Civic Intelligence

Sugar Land Rotary Foundation Inc.

990EZ • Fiscal year 2017 • EIN 76-0572736

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

1650 Highway 6 Suite 470Sugar Land, TX 77478

(281) 240-5700

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

96th percentile

76%

Higher net margin than 96% 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

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$331,711

Up $62,089 (+23%) from 2016

Net Assets

Up

$310,711

Up $85,177 (+38%) from 2016

Liabilities

Down

$21,000

Down $23,088 (-52%) from 2016

Revenue

Up

$43,576

Up $394 (+0.9%) from 2016

Expenses

Down

$10,544

Down $19,743 (-65%) from 2016

Net Income

Up

$33,032

Up $20,137 (+156%) from 2016

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

2017

Assets$331,711
Liabilities$21,000
Net Assets$310,711

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

2017

Revenue$43,576
Expenses$10,544
Net Income$33,032
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$43,576
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

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$10,500$10,500
GRANTING 2,000 IN SCHOLARSHIPS TO GUERRERO CRYSTAL FOUNDATION.--
GRANTING 3,000 IN SCHOLARSHIPS TO FORT BEND BOYS CHOIR--
GRANTING 3,000 IN SCHOLARSHIPS FORT BEND EDUCATION FOUNDATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY PORTERSecretary-$0--
MARTY CLAYTONVice Preside-$0--
RICHARD BOOKERTreasurer-$0--
MITCH RAHIMPresident-$0--
PATRICK BULLARDDirector At-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Classic$25,400$25,400-$25,400
Total Events$25,400$25,400-$25,400
Filing and Contact Details

Filer

Filer Name
Sugar Land Rotary Foundation Inc
EIN
76-0572736
Phone
2812405700
Address
1650 HIGHWAY 6 SUITE 470, SUGAR LAND, TX 77478

Signing Officer

Name
Mitch Rahim
Title
President
Phone
2812405700
Signed
2018-11-12

Preparer

Firm
Bailes Bates & Associates Llp
Address
1650 HIGHWAY 6 STE 470, SUGAR LAND, TX 77478
Preparer
J Raleigh Bailes CPA
Phone
2815656400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Line 10, grants and allocations: activity classification: annual support grantee name: youth in philanthropy grantee address: 215 morton street, richmond, tx, 77469 grantee relationship: none property description: cash amount given: 500 activity classification: annual support grantee name:guerrero crystal foundation inc grantee address: po box 1566, lake jackson, tx, 77566 grantee relationship: none property description: cash amount given: 2,000 activity classification: annual support grantee name: achieve fort bend county grantee address: po box 3322, sugar land, tx, 77487-3322 grantee relationship: none property description: cash amount given: 1,000 activity classification: annual support grantee name: scott finley's santa-santas exchange grantee address: 2140 first colony blvd, sugar land, tx, 77479 grantee relationship: none property description: cash amount given: 2,000 activity classification: annual support grantee name: fort bend education foundation grantee address: 16431 lexington blvd, sugar land, tx, 77479 grantee relationship: none property description: cash amount given: 2,000 activity classification: annual support grantee name: fort bend boys choir grantee address: 4411 bluebonnet dr 103a, stafford, tx, 77477 grantee relationship: none property description: cash amount given: 3,000

Form 990-ez, Part I, Line 10

Cash contribution: 10,500

Form 990-ez, Part I, Line 16

Expenses bank service charges 44 total 44

Form 990-ez, Part I, Line 20

Unrealized gain 42,916 prior period unrealized gain adj 9,229

Form 990-ez, Part II, Line 26

Contributions/ scholarshipd payable 33,000 21,000 unrealized g/l on assets held 11,088 0

Form 990-ez, Part III

Primary exempt purpose- granting scholarships to fort bend area students and supporting other local charitable organizations to assist the youth of the community.

Form 990-ez, Part III, Line 31

SEE SCHEDULE O

Form 990-ez, Part V

Information regarding personal benefit contracts: the 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.

Raw XML Appendix186 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR AT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt052145
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IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTING 2,000 IN SCHOLARSHIPS TO GUERRERO CRYSTAL FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTING 3,000 IN SCHOLARSHIPS TO FORT BEND BOYS CHOIR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTING 3,000 IN SCHOLARSHIPS FORT BEND EDUCATION FOUNDATION.
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017574
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10, GRANTS AND ALLOCATIONS: ACTIVITY CLASSIFICATION: ANNUAL SUPPORT GRANTEE NAME: YOUTH IN PHILANTHROPY GRANTEE ADDRESS: 215 MORTON STREET, RICHMOND, TX, 77469 GRANTEE RELATIONSHIP: NONE PROPERTY DESCRIPTION: CASH AMOUNT GIVEN: 500 ACTIVITY CLASSIFICATION: ANNUAL SUPPORT GRANTEE NAME:GUERRERO CRYSTAL FOUNDATION INC GRANTEE ADDRESS: PO BOX 1566, LAKE JACKSON, TX, 77566 GRANTEE RELATIONSHIP: NONE PROPERTY DESCRIPTION: CASH AMOUNT GIVEN: 2,000 ACTIVITY CLASSIFICATION: ANNUAL SUPPORT GRANTEE NAME: ACHIEVE FORT BEND COUNTY GRANTEE ADDRESS: PO BOX 3322, SUGAR LAND, TX, 77487-3322 GRANTEE RELATIONSHIP: NONE PROPERTY DESCRIPTION: CASH AMOUNT GIVEN: 1,000 ACTIVITY CLASSIFICATION: ANNUAL SUPPORT GRANTEE NAME: SCOTT FINLEY'S SANTA-SANTAS EXCHANGE GRANTEE ADDRESS: 2140 FIRST COLONY BLVD, SUGAR LAND, TX, 77479 GRANTEE RELATIONSHIP: NONE PROPERTY DESCRIPTION: CASH AMOUNT GIVEN: 2,000 ACTIVITY CLASSIFICATION: ANNUAL SUPPORT GRANTEE NAME: FORT BEND EDUCATION FOUNDATION GRANTEE ADDRESS: 16431 LEXINGTON BLVD, SUGAR LAND, TX, 77479 GRANTEE RELATIONSHIP: NONE PROPERTY DESCRIPTION: CASH AMOUNT GIVEN: 2,000 ACTIVITY CLASSIFICATION: ANNUAL SUPPORT GRANTEE NAME: FORT BEND BOYS CHOIR GRANTEE ADDRESS: 4411 BLUEBONNET DR 103A, STAFFORD, TX, 77477 GRANTEE RELATIONSHIP: NONE PROPERTY DESCRIPTION: CASH AMOUNT GIVEN: 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 10,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK SERVICE CHARGES 44 TOTAL 44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN 42,916 PRIOR PERIOD UNREALIZED GAIN ADJ 9,229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRIBUTIONS/ SCHOLARSHIPD PAYABLE 33,000 21,000 UNREALIZED G/L ON ASSETS HELD 11,088 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIMARY EXEMPT PURPOSE- GRANTING SCHOLARSHIPS TO FORT BEND AREA STUDENTS AND SUPPORTING OTHER LOCAL CHARITABLE ORGANIZATIONS TO ASSIST THE YOUTH OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART V
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH RAHIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02812405700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGAR LAND ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0760572736
ReturnHeader/Filer/PhoneNum02812405700
ReturnHeader/Filer/USAddress/AddressLine1Txt01650 HIGHWAY 6 SUITE 470
ReturnHeader/Filer/USAddress/CityNm0SUGAR LAND
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:49:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030502567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAILES BATES & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 HIGHWAY 6 STE 470
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUGAR LAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077478
ReturnHeader/PreparerPersonGrp/PhoneNum02815656400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J RALEIGH BAILES CPA
ReturnHeader/ReturnTs02018-11-14T10:49:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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