Civic Intelligence

The Katy Rotary Fund Co Stuart I Levin

990EZ • Fiscal year 2015 • EIN 76-0538180

Jul 01, 2014 to Jun 30, 2015 • Filed on May 11, 2016

Organization ProfileN/A
20501 Katy Freeway 217Katy, TX 77450

(281) 579-6044

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

83%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$101,548

Down $44,960 (-31%) from 2014

Net Assets

$98,428

No earlier filing loaded for comparison.

Liabilities

Up

$3,120

Up $3,120 from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin6th percentile

Revenue

Up

$65,433

Up $29,612 (+83%) from 2014

Expenses

Up

$113,513

Up $87,745 (+341%) from 2014

Net Income

Down

-$48,080

Down $58,133 (-578%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$300K$200K$100K$0Assets 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

2015

Assets$101,548
Liabilities$3,120
Net Assets$98,428
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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 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

2015

Revenue$65,433
Expenses$113,513
Net Income-$48,080
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 11, 2016
Return Version
2014v6.0
Gross Receipts
$130,230
Mission and Program Overview

Mission

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

Provide college scholarships and funds to assist charitable organizations with projects affecting the education, health and welfare of children. To assist Rotary Clubs locally and worldwide with worthwhile community and service projects.

Program Services

DescriptionGrantsExpenses
Charitable Contribution to Rotary Club of Katy to fund charity and community projects.$50,000$50,000
Charitable Contribution to Houston Community College Foundation to assist with Dual Credit Program and students on Financial Aid.$30,000$30,000
College Scholarships of $1500 each to Fourteen Katy ISD Graduating Students.$21,000$21,000
Charitable Contribution to Rotary Club of Monrovia, Africa to aid in the Relief of of the Ebola outbreak in their region.$6,370$6,370
Charitable contribution to Katy ISD to Continue a Dual Credit Program for underprivileged high school students, to provide a pathway to college.$5,100$5,100
Charitable Contribution to Rotary District 5890 to purchase Ipads for service project in New Orleans, LA.$1,000$1,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth R BurtonPresident-$0--
Vicki RaoTreasurer-$0--
Ed BlandDirector-$0--
Bruce KingwellSecretary-$0--
Rhonda Walls-KerbyDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Katy Triathlon at Firethorne$82,594$82,594$38,548$44,046
Children's Film Festival$32,075$32,075$23,849$8,226
Total Events$114,669$114,669$64,797$49,872
Filing and Contact Details

Filer

Filer Name
The Katy Rotary Fund
EIN
76-0538180
Phone
2815796044
Address
20501 Katy Freeway 217, Katy, TX 77450

Signing Officer

Name
Vicki Rao
Title
Treasurer
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Vicki Rao CPA
Address
1806 Avenue D Suite 106, Katy, TX 77493
Preparer
Vicki Rao CPA
Phone
2813913655
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Scholarship | Donee's Name: 14 Students | Donee's Address: various | Relationship of Donee: Unrelated | Cash Amount Given: $21000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Contb for Tuition Assista | Donee's Name: Houston Community College Foundation | Donee's Address: Foxlake Houston, TX 77084 | Relationship of Donee: Unrelated | Cash Amount Given: $30000”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: Dual Credit | Donee's Name: Katy ISD | Donee's Address: Stadium Drive Katy, TX 77493 | Relationship of Donee: Unrelated | Cash Amount Given: $5100”

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: Community Projects | Donee's Name: Rotary Club of Katy | Donee's Address: P.O. Box 70 Katy, TX 77492 | Relationship of Donee: Rotary Club | Cash Amount Given: $50000”

Grants and Similar Amounts Paid In Excess of $5,000.5

“Class of Activity: Ebola Relief | Donee's Name: Rotary Club of Monrovia | Donee's Address: Africa Africa, | Relationship of Donee: Rotary Club | Cash Amount Given: $6370”

Other Expenses.1

“Bank Charges $38”

Other Expenses.2

“State Documentation $5”

Total Liabilities.1

“Triathlon Entry Fees in advance - Beginning $0 Triathlon Entry Fees in advance - Ending $3120”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Vicki Rao
IRS990EZ/BooksInCareOfDetail/PhoneNum02813913655
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01806 Avenue D Suite 106
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Katy
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077493
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0146508
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101548
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014870
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-48080
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0146508
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101548
IRS990EZ/FundraisingGrossIncomeAmt0114669
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0113470
IRS990EZ/GrossReceiptsAmt0130230
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0691
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146508
IRS990EZ/NetAssetsOrFundBalancesEOYAmt098428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146508
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt098428
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenneth R Burton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Vicki Rao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ed Bland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bruce Kingwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rhonda Walls-Kerby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide college scholarships and funds to assist charitable organizations with projects affecting the education, health and welfare of children. To assist Rotary Clubs locally and worldwide with worthwhile community and service projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0College Scholarships of $1500 each to Fourteen Katy ISD Graduating Students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Charitable Contribution to Houston Community College Foundation to assist with Dual Credit Program and students on Financial Aid.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Charitable contribution to Katy ISD to Continue a Dual Credit Program for underprivileged high school students, to provide a pathway to college.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Charitable Contribution to Rotary District 5890 to purchase Ipads for service project in New Orleans, LA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Charitable Contribution to Rotary Club of Katy to fund charity and community projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Charitable Contribution to Rotary Club of Monrovia, Africa to aid in the Relief of of the Ebola outbreak in their region.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt130000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt450000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt56370
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt130000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt450000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt56370
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt064797
IRS990EZ/SpecialEventsNetIncomeLossAmt049872
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03120
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113513
IRS990EZ/TotalProgramServiceExpensesAmt0113470
IRS990EZ/TotalRevenueAmt065433
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025980
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0691
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0715
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01721
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0114669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0109245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt099134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0108258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0100293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0531599
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0715
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01535
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01721
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05284
IRS990ScheduleA/InvestmentIncomeCYPct00.00940
IRS990ScheduleA/InvestmentIncomePYPct00.01280
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99060
IRS990ScheduleA/PublicSupportPY509Pct00.98720
IRS990ScheduleA/PublicSupportTotal509Amt0557579
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0129539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101793
IRS990ScheduleA/Total509Grp/TotalAmt0557579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0130230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0115803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0562863
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt064797
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Katy Triathlon at Firethorne
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Children's Film Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0114669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt082594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0114669
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049872
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt062397
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038548
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt023849
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarship | Donee's Name: 14 Students | Donee's Address: various | Relationship of Donee: Unrelated | Cash Amount Given: $21000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Contb for Tuition Assista | Donee's Name: Houston Community College Foundation | Donee's Address: Foxlake Houston, TX 77084 | Relationship of Donee: Unrelated | Cash Amount Given: $30000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Dual Credit | Donee's Name: Katy ISD | Donee's Address: Stadium Drive Katy, TX 77493 | Relationship of Donee: Unrelated | Cash Amount Given: $5100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: Community Projects | Donee's Name: Rotary Club of Katy | Donee's Address: P.O. Box 70 Katy, TX 77492 | Relationship of Donee: Rotary Club | Cash Amount Given: $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class of Activity: Ebola Relief | Donee's Name: Rotary Club of Monrovia | Donee's Address: Africa Africa, | Relationship of Donee: Rotary Club | Cash Amount Given: $6370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6State Documentation $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Triathlon Entry Fees in advance - Beginning $0 Triathlon Entry Fees in advance - Ending $3120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicki Rao
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Katy Rotary Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Stuart I Levin
ReturnHeader/Filer/BusinessNameControlTxt0KATY
ReturnHeader/Filer/EIN0760538180
ReturnHeader/Filer/PhoneNum02815796044
ReturnHeader/Filer/USAddress/AddressLine1Txt020501 Katy Freeway 217
ReturnHeader/Filer/USAddress/CityNm0Katy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vicki Rao CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01806 Avenue D Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Katy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077493
ReturnHeader/PreparerPersonGrp/PhoneNum02813913655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vicki Rao CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-11T12:47:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,548
Liabilities
$3,120
Net assets
$98,428
Revenue
$65,433
Expenses
$113,513
Net income
-$48,080
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
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.24$0.63$0.39