddress/AddressLine1020501 KATY FREEWAY
ReturnHeader/Filer/USAddress/City0KATY
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077450
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-07-06
ReturnHeader/Officer/Name0JAMES JACOBS
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Robert A Nelson CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1016360 Park Ten Place 105
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Houston
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077084
ReturnHeader/Preparer/Name0Robert A Nelson
ReturnHeader/Preparer/Phone02815796061
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-11T12:05:35-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$102,919
Liabilities
-
Net assets
$102,919
Revenue
$23,527
Expenses
$62,719
Net income
-$39,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.33$0.94$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.41$1.38$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.24$2.09$0.96$0.53$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.24$0.70$0.47
2020Detailed filing. Detailed filing data is available for this year.$2.13$2.13$0.46$0.35$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.78$0.49$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.00$0.59$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.44$0.35$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.04$1.24$0.55$0.29$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.98$0.65$1.14$0.48
2014Summary only. Only limited summary data is available for this year.$1.47$0.00$0.36$0.26$0.10
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$0.37$0.24$0.13
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.18$0.03$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.24$0.63$0.39
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.24$0.63$0.39