Civic Intelligence

Trc 1965 Foundation Inc.

990EZ • Fiscal year 2018 • EIN 30-0603262

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 08, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$237,376

Up $3,829 (+1.6%) from 2017

Net Assets

Up

$237,376

Up $3,829 (+1.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin77th percentile

Revenue

Up

$17,794

Up $899 (+5.3%) from 2017

Expenses

Up

$13,965

Up $1,610 (+13%) from 2017

Net Income

Down

$3,829

Down $711 (-16%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2018

Assets$237,376
Liabilities$0
Net Assets$237,376
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

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

2018

Revenue$17,794
Expenses$13,965
Net Income$3,829
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Gross Receipts
$78,347
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.$12,000$0
SUPPORT FOR ROTARY CLUB OF TEMPLE AND OTHER ORGANIZATIONS.$0$2,691
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GRAHAMPresident-$0--
ROBERT JONESBoard 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
2019-02-08
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: 149. Description: long term cap gains dividends. Amount: 1,959. Description: dividends. Amount: 4,943. Total included on form 990-ez, line 4: 7,051.”

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

“Description: investment expenses. Amount: 1,965.”

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

“Description: extraco investments. Beg. Of year amount: 224,414. End of year amount: 232,264. Description: receivable from rotary club of temple. Beg. Of year amount: 0. End of year amount: 1,074.”

Raw XML Appendix172 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/BOYAmt09133
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04038
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03829
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt03134
IRS990EZ/GainOrLossFromSaleOfAssetsAmt08764
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012000
IRS990EZ/GrossReceiptsAmt078347
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07051
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0233547
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0237376
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0233547
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0237376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/PersonNm1ROBERT JONES
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/BOYAmt0224414
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0233338
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01965
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/GrantsAndAllocationsAmt012000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12691
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt066626
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02691
IRS990EZ/SpecialEventsNetIncomeLossAmt0443
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013965
IRS990EZ/TotalProgramServiceExpensesAmt02691
IRS990EZ/TotalRevenueAmt017794
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013496
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05763
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031822
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29780
IRS990ScheduleA/PublicSupportPY170Pct00.46790
IRS990ScheduleA/PublicSupportTotal170Amt013496
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01536
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01240
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013496
IRS990ScheduleA/TotalSupportAmt045318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SHORT TERM CAP GAINS DIVIDENDS. AMOUNT: 149. DESCRIPTION: LONG TERM CAP GAINS DIVIDENDS. AMOUNT: 1,959. DESCRIPTION: DIVIDENDS. AMOUNT: 4,943. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,051.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 1,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EXTRACO INVESTMENTS. BEG. OF YEAR AMOUNT: 224,414. END OF YEAR AMOUNT: 232,264. DESCRIPTION: RECEIVABLE FROM ROTARY CLUB OF TEMPLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,074.
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02545987435
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
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/AtSubmissionCreationDeviceId03C1E15A2C0C53EBF70C2520D548AF2629ECE974E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086F8EF44CD0E4BDD28179F51105B7D2F3B93D484
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.173.207.210
ReturnHeader/FilingSecurityInformation/IPDt02019-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:47:28
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/PreparationDt02019-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LELAND R GERSBACH CPA
ReturnHeader/ReturnTs02019-05-10T14:19:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$237,376
Liabilities
$0
Net assets
$237,376
Revenue
$17,794
Expenses
$13,965
Net income
$3,829
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