Civic Intelligence

Sugar Land Rotary Foundation Inc.

990EZ • Fiscal year 2012 • EIN 76-0572736

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 10, 2013

12926 Dairy Ashford Road No 18677478
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

58th percentile

5.7%

Faster asset growth than 58% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

54th percentile

3.5%

Faster revenue growth than 54% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Up

$228,406

Up $12,339 (+5.7%) from 2011

Net Assets

Up

$228,406

Up $12,339 (+5.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$26,839

Up $900 (+3.5%) from 2011

Expenses

Down

$14,500

Down $15,509 (-52%) from 2011

Net Income

Up

$12,339

Up $16,409 (+403%) from 2011

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $216,067Liabilities 2011: $0Net Assets 2011: $216,0672011Assets 2012: $228,406Liabilities 2012: $0Net Assets 2012: $228,4062012Assets 2013: $241,943Liabilities 2013: $0Net Assets 2013: $241,9432013Assets 2014: $254,297Liabilities 2014: $02014Assets 2015: $244,495Liabilities 2015: $31,856Net Assets 2015: $212,6392015Assets 2016: $269,622Liabilities 2016: $44,088Net Assets 2016: $225,5342016Assets 2017: $331,711Liabilities 2017: $21,000Net Assets 2017: $310,7112017Assets 2018: $337,126Liabilities 2018: $16,000Net Assets 2018: $321,1262018Assets 2019: $400,875Liabilities 2019: $11,000Net Assets 2019: $389,8752019Assets 2020: $471,672Liabilities 2020: $11,000Net Assets 2020: $460,6722020Assets 2021: $521,042Liabilities 2021: $11,000Net Assets 2021: $510,0422021Assets 2022: $466,138Liabilities 2022: $11,000Net Assets 2022: $455,1382022Assets 2023: $565,814Liabilities 2023: $8,000Net Assets 2023: $557,8142023Assets 2024: $622,572Liabilities 2024: $8,000Net Assets 2024: $614,5722024

Highlighted filing

2012

Assets$228,406
Liabilities$0
Net Assets$228,406

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $25,939Expenses 2011: $30,009Net Income 2011: -$4,0702011Revenue 2012: $26,839Expenses 2012: $14,500Net Income 2012: $12,3392012Revenue 2013: $31,537Expenses 2013: $18,000Net Income 2013: $13,5372013Revenue 2014: $31,629Expenses 2014: $19,275Net Income 2014: $12,3542014Revenue 2015: $39,729Expenses 2015: $81,387Net Income 2015: -$41,6582015Revenue 2016: $43,182Expenses 2016: $30,287Net Income 2016: $12,8952016Revenue 2017: $43,576Expenses 2017: $10,544Net Income 2017: $33,0322017Revenue 2018: $66,947Expenses 2018: $7,787Net Income 2018: $59,1602018Revenue 2019: $37,519Expenses 2019: $16,295Net Income 2019: $21,2242019Revenue 2020: $27,136Expenses 2020: $4,536Net Income 2020: $22,6002020Revenue 2021: $38,326Expenses 2021: $9,704Net Income 2021: $28,6222021Revenue 2022: $35,139Expenses 2022: $5,818Net Income 2022: $29,3212022Revenue 2023: $57,296Expenses 2023: $5,049Net Income 2023: $52,2472023Revenue 2024: $40,763Expenses 2024: $15,060Net Income 2024: $25,7032024

Highlighted filing

2012

Revenue$26,839
Expenses$14,500
Net Income$12,339
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 10, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Form 990-ez, part iii, line 31 - all other accomplishments line 31, other programs / services (discribed in schedule o) activity classification: annual support grantee name: pccpa - professional child care provider association grantee address: 723 main street 423 houston, tx 77002 grantee relationship: none property description: cash amount given: activity classification: annual support grantee name: fort bend forward grantee address: 445 commerce green blvd sugar land 77478 grantee relationship: none property description: cash amount given: activity classification: annual support grantee name: big brothers big sisters of fort bend county grantee address: 12300 parc crest drive 160 stafford, tx 77477 grantee relationship: none property description: cash amount given: activity classification: annual support grantee name: project smile grantee address: 838 bel mar street sugar land, tx 77479 grantee relationship: none property description: cash amount given: activity classification: annu

Filing and Contact Details

Filer

EIN
76-0572736
Raw XML Appendix195 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY0216067
IRS990EZ/CashSavingsAndInvestments/EOY0228406
IRS990EZ/ContributionsGiftsGrantsEtc03500
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear012339
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
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IRS990EZ/FundraisingGrossIncome023317
IRS990EZ/GrantsAndSimilarAmountsPaid014500
IRS990EZ/GrossReceipts026839
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IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0216067
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IRS990EZ/NetAssetsOrFundBalancesEOY0228406
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0David Shaw
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Steve Varney
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Harris H Johnston Jr
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Bill Griffin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Raleigh Bailes
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Trustee
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Granting scholarships to Fort Bend area students and supporting other local charitable organizations to assist the youth of the community.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Granting 5 $1,000.00 scholarships to the University of Houston @ Sugar Land to Fort Bend students.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Supporting local charities in Fort Bend County for the benefit of the children.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsNetIncomeLoss023317
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1012926 Dairy Ashford Road Suite 186
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Sugar Land
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode077478
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10Harris H Johnston Jr
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02812405700
IRS990EZ/TotalAssets/BOY0216067
IRS990EZ/TotalAssets/EOY0228406
IRS990EZ/TotalExpenses014500
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue026839
IRS990EZ/TotNumberOfOthEmplPaidOver100k00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear03500
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year03100
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years03000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0633
IRS990ScheduleA/GiftsGrantsContribReceived509/Total010233
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear022
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year022
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years021
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0117
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years02597
IRS990ScheduleA/GrossInvestmentIncome509/Total02779
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear023317
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year022817
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years032697
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years025249
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0114945
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0219025
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear022
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year022
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years021
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0117
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years02597
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02779
IRS990ScheduleA/InvestmentIncomePercentage00.01200
IRS990ScheduleA/PriorYearSupportPercentage00.95060
IRS990ScheduleA/PriorYrInvestIncomePercentage00.02660
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.98800
IRS990ScheduleA/PublicSupportTotal5090229258
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear026817
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year025917
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years035697
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years025249
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0115578
IRS990ScheduleA/Total509/Total0229258
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear026839
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year025939
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years035718
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years025366
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0118175
IRS990ScheduleA/TotalSupportTotal/Total0232037
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1023317
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IRS990ScheduleG/EventsInformation/GrossRevenueEvent1023317
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents023317
IRS990ScheduleG/EventsInformation/NameOfEvent10Annual Fall Festival
IRS990ScheduleG/EventsInformation/NetIncomeSummary023317
IRS990ScheduleG/SpecialFundraisingEvents0X
IRS990ScheduleO/GeneralExplanation/Explanation0Edward Jones Money Market Dividends 22..
IRS990ScheduleO/GeneralExplanation/Explanation1Activity Classification: Scholarships. Grantee Name: University of Houston - Sugar Land. Grantee Address: 14000 University Blvd. Sugar Land, TX 77479. Grantee Relationship: None. Property Description: Cash. Date of Gift: 06/22/12. Amount Given: 5,000.
IRS990ScheduleO/GeneralExplanation/Explanation2Activity Classification: Academic Excellence Letters. Grantee Name: Fort Bend ISD. Grantee Address: 16431 Lexington Blvd. Sugar Land, TX 77479. Grantee Relationship: None. Property Description: Cash. Date of Gift: 01/17/12. Amount Given: 5,000.
IRS990ScheduleO/GeneralExplanation/Explanation3Activity Classification: Annual Support. Grantee Name: Project SMILE. Grantee Address: 4411 Bluebonnett Drive Sugar Land, TX 77478. Grantee Relationship: None. Property Description: Cash. Date of Gift: 09/10/12. Amount Given: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation4Activity Classification: Scholarships. Grantee Name: Jackie Spellman Foundation. Grantee Address: 935 Eldridge Road Box 200 Sugar Land, TX 77478. Grantee Relationship: None. Property Description: Cash. Date of Gift: 09/19/12. Amount Given: 3,000. Total included on Form 990-EZ, line 10: 14,500.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Investment Income
IRS990ScheduleO/GeneralExplanation/Identifier1Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier2Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier3Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier4Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990-EZ, Part I, Line 10
TransferPrsnlBnftContractsDecl/Declaration0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0760572736
ReturnHeader/Filer/Name/BusinessNameLine10Sugar Land Rotary Charitable Foundation
ReturnHeader/Filer/NameControl0SUGA
ReturnHeader/Filer/Phone02812405700
ReturnHeader/Filer/USAddress/AddressLine1012926 Dairy Ashford Road No 186
ReturnHeader/Filer/USAddress/City0Sugar Land
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077478
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-10
ReturnHeader/Officer/Name0Harris H Johnston Jr
ReturnHeader/Officer/Phone02812405700
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02013-08-10
ReturnHeader/PreparerFirm/EIN0741974670
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Harris H Johnston Jr Inc CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1012926 Dairy Ashford Suite 186
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Sugar Land
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077478
ReturnHeader/Preparer/Name0Harris H Johnston Jr
ReturnHeader/Preparer/Phone02812405700
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-13T14:19:30-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.23$0.08$6.15$0.41$0.15$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.66$0.08$5.58$0.57$0.05$0.52
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.11$4.55$0.35$0.06$0.29
2021Detailed filing. Detailed filing data is available for this year.$5.21$0.11$5.10$0.38$0.10$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.11$4.61$0.27$0.05$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.11$3.90$0.38$0.16$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.16$3.21$0.67$0.08$0.59
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.21$3.11$0.44$0.11$0.33
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.44$2.26$0.43$0.30$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.32$2.13$0.40$0.81$0.42
2014Summary only. Only limited summary data is available for this year.$2.54$0.00$0.32$0.19$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.32$0.18$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.00$2.28$0.27$0.15$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.26$0.30$0.04