Civic Intelligence

David B Mccall Jr Plano Sunrise Rotary Foundation

EIN 20-0746188 • 501(c)3 • Plano, TX

Profile

Fundraising to provide funds for helping educational, scientific, medical, and other charitable organizations.

2205 Ave KPlano, TX 75074

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-15%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$46,282

Up $7,088 (+18%) from 2013

Liabilities

Flat

$200

Flat from 2013

Net Assets

Up

$46,082

Up $7,088 (+18%) from 2013

Operations
Liabilities / Revenue67th percentileNet Margin75th percentile

Revenue

Down

$33,808

Down $6,132 (-15%) from 2013

Expenses

Down

$26,720

Down $9,763 (-27%) from 2013

Net Income

Up

$7,088

Up $3,631 (+105%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$60K$40K$20K$0Assets 2011: $48,634Liabilities 2011: $4,4802011Assets 2012: $35,537Net Assets 2012: $35,5372012Assets 2013: $39,194Liabilities 2013: $200Net Assets 2013: $38,9942013Assets 2014: $46,282Liabilities 2014: $200Net Assets 2014: $46,0822014

Highlighted filing

2014

Assets$46,282
Liabilities$200
Net Assets$46,082
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $40,844Expenses 2011: $42,110Net Income 2011: -$1,2662011Revenue 2012: $32,007Expenses 2012: $40,624Net Income 2012: -$8,6172012Revenue 2013: $39,940Expenses 2013: $36,483Net Income 2013: $3,4572013Revenue 2014: $33,808Expenses 2014: $26,720Net Income 2014: $7,0882014

Highlighted filing

2014

Revenue$33,808
Expenses$26,720
Net Income$7,088
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,282
Liabilities
$200
Net assets
$46,082
Revenue
$33,808
Expenses
$26,720
Net income
$7,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$46.3$0.20$46.1$33.8$26.7$7.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.2$0.20$39.0$39.9$36.5$3.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$35.5$32.0$40.6$8.62
2011Summary only. Only limited summary data is available for this year.$48.6$4.48$40.8$42.1$1.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$62,983
Mission and Program Overview

Mission

Fundraising to provide funds for helping educational, scientific, medical, and other charitable organizations.

Program Services

DescriptionGrantsExpenses
We raised enough funds in our fund raising efforts to contribute to educational, hospital and family service organizations to contribute in excess of $25,000 to those organizations.$25,320-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert WarrenPresident-$0--
Judy JacksonVice President-$0--
Richard BiggersSecretary-$0--
Sharon LewisTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$38,069$38,069$9,484$28,585
Event 2$16,612$16,612$2,372$14,240
Total Events$62,702$62,702$29,175$33,527
Filing and Contact Details

Filer

EIN
20-0746188
Phone
9724221040

Signing Officer

Name
Robert Warren
Title
President
Signed
2014-11-07
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Medical-Children | Donee's Name: Childrens Medical Center Legacy | Donee's Address: 7609 Preston Road Plano, TX 75024 | Relationship of Donee: None | Cash Amount Given: $10000”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $116”

Total Liabilities.1

“Due to Rotary International - Beginning $200 Due to Rotary International - Ending $200”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Warren
IRS990EZ/BooksInCareOfDetail/PhoneNum09724221040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10701 East 15th Street Suite 2014
IRS990EZ/BooksInCareOfDetail/USAddress/City0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode075074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039194
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046166
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07088
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039194
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046282
IRS990EZ/FundraisingGrossIncomeAmt062702
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026720
IRS990EZ/GrossReceiptsAmt062983
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0241
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046082
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046082
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Judy Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard Biggers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0116
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fundraising to provide funds for helping educational, scientific, medical, and other charitable organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We raised enough funds in our fund raising efforts to contribute to educational, hospital and family service organizations to contribute in excess of $25,000 to those organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025320
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029175
IRS990EZ/SpecialEventsNetIncomeLossAmt033527
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0200
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026720
IRS990EZ/TotalProgramServiceExpensesAmt025320
IRS990EZ/TotalRevenueAmt033808
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0289679
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0289679
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073515
IRS990ScheduleA/Total509Grp/TotalAmt0289679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073515
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289679
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029175
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt08071
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062702
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Oktoberfest--Funds for Charitable Org.
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Flag Program-Funds for Charitable Org.
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033527
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03248
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03248
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09484
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02372
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Medical-Children | Donee's Name: Childrens Medical Center Legacy | Donee's Address: 7609 Preston Road Plano, TX 75024 | Relationship of Donee: None | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Receivable - Beginning $0 Accounts Receivable - Ending $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Due to Rotary International - Beginning $200 Due to Rotary International - Ending $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Warren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10David B McCall JrPlano Sunrise
ReturnHeader/Filer/BusinessName/BusinessNameLine20Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0200746188
ReturnHeader/Filer/PhoneNum09724221040
ReturnHeader/Filer/USAddress/AddressLine102205 Ave K
ReturnHeader/Filer/USAddress/City0Plano
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075074
ReturnHeader/ReturnTs02014-11-07T06:19:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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