Civic Intelligence

Mckinney Rotary Foundation

990EZ • Fiscal year 2019 • EIN 34-2051592

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

P O Box 552McKinney, TX 75070

(972) 569-6802

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

91st percentile

49%

Higher net margin than 91% 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

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Up

$124,023

Up $28,523 (+30%) from 2018

Net Assets

Up

$123,773

Up $28,273 (+30%) from 2018

Liabilities

Up

$250

Up $250 from 2018

Revenue

Down

$57,297

Down $473,348 (-89%) from 2018

Expenses

Down

$29,024

Down $476,267 (-94%) from 2018

Net Income

Up

$28,273

Up $2,919 (+12%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $4,496Liabilities 2012: $58Net Assets 2012: $4,4382012Assets 2013: $13,339Liabilities 2013: $275Net Assets 2013: $13,0642013Assets 2014: $32,278Liabilities 2014: $3,175Net Assets 2014: $29,1032014Assets 2015: $41,202Liabilities 2015: $150Net Assets 2015: $41,0522015Assets 2016: $178,037Liabilities 2016: $112,897Net Assets 2016: $65,1402016Assets 2017: $322,745Liabilities 2017: $252,599Net Assets 2017: $70,1462017Assets 2018: $95,500Liabilities 2018: $0Net Assets 2018: $95,5002018Assets 2019: $124,023Liabilities 2019: $250Net Assets 2019: $123,7732019Assets 2020: $123,076Net Assets 2020: $123,0762020Assets 2021: $136,509Net Assets 2021: $136,5092021Assets 2022: $152,921Liabilities 2022: $1,609Net Assets 2022: $151,3122022Assets 2023: $165,741Liabilities 2023: $16,609Net Assets 2023: $149,1322023Assets 2024: $201,516Liabilities 2024: $24,500Net Assets 2024: $177,0162024Assets 2025: $121,399Liabilities 2025: $6,229Net Assets 2025: $115,1702025

Highlighted filing

2019

Assets$124,023
Liabilities$250
Net Assets$123,773

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $22,091Expenses 2012: $28,103Net Income 2012: -$6,0122012Revenue 2013: $30,435Expenses 2013: $21,809Net Income 2013: $8,6262013Revenue 2014: $36,344Expenses 2014: $20,305Net Income 2014: $16,0392014Revenue 2015: $32,640Expenses 2015: $20,691Net Income 2015: $11,9492015Revenue 2016: $47,624Expenses 2016: $23,536Net Income 2016: $24,0882016Revenue 2017: $49,431Expenses 2017: $44,425Net Income 2017: $5,0062017Revenue 2018: $530,645Expenses 2018: $505,291Net Income 2018: $25,3542018Revenue 2019: $57,297Expenses 2019: $29,024Net Income 2019: $28,2732019Revenue 2020: $54,935Expenses 2020: $55,974Net Income 2020: -$1,0392020Revenue 2021: $44,733Expenses 2021: $31,800Net Income 2021: $12,9332021Revenue 2022: $64,925Expenses 2022: $49,621Net Income 2022: $15,3042022Revenue 2023: $55,362Expenses 2023: $57,542Net Income 2023: -$2,1802023Revenue 2024: $72,797Expenses 2024: $44,913Net Income 2024: $27,8842024Revenue 2025: $93,277Expenses 2025: $155,045Net Income 2025: -$61,7682025

Highlighted filing

2019

Revenue$57,297
Expenses$29,024
Net Income$28,273
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 27, 2019
Return Version
2018v3.1
Gross Receipts
$78,238
Mission and Program Overview

Mission

Mckinney rotary foundation's primary exempt purpose is to promote and support educational, scientific and charitable purposes within the meaning of section 501(c)(3) of the internal revenue code of 1954.

McKinney Rotary Foundation's primary exempt purpose is to promote and support educational, scientific and charitable purposes within the meaning of Section 501c3 of the IRC of 1954.

Program Services

DescriptionGrantsExpenses
Support of local educational institutions and local community programming.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danny KistnerPresidentPT$0--
Paul PowellSecretaryPT$0--
Randy RoutonTreasurerPT$0--
Cathie WalnerControllerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Lease Program$56,039$56,039$12,427$43,612
Parade of Lights$15,440$15,440$8,514$6,926
Total Events$71,479$71,479$20,941$50,538
Filing and Contact Details

Filer

Filer Name
McKinney Rotary Foundation
EIN
34-2051592
Phone
9725696802
Address
P O Box 552, McKinney, TX 75070

Signing Officer

Name
Cathie Walner
Title
Treasurer
Phone
9725622222
Signed
2019-10-27
Discuss with paid preparer
Yes

Preparer

Firm
The Scauzillo Firm PLLC
Address
P O Box 2018, Wylie, TX 75098-2018
Preparer
Frank R Jr Scauzillo
Phone
9725622222
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Civic, educational | Donee's Name: Various less than $5,000 each | Relationship of Donee: None | Cash Amount Given: $16727

Other Expenses.1001

Advertising and Promotion $45

Other Expenses.1002

Office Expenses $115

Other Expenses.1

Youth leadership development $5352

Other Expenses.2

Rotary Camp RYLA support $2734

Other Expenses.3

Youth events, club & district $1085

Other Expenses.4

Rotary Wheel maintenance $803

Total Liabilities.1003

Deferred Revenue - Beginning $0 Deferred Revenue - Ending $250

Raw XML Appendix181 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3Controller
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010134
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0McKinney Rotary Foundation's primary exempt purpose is to promote and support educational, scientific and charitable purposes within the meaning of Section 501c3 of the IRC of 1954.
IRS990EZ/PrintingPublicationsPostageAmt078
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of local educational institutions and local community programming.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020941
IRS990EZ/SpecialEventsNetIncomeLossAmt050538
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029024
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mckinneyrotary.org
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01094
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IRS990ScheduleA/InvestmentIncomeCYPct00.00140
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0772390
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056039
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056039
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050538
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012427
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Civic, educational | Donee's Name: Various less than $5,000 each | Relationship of Donee: None | Cash Amount Given: $16727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Youth leadership development $5352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary Camp RYLA support $2734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Youth events, club & district $1085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rotary Wheel maintenance $803
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathie Walner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09725622222
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0McKinney Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MCKI
ReturnHeader/Filer/EIN0342051592
ReturnHeader/Filer/PhoneNum09725696802
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 552
ReturnHeader/Filer/USAddress/CityNm0McKinney
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201452960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Scauzillo Firm PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 2018
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wylie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750982018
ReturnHeader/PreparerPersonGrp/PhoneNum09725622222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank R Jr Scauzillo
ReturnHeader/ReturnTs02019-11-08T09:40:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.06$1.15$0.93$1.55$0.62
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.25$1.77$0.73$0.45$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.17$1.49$0.55$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.02$1.51$0.65$0.50$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.45$0.32$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.55$0.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.57$0.29$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$5.31$5.05$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.23$2.53$0.70$0.49$0.44$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.78$1.13$0.65$0.48$0.24$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.33$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.03$0.29$0.36$0.20$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.30$0.22$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.22$0.28$0.06