Civic Intelligence

The Katy Rotary Fund Co Stuart I Levin

990EZ • Fiscal year 2020 • EIN 76-0538180

Jul 01, 2019 to Jun 30, 2020 • Filed on Jun 15, 2021

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

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% 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

52nd percentile

5.4%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

28th percentile

-41%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$212,666

Up $10,865 (+5.4%) from 2019

Net Assets

Up

$212,666

Up $10,865 (+5.4%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$46,115

Down $31,611 (-41%) from 2019

Expenses

Down

$35,250

Down $13,762 (-28%) from 2019

Net Income

Down

$10,865

Down $17,849 (-62%) from 2019

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

2020

Assets$212,666
Liabilities-
Net Assets$212,666
Open 2020 Filing

Operations Trend

Revenue Growth28th 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

2020

Revenue$46,115
Expenses$35,250
Net Income$10,865
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 15, 2021
Return Version
2019v5.0
Gross Receipts
$132,577
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
College Scholarships to Twelve Katy ISD Graduating Students.$25,500-
Charitable Contribution to Katy Christian Ministies$5,000-
Contribution to Paetow/Stockdick Band Boosters$3,000-
Charitable Contribution to Rotary Club of Katy$1,250-
Charitable Contribution to Compassion Katy$500-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thom PolvogtDirector-$0--
Vicki RaoTreasurer-$0--
Malcolm JuniorPresident-$0--
David LoeschSecretary-$0--
Jeff ThompsonVice President-$0--
Teresa CurryDirector-$0--
Dusty ThieleDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Katy Triathlon at Firethorne$59,750$59,750$66,745$-6,995
Katy Rice Festival$28,846$28,846$12,751$16,095
Total Events$106,010$106,010$86,462$19,548
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
Malcolm Junior
Title
President
Signed
2021-06-15
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: 15 Students | Donee's Address: various | Relationship of Donee: Unrelated | Cash Amount Given: $25500”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $700 Prepaid Expenses and Deferred Charges - Ending $0”

Other Assets.1

“Collections Due 2018 Triathlon - Beginning $64447 Collections Due 2018 Triathlon - Ending $0”

Raw XML Appendix211 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/BOYAmt0136654
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0212666
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026440
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010865
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201801
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0212666
IRS990EZ/FundraisingGrossIncomeAmt0106010
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035250
IRS990EZ/GrossReceiptsAmt0132577
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0127
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201801
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0212666
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201801
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0212666
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thom Polvogt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Vicki Rao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Malcolm Junior
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Loesch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeff Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Teresa Curry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dusty Thiele
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt065147
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0College Scholarships to Twelve Katy ISD Graduating Students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Charitable Contribution to Rotary Club of Katy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Charitable Contribution to Katy Christian Ministies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Charitable Contribution to Compassion Katy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Contribution to Paetow/Stockdick Band Boosters
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt43000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt086462
IRS990EZ/SpecialEventsNetIncomeLossAmt019548
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035250
IRS990EZ/TotalProgramServiceExpensesAmt035250
IRS990EZ/TotalRevenueAmt046115
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095623
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0419
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0411
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0106010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0238421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0186470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0204454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0162617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0897972
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01503
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt0993595
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0248512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0237519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0209847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0165267
IRS990ScheduleA/Total509Grp/TotalAmt0993595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0248931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0237853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0210059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0165678
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0995098
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/DirectExpenseSummaryEventsAmt086462
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Katy Triathlon at Firethorne
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Katy Rice Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0106010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0106010
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019548
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06966
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt086462
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt066745
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012751
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarship | Donee's Name: 15 Students | Donee's Address: various | Relationship of Donee: Unrelated | Cash Amount Given: $25500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Expenses and Deferred Charges - Beginning $700 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Collections Due 2018 Triathlon - Beginning $64447 Collections Due 2018 Triathlon - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Malcolm Junior
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
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/PreparerFirmEIN0760674690
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/ReturnTs02021-06-15T11:57:58-07:00
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
$212,666
Liabilities
-
Net assets
$212,666
Revenue
$46,115
Expenses
$35,250
Net income
$10,865
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