Civic Intelligence

Addison Midday Rotary

990EZ • Fiscal year 2016 • EIN 20-2624922

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileWWW.ADDISONMIDDAYROTARY.ORG
4145 Belt Line Rd No 212242Addison, TX 75001

(217) 741-9559

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-200%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$50,171

Down $1,639 (-3.2%) from 2015

Net Assets

Down

$50,171

Down $1,639 (-3.2%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$20

Down $4 (-17%) from 2015

Expenses

Down

$60

Down $10,039 (-99%) from 2015

Net Income

Up

-$40

Up $10,035 (+100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$80K$60K$40K$20K$0Assets 2011: $42,461Liabilities 2011: $02011Assets 2012: $53,777Liabilities 2012: $02012Assets 2013: $62,032Net Assets 2013: $62,0322013Assets 2014: $62,308Liabilities 2014: $423Net Assets 2014: $61,8852014Assets 2015: $51,810Net Assets 2015: $51,8102015Assets 2016: $50,171Liabilities 2016: $0Net Assets 2016: $50,1712016Assets 2017: $49,959Liabilities 2017: $0Net Assets 2017: $49,9592017Assets 2018: $38,302Liabilities 2018: $240Net Assets 2018: $38,0622018

Highlighted filing

2016

Assets$50,171
Liabilities$0
Net Assets$50,171
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

$40K$20K$0-$20KRevenue 2011: $28,682Expenses 2011: $17,716Net Income 2011: $10,9662011Revenue 2012: $26,297Expenses 2012: $13,981Net Income 2012: $12,3162012Revenue 2013: $26,415Expenses 2013: $18,160Net Income 2013: $8,2552013Revenue 2014: $24,861Expenses 2014: $25,008Net Income 2014: -$1472014Revenue 2015: $24Expenses 2015: $10,099Net Income 2015: -$10,0752015Revenue 2016: $20Expenses 2016: $60Net Income 2016: -$402016Revenue 2017: $15Expenses 2017: $227Net Income 2017: -$2122017Revenue 2018: $1,278Expenses 2018: $13,175Net Income 2018: -$11,8972018

Highlighted filing

2016

Revenue$20
Expenses$60
Net Income-$40
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$20
Mission and Program Overview

Mission

To raise money for the support of agencies which provide medical, cultural, and educational community services.

Program Services

DescriptionGrantsExpenses
TO RAISE MONEY FOR THE SUPPORT OF AGENCIES WHICH PROVIDE MEDICAL, CULTURAL, AND EDUCATIONAL COMMUNITY SERVICES.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN ROSSPresident-$0--
MARY JO CATERPresident-Elect-$0--
MARGIE GUNTHERSecretary-$0--
STAN HERRINTreasurer-$0--
RYAN FUCHSPresident-Emeritus-$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
Stanley M Herrin
Title
Treasurer
Phone
2177419559
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Dossani Turnage & Van Hoose Pc
Address
12201 MERIT DRIVE SUITE 630, DALLAS, TX 75251
Preparer
Irfan Dossani
Phone
2146926868
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 20.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank service charges. Amount: 60.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: fines & penalties. Amount: -1,599.”

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: 500.”

Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0STANLEY HERRIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02177419559
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04145 BELTLINE RD STE 212-242
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ADDISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048968
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-40
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IRS990EZ/GrossReceiptsAmt020
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050171
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050171
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY JO CATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGIE GUNTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STAN HERRIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RYAN FUCHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-EMERITUS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01203
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01203
IRS990EZ/OtherChangesInNetAssetsAmt0-1599
IRS990EZ/OtherExpensesTotalAmt060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY FOR THE SUPPORT OF AGENCIES WHICH PROVIDE MEDICAL, CULTURAL, AND EDUCATIONAL COMMUNITY SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE MONEY FOR THE SUPPORT OF AGENCIES WHICH PROVIDE MEDICAL, CULTURAL, AND EDUCATIONAL COMMUNITY SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060
IRS990EZ/TotalRevenueAmt020
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ADDISONMIDDAYROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt087664
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt087664
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026416
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt087664
IRS990ScheduleA/TotalSupportAmt087664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FINES & PENALTIES. AMOUNT: -1,599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: 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: 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STANLEY M HERRIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02177419559
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADDISON MIDDAY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADDI
ReturnHeader/Filer/EIN0202624922
ReturnHeader/Filer/PhoneNum02177419559
ReturnHeader/Filer/USAddress/AddressLine1Txt04145 BELT LINE RD NO 212242
ReturnHeader/Filer/USAddress/CityNm0ADDISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464539867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOSSANI TURNAGE & VAN HOOSE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012201 MERIT DRIVE SUITE 630
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075251
ReturnHeader/PreparerPersonGrp/PhoneNum02146926868
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRFAN DOSSANI
ReturnHeader/ReturnTs02016-11-09T09:47:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,171
Liabilities
$0
Net assets
$50,171
Revenue
$20
Expenses
$60
Net income
-$40
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$38.3$0.24$38.1$1.28$13.2$11.9
2017Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$0.02$0.23$0.21
2016Detailed filing. Detailed filing data is available for this year.$50.2$0.00$50.2$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$51.8$51.8$0.02$10.1$10.1
2014Detailed filing. Detailed filing data is available for this year.$62.3$0.42$61.9$24.9$25.0$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.0$62.0$26.4$18.2$8.26
2012Summary only. Only limited summary data is available for this year.$53.8$0.00$26.3$14.0$12.3
2011Summary only. Only limited summary data is available for this year.$42.5$0.00$28.7$17.7$11.0