Civic Intelligence

Rotary Club of Georgetown Foundation

990EZ • Fiscal year 2017 • EIN 47-1521617

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 21, 2017

Organization ProfileN/A
P O Box 921Georgetown, TX 78627

(512) 868-2550

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

83rd percentile

30%

Higher net margin than 83% 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

$105,060

No earlier filing loaded for comparison.

Net Assets

$105,060

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

$110,522

No earlier filing loaded for comparison.

Expenses

$77,738

No earlier filing loaded for comparison.

Net Income

$32,784

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.

$300K$200K$100K$0Assets 2017: $105,060Liabilities 2017: $0Net Assets 2017: $105,0602017Assets 2018: $95,303Liabilities 2018: $0Net Assets 2018: $95,3032018Assets 2019: $59,520Net Assets 2019: $59,5202019Assets 2020: $63,651Liabilities 2020: $0Net Assets 2020: $63,6512020Assets 2021: $47,368Liabilities 2021: $0Net Assets 2021: $47,3682021Assets 2022: $99,054Liabilities 2022: $0Net Assets 2022: $99,0542022Assets 2023: $241,711Liabilities 2023: $110,123Net Assets 2023: $131,5882023Assets 2024: $253,809Liabilities 2024: $89,947Net Assets 2024: $163,8622024

Highlighted filing

2017

Assets$105,060
Liabilities$0
Net Assets$105,060
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2017: $110,522Expenses 2017: $77,738Net Income 2017: $32,7842017Revenue 2018: $86,227Expenses 2018: $95,984Net Income 2018: -$9,7572018Revenue 2019: $77,192Expenses 2019: $112,904Net Income 2019: -$35,7122019Revenue 2020: $135,020Expenses 2020: $122,446Net Income 2020: $12,5742020Revenue 2021: $92,239Expenses 2021: $104,961Net Income 2021: -$12,7222021Revenue 2022: $131,906Expenses 2022: $81,781Net Income 2022: $50,1252022Revenue 2023: $154,863Expenses 2023: $122,329Net Income 2023: $32,5342023Revenue 2024: $187,010Expenses 2024: $154,736Net Income 2024: $32,2742024

Highlighted filing

2017

Revenue$110,522
Expenses$77,738
Net Income$32,784
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$110,522
Mission and Program Overview

Mission

Provide grants to qualifying entities

Program Services

DescriptionGrantsExpenses
Grants made to various qualifying 501c3 entities in the Georgetown Texas area Scholarships and character building programs Preliminary costs for Veterans recognition$52,936$29,801
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald H BarrickTreasurer-$0--
David KellermanPresident-$0--
Elizabeth McFarlandVice President-$0--
Bruce RozekSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Georgetown Foundation
EIN
47-1521617
Address
P O Box 921, Georgetown, TX 78627

Signing Officer

Name
Ronald H Barrick
Title
Treasurer
Phone
5128682550
Signed
2017-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Barrick and Co LLC CPA
Address
3201 S Austin Ave Ste 320, Georgetown, TX 78626
Preparer
Ron Barrick CPA
Phone
5128682550
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarships and Character Building Programs Grantee Georgetown Independent School Dst Street 603 Lakeway Drive City, State, Zip Georgetown, TX 78628Relationship None Amount 26,863Activity Grants less than $5,000 Grantee Various Relationship None Amount 26,074”

Description of other expenses Part I line 16

“Description AmountCeremonial Flags 14,956Licenses 8,500Audio Visual Equipment 967Website Development 378”

Raw XML Appendix160 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Ronald H Barrick
CompensationExplanation/CompensationExplanationGrp/PersonNm1David Kellerman
CompensationExplanation/CompensationExplanationGrp/PersonNm2Elizabeth McFarland
CompensationExplanation/CompensationExplanationGrp/PersonNm3Bruce Rozek
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0No compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3No compensation
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ron Barrick
IRS990EZ/BooksInCareOfDetail/PhoneNum05128682550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03201 S Austin Ave Ste 320
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Georgetown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072276
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105060
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110508
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032784
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072276
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105060
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052937
IRS990EZ/GrossReceiptsAmt0110522
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072276
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105060
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072276
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ronald H Barrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Kellerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth McFarland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bruce Rozek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt024801
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide grants to qualifying entities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants made to various qualifying 501c3 entities in the Georgetown Texas area Scholarships and character building programs Preliminary costs for Veterans recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052936
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029801
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077738
IRS990EZ/TotalProgramServiceExpensesAmt029801
IRS990EZ/TotalRevenueAmt0110522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0110508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0187957
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0187957
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04040
IRS990ScheduleA/Total509Grp/TotalAmt0187957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0110522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0187971
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships and Character Building Programs Grantee Georgetown Independent School Dst Street 603 Lakeway Drive City, State, Zip Georgetown, TX 78628Relationship None Amount 26,863Activity Grants less than $5,000 Grantee Various Relationship None Amount 26,074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCeremonial Flags 14,956Licenses 8,500Audio Visual Equipment 967Website Development 378
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald H Barrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05128682550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Georgetown Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0471521617
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 921
ReturnHeader/Filer/USAddress/CityNm0Georgetown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078627
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A3633E29F54DDF0E270498DD72272456182F23C3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3633E29F54DDF0E270498DD72272456182F23C3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07420602017230ybcl0ua
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.110.186.91
ReturnHeader/FilingSecurityInformation/IPDt02017-08-18
ReturnHeader/FilingSecurityInformation/IPTm014:29:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830500166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barrick and Co LLC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03201 S Austin Ave Ste 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Georgetown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078626
ReturnHeader/PreparerPersonGrp/PhoneNum05128682550
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Barrick CPA
ReturnHeader/ReturnTs02017-08-18T14:28:26-04:00
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
$105,060
Liabilities
$0
Net assets
$105,060
Revenue
$110,522
Expenses
$77,738
Net income
$32,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.90$1.64$1.87$1.55$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$1.10$1.32$1.55$1.22$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$1.32$0.82$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.92$1.05$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.35$1.22$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.77$1.13$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.86$0.96$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.11$0.78$0.33