Civic Intelligence

Rotary International District 5910

990EZ • Fiscal year 2018 • EIN 74-2063794

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 01, 2018

Organization ProfileROTARY5910.ORG
985 Ih-10 N Ste 101Beaumont, TX 77706

(409) 892-8901

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

92%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

129%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$253,854

Up $121,317 (+92%) from 2017

Net Assets

$250,835

No earlier filing loaded for comparison.

Liabilities

Up

$3,019

Up $1,354 (+81%) from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin49th percentile

Revenue

Up

$185,784

Up $104,798 (+129%) from 2017

Expenses

Up

$181,127

Up $109,481 (+153%) from 2017

Net Income

Down

$4,657

Down $4,683 (-50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$300K$200K$100K$0Assets 2011: $193,586Liabilities 2011: $30,166Net Assets 2011: $163,4202011Assets 2012: $133,864Liabilities 2012: $32,932Net Assets 2012: $100,9322012Assets 2014: $116,618Liabilities 2014: $21,362Net Assets 2014: $95,2562014Assets 2015: $127,883Liabilities 2015: $16,915Net Assets 2015: $110,9682015Assets 2016: $157,022Liabilities 2016: $35,490Net Assets 2016: $121,5322016Assets 2017: $132,537Liabilities 2017: $1,6652017Assets 2018: $253,854Liabilities 2018: $3,019Net Assets 2018: $250,8352018Assets 2019: $252,625Liabilities 2019: $1,391Net Assets 2019: $251,2342019Assets 2020: $234,070Liabilities 2020: $4,385Net Assets 2020: $229,6852020Assets 2021: $276,048Liabilities 2021: $7,324Net Assets 2021: $268,7242021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2018

Assets$253,854
Liabilities$3,019
Net Assets$250,835
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $117,682Expenses 2011: $103,093Net Income 2011: $14,5892011Revenue 2012: $156,021Expenses 2012: $209,509Net Income 2012: -$53,4882012Revenue 2014: $146,930Expenses 2014: $147,624Net Income 2014: -$6942014Revenue 2015: $159,832Expenses 2015: $144,120Net Income 2015: $15,7122015Revenue 2016: $83,244Expenses 2016: $72,680Net Income 2016: $10,5642016Revenue 2017: $80,986Expenses 2017: $71,646Net Income 2017: $9,3402017Revenue 2018: $185,784Expenses 2018: $181,127Net Income 2018: $4,6572018Revenue 2019: $213,347Expenses 2019: $203,943Net Income 2019: $9,4042019Revenue 2020: $204,330Expenses 2020: $190,902Net Income 2020: $13,4282020Revenue 2021: $75,836Expenses 2021: $48,797Net Income 2021: $27,0392021Revenue 2022: $190,853Expenses 2022: $169,702Net Income 2022: $21,1512022

Highlighted filing

2018

Revenue$185,784
Expenses$181,127
Net Income$4,657
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 1, 2018
Return Version
2017v2.3
Gross Receipts
$185,784
Mission and Program Overview

Mission

Service to the local and international community

Program Services

DescriptionGrantsExpenses
SPONSORSHIP OF INTERNATIONAL YOUTH EXCHANGE TO BETTER UNDERSTAND THE CULTURE OF OTHER NATIONS.-$59,537
SPONSORSHIP OF YOUTH LEADERSHIP TO TRAIN HIGH SCHOOL STUDENTS FOR SERVICE IN THEIR COMMUNITY AND TO DEVELOP COMMUNITY LEADERSHIP.-$59,369
DISTRICT LEADERSHIP TRAINING OF MEMBERS AND DISTRICT OFFICERS TO THE WORLD OF ROTARY.-$37,862
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS LOCKEYChairman-$0--
RHONDA HERRINGTONDistrict Gov-$0--
JOHN HATHAWAYDg Elect-$0--
BETSY ROBINSONDg Nominee-$0--
GIG LANGSTONPast Dg-$0--
DON TAYLORPast Dg-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 5910
EIN
74-2063794
Phone
4098928901
Address
985 IH-10 N STE 101, BEAUMONT, TX 77706

Signing Officer

Name
Roberta Applegate
Title
Treasurer
Phone
4098928901
Signed
2018-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Robertson Shoemaker and Assoc Pllc
Address
985 IH 10 NORTH SUITE 101, BEAUMONT, TX 77706
Preparer
Roberta Applegate
Phone
4098928901
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses information technology 2,046 ryla 58,729 youth exchange 59,537 interact 140 scrye 500 ri training 19,411 district metings 18,451 disaster relief fund 782 district communications 1,170 dg supplies 1,748 dg supplies ri designated 10,888 office expenses 900 contingenccy fund 3,157 awards 250 total 177,709”

Form 990-ez, Part I, Line 20

“Ryla cash account merged 47,969 ye cash account merged 67,337”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 2,046 2,092 total 2,046 2,092”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,665 2,839 deferred revenue 0 180”

Raw XML Appendix128 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/PersonNm0ROBERTA APPLEGATE
IRS990EZ/BooksInCareOfDetail/PhoneNum04098928901
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0985 IH-10 N
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0STE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077706
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0251762
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04657
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02424
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132537
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0253854
IRS990EZ/GrossReceiptsAmt0185784
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt091
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130872
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0250835
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130872
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0250835
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DORIS LOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RHONDA HERRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN HATHAWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETSY ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GIG LANGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT GOV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DG ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DG NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST DG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST DG
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02046
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02092
IRS990EZ/OtherChangesInNetAssetsAmt0115306
IRS990EZ/OtherExpensesTotalAmt0177709
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE TO THE LOCAL AND INTERNATIONAL COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0994
IRS990EZ/ProgramServiceRevenueAmt0185693
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORSHIP OF YOUTH LEADERSHIP TO TRAIN HIGH SCHOOL STUDENTS FOR SERVICE IN THEIR COMMUNITY AND TO DEVELOP COMMUNITY LEADERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORSHIP OF INTERNATIONAL YOUTH EXCHANGE TO BETTER UNDERSTAND THE CULTURE OF OTHER NATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DISTRICT LEADERSHIP TRAINING OF MEMBERS AND DISTRICT OFFICERS TO THE WORLD OF ROTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059369
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt159537
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt237862
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01665
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03019
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0181127
IRS990EZ/TotalProgramServiceExpensesAmt0156768
IRS990EZ/TotalRevenueAmt0185784
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARY5910.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INFORMATION TECHNOLOGY 2,046 RYLA 58,729 YOUTH EXCHANGE 59,537 INTERACT 140 SCRYE 500 RI TRAINING 19,411 DISTRICT METINGS 18,451 DISASTER RELIEF FUND 782 DISTRICT COMMUNICATIONS 1,170 DG SUPPLIES 1,748 DG SUPPLIES RI DESIGNATED 10,888 OFFICE EXPENSES 900 CONTINGENCCY FUND 3,157 AWARDS 250 TOTAL 177,709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RYLA CASH ACCOUNT MERGED 47,969 YE CASH ACCOUNT MERGED 67,337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 2,046 2,092 TOTAL 2,046 2,092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,665 2,839 DEFERRED REVENUE 0 180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA APPLEGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04098928901
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5910
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0742063794
ReturnHeader/Filer/PhoneNum04098928901
ReturnHeader/Filer/USAddress/AddressLine1Txt0985 IH-10 N STE 101
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077706
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F54AA8E5C2852FAB473639AD7A0166FAFED196F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B8C93D922C4DF1CD5B09BFE3ACBC95D8EFE7CC5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:59:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760438871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTSON SHOEMAKER AND ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0985 IH 10 NORTH SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077706
ReturnHeader/PreparerPersonGrp/PhoneNum04098928901
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERTA APPLEGATE
ReturnHeader/ReturnTs02018-10-17T08:59:39-05:00
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
$253,854
Liabilities
$3,019
Net assets
$250,835
Revenue
$185,784
Expenses
$181,127
Net income
$4,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.91$1.70$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.07$2.69$0.76$0.49$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.04$2.30$2.04$1.91$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.01$2.51$2.13$2.04$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.03$2.51$1.86$1.81$0.05
2017Summary only. Only limited summary data is available for this year.$1.33$0.02$0.81$0.72$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.35$1.22$0.83$0.73$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.17$1.11$1.60$1.44$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.21$0.95$1.47$1.48$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.33$1.01$1.56$2.10$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.30$1.63$1.18$1.03$0.15