Rotarians Wine Appreciation Fellowship Inc
Nonprofit profile at a glance
- EIN
- 611647324
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024
- Location
- Colleyville, TX, USA
- Phone
- 8174103702
- Rating
- 50
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Recreational l Clubs
Reported finances
- Revenue
- $82,303
- Expenses
- $86,331
- Assets
- $109,152
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- CONRAD HEEDE (PRESIDENT)
People named in this filing
- CONRAD HEEDE (PRESIDENT)
- PAUL PINEIDER (TREASURER)
- STAN GALANSKI JR (VICE PRESIDE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization's mission is to provide a wonderful learning tool for those interested in expanding their knowledge regarding all aspects of wine appreciation. They do this while encouraging members to form local chapters. They also contrtibute to various humanitarian proects.
What it reported doing in 2024
To provide a wonderful learning tool for those interested in expanding their knowledge regarding all aspects of wine appreciation.
Operating model
- Revenue model
- Earned-program. 86% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 24
- Transparency & Controls: 82
- Sustainability: 39
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 38%; rating input score 38
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -4.9%; rating input score 36; 36th percentile among comparable filings
- Total-asset coverage ratio: 1.26; rating input score 53; 53rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 14.7% per year; rating input score 100; 86th percentile among comparable filings
- Asset growth: 10.5% per year; rating input score 100; 73rd percentile among comparable filings
Details
- Where the money goes: 38% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 38/100.
- Moderate — Sustainability: Operating margin scored 36/100.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.