Civic Intelligence

Rotary International District 5840

990 • Fiscal year 2021 • EIN 74-2281936

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 10, 2021

Organization ProfileROTARY5840.ORG
7 Falls TerraceBoerne, TX 78015

(830) 755-6452

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

14%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$315,385

Up $27,722 (+9.6%) from 2020

Net Assets

Up

$315,385

Up $27,722 (+9.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin60th percentile

Revenue

Down

$166,254

Down $161,926 (-49%) from 2020

Expenses

Down

$142,532

Down $168,201 (-54%) from 2020

Net Income

Up

$23,722

Up $6,275 (+36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2021

Assets$315,385
Liabilities$0
Net Assets$315,385
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$166,254
Expenses$142,532
Net Income$23,722
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 10, 2021
Return Version
2020v4.0
Gross Receipts
$166,254
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
Savings and Temporary Cash Investments$263,840$223,742▼ $40,098
Cash and Non-Interest-Bearing Accounts$23,823$91,643▲ $67,820
Total Assets$287,663$315,385▲ $27,722
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$215,462$243,184▲ $27,722
Net Assets With Donor Restrictions$72,201$72,201→ $0
Total Net Assets Fund Balance$287,663$315,385▲ $27,722
Total Liabilities and Net Assets / Fund Balance$287,663$315,385▲ $27,722
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Jerry HardyDistrict Foundation Chair
Kristy VandenbergDistrict Governor Elect
Dwayne HopkinsDistrict Governor Nominee
Xavier TosonDistrict Governor, 2020-21
Dona DrewSecretary
Bobbe BarnesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$178,153
Program Service Revenue
$-13,594
Investment Income
$1,695
Other Revenue
$0
All Other Contributions
$93,243
Change in Net Assets
$23,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,532
Total Fundraising Expense$7,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$91,080--$91,080
Office Expenses$0$17,636$0$17,636
Fees for Services Management$0$13,200$0$13,200
Conferences and Meetings$8,602$0$0$8,602
Other Expenses$0$0$7,537$7,537
Fees for Services Accounting$0$4,000$0$4,000
Travel$477$0$0$477
Total Functional Expenses$100,159$34,836$7,537$142,532
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Explanation: every club member in the district 5840 is considered a member of the rotary district, and exercise their governance through voting for the district governor each year. The members can also submit proposals to amend the bylaws, which must be approved by the membership. In addition budgets must be approved by the clubs through the vote of club presidents.”

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

“Explanation: club members form a separate norminating committee who then elect the district governor.”

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

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

Form 990, Part VI, Section B, Line 11B

“Explanation: form 990 is reviewed by the district governor and treasurer prior ro filing with the irs.”

Form 990, Part VI, Section C, Line 19

“Explanation: the organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 5840
EIN
74-2281936
Phone
8307556452
Address
7 FALLS TERRACE, BOERNE, TX 78015

Signing Officer

Name
Bobbe Barnes
Title
Treasurer
Phone
8307556452
Signed
2021-10-10

Organization Details

Principal Officer
Kristy Vandenberg
Formed
1915
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2,378
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“District grants awarded to district 5840 rotary clubs for humanitatian projects.”

Raw XML AppendixShowing 400 of 493 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0DISTRICT GOVERNOR, 2020-21
IRS990/Form990PartVIISectionAGrp/TitleTxt1DISTRICT GOVERNOR ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0YOUTH EXCHANGE
IRS990/ProgramServiceRevenueGrp/Desc1RYLA
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0-39797
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212603
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0-39797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212603
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAM SERVICES, INCLUDING VIRTUAL LEADERSHIP TRAINING FOR OFFICERS AND MEMBERS OF LOCAL CLUBS INCLUDING A WEEK LONG VIRTUAL PROGRAM FOR 54 PRESIDENT-ELECTS, AND SEVERAL VIRTUAL SESSIONS FOR ALL LOCAL CLUB OFFICERS, FOUNDATION CHAIRS, LEADERSHIP TRAINING SEMINARS FOR INCOMING DISTRICT OFFICERS, MEMBERSHIP, PUBLIC IMAGE SESSIONS PLUS THE CREATION OF TOWN HALL MEETINGS TO MOTIVATE MEMBERS IN CARING OUT THEIR COMMUNICTY SERVICE PROJECTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06230
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012603
IRS990/ProgSrvcAccomActy3Grp/Desc0DISTRICT GRANTS DISTRIBUTED TO CLUBS THROUGH AN APPLICATION PROCESS THAT ENSURED THE AWARDS WERE FOR HUMANTARIAN PURPOSES WITHIN THE LOCAL, NATIONAL OR INTERNATIONAL COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt091080
IRS990/ProgSrvcAccomActy3Grp/GrantAmt092350
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0227241
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0628
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0310733
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0100311
IRS990/PYRevenuesLessExpensesAmt017447
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0310733
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0328180
IRS990/ReconcilationRevenueExpnssAmt023722
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0-39797
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0263840
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0223742
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: EVERY CLUB MEMBER IN THE DISTRICT 5840 IS CONSIDERED A MEMBER OF THE ROTARY DISTRICT, AND EXERCISE THEIR GOVERNANCE THROUGH VOTING FOR THE DISTRICT GOVERNOR EACH YEAR. THE MEMBERS CAN ALSO SUBMIT PROPOSALS TO AMEND THE BYLAWS, WHICH MUST BE APPROVED BY THE MEMBERSHIP. IN ADDITION BUDGETS MUST BE APPROVED BY THE CLUBS THROUGH THE VOTE OF CLUB PRESIDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: CLUB MEMBERS FORM A SEPARATE NORMINATING COMMITTEE WHO THEN ELECT THE DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: INDIVIDUAL DISTRICT CLUBS MAY SUBMIT PROPOSALS TO AMEND THE BYLAWS, WHICH MUST BE APPROVED BY THE MEMBERSHIP AND BUDGETS MUST BE APPROVED BY THE CLUBS THROUGH THE VOTE OF CLUB PRESIDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: FORM 990 IS REVIEWED BY THE DISTRICT GOVERNOR AND TREASURER PRIOR RO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION: THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISTRICT GRANTS AWARDED TO DISTRICT 5840 ROTARY CLUBS FOR HUMANITATIAN PROJECTS.
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 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361707667
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOC OF ROTARY CLUBS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01560 SHERMAN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EVANSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt012603

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,385
Liabilities
$0
Net assets
$315,385
Revenue
$166,254
Expenses
$142,532
Net income
$23,722
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
2021Detailed filing. Detailed filing data is available for this year.$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