Civic Intelligence

Beaumont Rotary Foundation Inc.

990EZ • Fiscal year 2012 • EIN 23-7350450

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 06, 2012

2355 Ih-10 SouthRoom/Suite 21377705-2631
Siviq Scores

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

Liabilities / Assets

74th percentile

0.09x

Higher debt load relative to assets than 74% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

93rd percentile

0.72x

Higher debt load relative to revenue than 93% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Assets

$484,606

No earlier filing loaded for comparison.

Net Assets

$440,181

No earlier filing loaded for comparison.

Liabilities

$44,425

No earlier filing loaded for comparison.

Revenue

$61,589

No earlier filing loaded for comparison.

Expenses

$71,289

No earlier filing loaded for comparison.

Net Income

-$9,700

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $484,606Liabilities 2012: $44,425Net Assets 2012: $440,1812012Assets 2014: $419,128Liabilities 2014: $47,733Net Assets 2014: $371,3952014Assets 2015: $421,741Liabilities 2015: $47,816Net Assets 2015: $373,9252015Assets 2016: $432,168Liabilities 2016: $46,700Net Assets 2016: $385,4682016Assets 2017: $529,179Liabilities 2017: $76,416Net Assets 2017: $452,7632017Assets 2018: $539,720Liabilities 2018: $47,600Net Assets 2018: $492,1202018Assets 2019: $598,334Liabilities 2019: $49,584Net Assets 2019: $548,7502019Assets 2020: $650,160Liabilities 2020: $63,348Net Assets 2020: $586,8122020Assets 2021: $794,027Liabilities 2021: $51,196Net Assets 2021: $742,8312021Assets 2022: $723,146Liabilities 2022: $47,113Net Assets 2022: $676,0332022Assets 2023: $864,998Liabilities 2023: $79,770Net Assets 2023: $785,2282023Assets 2024: $1,057,655Liabilities 2024: $31,601Net Assets 2024: $1,026,0542024Assets 2025: $1,283,960Liabilities 2025: $21,362Net Assets 2025: $1,262,5982025

Highlighted filing

2012

Assets$484,606
Liabilities$44,425
Net Assets$440,181

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $61,589Expenses 2012: $71,289Net Income 2012: -$9,7002012Revenue 2014: $254,759Expenses 2014: $272,809Net Income 2014: -$18,0502014Revenue 2015: $84,517Expenses 2015: $77,447Net Income 2015: $7,0702015Revenue 2016: $90,654Expenses 2016: $79,829Net Income 2016: $10,8252016Revenue 2017: $124,994Expenses 2017: $76,606Net Income 2017: $48,3882017Revenue 2018: $224,936Expenses 2018: $192,779Net Income 2018: $32,1572018Revenue 2019: $156,387Expenses 2019: $98,504Net Income 2019: $57,8832019Revenue 2020: $135,856Expenses 2020: $111,180Net Income 2020: $24,6762020Revenue 2021: $194,807Expenses 2021: $108,033Net Income 2021: $86,7742021Revenue 2022: $172,907Expenses 2022: $134,420Net Income 2022: $38,4872022Revenue 2023: $138,882Expenses 2023: $81,088Net Income 2023: $57,7942023Revenue 2024: $221,512Expenses 2024: $85,340Net Income 2024: $136,1722024Revenue 2025: $224,359Expenses 2025: $92,010Net Income 2025: $132,3492025

Highlighted filing

2012

Revenue$61,589
Expenses$71,289
Net Income-$9,700
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 6, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

The mission of the beaumont rotary foundation is to support charitable projects of the rotary club of beaumont for community and international projects.

Filing and Contact Details

Filer

EIN
23-7350450
Raw XML Appendix213 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
CompensationExplanation/Compensation/PersonName0S L GREENBERG
CompensationExplanation/Compensation/PersonName1PAT ANDERSON
CompensationExplanation/Compensation/PersonName2DAVID LOCKE
CompensationExplanation/Compensation/PersonName3BRAD BROWN
CompensationExplanation/Compensation/PersonName4BOBBIE APPLEGATE
CompensationExplanation/Compensation/PersonName5BECKY MASON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0415868
IRS990EZ/CashSavingsAndInvestments/EOY0483372
IRS990EZ/ContributionsGiftsGrantsEtc045097
IRS990EZ/CostOtherBasisAndSalesExpenses095806
IRS990EZ/DidOrgFileForm1120POLThisYear0false
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode077704
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode177705
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode477706
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0S L GREENBERG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PAT ANDERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DAVID LOCKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3BRAD BROWN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4BOBBIE APPLEGATE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5BECKY MASON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY03700
IRS990EZ/OtherAssetsTotal/EOY01234
IRS990EZ/OtherChangesInNetAssets070396
IRS990EZ/OtherExpensesTotal05066
IRS990EZ/OtherRevenueTotal0216
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE MISSION OF THE BEAUMONT ROTARY FOUNDATION IS TO SUPPORT CHARITABLE PROJECTS OF THE ROTARY CLUB OF BEAUMONT FOR COMMUNITY AND INTERNATIONAL PROJECTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FOUR YEAR COLLEGE SCHOLARSHIPS AWARDED BASED ON APPLICANT'S DEMONSTATED SERVICE TO COMMUNITY.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1"SHOW YOUR COLORS" A JOINT PROJECT OF THE THE ROTARY CLUB OF BEAUMONT AND THE THREE RIVERS COUNCIL OF THE BOY SCOUTS OF AMERICA WHICH DISPLAYS THE AMERICAN FLAG AT OVER 400 LOCATIONS ON SIX HOLIDAYS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2DELIVERY OF "A BOOK ABOUT ME" (PERSONALIZED FOR EACH CHILD) TO ALL FIRST GRADERS IN BEAUMONT, TEXAS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3CONTRIBUTIONS TO THE ROTARY FOUNDATION, A 501(C)(3) ORGANIZATION, WHICH ENABLES ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH A VARIETY OF HUMANITARIAN PROGRAMS. SPECIFIC ASSISTANCE TO NON-PROFIT ORGANIZATIONS IN BEAUMONT, TEXAS ASSISTANCE TO LOCAL COLLEGE STUDENT SERVING ABROAD AS A ROTARY FOUNDATION AMBASSADORIAL SCHOLAR
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations015000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations112075
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations216416
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses015000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses112075
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses216416
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses322498
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY040083
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IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10985 IH 10 NORTH SUITE 101
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BEAUMONT
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode077706
IRS990EZ/TheBooksAreInCareOf/NamePerson0MARY ELLEN ROBERTSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04098928901
IRS990EZ/TotalAssets/BOY0419568
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IRS990EZ/TotalExpenses071289
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IRS990EZ/TotalRevenue061589
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear045094
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year066628
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years083601
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years071188
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years049691
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0316202
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear010712
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years014779
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years015014
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IRS990ScheduleA/PublicSupportPertcentage17000.83070
IRS990ScheduleA/PublicSupportPertcentPriorYear00.73420
IRS990ScheduleA/PublicSupportTotal1700316202
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IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year066628
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years083601
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years071188
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years049691
IRS990ScheduleA/Total170/Total0316202
IRS990ScheduleA/TotalSupport0380654
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0MISCELLANEOUS INCOME 216 TOTAL 216
IRS990ScheduleO/GeneralExplanation/Explanation1TEXAS A & M UNIVERSITY TEXAS A & M UNIVERSITY PO BOX 30016 6,000 0 COLLEGE STATION, TX 77842-3016 0 THREE RIVERS COUNCIL, BSA THREE RIVERS COUNCIL, BSA 4650 CARDINAL DRIVE 12,075 0 BEAUMONT, TX 77705-2705 0 ROTARY INT'L ROTARY INTERNATIONAL 14255 COLLECTION CENTER DR. 9,000 0 CHICAGO, IL 60693-0142 0 KCI PEGGY SCHMIDT 2420 WENTWORTH OAKS COURT 16,416 0 LEAGUE CITY, TX 77573-5565 0
IRS990ScheduleO/GeneralExplanation/Explanation2EXPENSES CREDIT CARD FEES 308 OTHER ADMINISTRATIVE EXPE 160 PRESIDENT'S SPECIAL PROJE 750 INTERACT PROJECTS 2,458 PAUL HARRIS FELLOW 100 FLAG PROGRAM EXPENSE 1,290 TOTAL 5,066
IRS990ScheduleO/GeneralExplanation/Explanation3CHANGE IN UNREALIZED GAINS AND LOSSES FYE 6/30/12 4,665 RESTRICTED FUNDS - CENTENNIEL PROJECT 66,110 MISCELLANEOUS ADJUSTMENT -379
IRS990ScheduleO/GeneralExplanation/Explanation4ACCOUNTS RECEIVABLE 3,700 1,234 TOTAL 3,700 1,234
IRS990ScheduleO/GeneralExplanation/Explanation5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 40,000 44,425 GRANTS PAYABLE 83 0
IRS990ScheduleO/GeneralExplanation/Explanation6THE MISSION OF THE BEAUMONT ROTARY FOUNDATION IS TO SUPPORT CHARITABLE PROJECTS OF THE ROTARY CLUB OF BEAUMONT FOR COMMUNITY AND INTERNATIONAL PROJECTS.
IRS990ScheduleO/GeneralExplanation/Explanation7CONTRIBUTIONS TO THE ROTARY FOUNDATION, A 501(C)(3) ORGANIZATION, WHICH ENABLES ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH A VARIETY OF HUMANITARIAN PROGRAMS. SPECIFIC ASSISTANCE TO NON-PROFIT ORGANIZATIONS IN BEAUMONT, TEXAS ASSISTANCE TO LOCAL COLLEGE STUDENT SERVING ABROAD AS A ROTARY FOUNDATION AMBASSADORIAL SCHOLAR
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier6PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier7ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237350450
ReturnHeader/Filer/Name/BusinessNameLine10BEAUMONT ROTARY FOUNDATION
ReturnHeader/Filer/NameControl0BEAU
ReturnHeader/Filer/Phone04098421913
ReturnHeader/Filer/USAddress/AddressLine102355 IH-10 SOUTH
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 213
ReturnHeader/Filer/USAddress/City0BEAUMONT
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0777052631
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-12-06
ReturnHeader/Officer/Name0BRAD BROWN
ReturnHeader/Officer/Phone04098421913
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-12-06
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARY ELLEN ROBERTSON CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10985 IH 10 NORTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BEAUMONT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077706
ReturnHeader/Preparer/Name0MARY ELLEN ROBERTSON
ReturnHeader/Preparer/Phone04098928901
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-12-12T16:49:23-06:00

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