Civic Intelligence

Rotary International District 5520 Inc

EIN 85-0317193 • 501(c)4 • Rio Rancho, NM

Profile

Encourage and foster the ideals of service

2411 Cabezon Blvd SE 101Rio Rancho, NM 87124

www.rotary5520.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

1.0%

Faster revenue growth than 54% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$185,831

Up $27,809 (+18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$185,831

Up $27,809 (+18%) from 2024

Revenue

Up

$251,680

Up $2,550 (+1.0%) from 2024

Expenses

Down

$223,871

Down $13,788 (-5.8%) from 2024

Net Income

Up

$27,809

Up $16,338 (+142%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $278,182Liabilities 2011: $27,943Net Assets 2011: $250,2392011Assets 2012: $261,741Liabilities 2012: $32,207Net Assets 2012: $229,5342012Assets 2013: $240,088Liabilities 2013: $39,534Net Assets 2013: $200,5542013Assets 2014: $198,079Liabilities 2014: $36,331Net Assets 2014: $161,7482014Assets 2015: $290,132Liabilities 2015: $113,283Net Assets 2015: $176,8492015Assets 2016: $210,693Liabilities 2016: $19,011Net Assets 2016: $191,6822016Assets 2017: $219,337Liabilities 2017: $33,500Net Assets 2017: $185,8372017Assets 2018: $207,140Liabilities 2018: $75,687Net Assets 2018: $131,4532018Assets 2019: $198,172Liabilities 2019: $79,588Net Assets 2019: $118,5842019Assets 2020: $162,344Liabilities 2020: $0Net Assets 2020: $162,3442020Assets 2021: $162,264Liabilities 2021: $0Net Assets 2021: $162,2642021Assets 2022: $135,759Liabilities 2022: $0Net Assets 2022: $135,7592022Assets 2023: $153,166Liabilities 2023: $6,615Net Assets 2023: $146,5512023Assets 2024: $158,022Liabilities 2024: $0Net Assets 2024: $158,0222024Assets 2025: $185,831Liabilities 2025: $0Net Assets 2025: $185,8312025

Highlighted filing

2025

Assets$185,831
Liabilities$0
Net Assets$185,831

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $315,6362011Revenue 2012: $333,490Expenses 2012: $354,195Net Income 2012: -$20,7052012Expenses 2013: $330,7042013Revenue 2014: $360,089Expenses 2014: $324,180Net Income 2014: $35,9092014Revenue 2015: $324,065Expenses 2015: $308,964Net Income 2015: $15,1012015Revenue 2016: $321,777Expenses 2016: $306,944Net Income 2016: $14,8332016Revenue 2017: $327,459Expenses 2017: $333,304Net Income 2017: -$5,8452017Revenue 2018: $295,112Expenses 2018: $349,496Net Income 2018: -$54,3842018Revenue 2019: $296,146Expenses 2019: $326,619Net Income 2019: -$30,4732019Revenue 2020: $234,308Expenses 2020: $190,548Net Income 2020: $43,7602020Revenue 2021: $187,428Expenses 2021: $187,508Net Income 2021: -$802021Revenue 2022: $200,671Expenses 2022: $227,176Net Income 2022: -$26,5052022Revenue 2023: $243,779Expenses 2023: $232,987Net Income 2023: $10,7922023Revenue 2024: $249,130Expenses 2024: $237,659Net Income 2024: $11,4712024Revenue 2025: $251,680Expenses 2025: $223,871Net Income 2025: $27,8092025

Highlighted filing

2025

Revenue$251,680
Expenses$223,871
Net Income$27,809

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$2.52$2.24$0.28
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$2.49$2.38$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.07$1.47$2.44$2.33$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$2.01$2.27$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$1.87$1.88$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$2.34$1.91$0.44
2019Summary only. Only limited summary data is available for this year.$1.98$0.80$1.19$2.96$3.27$0.30
2018Summary only. Only limited summary data is available for this year.$2.07$0.76$1.31$2.95$3.49$0.54
2017Summary only. Only limited summary data is available for this year.$2.19$0.34$1.86$3.27$3.33$0.06
2016Summary only. Only limited summary data is available for this year.$2.11$0.19$1.92$3.22$3.07$0.15
2015Summary only. Only limited summary data is available for this year.$2.90$1.13$1.77$3.24$3.09$0.15
2014Summary only. Only limited summary data is available for this year.$1.98$0.36$1.62$3.60$3.24$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.40$2.01$3.31
2012Summary only. Only limited summary data is available for this year.$2.62$0.32$2.30$3.33$3.54$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.28$2.50$3.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 19, 2025
Return Version
2024v5.0
Gross Receipts
$251,680
Mission and Program Overview

Mission

Encourage and foster the ideals of service

Encourage and foster the ideals of service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$158,022$185,831▲ $27,809
Savings and Temporary Cash Investments$90,029$93,026▲ $2,997
Cash and Non-Interest-Bearing Accounts$67,993$92,580▲ $24,587
Accounts Receivable-$225-
Total Assets$158,022$185,831▲ $27,809
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$158,022$185,831▲ $27,809
Total Liabilities and Net Assets / Fund Balance$158,022$185,831▲ $27,809
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard HaasChair
David HansenDirector
Jeffrey WeinrachDirector
Lauren GonzalesDirector
Stephen BuckleyDirector
Thomas SimonDirector
Yasser MurgaDistrict Gov
Robert BarnardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,164
Program Service Revenue
$157,518
Investment Income
$2,998
Other Revenue
$0
All Other Contributions
$91,164
Change in Net Assets
$27,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$112,664--$112,664
Fees for Services Management-$25,347-$25,347
Fees for Services Accounting-$16,744-$16,744
All Other Expenses$4,092$1,054-$5,146
Insurance-$3,708-$3,708
Other Expenses$1,095$849-$1,944
Occupancy-$295-$295
Total Functional Expenses$173,714$50,157$0$223,871
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

The return is prepared by a rotarian who is a certified public accountant. A copy is provided to the board for its review at the next regularly scheduled board meeting.

Form 990, Page 6, Part VI, Line 12C

The policy is monitored and enforced by the treasurer and the board of directors. All new vendors are approved by the board.

Form 990, Page 6, Part VI, Line 19

All of the organization's documents are available upon request made to the district executive secretary.

Filing and Contact Details

Filer

Filer Name
Rotary International District 5520
EIN
85-0317193
Phone
5059805850
Address
2411 CABEZON BLVD SE 101, RIO RANCHO, NM 87124

Signing Officer

Name
Robert Barnard
Title
Treasurer
Phone
5059805850
Signed
2025-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Haas
Formed
2007
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Fpm & Associates LLC
Address
6301 INDIAN SCHOOL RD NE STE 400, ALBUQUERQUE, NM 87110
Preparer
John R Perner
Phone
5053235100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, anc community leaders. Together, we see a world where people unite and take action to create lasting change - across the globe, in our communities, and in ourselves.

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

The rotary youth exchange program allows international high school students an opportunity to spend a year in the united states, attending school, learning about their adopted family and state, and learning about rotary. Students are sponsored by local rotary clubs.

Raw XML Appendix323 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
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IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/Desc0COMPRISED OF NEW MEXICO AND PART OF TEXAS, DISTRICT 5520 IS PART OF THE LARGER WORLD OF ROTARY, A GLOBAL NETWOK OF 1.4 MILLION PEOPLE AROUND THE WORLD. ROTARY MEMBERS WORK TOGETHER TO PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER, SANITATION, AND HYGIENE, SAVE MOTHERS AND CHILDRE, SUPPORT EDUCATION, GROW LOCAL ECONOMIES AND PROTECT THE ENVIRONMENT. TO THAT END, ROTARY INTERNATIONAL PROVIDED FUNDS TOTALLING 75,999 TO BE USED BY CLUBS IN DISTRICT 5520 FOR COMMUNITY AND INTERNATIONAL PROJECTS IN ONE OF THE ABOVE FOCUS AREAS.
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016744
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm1YASSER MURGA
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DISTRICT GOV
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/MissionDesc0WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, ANC COMMUNITY LEADERS. TOGETHER, WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE - ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRICT CONFERENCE IS THE ANNUAL MEETING WHERE MEMBERS OF ALL OF THE ROTARY CLUBS IN THE DISTRICT MEET FOR A WEEKEND OF LEARNING ABOUT ROTARY PROJECTS, MEETING OTHER ROTARIANS, AND WELCOMING AND HONORING THE INTERNATIONAL PARTICIPANTS IN ROTARY YOUTH EXCHANGE. BI-DISTRICT IS A MEETING WHERE MEMBERS OF ALL THE ROTARY CLUBS IN TWO DIFFERENT DISTRICTS MEET FOR A WEEKEND OF LEARNING ABOUT ROTARY PROJECTS AND MEETING OTHER ROTARIANS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ROTARY YOUTH EXCHANGE PROGRAM ALLOWS INTERNATIONAL HIGH SCHOOL STUDENTS AN OPPORTUNITY TO SPEND A YEAR IN THE UNITED STATES, ATTENDING SCHOOL, LEARNING ABOUT THEIR ADOPTED FAMILY AND STATE, AND LEARNING ABOUT ROTARY. STUDENTS ARE SPONSORED BY LOCAL ROTARY CLUBS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, ANC COMMUNITY LEADERS. TOGETHER, WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE - ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ROTARY YOUTH EXCHANGE PROGRAM ALLOWS INTERNATIONAL HIGH SCHOOL STUDENTS AN OPPORTUNITY TO SPEND A YEAR IN THE UNITED STATES, ATTENDING SCHOOL, LEARNING ABOUT THEIR ADOPTED FAMILY AND STATE, AND LEARNING ABOUT ROTARY. STUDENTS ARE SPONSORED BY LOCAL ROTARY CLUBS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS PREPARED BY A ROTARIAN WHO IS A CERTIFIED PUBLIC ACCOUNTANT. A COPY IS PROVIDED TO THE BOARD FOR ITS REVIEW AT THE NEXT REGULARLY SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY IS MONITORED AND ENFORCED BY THE TREASURER AND THE BOARD OF DIRECTORS. ALL NEW VENDORS ARE APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OF THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST MADE TO THE DISTRICT EXECUTIVE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BARNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059805850
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5520
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0850317193
ReturnHeader/Filer/PhoneNum05059805850
ReturnHeader/Filer/USAddress/AddressLine1Txt02411 CABEZON BLVD SE 101
ReturnHeader/Filer/USAddress/CityNm0RIO RANCHO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860959323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FPM & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06301 INDIAN SCHOOL RD NE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05053235100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R PERNER
ReturnHeader/ReturnTs02025-12-03T09:02:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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