Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 01-0754364

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

Organization Profilewww.magnoliarotaryclub.org
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

87th percentile

0.32x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.27x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

23%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

43%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

-6.7%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$34,047

Up $10,226 (+43%) from 2020

Net Assets

Up

$23,236

Up $9,359 (+67%) from 2020

Liabilities

Up

$10,811

Up $867 (+8.7%) from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin71st percentile

Revenue

Down

$40,789

Down $2,912 (-6.7%) from 2020

Expenses

Down

$31,430

Down $8,099 (-20%) from 2020

Net Income

Up

$9,359

Up $5,187 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2021

Assets$34,047
Liabilities$10,811
Net Assets$23,236
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

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

2021

Revenue$40,789
Expenses$31,430
Net Income$9,359
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$40,789
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$9,200
Mercy House Audio/Video Project Build-out$0$6,111
Other Charitable Giving$0$60
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY MCDONALDPresidentPT$0--
HOPE MOYEPresident-Elect And Membership Director-$0--
CARL GERHARDTTreasurer-$0--
CHARLES SCHULTZSecretary-$0--
DENISE MEYERSPublic Relations Director-$0--
REAL PROVENCHERFoundation Director-$0--
KELLY MCDONALDPrograms Director-$0--
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
2021-11-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Club Meals;5547|District and Club Assemblies;1849|Other Events;0|Officer Training;50|Rotary International and District Dues;3123|Other Dues Related Expenses;1680|Software Subscriptions;920|Magnolia Bowl Event Expenses;2169^Total;15338^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Accounts Payable;1344|Accrued Payables;8929|Rotary Individual Contributions Held;538^Total;10811^”

Raw XML Appendix154 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0CARL GERHARDT
IRS990EZ/BooksInCareOfDetail/PhoneNum02814337582
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07011 OAK BLUFF DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MAGNOLIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077354
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023821
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034047
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09359
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023821
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034047
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015371
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040789
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt024049
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023236
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023236
IRS990EZ/OccupancyRentUtltsAndMaintAmt0225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOPE MOYE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL GERHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENISE MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REAL PROVENCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELLY MCDONALD
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
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015338
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EQUALITY, TOLERANCE AND COMMUNITY DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt0496
IRS990EZ/ProgramServiceRevenueAmt012740
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Mercy House Audio/Video Project Build-out
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other Charitable Giving
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16111
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt260
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09944
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010811
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031430
IRS990EZ/TotalProgramServiceExpensesAmt015371
IRS990EZ/TotalRevenueAmt040789
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.magnoliarotaryclub.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Club Meals;5547|District and Club Assemblies;1849|Other Events;0|Officer Training;50|Rotary International and District Dues;3123|Other Dues Related Expenses;1680|Software Subscriptions;920|Magnolia Bowl Event Expenses;2169^Total;15338^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Accounts Payable;1344|Accrued Payables;8929|Rotary Individual Contributions Held;538^Total;10811^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carl Gerhardt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02818999310
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Rotary Club of Magnolia Texas
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/ReturnTs02021-11-10T08:51:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,047
Liabilities
$10,811
Net assets
$23,236
Revenue
$40,789
Expenses
$31,430
Net income
$9,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$16.2$0.29$15.9$20.8$28.6$7.81
2022Detailed filing. Detailed filing data is available for this year.$26.9$3.20$23.7$36.9$36.4$0.51
2021Detailed filing. Detailed filing data is available for this year.$34.0$10.8$23.2$40.8$31.4$9.36
2020Detailed filing. Detailed filing data is available for this year.$23.8$9.94$13.9$43.7$39.5$4.17
2019Detailed filing. Detailed filing data is available for this year.$18.3$8.64$9.71$41.5$48.6$7.05
2018Detailed filing. Detailed filing data is available for this year.$22.8$8.54$14.3$38.6$38.2$0.43
2017Detailed filing. Detailed filing data is available for this year.$23.5$9.68$13.8$58.0$58.7$0.74
2016Summary only. Only limited summary data is available for this year.$20.5$5.91$41.4$42.2$0.75