Civic Intelligence

Rotary Club of Boerne

EIN 73-1626630 • 501(c)4 • Boerne, TX

Profile

Donating to the Local and International Community

PO Box 492Boerne, TX 78006
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.36x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.31x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-9.4%

Higher net margin than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-30%

Faster revenue growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$37,221

Down $4,523 (-11%) from 2023

Liabilities

Up

$13,513

Up $6,984 (+107%) from 2023

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue87th percentileNet Margin31st percentile

Revenue

Down

$44,129

Down $18,746 (-30%) from 2023

Expenses

Down

$48,281

Down $7,095 (-13%) from 2023

Net Income

Down

-$4,152

Down $11,651 (-155%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $29,300Liabilities 2011: $91,8892011Assets 2012: $48,102Liabilities 2012: $7,9742012Assets 2013: $65,845Liabilities 2013: $10,4882013Assets 2014: $56,091Liabilities 2014: $7,884Net Assets 2014: $48,2072014Assets 2015: $30,333Liabilities 2015: $8,2952015Assets 2016: $33,272Liabilities 2016: $10,6692016Assets 2017: $35,742Liabilities 2017: $12,024Net Assets 2017: $23,7182017Assets 2018: $31,995Liabilities 2018: $4,539Net Assets 2018: $27,4562018Assets 2019: $31,381Liabilities 2019: $3,7712019Assets 2020: $33,977Liabilities 2020: $7,605Net Assets 2020: $26,3722020Assets 2021: $38,801Liabilities 2021: $4,049Net Assets 2021: $34,7522021Assets 2022: $37,569Liabilities 2022: $10,228Net Assets 2022: $27,3412022Assets 2023: $41,744Liabilities 2023: $6,5292023Assets 2024: $37,221Liabilities 2024: $13,5132024

Highlighted filing

2024

Assets$37,221
Liabilities$13,513
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $56,757Expenses 2011: $59,445Net Income 2011: -$2,6882011Revenue 2012: $72,300Expenses 2012: $52,283Net Income 2012: $20,0172012Revenue 2013: $63,618Expenses 2013: $48,389Net Income 2013: $15,2292013Revenue 2014: $42,500Expenses 2014: $49,650Net Income 2014: -$7,1502014Revenue 2015: $53,209Expenses 2015: $79,378Net Income 2015: -$26,1692015Revenue 2016: $54,046Expenses 2016: $53,481Net Income 2016: $5652016Revenue 2017: $90,118Expenses 2017: $89,003Net Income 2017: $1,1152017Revenue 2018: $62,284Expenses 2018: $58,546Net Income 2018: $3,7382018Revenue 2019: $61,704Expenses 2019: $61,550Net Income 2019: $1542019Revenue 2020: $58,377Expenses 2020: $59,615Net Income 2020: -$1,2382020Revenue 2021: $39,403Expenses 2021: $31,023Net Income 2021: $8,3802021Revenue 2022: $57,637Expenses 2022: $65,048Net Income 2022: -$7,4112022Revenue 2023: $62,875Expenses 2023: $55,376Net Income 2023: $7,4992023Revenue 2024: $44,129Expenses 2024: $48,281Net Income 2024: -$4,1522024

Highlighted filing

2024

Revenue$44,129
Expenses$48,281
Net Income-$4,152
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$37,221
Liabilities
$13,513
Net assets
-
Revenue
$44,129
Expenses
$48,281
Net income
-$4,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$37.2$13.5$44.1$48.3$4.15
2023Summary only. Only limited summary data is available for this year.$41.7$6.53$62.9$55.4$7.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.6$10.2$27.3$57.6$65.0$7.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$4.05$34.8$39.4$31.0$8.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$7.61$26.4$58.4$59.6$1.24
2019Summary only. Only limited summary data is available for this year.$31.4$3.77$61.7$61.6$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$4.54$27.5$62.3$58.5$3.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$12.0$23.7$90.1$89.0$1.12
2016Summary only. Only limited summary data is available for this year.$33.3$10.7$54.0$53.5$0.57
2015Summary only. Only limited summary data is available for this year.$30.3$8.30$53.2$79.4$26.2
2014Detailed filing. Detailed filing data is available for this year.$56.1$7.88$48.2$42.5$49.7$7.15
2013Summary only. Only limited summary data is available for this year.$65.8$10.5$63.6$48.4$15.2
2012Summary only. Only limited summary data is available for this year.$48.1$7.97$72.3$52.3$20.0
2011Summary only. Only limited summary data is available for this year.$29.3$91.9$56.8$59.4$2.69
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 7, 2015
Return Version
2013v4.0
Gross Receipts
$64,052
Mission and Program Overview

Mission

Donating to the Local and International Community

Program Services

DescriptionGrantsExpenses
0-$14,287
PROVIDING PROGRAMS FOR LOCAL ELEMENTARY SCHOOLS PROMOTING HIGH MORAL CHARACTER.-$5,068
CHRISTMAS PROGRAM FOR UNDERPRIVILEDGED CHILDREN WHERE THEY CAN VISIT WITH SANTA AND RECEIVE PRESENTS AND A HOT MEAL-$4,409
PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING STUDENTS-$3,436
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE DRISKILLPresident-$0--
SCOTT MADDOXVice President-$0--
RALPH LEHNERPresident Elect-$0--
SUSIE SMITHSecretary-$0--
MARY JO FLOYDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,448$23,448$5,847$17,601
Total Events$23,448$23,448$21,552$1,896
Filing and Contact Details

Filer

EIN
73-1626630
Phone
8438701959

Signing Officer

Name
Steve Driskill
Title
President
Phone
8438701959
Signed
2015-02-07
Discuss with paid preparer
Yes

Preparer

Preparer
Suzann M Woodward
Phone
8302494159
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Provide community service literacy program”

Pt III, Line 31

“Provide stipends and assistance for exchange students and families”

Pt III, Line 31

“Provide community service through construction assistance”

Pt III, Line 31

“RYLA-Rotary Youth Leadership Assoc-to provide leadership skills & knowledge to 2 high school juniors”

Form 990EZ, Part I, Line 8

“Fines 28. Meal income 24010. Meals - special events 94.”

Form 990EZ, Part I, Line 16

“Bank service charges 104. District conference 310. Family of rotary 306. Fellowship 119. Governor visit 67. Meals 19336. Office supplies 279. Pets 554. Postage & delivery 111. Program expense 936. Rotary material 179. Supplies 149. Program service expenses from part iii 27200.”

Form 990EZ, Part II, Line 24

“Receivables 219. 0. Undeposited funds 63.”

Form 990EZ, Part II, Line 26

“Payables 10488. 7884. Undeposited funds 72.”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY JO FLOYD
IRS990EZ/BooksInCareOfDetail/PhoneNum08438701959
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10101 Cactus Pear
IRS990EZ/BooksInCareOfDetail/USAddress/City0Boerne
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode078006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065698
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09941
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056091
IRS990EZ/FundraisingGrossIncomeAmt023448
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064052
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06506
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048207
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048207
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE DRISKILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT MADDOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RALPH LEHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY JO FLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0219
IRS990EZ/OtherAssetsTotalDetail/EOYAmt063
IRS990EZ/OtherExpensesTotalAmt049650
IRS990EZ/OtherRevenueTotalAmt024132
IRS990EZ/PrimaryExemptPurposeTxt0Donating to the Local and International Community
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING PROGRAMS FOR LOCAL ELEMENTARY SCHOOLS PROMOTING HIGH MORAL CHARACTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHRISTMAS PROGRAM FOR UNDERPRIVILEDGED CHILDREN WHERE THEY CAN VISIT WITH SANTA AND RECEIVE PRESENTS AND A HOT MEAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE COLLEGE SCHOLARSHIPS TO QUALIFYING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05068
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14409
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23436
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt314287
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021552
IRS990EZ/SpecialEventsNetIncomeLossAmt01896
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010560
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07884
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049650
IRS990EZ/TotalProgramServiceExpensesAmt027200
IRS990EZ/TotalRevenueAmt042500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0boernerotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021552
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt08145
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt08145
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02560
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023448
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Wild West Days
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01896
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05847
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05847
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provide community service literacy program
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Provide stipends and assistance for exchange students and families
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Provide community service through construction assistance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RYLA-Rotary Youth Leadership Assoc-to provide leadership skills & knowledge to 2 high school juniors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINES 28. MEAL INCOME 24010. MEALS - SPECIAL EVENTS 94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK SERVICE CHARGES 104. DISTRICT CONFERENCE 310. FAMILY OF ROTARY 306. FELLOWSHIP 119. GOVERNOR VISIT 67. MEALS 19336. OFFICE SUPPLIES 279. PETS 554. POSTAGE & DELIVERY 111. PROGRAM EXPENSE 936. ROTARY MATERIAL 179. SUPPLIES 149. PROGRAM SERVICE EXPENSES FROM PART III 27200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECEIVABLES 219. 0. UNDEPOSITED FUNDS 63.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAYABLES 10488. 7884. UNDEPOSITED FUNDS 72.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE DRISKILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08438701959
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary Club of Boerne
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0731626630
ReturnHeader/Filer/PhoneNum08438701959
ReturnHeader/Filer/USAddress/AddressLine10PO Box 492
ReturnHeader/Filer/USAddress/City0Boerne
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SUZANN M WOODWARD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10512 E Blanco Rd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Boerne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078006
ReturnHeader/PreparerPersonGrp/PhoneNum08302494159
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANN M WOODWARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-12T13:43:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits