Civic Intelligence

Trc 1965 Foundation Inc.

990EZ • Fiscal year 2017 • EIN 30-0603262

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 27, 2018

Organization Profile
P O Box 103Temple, TX 76503

(254) 598-7435

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$233,547

No earlier filing loaded for comparison.

Net Assets

$233,547

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin82nd percentile

Revenue

$16,895

No earlier filing loaded for comparison.

Expenses

$12,355

No earlier filing loaded for comparison.

Net Income

$4,540

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2017: $233,547Liabilities 2017: $0Net Assets 2017: $233,5472017Assets 2018: $237,376Liabilities 2018: $0Net Assets 2018: $237,3762018Assets 2019: $236,306Liabilities 2019: $0Net Assets 2019: $236,3062019Assets 2020: $240,309Liabilities 2020: $0Net Assets 2020: $240,3092020Assets 2021: $261,806Liabilities 2021: $0Net Assets 2021: $261,8062021Assets 2022: $292,782Liabilities 2022: $0Net Assets 2022: $292,7822022Assets 2023: $306,474Liabilities 2023: $0Net Assets 2023: $306,4742023Assets 2024: $433,669Liabilities 2024: $0Net Assets 2024: $433,6692024

Highlighted filing

2017

Assets$233,547
Liabilities$0
Net Assets$233,547
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $16,895Expenses 2017: $12,355Net Income 2017: $4,5402017Revenue 2018: $17,794Expenses 2018: $13,965Net Income 2018: $3,8292018Revenue 2019: $12,936Expenses 2019: $14,006Net Income 2019: -$1,0702019Revenue 2020: $8,598Expenses 2020: $4,595Net Income 2020: $4,0032020Revenue 2021: $64,876Expenses 2021: $43,379Net Income 2021: $21,4972021Revenue 2022: $34,769Expenses 2022: $3,793Net Income 2022: $30,9762022Revenue 2023: $30,287Expenses 2023: $16,595Net Income 2023: $13,6922023Revenue 2024: $44,534Expenses 2024: $30,822Net Income 2024: $13,7122024

Highlighted filing

2017

Revenue$16,895
Expenses$12,355
Net Income$4,540
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 27, 2018
Return Version
2016v3.0
Gross Receipts
$61,011
Mission and Program Overview

Mission

To promote rotary district 5870's programs and charitable activities of the rotary club 1965 of temple, tx.

Program Services

DescriptionGrantsExpenses
PROVIDED 6 SCHOLARSHIPS FOR STUDENTS ATTENDING TEMPLE COLLEGE.$10,000$0
SUPPORT FOR ROTARY CLUB OF TEMPLE AND OTHER ORGANIZATIONS.$181$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GRAHAMPresident-$0--
VANE HUGOBoard Member-$0--
DAVID YIELDINGBoard Member-$0--
LEIGH GARDNERBoard Member-$0--
J BROWNTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Trc 1965 Foundation Inc
EIN
30-0603262
Phone
2545987435
Address
P O BOX 103, TEMPLE, TX 76503

Signing Officer

Name
Jennifer Graham
Title
President
Phone
2545987435
Signed
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Bgf&n Pc
Address
3520 SW HK DODGEN LOOP, TEMPLE, TX 76504-6838
Preparer
Leland R Gersbach CPA
Phone
2547739907
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: short term cap gains dividends. Amount: 71. Description: long term cap gains dividends. Amount: 1,411. Description: dividends. Amount: 4,693. Total included on form 990-ez, line 4: 6,175.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: postage. Amount: 30. Description: investment expenses. Amount: 2,144. Total to form 990-ez, line 16: 2,174.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: extraco investments. Beg. Of year amount: 225,380. End of year amount: 224,414.”

Raw XML Appendix171 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0J BROWN
IRS990EZ/BooksInCareOfDetail/PhoneNum02545987435
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMPLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03627
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09133
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04911
IRS990EZ/CostOrOtherBasisExpenseSaleAmt041586
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt04540
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0229007
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IRS990EZ/FundraisingGrossIncomeAmt04679
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03660
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010181
IRS990EZ/GrossReceiptsAmt061011
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06175
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229007
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233547
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0229007
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0233547
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VANE HUGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID YIELDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEIGH GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0225380
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0224414
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE ROTARY DISTRICT 5870'S PROGRAMS AND CHARITABLE ACTIVITIES OF THE ROTARY CLUB 1965 OF TEMPLE, TX.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED 6 SCHOLARSHIPS FOR STUDENTS ATTENDING TEMPLE COLLEGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR ROTARY CLUB OF TEMPLE AND OTHER ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1181
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt045246
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02530
IRS990EZ/SpecialEventsNetIncomeLossAmt02149
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012355
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016895
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05763
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0199
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024970
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46790
IRS990ScheduleA/PublicSupportTotal170Amt021960
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021960
IRS990ScheduleA/TotalSupportAmt046930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SHORT TERM CAP GAINS DIVIDENDS. AMOUNT: 71. DESCRIPTION: LONG TERM CAP GAINS DIVIDENDS. AMOUNT: 1,411. DESCRIPTION: DIVIDENDS. AMOUNT: 4,693. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: POSTAGE. AMOUNT: 30. DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 2,144. TOTAL TO FORM 990-EZ, LINE 16: 2,174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EXTRACO INVESTMENTS. BEG. OF YEAR AMOUNT: 225,380. END OF YEAR AMOUNT: 224,414.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02545987435
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRC 1965 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TRC1
ReturnHeader/Filer/EIN0300603262
ReturnHeader/Filer/PhoneNum02545987435
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 103
ReturnHeader/Filer/USAddress/CityNm0TEMPLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076503
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId092B4C8EE77524A9CFEA8DCCEEEF5DD61D06FA482
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CA57E8A08BB8854365701CC0D491F8077D3DECEE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.173.207.210
ReturnHeader/FilingSecurityInformation/IPDt02018-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:21:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742531836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGF&N PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03520 SW HK DODGEN LOOP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0765046838
ReturnHeader/PreparerPersonGrp/PhoneNum02547739907
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LELAND R GERSBACH CPA
ReturnHeader/ReturnTs02018-05-08T10:31:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,547
Liabilities
$0
Net assets
$233,547
Revenue
$16,895
Expenses
$12,355
Net income
$4,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.45$0.31$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.30$0.17$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.35$0.04$0.31
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.65$0.43$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.09$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.17$0.12$0.05