Civic Intelligence

Rotary International - Roswell

EIN 85-0065723 • 501(c)4 • Roswell, NM

Profile

To provide service that will combat hunger, improve health and sanitation, provide education and job training, promote peace, and eradicate polio under the motto "service above self"

PO Box 163Roswell, NM 88202-0163

www.roswellrotary.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.09x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

42nd percentile

2.7%

Higher net margin than 42% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-10%

Faster revenue growth than 20% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$630,415

Up $72,320 (+13%) from 2023

Liabilities

Up

$8,397

Up $5,777 (+220%) from 2023

Net Assets

Up

$622,018

Up $66,543 (+12%) from 2023

Revenue

Down

$96,992

Down $10,918 (-10%) from 2023

Expenses

Down

$94,337

Down $4,521 (-4.6%) from 2023

Net Income

Down

$2,655

Down $6,397 (-71%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $378,270Liabilities 2010: $11,005Net Assets 2010: $367,2652010Assets 2011: $385,874Liabilities 2011: $10,470Net Assets 2011: $375,4042011Assets 2012: $391,420Liabilities 2012: $6,088Net Assets 2012: $385,3322012Assets 2013: $396,123Liabilities 2013: $5,736Net Assets 2013: $390,3872013Assets 2014: $420,181Liabilities 2014: $7,314Net Assets 2014: $412,8672014Assets 2015: $435,685Liabilities 2015: $4,628Net Assets 2015: $431,0572015Assets 2016: $448,461Liabilities 2016: $20,176Net Assets 2016: $428,2852016Assets 2017: $489,678Liabilities 2017: $12,416Net Assets 2017: $477,2622017Assets 2018: $513,908Liabilities 2018: $16,654Net Assets 2018: $497,2542018Assets 2019: $504,729Liabilities 2019: $1,790Net Assets 2019: $502,9392019Assets 2020: $491,480Liabilities 2020: $1,790Net Assets 2020: $489,6902020Assets 2021: $579,742Liabilities 2021: $804Net Assets 2021: $578,9382021Assets 2022: $514,257Liabilities 2022: $6,092Net Assets 2022: $508,1652022Assets 2023: $558,095Liabilities 2023: $2,620Net Assets 2023: $555,4752023Assets 2024: $630,415Liabilities 2024: $8,397Net Assets 2024: $622,0182024

Highlighted filing

2024

Assets$630,415
Liabilities$8,397
Net Assets$622,018

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $99,602Expenses 2010: $80,985Net Income 2010: $18,6172010Revenue 2011: $97,259Expenses 2011: $86,913Net Income 2011: $10,3462011Revenue 2012: $93,695Expenses 2012: $84,186Net Income 2012: $9,5092012Revenue 2013: $93,305Expenses 2013: $85,719Net Income 2013: $7,5862013Revenue 2014: $91,748Expenses 2014: $73,618Net Income 2014: $18,1302014Revenue 2015: $107,750Expenses 2015: $77,517Net Income 2015: $30,2332015Revenue 2016: $143,669Expenses 2016: $140,041Net Income 2016: $3,6282016Revenue 2017: $122,100Expenses 2017: $103,408Net Income 2017: $18,6922017Revenue 2018: $143,848Expenses 2018: $137,245Net Income 2018: $6,6032018Revenue 2019: $146,763Expenses 2019: $151,362Net Income 2019: -$4,5992019Revenue 2020: $112,579Expenses 2020: $125,789Net Income 2020: -$13,2102020Revenue 2021: $23,143Expenses 2021: $37,253Net Income 2021: -$14,1102021Revenue 2022: $110,087Expenses 2022: $87,704Net Income 2022: $22,3832022Revenue 2023: $107,910Expenses 2023: $98,858Net Income 2023: $9,0522023Revenue 2024: $96,992Expenses 2024: $94,337Net Income 2024: $2,6552024

Highlighted filing

2024

Revenue$96,992
Expenses$94,337
Net Income$2,655

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$6.30$0.08$6.22$0.97$0.94$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.03$5.55$1.08$0.99$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.06$5.08$1.10$0.88$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.01$5.79$0.23$0.37$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.02$4.90$1.13$1.26$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.02$5.03$1.47$1.51$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.17$4.97$1.44$1.37$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.12$4.77$1.22$1.03$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.20$4.28$1.44$1.40$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.36$0.05$4.31$1.08$0.78$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.07$4.13$0.92$0.74$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.06$3.90$0.93$0.86$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.06$3.85$0.94$0.84$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.10$3.75$0.97$0.87$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.11$3.67$1.00$0.81$0.19
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$107,910
Mission and Program Overview

Mission

To provide service that will combat hunger, improve health and sanitation, provide education and job training, promote peace, and eradicate polio under the motto "service above self"

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$450,332$495,791▲ $45,459
Cash and Non-Interest-Bearing Accounts$57,061$57,623▲ $562
Accounts Receivable$6,864$4,681▼ $2,183
Total Assets$514,257$558,095▲ $43,838
Liabilities
Accounts Payable and Accrued Expenses$5,288$1,816▼ $3,472
Other Liabilities$804$804→ $0
Total Liabilities$6,092$2,620▼ $3,472
Net Assets / Fund Balance
Net Assets With Donor Restrictions$394,152$432,025▲ $37,873
Net Assets Without Donor Restrictions$114,013$123,450▲ $9,437
Total Net Assets Fund Balance$508,165$555,475▲ $47,310
Total Liabilities and Net Assets / Fund Balance$514,257$558,095▲ $43,838

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,661$1,661
Other Securities$495,791--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Detra ReeseExecutive Se$8,900$8,900

Board Members and Trustees

NameTitle
Bianca CheneyPresident
Christopher LaudermanDirector
Jack SwickardDirector
Nicole WieserDirector
Paul MooreDirector
Elizabeth MichaelSergeant-at-
Francisco a OlveraTreasurer/se
Marcos NavaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$83,405
Program Service Revenue
$0
Investment Income
$20,201
Other Revenue
$4,304
All Other Contributions
$23,630
Change in Net Assets
$9,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,206
Salaries, Compensation, and Employee Benefits$9,652
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$5,623$8,721-$14,344
Other Expenses$11,783$9,206-$9,206
Current Officers, Directors, Trustees, and Key Employees-$8,900-$8,900
Payroll Taxes-$752-$752
Fees for Service Investment Mgmnt Fees-$130-$130
Total Functional Expenses$30,406$68,452$0$98,858
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$804
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

A draft copy of form 990 is sent via e-mail for all board members to review.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rotary International - Roswell
EIN
85-0065723
Phone
5756228500
Address
PO BOX 163, ROSWELL, NM 88202-0163

Signing Officer

Name
Francisco a Olvera
Title
Treasurer/secretary
Phone
5756228500
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bianca Cheney
Legal Domicile
Nm
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Ritter & Company LLC
Address
PO BOX 1836, ROSWELL, NM 88202-1836
Preparer
Francisco a Olvera
Phone
5756228500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To provide financial assistance by awarding scholarships to students for pursuit of post secondary education at a two or four year institution of higher learning.

Form 990, Part IX, Line 24E

Grants - ramp project 3,097 0 0 foreign exchange program 0 3,011 0 drawing income expense 0 2,413 0 grants - butterfly trail 1,526 0 0 donation expense 1,000 0 0 miscellaneous expense 0 705 0 governor's visit 0 413 0 badges and engraving 0 403 0 president's expense 0 350 0 pets expenses 0 300 0 100th yr anniversary exp 0 269 0 office expenses 0 251 0 bad debt 0 210 0 website maintenance exp 0 195 0 post office box 0 166 0 speakers 0 35 0 total 5,623 8,721 0

Form 990, Part XI, Line 9

Unrealized gain on investments 38,258

Raw XML Appendix336 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF FORM 990 IS SENT VIA E-MAIL FOR ALL BOARD MEMBERS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS - RAMP PROJECT 3,097 0 0 FOREIGN EXCHANGE PROGRAM 0 3,011 0 DRAWING INCOME EXPENSE 0 2,413 0 GRANTS - BUTTERFLY TRAIL 1,526 0 0 DONATION EXPENSE 1,000 0 0 MISCELLANEOUS EXPENSE 0 705 0 GOVERNOR'S VISIT 0 413 0 BADGES AND ENGRAVING 0 403 0 PRESIDENT'S EXPENSE 0 350 0 PETS EXPENSES 0 300 0 100TH YR ANNIVERSARY EXP 0 269 0 OFFICE EXPENSES 0 251 0 BAD DEBT 0 210 0 WEBSITE MAINTENANCE EXP 0 195 0 POST OFFICE BOX 0 166 0 SPEAKERS 0 35 0 TOTAL 5,623 8,721 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN ON INVESTMENTS 38,258
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - ROSWELL
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ReturnHeader/ReturnTs02023-11-15T12:49:39-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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