Civic Intelligence

Beaumont Rotary Foundation Inc.

990 • Fiscal year 2024 • EIN 23-7350450

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 10, 2024

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

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.14x

Higher debt load relative to revenue than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

59%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,057,655

Up $192,657 (+22%) from 2023

Net Assets

Up

$1,026,054

Up $240,826 (+31%) from 2023

Liabilities

Down

$31,601

Down $48,169 (-60%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin93rd percentile

Revenue

Up

$221,512

Up $82,630 (+59%) from 2023

Expenses

Up

$85,340

Up $4,252 (+5.2%) from 2023

Net Income

Up

$136,172

Up $78,378 (+136%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2024

Assets$1,057,655
Liabilities$31,601
Net Assets$1,026,054
Open 2024 Filing

Operations Trend

Revenue Growth85th 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

2024

Revenue$221,512
Expenses$85,340
Net Income$136,172
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 10, 2024
Return Version
2023v5.0
Gross Receipts
$255,381
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$746,974$965,090▲ $218,116
Cash and Non-Interest-Bearing Accounts$70,722$73,110▲ $2,388
Accounts Receivable$38,818$7,667▼ $31,151
Total Assets$864,998$1,057,655▲ $192,657
Other Assets Total$8,484$11,788▲ $3,304
Liabilities
Deferred Revenue$46,768--
Accounts Payable and Accrued Expenses$33,002$31,601▼ $1,401
Total Liabilities$79,770$31,601▼ $48,169
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$785,228$1,026,054▲ $240,826
Total Net Assets Fund Balance$785,228$1,026,054▲ $240,826
Total Liabilities and Net Assets / Fund Balance$864,998$1,057,655▲ $192,657
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Phil DunlapChair
Michael PerezPresident El
Rebekah MaxwellClub Preside
Joanne BrownImmediate Pa
Chris AyersSecretary
Chuck HeareTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,990
Program Service Revenue
$79,323
Investment Income
$7,680
Other Revenue
$21,519
All Other Contributions
$112,990
Change in Net Assets
$136,172

Audited Revenue Reconciliation

Revenue per Audited Statements
$221,512
Total Revenue per Audited Statements
$221,512
Total Revenue per Form 990
$221,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,623
Grants and Similar Amounts Paid$27,717
Total Fundraising Expense$640
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,717--$27,717
Fees for Services Management-$8,500-$8,500
All Other Expenses$5,818$86-$5,904
Other Expenses$3,901--$3,901
Fees for Service Investment Mgmnt Fees-$3,447$383$3,830
Fees for Services Accounting-$2,272$253$2,525
Fees for Services Other-$1,346$4$1,350
Office Expenses-$560-$560
Total Functional Expenses$68,489$16,211$640$85,340

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$85,340
Total Expenses per Audited Statements$85,340
Total Expenses per Form 990$85,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Three Rivers Council - BsaBeaumont, TX-Support$16,767
The Rotary FoundationChicago, IL-Every Rotarian$8,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,790
Fundraising Direct Expenses$7,271
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Down Event$28,790$28,790$7,271$21,519
Total Events$28,790$28,790$7,271$21,519
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
Backup withholding compliance
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 next regularly scheduled board meeting. Upon approval by the board, 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
Chuck Heare
Title
Treasurer
Phone
4098421913
Signed
2024-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Heare
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
130

Preparer

Firm
Lawrence Blackburn Meek Maxey & Co
Address
2920 EASTEX FWY, BEAUMONT, TX 77703-4643
Preparer
Julia F Hayes
Phone
4098987610
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. 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.”

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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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IRS990ScheduleA/TotalSupportAmt0707791
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0221512
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07271
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028790
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021519
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IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt116767
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EVERY ROTARIAN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THREE RIVERS COUNCIL - BSA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt014280 COLLECTIONS CENTER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14650 CARDINAL DRIVE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL SCHOLARSHIP RECIPIENTS MUST TURN IN GRADES INDICATING THAT THEY HAVE A PASSING GRADE TO THE ROTARY OFFICE BEFORE THEY CAN BE APPROVED TO RECEIVE GRANTS FOR THE NEXT SEMESTER.
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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. 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/ExplanationTxt1FORM 990 WILL BE PRESENTED TO THE CURRENT BOARD MEMBERS FOR REVIEW AND COMMENTS AND THEN VOTED ON AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. UPON APPROVAL BY THE BOARD, THE RETURN WILL BE ELECTRONICALLY FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalProgramServiceRevenueAmt079323
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IRS990/VotingMembersIndependentCnt06
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK HEARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-10
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760001095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWRENCE BLACKBURN MEEK MAXEY & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02920 EASTEX FWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0777034643
ReturnHeader/PreparerPersonGrp/PhoneNum04098987610
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA F HAYES
ReturnHeader/ReturnTs02024-10-08T10:20:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,057,655
Liabilities
$31,601
Net assets
$1,026,054
Revenue
$221,512
Expenses
$85,340
Net income
$136,172
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