Liabilities / Assets
64th percentile
Higher debt load relative to assets than 64% of similar nonprofits.
Addison Midday Rotary Foundation
EIN 20-2624922 • 501(c)3 • Addison, TX
Profile
To raise money for the support of agencies which provide medical, cultural, and educational community services.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
100th percentile
Faster revenue growth than 100% of similar nonprofits.
Balance Sheet
Assets
Down$38,302
Down $11,657 (-23%) from 2017
Liabilities
Up$240
Up $240 from 2017
Net Assets
Down$38,062
Down $11,897 (-24%) from 2017
Revenue
Up$1,278
Up $1,263 (+8420%) from 2017
Expenses
Up$13,175
Up $12,948 (+5704%) from 2017
Net Income
Down-$11,897
Down $11,685 (-5512%) from 2017
Trend Graphs
Filings
Most recent year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $38,302
- Liabilities
- $240
- Net assets
- $38,062
- Revenue
- $1,278
- Expenses
- $13,175
- Net income
- -$11,897
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Mar 2, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $1,278
Mission and Program Overview
Mission
To raise money for the support of agencies which provide medical, cultural, and educational community services.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO RAISE MONEY FOR THE SUPPORT OF AGENCIES WHICH PROVIDE MEDICAL, CULTURAL, AND EDUCATIONAL COMMUNITY SERVICES. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STANLEY HERRIN | Past President | - | $0 | - | - |
| JERRY ALLISON | President Elect | - | $0 | - | - |
| MICHAEL FELAN | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Addison Midday Rotary Foundation
- EIN
- 20-2624922
- Phone
- 2177419559
- Address
- 4145 BELT LINE RD NO 212242, ADDISON, TX 75001
Signing Officer
- Name
- Michael Felan
- Title
- Treasurer
- Phone
- 2177419559
- Signed
- 2019-03-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Whitley Penn Llp
- Address
- 8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
- Preparer
- Irfan Dossani
- Phone
- 2143939300
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 79.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: various. Grantee name: various. Amount given: 12,759. Total included on form 990-ez, line 10: 12,759.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: bank service charges. Amount: 76. Description: meals and entertainment. Amount: 340. Total to form 990-ez, line 16: 416.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: organizational costs. Beg. Of year amount: 500. End of year amount: 500. Description: start-up costs. Beg. Of year amount: 28. End of year amount: 28. Description: quickbooks software. Beg. Of year amount: 175. End of year amount: 175. Description: accounts receivable. Beg. Of year amount: 500. End of year amount: 150. Description: i/c due from club. Beg. Of year amount: 432. End of year amount: 0.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: i/c due to club. Beg. Of year amount: 0. End of year amount: 240.”
Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MICHAEL FELAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2177419559 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4145 BELTLINE RD STE 212-242 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ADDISON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75001 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 48324 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 37449 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1199 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -11897 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 49959 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 38302 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 12759 |
| IRS990EZ/GrossReceiptsAmt | 0 | 1278 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 79 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 49959 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 38062 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 49959 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 38062 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STANLEY HERRIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JERRY ALLISON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHAEL FELAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1635 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 853 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 416 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO RAISE MONEY FOR THE SUPPORT OF AGENCIES WHICH PROVIDE MEDICAL, CULTURAL, AND EDUCATIONAL COMMUNITY SERVICES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO RAISE MONEY FOR THE SUPPORT OF AGENCIES WHICH PROVIDE MEDICAL, CULTURAL, AND EDUCATIONAL COMMUNITY SERVICES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 240 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 13175 |
| IRS990EZ/TotalRevenueAmt | 0 | 1278 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.ADDISONMIDDAYROTARY.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1199 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24848 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 36047 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 36047 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1199 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 24848 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 36047 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 36047 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 79. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: VARIOUS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 12,759. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,759. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 76. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 340. TOTAL TO FORM 990-EZ, LINE 16: 416. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ORGANIZATIONAL COSTS. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 500. DESCRIPTION: START-UP COSTS. BEG. OF YEAR AMOUNT: 28. END OF YEAR AMOUNT: 28. DESCRIPTION: QUICKBOOKS SOFTWARE. BEG. OF YEAR AMOUNT: 175. END OF YEAR AMOUNT: 175. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 150. DESCRIPTION: I/C DUE FROM CLUB. BEG. OF YEAR AMOUNT: 432. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: I/C DUE TO CLUB. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 240. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL FELAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2177419559 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-03-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ADDISON MIDDAY ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ADDI |
| ReturnHeader/Filer/EIN | 0 | 202624922 |
| ReturnHeader/Filer/PhoneNum | 0 | 2177419559 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4145 BELT LINE RD NO 212242 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ADDISON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 75001 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 8EE4A730E4EADA43487744834F46C9195783FF97 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 242CF6261A96FD2CFBFCF863669BB29D591AD67E |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.51.12.244 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-03-02 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:40:44 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 752393478 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WHITLEY PENN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8343 DOUGLAS AVENUE STE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DALLAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 75225 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2143939300 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | IRFAN DOSSANI |
| ReturnHeader/ReturnTs | 0 | 2019-04-11T15:35:20-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
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