Civic Intelligence

Albuquerque Rotary Charitable Foundation Inc.

990 • Fiscal year 2013 • EIN 85-0371097

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 23, 2014

Organization ProfileN/A
PO Box 380787190
Siviq Scores

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

Liabilities / Assets

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2013 filings • NTEE S • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2013 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,520,439

Up $145,865 (+11%) from 2012

Net Assets

Up

$1,458,439

Up $121,052 (+9.1%) from 2012

Liabilities

Up

$62,000

Up $24,813 (+67%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$72,599

Up $14,184 (+24%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,313,378Liabilities 2011: $25,375Net Assets 2011: $1,288,0032011Assets 2012: $1,374,574Liabilities 2012: $37,187Net Assets 2012: $1,337,3872012Assets 2013: $1,520,439Liabilities 2013: $62,000Net Assets 2013: $1,458,4392013Assets 2014: $1,731,269Liabilities 2014: $36,905Net Assets 2014: $1,694,3642014Assets 2015: $1,868,796Liabilities 2015: $28,759Net Assets 2015: $1,840,0372015Assets 2016: $1,606,707Liabilities 2016: $38,488Net Assets 2016: $1,568,2192016Assets 2017: $1,668,806Liabilities 2017: $0Net Assets 2017: $1,668,8062017Assets 2018: $1,762,854Liabilities 2018: $0Net Assets 2018: $1,762,8542018Assets 2019: $1,859,299Liabilities 2019: $0Net Assets 2019: $1,859,2992019Assets 2020: $2,048,220Liabilities 2020: $105,010Net Assets 2020: $1,943,2102020Assets 2021: $2,261,246Liabilities 2021: $0Net Assets 2021: $2,261,2462021Assets 2022: $1,994,843Liabilities 2022: $31,143Net Assets 2022: $1,963,7002022Assets 2023: $2,093,966Liabilities 2023: $0Net Assets 2023: $2,093,9662023Assets 2024: $2,325,566Liabilities 2024: $0Net Assets 2024: $2,325,5662024

Highlighted filing

2013

Assets$1,520,439
Liabilities$62,000
Net Assets$1,458,439
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $83,120Expenses 2011: $69,204Net Income 2011: $13,9162011Revenue 2012: $119,756Expenses 2012: $58,415Net Income 2012: $61,3412012Expenses 2013: $72,5992013Revenue 2014: $253,721Expenses 2014: $119,809Net Income 2014: $133,9122014Revenue 2015: $299,407Expenses 2015: $97,746Net Income 2015: $201,6612015Revenue 2016: $304,907Expenses 2016: $527,635Net Income 2016: -$222,7282016Revenue 2017: $167,583Expenses 2017: $117,432Net Income 2017: $50,1512017Revenue 2018: $130,055Expenses 2018: $60,126Net Income 2018: $69,9292018Revenue 2019: $181,681Expenses 2019: $78,471Net Income 2019: $103,2102019Revenue 2020: $172,099Expenses 2020: $112,698Net Income 2020: $59,4012020Revenue 2021: $387,104Expenses 2021: $211,552Net Income 2021: $175,5522021Revenue 2022: -$16,978Expenses 2022: $169,932Net Income 2022: -$186,9102022Revenue 2023: $183,599Expenses 2023: $136,465Net Income 2023: $47,1342023Revenue 2024: $314,862Expenses 2024: $147,969Net Income 2024: $166,8932024

Highlighted filing

2013

Revenue-
Expenses$72,599
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 23, 2014
Return Version
2012v2.3
Gross Receipts
$207,054
Mission and Program Overview

Mission

To solicit and receive contributions, gifts, grants, or bequests of property to maintain, use, and apply the income and the principal for charitable, scientific, literary, or educational purposes.

Filing and Contact Details

Filer

EIN
85-0371097
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CONSIDERED A PRIVATE FOUNDATION. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FOUNDATION'S OPEN AUDIT PERIODS ARE 2009 TO 2013. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE FOUNDATION'S INVESTMENT POLICY GOAL IS THAT INVESTMENT RETURNS PROVIDE ADEQUATE INCOME TO FUND THE FOUNDATION'S SPENDING POLICY WHILE PRESERVING CORPUS. THE SPENDING POLICY IS AS FOLLOWS: A) HONOR EXISTING ANNUAL FINANCIAL COMMITMENTS RELATED TO TEMPORARILY RESTRICTED NET ASSETS AND B) THE CURRENT PERCENTAGE TO BE SPENT EACH YEAR IS NOT TO EXCEED 5% OF THE GENERAL UNRESTRICTED FUND AS MEASURED ON DECEMBER 31 OF THE PRECEDING CALENDAR YEAR. VOLATILITY AND RISK WILL BE MITIGATED BY MAINTAINING A DIVERSIFIED PORTFOLIO OF STOCKS, BONDS, GOVERNMENT SECURITIES, CASH AND/OR ALTERNATIVE INVESTMENTS WITHIN DEFINED PARAMETERS. THE INVESTMENT COMMITTEE, SUBJECT TO THE OVERALL RESPONSIBILITY AND DIRECTION OF THE BOARD OF DIRECTORS, WILL SUPERVISE THE INVESTMENT OF THE VARIOUS FUNDS OF THE FOUNDATION AND REPORT TO THE BOARD OF DIRECTORS. THE INVESTMENT COMMITTEE WILL DEVELOP INVESTMENT OBJECTIVES AND COMMUNICATE SUCH INVESTMENT OBJECTIVES AND APPROPRIATE GUIDELINES TO THE INVESTMENT FINANCIAL ADVISORS AND MANAGER ENGAGED BY THE FOUNDATION.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1SUPPLEMENTAL FINANCIAL INFORMATION
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0A BOARD MEMBER OF THE FOUNDATION WILL MONITOR THE ORGANIZATION THAT RECEIVES A GRANT. THIS MEMBER WILL REPORT BACK TO THE FOUNDATION ON THE PROGRESS OF THE PARTICULAR PROJECT THAT THE GRANT IS RELATED TO. ALSO, THE FOUNDATION REQUESTS A WRITTEN FOLLOW-UP FROM THE ORGANIZATION IN WHICH THEY DESCRIBE THE BENEFITS THE ORGANIZATION AND THE PUBLIC IT SERVES RECEIVED FROM THE GRANT.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101560 SHERMAN AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine113265 ARROWHEAD ROAD SUITE 200
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine124800 CENTRAL AVE SE
IRS990ScheduleI/RecipientTable/AddressUS/City0EVANSTON
IRS990ScheduleI/RecipientTable/AddressUS/City1LAS CRUCES
IRS990ScheduleI/RecipientTable/AddressUS/City2ALBUQUERQUE
IRS990ScheduleI/RecipientTable/AddressUS/State0IL
IRS990ScheduleI/RecipientTable/AddressUS/State1NM
IRS990ScheduleI/RecipientTable/AddressUS/State2NM
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode060201
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1880114786
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode287108
IRS990ScheduleI/RecipientTable/AmountOfCashGrant09400
IRS990ScheduleI/RecipientTable/AmountOfCashGrant17675
IRS990ScheduleI/RecipientTable/AmountOfCashGrant225900
IRS990ScheduleI/RecipientTable/EINOfRecipient0361707667
IRS990ScheduleI/RecipientTable/EINOfRecipient1260887059
IRS990ScheduleI/RecipientTable/EINOfRecipient2850431846
IRS990ScheduleI/RecipientTable/IRCSection03
IRS990ScheduleI/RecipientTable/IRCSection13
IRS990ScheduleI/RecipientTable/IRCSection23
IRS990ScheduleI/RecipientTable/PurposeOfGrant0INTERNATIONALSUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10ROTARY INTERNATIONAL SERVICE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11RYLA
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12NATIONAL DANCE INSTITUTE
IRS990ScheduleI/RecordsMaintained0true
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants03
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP OF THE ROTARY CLUB OF ALBUQUERQUE.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 990 TAX RETURN IS REVIEWED BY THE TREASURER OF THE BOARD. HE WILL PRESENT THE 990 TO THE REST OF THE BOARD OF DIRECTORS FOR APPROVAL. UPON APPROVAL, IT IS SIGNED AND MAILED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD REGULARLY EVALUATES ITS RELATIONSHIPS WITH VENDORS, MAKING SURE THAT ANY COMPANY / INDIVIDUAL RECEIVING FUNDS FOR PRODUCTS OR SERVICES HAS NO CONNECTION WITH A BOARD MEMBER.
IRS990ScheduleO/GeneralExplanation/Explanation3GOVERNING DOCUMENTS ARE AVAILABLE AT THE ALBUQUERQUE ROTARY CHARITABLE FOUNDATION OFFICE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4UNREALIZED GAIN ON INVEST 69,748
IRS990ScheduleO/GeneralExplanation/Identifier0DECISIONS SUBJECT TO APPROVAL OF MEMBERS
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER CHANGES IN NET ASSETS EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 9
IRS990/ScheduleORequired0true
IRS990ScheduleR/DividendsRelatedOrganization0false
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 3807
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0ALBUQUERQUE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode087190
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0850065784
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501C4
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0NM
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10ROTARY CLUB OF ALBUQUERQUE
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SERVICE
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0true
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,520,439
Liabilities
$62,000
Net assets
$1,458,439
Revenue
-
Expenses
$72,599
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.31$0.15$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.18$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.03$1.96$0.02$0.17$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.39$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.11$1.94$0.17$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.18$0.08$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.13$0.06$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.17$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.04$1.57$0.30$0.53$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.03$1.84$0.30$0.10$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.04$1.69$0.25$0.12$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.06$1.46$0.07
2012Summary only. Only limited summary data is available for this year.$1.37$0.04$1.34$0.12$0.06$0.06
2011Summary only. Only limited summary data is available for this year.$1.31$0.03$1.29$0.08$0.07$0.01