Trc 1965 Foundation Inc.

990EZ • Fiscal year 2019 • EIN 30-0603262

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 27, 2020

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.

0.00x

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

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

0.00x

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

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

-8.3%

Higher net margin than 26% of similar nonprofits.

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

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

-0.5%

Faster asset growth than 43% of similar nonprofits.

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

-27%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$236,306

Down $1,070 (-0.5%) from 2018

Net Assets

Down

$236,306

Down $1,070 (-0.5%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin26th percentile

Revenue

Down

$12,936

Down $4,858 (-27%) from 2018

Expenses

$14,006

Up $41 (+0.3%) from 2018

Net Income

Down

-$1,070

Down $4,899 (-128%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

Highlighted filing

2019

Assets$236,306

Liabilities$0

Net Assets$236,306

Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2019

Revenue$12,936

Expenses$14,006

Net Income-$1,070

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2018 to Jun 30, 2019
Signed: Apr 27, 2020
Return Version: 2018v3.1
Gross Receipts: $57,326

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

Description	Grants	Expenses
PROVIDED 6 SCHOLARSHIPS FOR STUDENTS ATTENDING TEMPLE COLLEGE.	$12,000	$0
SUPPORT FOR ROTARY CLUB OF TEMPLE AND OTHER ORGANIZATIONS.	$0	$2,006

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JENNIFER GRAHAM	President	-	$0	-	-
GRADY BROWN	Board Member	-	$0	-	-
DAVID YIELDING	Board Member	-	$0	-	-
LEIGH GARDNER	Board Member	-	$0	-	-
J BROWN	Treasurer	-	$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: 2020-04-27
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: 6. Description: long term cap gains dividends. Amount: 2,043. Description: dividends. Amount: 4,531. Total included on form 990-ez, line 4: 6,580.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: multiple awardees. Amount given: 12,000.”

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

“Description: postage. Amount: 10. Description: investment expenses. Amount: 1,996. Total to form 990-ez, line 16: 2,006.”

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

“Description: extraco investments. Beg. Of year amount: 232,264. End of year amount: 235,454. Description: receivable from rotary club of temple. Beg. Of year amount: 1,074. End of year amount: 0.”

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2545987435
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	P O BOX 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	TEMPLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	76503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	4038
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	852
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	3750
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	44390
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-1070
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	237376
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	236306
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	2606
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	12000
IRS990EZ/GrossReceiptsAmt	0	57326
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	6580
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	237376
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	236306
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	237376
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	236306
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JENNIFER GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	GRADY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DAVID YIELDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LEIGH GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	J BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	233338
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	235454
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	2006
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROMOTE ROTARY DISTRICT 5870'S PROGRAMS AND CHARITABLE ACTIVITIES OF THE ROTARY CLUB 1965 OF TEMPLE, TX.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDED 6 SCHOLARSHIPS FOR STUDENTS ATTENDING TEMPLE COLLEGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	SUPPORT FOR ROTARY CLUB OF TEMPLE AND OTHER ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	2006
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	46996
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	14006
IRS990EZ/TotalProgramServiceExpensesAmt	0	2006
IRS990EZ/TotalRevenueAmt	0	12936
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	3750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	1536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	4911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	5659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	16006
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	6580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	7051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	6175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	6663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	6170
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	32639
IRS990ScheduleA/PrivateFoundation170Ind	0	X
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.32900
IRS990ScheduleA/PublicSupportPY170Pct	0	0.32560
IRS990ScheduleA/PublicSupportTotal170Amt	0	16006
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	3750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	1536
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	4911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	5659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	16006
IRS990ScheduleA/TotalSupportAmt	0	48645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: SHORT TERM CAP GAINS DIVIDENDS. AMOUNT: 6. DESCRIPTION: LONG TERM CAP GAINS DIVIDENDS. AMOUNT: 2,043. DESCRIPTION: DIVIDENDS. AMOUNT: 4,531. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: MULTIPLE AWARDEES. AMOUNT GIVEN: 12,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: POSTAGE. AMOUNT: 10. DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 1,996. TOTAL TO FORM 990-EZ, LINE 16: 2,006.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: EXTRACO INVESTMENTS. BEG. OF YEAR AMOUNT: 232,264. END OF YEAR AMOUNT: 235,454. DESCRIPTION: RECEIVABLE FROM ROTARY CLUB OF TEMPLE. BEG. OF YEAR AMOUNT: 1,074. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JENNIFER GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2545987435
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	TRC 1965 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	TRC1
ReturnHeader/Filer/EIN	0	300603262
ReturnHeader/Filer/PhoneNum	0	2545987435
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 103
ReturnHeader/Filer/USAddress/CityNm	0	TEMPLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	76503
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	3C1E15A2C0C53EBF70C2520D548AF2629ECE974E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	86F8EF44CD0E4BDD28179F51105B7D2F3B93D484
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	24.173.207.210
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	11:29:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	742531836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BGF&N PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3520 SW HK DODGEN LOOP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TEMPLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	765046838
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2547739907
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LELAND R GERSBACH CPA
ReturnHeader/ReturnTs	0	2020-06-15T09:40:57-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-07-01
ReturnHeader/TaxPeriodEndDt	0	2019-06-30
ReturnHeader/TaxYr	0	2018

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: $236,306
Liabilities: $0
Net assets: $236,306
Revenue: $12,936
Expenses: $14,006
Net income: -$1,070

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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