Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 01-0754364

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

PO Box 1139Magnolia, TX 77353

(832) 797-5095

Siviq Scores

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

Liabilities / Assets

88th percentile

0.37x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$22,796

Down $708 (-3.0%) from 2017

Net Assets

Up

$14,256

Up $431 (+3.1%) from 2017

Liabilities

Down

$8,540

Down $1,139 (-12%) from 2017

Revenue

Down

$38,612

Down $19,348 (-33%) from 2017

Expenses

Down

$38,181

Down $20,521 (-35%) from 2017

Net Income

Up

$431

Up $1,173 (+158%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $20,474Liabilities 2016: $5,9072016Assets 2017: $23,504Liabilities 2017: $9,679Net Assets 2017: $13,8252017Assets 2018: $22,796Liabilities 2018: $8,540Net Assets 2018: $14,2562018Assets 2019: $18,343Liabilities 2019: $8,638Net Assets 2019: $9,7052019Assets 2020: $23,821Liabilities 2020: $9,944Net Assets 2020: $13,8772020Assets 2021: $34,047Liabilities 2021: $10,811Net Assets 2021: $23,2362021Assets 2022: $26,945Liabilities 2022: $3,200Net Assets 2022: $23,7452022Assets 2023: $16,230Liabilities 2023: $292Net Assets 2023: $15,9382023

Highlighted filing

2018

Assets$22,796
Liabilities$8,540
Net Assets$14,256

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2016: $41,410Expenses 2016: $42,155Net Income 2016: -$7452016Revenue 2017: $57,960Expenses 2017: $58,702Net Income 2017: -$7422017Revenue 2018: $38,612Expenses 2018: $38,181Net Income 2018: $4312018Revenue 2019: $41,509Expenses 2019: $48,560Net Income 2019: -$7,0512019Revenue 2020: $43,701Expenses 2020: $39,529Net Income 2020: $4,1722020Revenue 2021: $40,789Expenses 2021: $31,430Net Income 2021: $9,3592021Revenue 2022: $36,945Expenses 2022: $36,436Net Income 2022: $5092022Revenue 2023: $20,792Expenses 2023: $28,599Net Income 2023: -$7,8072023

Highlighted filing

2018

Revenue$38,612
Expenses$38,181
Net Income$431
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.0
Gross Receipts
$52,849
Mission and Program Overview

Mission

To promote equality, tolerance and community development

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR COLLEGE, COMMUNITY COLLEGE, ROTARY YOUTH LEADERSHIP AWARDS (RYLA), ROTARY INTERACT AND TEEN LEADERSHIP SUPPORT, DONATIONS TO ROTARY INTERNATIONAL FOUNDATION AND ROTARY DISTRICT 5910 FOUNDATION$0$12,100
DENTAL DAY FOR MAGNOLIA ISD EVENT. In February 2018, the Magnolia Rotary Club including 14 members over a two day period, hosted and facilitated the Rotary 2018 Dental Care Improvement event targeting kindergarten through second grade at risk children with dental evaluations and dental care instruction.$0$6,000
"STOP HUNGER NOW" EVENT. On 9/17/2016, The Magnolia Rotary Club in partnership with the "Stop Hunger Now" organization, Interact and other interested students from both Magnolia High School and Magnolia West High School, spent two hours stuffing, sealing and boxing up approximately 1,650 packages of freeze dried food and vitamins. These meal bags will to help feed approximately 10,000 people in the world who everyday get up not knowing from where their next meal will come or if there will be one.$0$3,223
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY MCDONALDPresidentPT$0--
CHASE HOGANPresident-Elect And Membership Director-$0--
CARL GERHARDTTreasurer-$0--
CHARLES SCHULTZSecretary-$0--
DENISE MEYERSPublic Relations Director-$0--
FRANK PARKERFoundation Director-$0--
HOPE MOYEPrograms Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magnolia Bowl$27,566$8,191$11,873$-3,682
Total Events$27,566$8,191$14,237$-6,046
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
01-0754364
Phone
8327975095
Address
PO BOX 1139, MAGNOLIA, TX 77353

Signing Officer

Name
Carl Gerhardt
Title
Treasurer
Phone
2818999310
Signed
2018-10-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Club Meals;6892|District and Club Assemblies;2361|Other events;822|Officer Rotary Training;1364|Rotary International and District Dues;3184|Other Dues related expenses;1984|Prior Year adjustment;251^Total;16858^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Accounts Receivable;211^Total;211^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Accounts Payable;5495|Other current liabilities;3045^Total;8540^

Raw XML Appendix175 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/PhoneNum02814337582
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MAGNOLIA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHASE HOGAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENISE MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRANK PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HOPE MOYE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT AND MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PUBLIC RELATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAMS DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EQUALITY, TOLERANCE AND COMMUNITY DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DENTAL DAY FOR MAGNOLIA ISD EVENT. In February 2018, the Magnolia Rotary Club including 14 members over a two day period, hosted and facilitated the Rotary 2018 Dental Care Improvement event targeting kindergarten through second grade at risk children with dental evaluations and dental care instruction.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Club Meals;6892|District and Club Assemblies;2361|Other events;822|Officer Rotary Training;1364|Rotary International and District Dues;3184|Other Dues related expenses;1984|Prior Year adjustment;251^Total;16858^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Accounts Receivable;211^Total;211^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Accounts Payable;5495|Other current liabilities;3045^Total;8540^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carl Gerhardt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02818999310
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0010754364
ReturnHeader/Filer/PhoneNum08327975095
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1139
ReturnHeader/Filer/USAddress/CityNm0MAGNOLIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077353
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.77.224.186
ReturnHeader/ReturnTs02018-10-11T13:15:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings