Civic Intelligence

Rotary International District 5840

990 • Fiscal year 2014 • EIN 74-2281936

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

Organization ProfileWWW.ROTARY5840.ORG
777 E Sonterra Blvd No 33078258

(361) 779-9190

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

4.5%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$194,759

Up $4,027 (+2.1%) from 2013

Net Assets

Up

$194,759

Up $4,027 (+2.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin46th percentile

Revenue

Up

$232,538

Up $10,078 (+4.5%) from 2013

Expenses

Down

$228,511

Down $1,253 (-0.5%) from 2013

Net Income

Up

$4,027

Up $11,331 (+155%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $133,363Liabilities 2011: $3,503Net Assets 2011: $129,8602011Assets 2012: $198,036Liabilities 2012: $0Net Assets 2012: $198,0362012Assets 2013: $190,732Liabilities 2013: $0Net Assets 2013: $190,7322013Assets 2014: $194,759Liabilities 2014: $0Net Assets 2014: $194,7592014Assets 2015: $214,930Liabilities 2015: $0Net Assets 2015: $214,9302015Assets 2016: $225,736Liabilities 2016: $0Net Assets 2016: $225,7362016Assets 2017: $249,291Liabilities 2017: $0Net Assets 2017: $249,2912017Assets 2018: $233,092Liabilities 2018: $0Net Assets 2018: $233,0922018Assets 2019: $266,216Liabilities 2019: $0Net Assets 2019: $266,2162019Assets 2020: $287,663Liabilities 2020: $0Net Assets 2020: $287,6632020Assets 2021: $315,385Liabilities 2021: $0Net Assets 2021: $315,3852021Assets 2022: $332,981Liabilities 2022: $0Net Assets 2022: $332,9812022Assets 2023: $334,372Liabilities 2023: $0Net Assets 2023: $334,3722023Assets 2024: $252,618Net Assets 2024: $252,6182024

Highlighted filing

2014

Assets$194,759
Liabilities$0
Net Assets$194,759
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$400K$200K$0-$200KRevenue 2011: $252,632Expenses 2011: $231,722Net Income 2011: $20,9102011Revenue 2012: $321,000Expenses 2012: $252,824Net Income 2012: $68,1762012Revenue 2013: $222,460Expenses 2013: $229,764Net Income 2013: -$7,3042013Revenue 2014: $232,538Expenses 2014: $228,511Net Income 2014: $4,0272014Revenue 2015: $299,430Expenses 2015: $281,459Net Income 2015: $17,9712015Revenue 2016: $292,576Expenses 2016: $284,770Net Income 2016: $7,8062016Revenue 2017: $313,743Expenses 2017: $293,688Net Income 2017: $20,0552017Revenue 2018: $293,487Expenses 2018: $313,686Net Income 2018: -$20,1992018Revenue 2019: $323,114Expenses 2019: $293,990Net Income 2019: $29,1242019Revenue 2020: $328,180Expenses 2020: $310,733Net Income 2020: $17,4472020Revenue 2021: $166,254Expenses 2021: $142,532Net Income 2021: $23,7222021Revenue 2022: $261,623Expenses 2022: $248,027Net Income 2022: $13,5962022Revenue 2023: $281,477Expenses 2023: $280,096Net Income 2023: $1,3812023Revenue 2024: $186,606Expenses 2024: $268,360Net Income 2024: -$81,7542024

Highlighted filing

2014

Revenue$232,538
Expenses$228,511
Net Income$4,027
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$232,538
Mission and Program Overview

Mission

Rotary is a worldwide service organization. The district is comprised of 59 clubs in southwest texas. Its purpose is to provide training, leadership development, and to assist and support the clubs in providing services to their local and international communities.

Provide training, leadership development, and assistance to rotary clubs in district 5840.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$145,427$149,414▲ $3,987
Savings and Temporary Cash Investments$45,305$45,345▲ $40
Total Assets$190,732$194,759▲ $4,027
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$124,534$129,311▲ $4,777
Temporarily Rstr Net Assets$66,198$65,448▼ $750
Total Net Assets Fund Balance$190,732$194,759▲ $4,027
Total Liabilities and Net Assets / Fund Balance$190,732$194,759▲ $4,027
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Jerry HardyDistrict Governor
Jan LivingstonDistrict Governor Elect
Brenda CarrascoSecretary
Priscilla Sanchez-silvaTreasurer 2013
Phillip PlantTreasurer 2014
Revenue and Support

Revenue Composition

Contributions and Grants
$11,150
Program Service Revenue
$220,289
Investment Income
$39
Other Revenue
$1,060
All Other Contributions
$11,150
Change in Net Assets
$4,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,511
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$68,510--$68,510
Other Expenses$13,818--$13,818
All Other Expenses$12,477--$12,477
Office Expenses-$6,413-$6,413
Fees for Services Accounting-$2,842-$2,842
Advertising-$1,548-$1,548
Total Functional Expenses$217,708$10,803$0$228,511
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,060
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is comprised of 59 clubs which has individual members”

Form 990, Part VI, Section A, Line 7A

“Club members form a separate nominating committee who then elect the district governor.”

Form 990, Part VI, Section A, Line 7B

“Individual district clubs may submit proposals to amend the bylaws, which must be approved by membership and budgets must be approved by the clubs through the vote of club presidents.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the district governor and treasurer with the preparing cpa prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
74-2281936
Phone
3617799190

Signing Officer

Name
Phillip Plant
Title
Treasurer
Phone
3617799190
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Livingston
Formed
1915
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2,650

Preparer

Preparer
Ronald H Reynolds
Phone
5122063141
Raw XML Appendix356 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
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IRS990/Form990PartVIISectionAGrp/PersonNm4BRENDA CARRASCO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DISTRICT GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER 2013
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER 2014
IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRICT GOVERNOR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0ROTARY IS A WORLDWIDE SERVICE ORGANIZATION. THE DISTRICT IS COMPRISED OF 59 CLUBS IN SOUTHWEST TEXAS. ITS PURPOSE IS TO PROVIDE TRAINING, LEADERSHIP DEVELOPMENT, AND TO ASSIST AND SUPPORT THE CLUBS IN PROVIDING SERVICES TO THEIR LOCAL AND INTERNATIONAL COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3HUNGER PLUS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPRISED OF 59 CLUBS WHICH HAS INDIVIDUAL MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB MEMBERS FORM A SEPARATE NOMINATING COMMITTEE WHO THEN ELECT THE DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INDIVIDUAL DISTRICT CLUBS MAY SUBMIT PROPOSALS TO AMEND THE BYLAWS, WHICH MUST BE APPROVED BY MEMBERSHIP AND BUDGETS MUST BE APPROVED BY THE CLUBS THROUGH THE VOTE OF CLUB PRESIDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE DISTRICT GOVERNOR AND TREASURER WITH THE PREPARING CPA PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361707667
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101560 SHERMAN AVE
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
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IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt066198
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt065448
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0190732
IRS990/TotalAssetsEOYAmt0194759
IRS990/TotalAssetsGrp/BOYAmt0190732
IRS990/TotalAssetsGrp/EOYAmt0194759
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011150
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010803
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0217708
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228511
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0190732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0194759
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt013818
IRS990/TotalProgramServiceExpensesAmt0217708
IRS990/TotalProgramServiceRevenueAmt0220289
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01099
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0220289
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0232538
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02650
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190732
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0194759
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0124534
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0129311
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10777 E SONTERRA BLVD NO 330
IRS990/USAddress/City0SAN ANTONIO
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode078258
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.ROTARY5840.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP PLANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03617799190
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL DISTRICT 5840
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0742281936
ReturnHeader/Filer/PhoneNum03617799190
ReturnHeader/Filer/USAddress/AddressLine10777 E SONTERRA BLVD NO 330
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078258
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742516372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REYNOLDS & FRANKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106850 AUSTIN CENTER BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078731
ReturnHeader/PreparerPersonGrp/PhoneNum05122063141
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD H REYNOLDS
ReturnHeader/ReturnTs02015-05-13T14:49:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,759
Liabilities
$0
Net assets
$194,759
Revenue
$232,538
Expenses
$228,511
Net income
$4,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$2.53$1.87$2.68$0.82
2023Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$2.81$2.80$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.00$3.33$2.62$2.48$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$1.66$1.43$0.24
2020Summary only. Only limited summary data is available for this year.$2.88$0.00$2.88$3.28$3.11$0.17
2019Summary only. Only limited summary data is available for this year.$2.66$0.00$2.66$3.23$2.94$0.29
2018Summary only. Only limited summary data is available for this year.$2.33$0.00$2.33$2.93$3.14$0.20
2017Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$3.14$2.94$0.20
2016Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$2.93$2.85$0.08
2015Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$2.99$2.81$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$2.33$2.29$0.04
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$2.22$2.30$0.07
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$3.21$2.53$0.68
2011Summary only. Only limited summary data is available for this year.$1.33$0.04$1.30$2.53$2.32$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits