Civic Intelligence

The Katy Rotary Fund Co Stuart I Levin

990 • Fiscal year 2017 • EIN 76-0538180

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.1%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$132,746

Up $3,968 (+3.1%) from 2016

Net Assets

Up

$132,746

Up $8,358 (+6.7%) from 2016

Liabilities

Down

$0

Down $4,390 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin75th percentile

Revenue

Down

$43,575

Down $11,455 (-21%) from 2016

Expenses

Up

$35,217

Up $6,147 (+21%) from 2016

Net Income

Down

$8,358

Down $17,602 (-68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$132,746
Liabilities$0
Net Assets$132,746
Open 2017 Filing

Operations Trend

Revenue Growth23rd 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

2017

Revenue$43,575
Expenses$35,217
Net Income$8,358
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$210,058
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$124,388$132,746▲ $8,358
Cash and Non-Interest-Bearing Accounts$103,503$107,330▲ $3,827
Savings and Temporary Cash Investments$25,275$25,415▲ $140
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$128,778$132,746▲ $3,968
Other Assets Total-$1-
Liabilities
Other Liabilities$4,390--
Total Liabilities$4,390$0▼ $4,390
Net Assets / Fund Balance
Total Net Assets Fund Balance$124,388$132,746▲ $8,358
Total Liabilities and Net Assets / Fund Balance$128,778$132,746▲ $3,968
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Rhonda Walls-KerbyPresident
Carol LevinDirector
Malcolm JuniorDirector
Reynold VeselkaDirector
Bob NelsonSecretary
Vicki RaoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,393
Program Service Revenue
$0
Investment Income
$212
Other Revenue
$37,970
All Other Contributions
$5,393
Change in Net Assets
$8,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,000
Other Expenses$217
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$25,000--$25,000
Grants to Domestic Orgs$10,000--$10,000
Other Expenses-$10-$10
Total Functional Expenses$35,000$217$0$35,217
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$204,453
Fundraising Direct Expenses$166,483
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wildwest Brew Fest Ticket Sales$107,714$107,714$107,912$-198
Katy Triathlon at Firethorne$61,587$61,587$29,900$31,687
Total Events$204,453$204,453$166,483$37,970
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
Rhonda Walls-Kerby
Title
President
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda Walls-Kerby
Formed
2001
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Charitable Contribution to Neuhaus Education Center. OTHER PROGRAM SERVICES 5: Charitable Contribution to Rotary Firefighters House. OTHER PROGRAM SERVICES 6: Charitable Contribution to Katy Christian Ministries to be used for purchasing a Food Scale.”

Raw XML AppendixShowing 400 of 420 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide college scholarships and funds to assist charitable organizations with projects affecting the education, health and welfare of children.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt05393
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Vicki Rao
IRS990/BooksInCareOfDetail/PhoneNum02813913655
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01806 Avenue D Suite 106
IRS990/BooksInCareOfDetail/USAddress/CityNm0Katy
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077493
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0103503
IRS990/CashNonInterestBearingGrp/EOYAmt0107330
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05393
IRS990/CYGrantsAndSimilarPaidAmt035000
IRS990/CYInvestmentIncomeAmt0212
IRS990/CYOtherExpensesAmt0217
IRS990/CYOtherRevenueAmt037970
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08358
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt035217
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt043575
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0College Scholarships to Fourteen Katy ISD Graduating Students.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt025000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Reynold Veselka
IRS990/Form990PartVIISectionAGrp/PersonNm1Vicki Rao
IRS990/Form990PartVIISectionAGrp/PersonNm2Malcolm Junior
IRS990/Form990PartVIISectionAGrp/PersonNm3Carol Levin
IRS990/Form990PartVIISectionAGrp/PersonNm4Rhonda Walls-Kerby
IRS990/Form990PartVIISectionAGrp/PersonNm5Bob Nelson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0166483
IRS990/FundraisingGrossIncomeAmt0204453
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0210058
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0212
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0212
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Provide college scholarships and funds to assist charitable organizations with projects affecting the education, health and welfare of children.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0124388
IRS990/NetAssetsOrFundBalancesEOYAmt0132746
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt037970
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Brick Costs
IRS990/OtherExpensesGrp/Desc1Bank Charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0207
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/TotalAmt0207
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherLiabilitiesGrp/BOYAmt04390
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Rhonda Walls-Kerby
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Charitable contribution to Katy Rotary Club to provide funds to Katy ISD to build Hydophonic Gardens.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02000
IRS990/ProgSrvcAccomActy3Grp/Desc0Charitable Contribution to Hope Impacts.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02650
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt027500
IRS990/PYInvestmentIncomeAmt0411
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01570
IRS990/PYOtherRevenueAmt051969
IRS990/PYRevenuesLessExpensesAmt025960
IRS990/PYTotalExpensesAmt029070
IRS990/PYTotalRevenueAmt055030
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08358
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0124388
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0132746
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025415
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026513
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0212
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0691
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0715
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0204454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0162617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0114669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0109245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0690119
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0715
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02651
IRS990ScheduleA/InvestmentIncomeCYPct00.00370
IRS990ScheduleA/InvestmentIncomePYPct00.00640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99630
IRS990ScheduleA/PublicSupportPY509Pct00.99360
IRS990ScheduleA/PublicSupportTotal509Amt0716632
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0209847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0165267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0129539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102634
IRS990ScheduleA/Total509Grp/TotalAmt0716632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0210059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0165678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0130230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103349
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0719283
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0166483
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wildwest Brew Fest Ticket Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Katy Triathlon at Firethorne
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt061587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0204453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0107714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt061587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt035152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0204453
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037970
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt026271
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0164083
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0107912
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt029900
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02400
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0College Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0College Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Charitable Contribution to Neuhaus Education Center. OTHER PROGRAM SERVICES 5: Charitable Contribution to Rotary Firefighters House. OTHER PROGRAM SERVICES 6: Charitable Contribution to Katy Christian Ministries to be used for purchasing a Food Scale.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0128778
IRS990/TotalAssetsEOYAmt0132746
IRS990/TotalAssetsGrp/BOYAmt0128778
IRS990/TotalAssetsGrp/EOYAmt0132746
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05393
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0217
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035000
IRS990/TotalFunctionalExpensesGrp/TotalAmt035217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04390
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04390
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124388
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0132746
IRS990/TotalOtherProgSrvcExpenseAmt06000
IRS990/TotalProgramServiceExpensesAmt035000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0212
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043575
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0128778
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0132746
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 70
IRS990/USAddress/CityNm0Katy
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077492
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rhonda Walls-Kerby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Katy Rotary Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Stuart I Levin

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,746
Liabilities
$0
Net assets
$132,746
Revenue
$43,575
Expenses
$35,217
Net income
$8,358
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