Civic Intelligence

Beaumont Rotary Foundation Inc.

990 • Fiscal year 2016 • EIN 23-7350450

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

Organization ProfileN/A
2355 Ih-10 South Ste 213Beaumont, TX 77705-2631

(409) 842-1913

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.52x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

67th percentile

12%

Higher net margin than 67% 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

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

60th percentile

7.3%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$432,168

Up $10,427 (+2.5%) from 2015

Net Assets

Up

$385,468

Up $11,543 (+3.1%) from 2015

Liabilities

Down

$46,700

Down $1,116 (-2.3%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin67th percentile

Revenue

Up

$90,654

Up $6,137 (+7.3%) from 2015

Expenses

Up

$79,829

Up $2,382 (+3.1%) from 2015

Net Income

Up

$10,825

Up $3,755 (+53%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2016

Assets$432,168
Liabilities$46,700
Net Assets$385,468
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

2016

Revenue$90,654
Expenses$79,829
Net Income$10,825
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$294,235
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$401,051$406,223▲ $5,172
Cash and Non-Interest-Bearing Accounts$20,623$25,928▲ $5,305
Accounts Receivable$67$17▼ $50
Total Assets$421,741$432,168▲ $10,427
Liabilities
Accounts Payable and Accrued Expenses$41,000$41,000→ $0
Deferred Revenue$6,816$5,700▼ $1,116
Total Liabilities$47,816$46,700▼ $1,116
Net Assets / Fund Balance
Unrestricted Net Assets$369,721$376,264▲ $6,543
Temporarily Rstr Net Assets$4,204$9,204▲ $5,000
Total Net Assets Fund Balance$373,925$385,468▲ $11,543
Total Liabilities and Net Assets / Fund Balance$421,741$432,168▲ $10,427
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Larry BeaulieuChairman
Pat AndersonTrustee
Ted Moor IiiTrustee
Vernon PierceTrustee
Eugene ArnoldSecretary
Uliana TrylowskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$67,436
Program Service Revenue
$0
Investment Income
$17,042
Other Revenue
$6,176
All Other Contributions
$59,589
Change in Net Assets
$10,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$20,956$384-$21,340
Other Expenses$8,000--$8,000
Fees for Services Accounting-$4,200-$4,200
Fees for Services Other-$2,588-$2,588
Total Functional Expenses$72,657$7,172$0$79,829
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,470
Fundraising Direct Expenses$8,294
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Down Event$22,317$14,470$2,368$12,102
Total Events$22,317$14,470$8,294$6,176
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 will be emailed to the current board members for review and comments and then voted on at the november 8, 2016 board meeting. Upon approval, the return will be electronically filed with the irs.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon written request at the rotary club office located at 2355 ih-10 south, suite 213, beaumont, tx 77705”

Filing and Contact Details

Filer

Filer Name
Beaumont Rotary Foundation
EIN
23-7350450
Phone
4098421913
Address
2355 IH-10 SOUTH STE 213, BEAUMONT, TX 77705-2631

Signing Officer

Name
Uliana Trylowsky
Title
Treasurer
Signed
2016-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Uliana Trylowsky
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
125

Preparer

Firm
Mary Ellen Robertson CPA
Address
985 IH 10 NORTH SUITE 101, BEAUMONT, TX 77706
Preparer
Mary Ellen Robertson
Phone
4098928901
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers from the rotary club membership, boy scouts of america and the community provide the following services to the rotary foundation: delivery of flags for the flag project. Delivery of the books to 1st graders throughout the community. Preparation of layette bags for new mothers in nicaragua. Review of scholarship applications for the scholarship program. Working on fundraising event. In addition, all trustees contribute their time to meet quarterly and to review financial information, set policy and give guidance. These individuals are not paid for their time.”

Form 990, Page 2, Part III, Line 4D

“Books purchased and delivered to all first grade students in 6,663 our community who are learning to read. Rotary youth leadership program (ryla) assistance (program to build leadership skills in high school juniors) 3,550 other projects 3,869”

Form 990, Part IX, Line 24E

“Literacy project 6,663 0 0 international water well 5,000 0 0 ryla 3,550 0 0 local projects 2,235 0 0 disaster relief 1,500 0 0 rotary international paul 1,070 0 0 rotary intenational - pol 804 0 0 other administrative expe 0 384 0 president's special proje 134 0 0”

Form 990, Part XI, Line 9

“Increase in temporarily restricted fds. 5,000 total 5,000”

Raw XML Appendix353 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08294
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE DOWN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03926
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014470
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06176
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02368
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02368
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01600
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01600
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS FROM THE ROTARY CLUB MEMBERSHIP, BOY SCOUTS OF AMERICA AND THE COMMUNITY PROVIDE THE FOLLOWING SERVICES TO THE ROTARY FOUNDATION: DELIVERY OF FLAGS FOR THE FLAG PROJECT. DELIVERY OF THE BOOKS TO 1ST GRADERS THROUGHOUT THE COMMUNITY. PREPARATION OF LAYETTE BAGS FOR NEW MOTHERS IN NICARAGUA. REVIEW OF SCHOLARSHIP APPLICATIONS FOR THE SCHOLARSHIP PROGRAM. WORKING ON FUNDRAISING EVENT. IN ADDITION, ALL TRUSTEES CONTRIBUTE THEIR TIME TO MEET QUARTERLY AND TO REVIEW FINANCIAL INFORMATION, SET POLICY AND GIVE GUIDANCE. THESE INDIVIDUALS ARE NOT PAID FOR THEIR TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS PURCHASED AND DELIVERED TO ALL FIRST GRADE STUDENTS IN 6,663 OUR COMMUNITY WHO ARE LEARNING TO READ. ROTARY YOUTH LEADERSHIP PROGRAM (RYLA) ASSISTANCE (PROGRAM TO BUILD LEADERSHIP SKILLS IN HIGH SCHOOL JUNIORS) 3,550 OTHER PROJECTS 3,869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE EMAILED TO THE CURRENT BOARD MEMBERS FOR REVIEW AND COMMENTS AND THEN VOTED ON AT THE NOVEMBER 8, 2016 BOARD MEETING. UPON APPROVAL, THE RETURN WILL BE ELECTRONICALLY FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AT THE ROTARY CLUB OFFICE LOCATED AT 2355 IH-10 SOUTH, SUITE 213, BEAUMONT, TX 77705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LITERACY PROJECT 6,663 0 0 INTERNATIONAL WATER WELL 5,000 0 0 RYLA 3,550 0 0 LOCAL PROJECTS 2,235 0 0 DISASTER RELIEF 1,500 0 0 ROTARY INTERNATIONAL PAUL 1,070 0 0 ROTARY INTENATIONAL - POL 804 0 0 OTHER ADMINISTRATIVE EXPE 0 384 0 PRESIDENT'S SPECIAL PROJE 134 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INCREASE IN TEMPORARILY RESTRICTED FDS. 5,000 TOTAL 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04204
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09204
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0421741
IRS990/TotalAssetsEOYAmt0432168
IRS990/TotalAssetsGrp/BOYAmt0421741
IRS990/TotalAssetsGrp/EOYAmt0432168
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt067436
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07172
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072657
IRS990/TotalFunctionalExpensesGrp/TotalAmt079829
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt047816
IRS990/TotalLiabilitiesEOYAmt046700
IRS990/TotalLiabilitiesGrp/BOYAmt047816
IRS990/TotalLiabilitiesGrp/EOYAmt046700
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0373925
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0385468
IRS990/TotalOtherProgSrvcExpenseAmt014082
IRS990/TotalProgramServiceExpensesAmt072657
IRS990/TotalRevenueGrp/ExclusionAmt06176
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090654
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0421741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0432168
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0369721
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0376264
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0635 SUE LANE
IRS990/USAddress/CityNm0BEAUMONT
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077706
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ULIANA TRYLOWSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEAUMONT ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEAU
ReturnHeader/Filer/EIN0237350450
ReturnHeader/Filer/PhoneNum04098421913
ReturnHeader/Filer/USAddress/AddressLine1Txt02355 IH-10 SOUTH STE 213
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0777052631
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760438871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY ELLEN ROBERTSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0985 IH 10 NORTH SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077706
ReturnHeader/PreparerPersonGrp/PhoneNum04098928901
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ELLEN ROBERTSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T11:23:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$432,168
Liabilities
$46,700
Net assets
$385,468
Revenue
$90,654
Expenses
$79,829
Net income
$10,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.22$0.09$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.03$0.22$0.09$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.08$0.79$0.14$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.05$0.68$0.17$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.05$0.74$0.19$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.06$0.59$0.14$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.05$0.55$0.16$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.05$0.49$0.22$0.19$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.08$0.45$0.12$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.05$0.39$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.37$0.08$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.37$0.25$0.27$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.04$0.44$0.06$0.07$0.01