Civic Intelligence

Beaumont Rotary Foundation Inc.

990 • Fiscal year 2020 • EIN 23-7350450

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 09, 2020

Organization ProfileN/A
2355 Ih10 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

59th percentile

0.10x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.47x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

54th percentile

8.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-13%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$650,160

Up $51,826 (+8.7%) from 2019

Net Assets

Up

$586,812

Up $38,062 (+6.9%) from 2019

Liabilities

Up

$63,348

Up $13,764 (+28%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin69th percentile

Revenue

Down

$135,856

Down $20,531 (-13%) from 2019

Expenses

Up

$111,180

Up $12,676 (+13%) from 2019

Net Income

Down

$24,676

Down $33,207 (-57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$650,160
Liabilities$63,348
Net Assets$586,812
Open 2020 Filing

Operations Trend

Revenue Growth34th 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

2020

Revenue$135,856
Expenses$111,180
Net Income$24,676
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 9, 2020
Return Version
2019v5.0
Gross Receipts
$303,712
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$507,641$634,987▲ $127,346
Cash and Non-Interest-Bearing Accounts$82,502$14,939▼ $67,563
Accounts Receivable$8,191$234▼ $7,957
Total Assets$598,334$650,160▲ $51,826
Liabilities
Accounts Payable and Accrued Expenses$49,584$53,360▲ $3,776
Other Liabilities-$5,088-
Deferred Revenue-$4,900-
Total Liabilities$49,584$63,348▲ $13,764
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$543,171$581,233▲ $38,062
Net Assets With Donor Restrictions$5,579$5,579→ $0
Total Net Assets Fund Balance$548,750$586,812▲ $38,062
Total Liabilities and Net Assets / Fund Balance$598,334$650,160▲ $51,826
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Michael WolfPresident
Cindy CherryTrustee
Joe DominoTrustee
Lynn CastleTrustee
Henry VentaSecretary
Robert TurnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,191
Program Service Revenue
$0
Investment Income
$16,965
Other Revenue
$1,700
All Other Contributions
$95,339
Change in Net Assets
$24,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,180
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$41,407--$41,407
Other Expenses$11,000--$11,000
Fees for Services Accounting-$4,200-$4,200
Fees for Services Other-$3,291-$3,291
Total Functional Expenses$103,689$7,491$0$111,180
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,440
Fundraising Direct Expenses$9,740
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Down Event$33,292$11,440$9,740$1,700
Total Events$33,292$11,440$9,740$1,700
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$5,088
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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 21, 2019 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 Inc
EIN
23-7350450
Phone
4098421913
Address
2355 IH10 SOUTH STE 213, BEAUMONT, TX 77705-2631

Signing Officer

Name
Michael Wolf
Title
President
Signed
2020-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Wolf
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Mary Ellen Robertson CPA Pllc
Address
985 IH 10 NORTH SUITE 101, BEAUMONT, TX 77706
Preparer
Mary Ellen Robertson CPA
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) 3684”

Form 990, Part IX, Line 24E

“Rotary international - ev 8,000 0 0 literacy project 7,784 0 0 international project 6,105 0 0 disaster relief 5,000 0 0 rotary international inte 5,000 0 0 ryla 3,684 0 0 president's special proje 2,500 0 0 local projects 2,159 0 0 rotary international - pa 1,175 0 0 total 41,407 0 0”

Form 990, Part XI, Line 9

“Rounding 0 decrease in temporarily restricted 0”

Raw XML Appendix364 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) 3684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE PRESENTED TO THE CURRENT BOARD MEMBERS FOR REVIEW AND COMMENTS AND THEN VOTED ON AT THE NOVEMBER 21, 2019 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/ExplanationTxt4ROTARY INTERNATIONAL - EV 8,000 0 0 LITERACY PROJECT 7,784 0 0 INTERNATIONAL PROJECT 6,105 0 0 DISASTER RELIEF 5,000 0 0 ROTARY INTERNATIONAL INTE 5,000 0 0 RYLA 3,684 0 0 PRESIDENT'S SPECIAL PROJE 2,500 0 0 LOCAL PROJECTS 2,159 0 0 ROTARY INTERNATIONAL - PA 1,175 0 0 TOTAL 41,407 0 0
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ReturnHeader/FilingSecurityInformation/IPTm008:33:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822506874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY ELLEN ROBERTSON CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0985 IH 10 NORTH SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ELLEN ROBERTSON CPA
ReturnHeader/ReturnTs02020-11-16T08:33:20-06:00
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ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$650,160
Liabilities
$63,348
Net assets
$586,812
Revenue
$135,856
Expenses
$111,180
Net income
$24,676
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