Civic Intelligence

Rotary District 5910 Charitable Foundation

990EZ • Fiscal year 2016 • EIN 27-3534801

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 07, 2016

Organization ProfileN/A
985 Ih-10 NBeaumont, TX 77706

(409) 835-0927

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

57th percentile

6.2%

Higher net margin than 57% 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

96th percentile

262%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,703

Up $4,126 (+262%) from 2015

Net Assets

Up

$5,703

Up $4,126 (+262%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$66,954

Up $11,875 (+22%) from 2015

Expenses

Up

$62,828

Up $7,749 (+14%) from 2015

Net Income

Up

$4,126

Up $4,126 from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$60K$40K$20K$0Assets 2014: $1,577Net Assets 2014: $1,5772014Assets 2015: $1,577Net Assets 2015: $1,5772015Assets 2016: $5,703Net Assets 2016: $5,7032016Assets 2017: $6,435Liabilities 2017: $732Net Assets 2017: $5,7032017Assets 2019: $17,313Liabilities 2019: $3,060Net Assets 2019: $14,2532019Assets 2020: $58,742Net Assets 2020: $58,7422020Assets 2021: $23,257Net Assets 2021: $23,2572021Assets 2022: $11,859Net Assets 2022: $11,8592022Assets 2025: $6,356Net Assets 2025: $6,3562025

Highlighted filing

2016

Assets$5,703
Liabilities-
Net Assets$5,703
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $62,068Expenses 2014: $61,068Net Income 2014: $1,0002014Revenue 2015: $55,079Expenses 2015: $55,079Net Income 2015: $02015Revenue 2016: $66,954Expenses 2016: $62,828Net Income 2016: $4,1262016Revenue 2017: $63,328Expenses 2017: $63,328Net Income 2017: $02017Revenue 2019: $65,378Expenses 2019: $55,928Net Income 2019: $9,4502019Revenue 2020: $149,768Expenses 2020: $105,279Net Income 2020: $44,4892020Revenue 2021: $69,056Expenses 2021: $101,091Net Income 2021: -$32,0352021Revenue 2022: $59,197Expenses 2022: $70,445Net Income 2022: -$11,2482022Revenue 2025: $106,481Expenses 2025: $107,328Net Income 2025: -$8472025

Highlighted filing

2016

Revenue$66,954
Expenses$62,828
Net Income$4,126
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 7, 2016
Return Version
2015v2.1
Gross Receipts
$66,954
Mission and Program Overview

Mission

To provide funding for service projects throughout the world in keeping with the obbject of rotaray international.

Program Services

DescriptionGrantsExpenses
SERVICE PROJECTS SPONSORED IN DISTRICT 5910 FOR CLUB COMMUNITIES OR FOR WORLD SERVICE PROJECT$61,432$62,828
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JOHNSONDirector-$0--
GIG LANGSTONDirector-$0--
RHONDA HERRINGTONDirector-$0--
BRENDA WALKERDirector-$0--
DON TAYLORDorectpr Governor-$0--
DORIS LOCKEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 5910 Foundation
EIN
27-3534801
Phone
4098350927
Address
985 IH-10 N, BEAUMONT, TX 77706

Signing Officer

Name
Roberta Applegate
Title
District Treasurer
Phone
4098350927
Signed
2016-07-07

Preparer

Firm
Roberta Applegate Pc
Address
985 INTERSTATE 10 N STE 111, BEAUMONT, TX 77706-4815
Preparer
Roberta Applegate
Phone
4098350927
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“District club grants pass-through 50328.”

Form 990EZ, Part I, Line 16

“Flood relief grants to clubs 12500.”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERTA APPLEGATE PC
IRS990EZ/BooksInCareOfDetail/PhoneNum04098350927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0985 IH-10 N STE 111
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077706
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01577
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066954
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04126
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01577
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05703
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066954
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01577
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01577
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GIG LANGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RHONDA HERRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENDA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DON TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DORIS LOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DORECTPR GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING FOR SERVICE PROJECTS THROUGHOUT THE WORLD IN KEEPING WITH THE OBBJECT OF ROTARAY INTERNATIONAL.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVICE PROJECTS SPONSORED IN DISTRICT 5910 FOR CLUB COMMUNITIES OR FOR WORLD SERVICE PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061432
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062828
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062828
IRS990EZ/TotalProgramServiceExpensesAmt062828
IRS990EZ/TotalRevenueAmt066954
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04140
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0188241
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0188241
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04140
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0188241
IRS990ScheduleA/TotalSupportAmt0188241
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT CLUB GRANTS PASS-THROUGH 50328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FLOOD RELIEF GRANTS TO CLUBS 12500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA APPLEGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04098350927
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 5910 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0273534801
ReturnHeader/Filer/PhoneNum04098350927
ReturnHeader/Filer/USAddress/AddressLine1Txt0985 IH-10 N
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTA APPLEGATE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0985 INTERSTATE 10 N STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0777064815
ReturnHeader/PreparerPersonGrp/PhoneNum04098350927
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERTA APPLEGATE
ReturnHeader/ReturnTs02016-08-01T14:35:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,703
Liabilities
-
Net assets
$5,703
Revenue
$66,954
Expenses
$62,828
Net income
$4,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.06$1.06$1.07$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.59$0.70$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.69$1.01$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.59$1.50$1.05$0.44
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.14$0.65$0.56$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.01$0.06$0.63$0.63$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.67$0.63$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.55$0.55$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.62$0.61$0.01