Civic Intelligence

Rotary District 5910 Charitable Foundation

990EZ • Fiscal year 2019 • EIN 27-3534801

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 06, 2019

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

83rd percentile

0.18x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

137%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$17,313

Up $10,878 (+169%) from 2017

Net Assets

Up

$14,253

Up $8,550 (+150%) from 2017

Liabilities

Up

$3,060

Up $2,328 (+318%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin69th percentile

Revenue

Up

$65,378

Up $2,050 (+3.2%) from 2017

Expenses

Down

$55,928

Down $7,400 (-12%) from 2017

Net Income

Up

$9,450

Up $9,450 from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2019

Assets$17,313
Liabilities$3,060
Net Assets$14,253
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$65,378
Expenses$55,928
Net Income$9,450
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 6, 2019
Return Version
2018v3.1
Gross Receipts
$65,378
Mission and Program Overview

Mission

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

Mission is to provide funding for clubs in the district to complete projects for their communities as well as international projects.

Program Services

DescriptionGrantsExpenses
GRANTS TO CLUBS WITHIN THE DISTRICT 5910 ARE UTILIZED FOR SPECIFIC OUTLINED PROJECTS WHICH SERVICE COMMUNITIES IN WHICH THEY ARE LOCATED AS WELL AS INTERNATIONAL PROJECTS.-$55,928
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS LOCKEYChairman-$0--
JOHN HATHAWAYDistrict Gov-$0--
BETSY ROBINSONDg-Nominee-$0--
GIG LANGSTONPast Dg-$0--
RHONDA HERRINGTONPast Dg-$0--
BECKY MASONDg Nominee-$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
Treasurer
Phone
4098928901
Signed
2019-08-06
Discuss with paid preparer
Yes

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-ez, Page 1, Item C

“Rotary district 5910 charitable foundation”

Form 990-ez, Part I, Line 16

“Expenses grants to club projects 55,928 total 55,928”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,500 3,060”

Form 990-ez, Part III

“Mission is to provide funding for clubs in the district to complete projects for their communities as well as international projects.”

Raw XML Appendix150 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/PersonNm0ROBERTA APPLEGATE
IRS990EZ/BooksInCareOfDetail/PhoneNum04098350927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0985 IH-10 N
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0STE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077706
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07303
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IRS990EZ/ContributionsGiftsGrantsEtcAmt065378
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017313
IRS990EZ/GrossReceiptsAmt065378
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04803
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014253
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04803
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014253
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DORIS LOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN HATHAWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETSY ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GIG LANGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RHONDA HERRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BECKY MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DG-NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST DG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST DG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DG NOMINEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055928
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MISSION IS TO PROVIDE FUNDING FOR CLUBS IN THE DISTRICT TO COMPLETE PROJECTS FOR THEIR COMMUNITIES AS WELL AS INTERNATIONAL PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO CLUBS WITHIN THE DISTRICT 5910 ARE UTILIZED FOR SPECIFIC OUTLINED PROJECTS WHICH SERVICE COMMUNITIES IN WHICH THEY ARE LOCATED AS WELL AS INTERNATIONAL PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055928
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03060
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055928
IRS990EZ/TotalProgramServiceExpensesAmt055928
IRS990EZ/TotalRevenueAmt065378
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0253430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0504169
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0504169
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0253430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055079
IRS990ScheduleA/Total509Grp/TotalAmt0504169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0253430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055079
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0504169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY DISTRICT 5910 CHARITABLE FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GRANTS TO CLUB PROJECTS 55,928 TOTAL 55,928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,500 3,060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISSION IS TO PROVIDE FUNDING FOR CLUBS IN THE DISTRICT TO COMPLETE PROJECTS FOR THEIR COMMUNITIES AS WELL AS INTERNATIONAL PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA APPLEGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04098928901
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-06
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0898C1895B8F201315E3AD013D20E33E4FB790411
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:22:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822506874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY ELLEN ROBERTSON CPA PLLC
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/PreparationDt02019-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ELLEN ROBERTSON CPA
ReturnHeader/ReturnTs02019-08-08T16:22:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,313
Liabilities
$3,060
Net assets
$14,253
Revenue
$65,378
Expenses
$55,928
Net income
$9,450
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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