Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 27-1583512

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 29, 2023

P O Box 272Melissa, TX 75454

(315) 383-2336

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

7.1%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$42,146

Up $2,811 (+7.1%) from 2022

Net Assets

Up

$42,146

Up $2,811 (+7.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$42,900

Up $13,086 (+44%) from 2022

Expenses

Up

$41,168

Up $7,844 (+24%) from 2022

Net Income

Up

$1,732

Up $5,242 (+149%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2022: $39,335Liabilities 2022: $0Net Assets 2022: $39,3352022Assets 2023: $42,146Liabilities 2023: $0Net Assets 2023: $42,1462023Assets 2024: $43,852Liabilities 2024: $0Net Assets 2024: $43,8522024Assets 2025: $46,366Liabilities 2025: $0Net Assets 2025: $46,3662025

Highlighted filing

2023

Assets$42,146
Liabilities$0
Net Assets$42,146

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2022: $29,814Expenses 2022: $33,324Net Income 2022: -$3,5102022Revenue 2023: $42,900Expenses 2023: $41,168Net Income 2023: $1,7322023Revenue 2024: $63,683Expenses 2024: $61,977Net Income 2024: $1,7062024Revenue 2025: $46,107Expenses 2025: $43,593Net Income 2025: $2,5142025

Highlighted filing

2023

Revenue$42,900
Expenses$41,168
Net Income$1,732
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$63,683
Mission and Program Overview

Mission

Support local and international charities

Program Services

DescriptionGrantsExpenses
Fund local 501(c)3 organization for the purpose of providing local and international charitable donations. The number of people benefiting is indeterminate.$24,000$24,000
Fund International charities promoting education and health. The number of people benefiting is indeterminate.$1,912$1,912
Donate to Rotary District causes. The number of people benefiting is indeterminate$451$451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jesse HauptriefPresident-$0--
Kathy MixonSecretary-$0--
Judy DobbsTreasurerPT$0--
Ken TruaxPresident ElectPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Lease Program$58,557$58,557$20,783$37,774
Total Events$58,557$58,557$20,783$37,774
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
27-1583512
Phone
3153832336
Address
P O Box 272, Melissa, TX 75454

Signing Officer

Name
Judy Dobbs
Title
Treasurer
Phone
3153832336
Signed
2023-09-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Melissa Rotary Foundation; Rotary International Foundation; Rotary International; Rotary District 5810

Form 990-EZ, Part I, Line 16

General Club expenses

Form 990-EZ, Part I, Line 20

Flag Lease Program Reserve

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Judy Dobbs
IRS990EZ/BooksInCareOfDetail/PhoneNum03153832336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04012 Bungalow Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0McKinney
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03096
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01732
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039335
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042146
IRS990EZ/FundraisingGrossIncomeAmt058557
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026363
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063683
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02030
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039335
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039335
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042146
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jesse Hauptrief
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathy Mixon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Judy Dobbs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ken Truax
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt01079
IRS990EZ/OtherExpensesTotalAmt014805
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support local and international charities
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fund local 501(c)3 organization for the purpose of providing local and international charitable donations. The number of people benefiting is indeterminate.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fund International charities promoting education and health. The number of people benefiting is indeterminate.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donate to Rotary District causes. The number of people benefiting is indeterminate
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11912
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2451
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11912
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2451
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020783
IRS990EZ/SpecialEventsNetIncomeLossAmt037774
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041168
IRS990EZ/TotalProgramServiceExpensesAmt026363
IRS990EZ/TotalRevenueAmt042900
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Melissa-Rotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020783
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Flag Lease Program
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058557
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037774
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020783
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020783
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Melissa Rotary Foundation; Rotary International Foundation; Rotary International; Rotary District 5810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General Club expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Flag Lease Program Reserve
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Dobbs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03153832336
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Rotary Club of Melissa
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0271583512
ReturnHeader/Filer/PhoneNum03153832336
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 272
ReturnHeader/Filer/USAddress/CityNm0Melissa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075454
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-09-29T12:33:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings