Civic Intelligence

Rotary Club of Los Alamos

EIN 90-0625947 • 501(c)4 • Los Alamos, NM

Profile

We are a local chapter of Rotary International, an international service organization whose stated purpose is to bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. The object of Rotary is to encourage & foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: The development of acquaintance as an opportunity for service; High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; The application of the ideal of service in each Rotarian's personal, business, and community life; The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

PO Box 853Los Alamos, NM 87544

http//rotarylosalamos.com

Siviq Scores

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

Liabilities / Assets

75th percentile

0.01x

Higher debt load relative to assets than 75% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.01x

Higher debt load relative to revenue than 76% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-83%

Higher net margin than 7% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE S80 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-71%

Faster asset growth than 8% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-46%

Faster revenue growth than 17% of similar nonprofits.

NTEE S80 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$11,725

Down $28,844 (-71%) from 2019

Liabilities

Down

$157

Down $5,762 (-97%) from 2019

Net Assets

Down

$11,568

Down $23,082 (-67%) from 2019

Operations
Liabilities / Revenue76th percentileNet Margin7th percentile

Revenue

Down

$27,888

Down $23,369 (-46%) from 2019

Expenses

Down

$50,970

Down $9,220 (-15%) from 2019

Net Income

Down

-$23,082

Down $14,149 (-158%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$100K$50K$0Assets 2014: $51,176Liabilities 2014: $0Net Assets 2014: $51,1762014Assets 2015: $57,481Liabilities 2015: $0Net Assets 2015: $57,4812015Assets 2016: $73,322Liabilities 2016: $0Net Assets 2016: $73,3222016Assets 2017: $84,279Liabilities 2017: $0Net Assets 2017: $84,2792017Assets 2018: $50,409Liabilities 2018: $6,9072018Assets 2019: $40,569Liabilities 2019: $5,919Net Assets 2019: $34,6502019Assets 2020: $11,725Liabilities 2020: $157Net Assets 2020: $11,5682020

Highlighted filing

2020

Assets$11,725
Liabilities$157
Net Assets$11,568
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $52,703Expenses 2014: $38,433Net Income 2014: $14,2702014Revenue 2015: $58,741Expenses 2015: $52,436Net Income 2015: $6,3052015Revenue 2016: $69,106Expenses 2016: $53,265Net Income 2016: $15,8412016Revenue 2017: $66,404Expenses 2017: $55,447Net Income 2017: $10,9572017Revenue 2018: $62,704Expenses 2018: $101,386Net Income 2018: -$38,6822018Revenue 2019: $51,257Expenses 2019: $60,190Net Income 2019: -$8,9332019Revenue 2020: $27,888Expenses 2020: $50,970Net Income 2020: -$23,0822020

Highlighted filing

2020

Revenue$27,888
Expenses$50,970
Net Income-$23,082
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,725
Liabilities
$157
Net assets
$11,568
Revenue
$27,888
Expenses
$50,970
Net income
-$23,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.28$0.51$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.06$0.35$0.51$0.60$0.09
2018Summary only. Only limited summary data is available for this year.$0.50$0.07$0.63$1.01$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.66$0.55$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.69$0.53$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.59$0.52$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.53$0.38$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.1
Gross Receipts
$28,831
Mission and Program Overview

Mission

We are a local chapter of Rotary International, an international service organization whose stated purpose is to bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill and peace in the world. The object of Rotary is to encourage & foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: The development of acquaintance as an opportunity for service; High ethical standards in business and professions, the recognition of the worthiness of all useful occupations, and the dignifying of each Rotarian's occupation as an opportunity to serve society; The application of the ideal of service in each Rotarian's personal, business, and community life; The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

SEE SCHEDULE O STATEMENT

Program Services

DescriptionGrantsExpenses
YOUTH SERVICE AND SCHOLARSHIPS ASSISTED NDIVIDUALS AS PART OF THE ORGANIZATIONS EXEMPT PURPOSE AND FUNDED MULTIPLE YOUTH SERVICE PROJECTS BENEFITING THE GREATER COMMUNITY.-$5,980
COMMUNITY SERVICE PROJECTS THE ORGANIZATION AND NUMEROUS VOLUNTEERS ORGANIZED AND PAID FOR MANY COMMUNITY SERVICE PROJECTS AND GRANTS BENEFITING THE GREATER COMMUNITY UNDER THE IDEAL OF WORTHINESS OF SERVICE.-$2,067
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA HULLVice PresidentPT$0--
PHIL DABNEYPast PresidentPT$0--
JIM MARTINEZTreasurerPT$0--
OLIVER MORRISPresident ElectPT$0--
SKIP KINGDirectorPT$0--
BRIAN NEWNAMFoundation ChairPT$0--
LAURA GONZALESPresidentPT$0--
LESLEY HARRELSONSecretaryPT$0--
NATALIA TRETIAKDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Los Alamos
EIN
90-0625947
Phone
5052315519
Address
PO BOX 853, LOS ALAMOS, NM 87544

Signing Officer

Name
Lesley Harelson
Title
Secretary
Signed
2021-05-17
Discuss with paid preparer
No

Preparer

Firm
Anthony W Belletete CPA LLC
Address
PO BOX 1346, LOS ALAMOS, NM 87544
Preparer
Anthony W Belletete
Phone
5052251120
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity COMMUNITY SERVICE, Grantee LOS ALAMOS ROTARY 1312 INC PO BOX 986 LOS ALAMOS NM 87544, Cash Grant 27,430, Relationship Officer”

Form 990-EZ, Part I, Line 16, Other Expenses

“Rotary international fees 4,741”

Form 990-EZ, Part I, Line 16, Other Expenses

“Rotary club administration costs 3,233”

Form 990-EZ, Part I, Line 16, Other Expenses

“Rotary club service costs 4,669”

Form 990-EZ, Part II, Line 26, Liabilities

“ADVANCED DUES PAYMENTS RECIVED Beginning of year 5,750, End of year 125”

Form 990-EZ, Part II, Line 26, Liabilities

“WEEKLY DRAWING DONATION LIABILITY Beginning of year 169, End of year 32”

Raw XML Appendix140 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS ALAMOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087544
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040569
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23082
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt07911
IRS990EZ/GamingGrossIncomeAmt0880
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035477
IRS990EZ/GrossReceiptsAmt028831
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016358
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011568
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034650
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011568
IRS990EZ/OccupancyRentUtltsAndMaintAmt02850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURA GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LESLEY HARRELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NATALIA TRETIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012643
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICE PROJECTS THE ORGANIZATION AND NUMEROUS VOLUNTEERS ORGANIZED AND PAID FOR MANY COMMUNITY SERVICE PROJECTS AND GRANTS BENEFITING THE GREATER COMMUNITY UNDER THE IDEAL OF WORTHINESS OF SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05980
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0943
IRS990EZ/SpecialEventsNetIncomeLossAmt07848
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05919
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0157
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050970
IRS990EZ/TotalProgramServiceExpensesAmt08047
IRS990EZ/TotalRevenueAmt027888
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http//rotarylosalamos.com/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity COMMUNITY SERVICE, Grantee LOS ALAMOS ROTARY 1312 INC PO BOX 986 LOS ALAMOS NM 87544, Cash Grant 27,430, Relationship Officer
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL FEES 4,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY CLUB ADMINISTRATION COSTS 3,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY CLUB SERVICE COSTS 4,669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADVANCED DUES PAYMENTS RECIVED Beginning of year 5,750, End of year 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEEKLY DRAWING DONATION LIABILITY Beginning of year 169, End of year 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLEY HARELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LOS ALAMOS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0900625947
ReturnHeader/Filer/PhoneNum05052315519
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 853
ReturnHeader/Filer/USAddress/CityNm0LOS ALAMOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087544
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1346
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087544
ReturnHeader/PreparerPersonGrp/PhoneNum05052251120
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY W BELLETETE
ReturnHeader/ReturnTs02021-05-18T04:40:13-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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