Civic Intelligence

Beaumont Rotary Foundation Inc.

990 • Fiscal year 2017 • EIN 23-7350450

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

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

67th percentile

0.14x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.61x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$529,179

Up $97,011 (+22%) from 2016

Net Assets

Up

$452,763

Up $67,295 (+17%) from 2016

Liabilities

Up

$76,416

Up $29,716 (+64%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin88th percentile

Revenue

Up

$124,994

Up $34,340 (+38%) from 2016

Expenses

Down

$76,606

Down $3,223 (-4.0%) from 2016

Net Income

Up

$48,388

Up $37,563 (+347%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2017

Assets$529,179
Liabilities$76,416
Net Assets$452,763
Open 2017 Filing

Operations Trend

Revenue Growth82nd 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

2017

Revenue$124,994
Expenses$76,606
Net Income$48,388
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$327,143
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$406,223$442,504▲ $36,281
Cash and Non-Interest-Bearing Accounts$25,928$86,408▲ $60,480
Accounts Receivable$17$267▲ $250
Total Assets$432,168$529,179▲ $97,011
Liabilities
Accounts Payable and Accrued Expenses$41,000$42,916▲ $1,916
Deferred Revenue$5,700$30,800▲ $25,100
Other Liabilities-$2,700-
Total Liabilities$46,700$76,416▲ $29,716
Net Assets / Fund Balance
Unrestricted Net Assets$376,264$443,559▲ $67,295
Temporarily Rstr Net Assets$9,204$9,204→ $0
Total Net Assets Fund Balance$385,468$452,763▲ $67,295
Total Liabilities and Net Assets / Fund Balance$432,168$529,179▲ $97,011
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Uliana TrylowskyChairman
Pat AndersonTrustee
Ted Moor IiiTrustee
Tim SudelaTrustee
Cindy CherrySecretary
Eugene ArnoldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,757
Program Service Revenue
$0
Investment Income
$19,562
Other Revenue
$4,675
All Other Contributions
$86,020
Change in Net Assets
$48,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,606
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$16,997$112-$17,109
Other Expenses$8,000--$8,000
Fees for Services Accounting-$4,200-$4,200
Fees for Services Other-$2,190-$2,190
Total Functional Expenses$70,104$6,502$0$76,606
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,185
Fundraising Direct Expenses$7,510
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Down Event$26,922$12,185$1,877$10,308
Total Events$26,922$12,185$7,510$4,675
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses - Boy Scouts$2,700
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 presented to the current board members for review and comments and then voted on at the november 15, 2017 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
Eugene Arnold
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

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. Traveling to areas where projects are funded. 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

“Rotary youth leadership program (ryla) assistance (program to build leadership skills in high school juniors) 3,050 disaster relief 2,806 other local projects 1,874 miscellaneous project 100”

Form 990, Part IX, Line 24E

“International project 5,175 0 0 ryla 3,050 0 0 disaster relief 2,806 0 0 rotary international paul 2,000 0 0 rotary international inte 1,992 0 0 local projects 1,874 0 0 other administrative expe 0 112 0 interact projects 100 0 0 total 16,997 112 0”

Form 990, Part XI, Line 9

“Increase in temporarily restricted fds. 0”

Raw XML Appendix360 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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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. TRAVELING TO AREAS WHERE PROJECTS ARE FUNDED. 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/ExplanationTxt1ROTARY YOUTH LEADERSHIP PROGRAM (RYLA) ASSISTANCE (PROGRAM TO BUILD LEADERSHIP SKILLS IN HIGH SCHOOL JUNIORS) 3,050 DISASTER RELIEF 2,806 OTHER LOCAL PROJECTS 1,874 MISCELLANEOUS PROJECT 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE PRESENTED TO THE CURRENT BOARD MEMBERS FOR REVIEW AND COMMENTS AND THEN VOTED ON AT THE NOVEMBER 15, 2017 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/ExplanationTxt4INTERNATIONAL PROJECT 5,175 0 0 RYLA 3,050 0 0 DISASTER RELIEF 2,806 0 0 ROTARY INTERNATIONAL PAUL 2,000 0 0 ROTARY INTERNATIONAL INTE 1,992 0 0 LOCAL PROJECTS 1,874 0 0 OTHER ADMINISTRATIVE EXPE 0 112 0 INTERACT PROJECTS 100 0 0 TOTAL 16,997 112 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INCREASE IN TEMPORARILY RESTRICTED FDS. 0
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
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070104
IRS990/TotalFunctionalExpensesGrp/TotalAmt076606
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0978C6868E1FFD65FA1F0E03D65B6902AE2D87CAB
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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/PreparationDt02017-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ELLEN ROBERTSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-16T12:08:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$529,179
Liabilities
$76,416
Net assets
$452,763
Revenue
$124,994
Expenses
$76,606
Net income
$48,388
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