Civic Intelligence

Rotary International District 5840

990 • Fiscal year 2023 • EIN 74-2281936

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 27, 2024

Organization ProfileROTARY5840.ORG
1150 N 1604 WSan Antonio, TX 78248

(210) 290-8153

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

0.5%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.4%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

7.6%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Flat

$334,372

Flat from 2023

Net Assets

Flat

$334,372

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin44th percentile

Revenue

Flat

$281,477

Flat from 2023

Expenses

Flat

$280,096

Flat from 2023

Net Income

Flat

$1,381

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th 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 2023: $334,372Liabilities 2023: $0Net Assets 2023: $334,3722023Assets 2024: $252,618Net Assets 2024: $252,6182024

Highlighted filing

2023

Assets$334,372
Liabilities$0
Net Assets$334,372
Open 2023 Filing

Operations Trend

Revenue Growth57th 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 2023: $281,477Expenses 2023: $280,096Net Income 2023: $1,3812023Revenue 2024: $186,606Expenses 2024: $268,360Net Income 2024: -$81,7542024

Highlighted filing

2023

Revenue$281,477
Expenses$280,096
Net Income$1,381
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 27, 2024
Return Version
2022v5.0
Gross Receipts
$281,477
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 clubs in district 5840

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$255,946$268,564▲ $12,618
Cash and Non-Interest-Bearing Accounts$77,035$65,808▼ $11,227
Total Assets$332,981$334,372▲ $1,391
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$272,160$280,751▲ $8,591
Net Assets With Donor Restrictions$60,821$53,621▼ $7,200
Total Net Assets Fund Balance$332,981$334,372▲ $1,391
Total Liabilities and Net Assets / Fund Balance$332,981$334,372▲ $1,391
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Xavier TosonDistrict Foundation Chair
Dwayne HopkinsDistrict Governor 2022-2023
Monica GutierrezDistrict Governor Elect
Steve DarlingDistrict Governor Nominee
Jo Ann BrownSecretary
Craig HardyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,948
Program Service Revenue
$122,953
Investment Income
$3,576
Other Revenue
$0
All Other Contributions
$75,317
Change in Net Assets
$1,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,096
Total Fundraising Expense$7,109
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$88,291$0$0$88,291
All Other Expenses$79,282$0$0$79,282
Travel$57,303$0$0$57,303
Advertising$18,051$0$0$18,051
Fees for Services Management$0$15,992$0$15,992
Other Expenses$0$0$7,109$7,109
Office Expenses$0$7,007$0$7,007
Information Technology$3,880$0$0$3,880
Insurance$3,181$0$0$3,181
Total Functional Expenses$249,988$22,999$7,109$280,096
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Rotary Internationl District 5840
EIN
74-2281936
Phone
2102908153
Address
1150 N 1604 W, SAN ANTONIO, TX 78248

Signing Officer

Name
E Craig Hardy
Title
Treasurer
Phone
2102908153
Signed
2024-02-27

Organization Details

Principal Officer
Edward Craig Hardy
Formed
1915
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2,325
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

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

Pt VI, 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.”

Pt VI, Line 11B

“Form 990 is reviewed by the district governor and finance committee chair prior to filing with the irs.”

Pt VI, Line 19

“The organization's governing documents and financial statements are available upon request. In addition, these documents are available to the members via the website's documents section which requires a member to login with a user name and password.”

Pt XI

“LINE 24e DISTRICT GRANTS AWARDED TO MEMBER CLUBS FOR PROJECTS IN THE COMMUNITY.”

Other

“PART III Line 4d OTHER PROGRAM SERVICES INCLUDING LEADERSHIP AND GRANTS TRAINING Expenses $121,764 Revenue $77,666”

Form 990, Part III, Line 4D

“Other programs services including leadership and grants training prograns. 121764. 0. 77666.”

Raw XML Appendix397 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 2022-2023
IRS990/Form990PartVIISectionAGrp/TitleTxt1DISTRICT GOVERNOR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DISTRICT FOUNDATION CHAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB MEMBERS FORM A SEPARATE NOMINATING COMMITTEE WHO THEN ELECT THE DISTRICT GOVERNOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INDIVIDUAL 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/ExplanationTxt2FORM 990 IS REVIEWED BY THE DISTRICT GOVERNOR AND FINANCE COMMITTEE CHAIR PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, THESE DOCUMENTS ARE AVAILABLE TO THE MEMBERS VIA THE WEBSITE'S DOCUMENTS SECTION WHICH REQUIRES A MEMBER TO LOGIN WITH A USER NAME AND PASSWORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LINE 24e DISTRICT GRANTS AWARDED TO MEMBER CLUBS FOR PROJECTS IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PART III Line 4d OTHER PROGRAM SERVICES INCLUDING LEADERSHIP AND GRANTS TRAINING Expenses $121,764 Revenue $77,666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PROGRAMS SERVICES INCLUDING LEADERSHIP AND GRANTS TRAINING PROGRANS. 121764. 0. 77666.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361707667
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOCIATION OF ROTARY CLUBS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01560 SHERMAN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EVANSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0332981
IRS990/TotalAssetsEOYAmt0334372
IRS990/TotalAssetsGrp/BOYAmt0332981
IRS990/TotalAssetsGrp/EOYAmt0334372
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0154948
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07109
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022999
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0249988
IRS990/TotalFunctionalExpensesGrp/TotalAmt0280096
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0332981
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0334372
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0121764
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt077666
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt066771
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0249988
IRS990/TotalProgramServiceRevenueAmt0122953
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03576
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0122953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0281477
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02325
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0332981
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0334372
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt057303
IRS990/TravelGrp/TotalAmt057303
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01449 CANYON BROOK
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078248
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0ROTARY5840.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E CRAIG HARDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02102908153
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONL DISTRICT 5840
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0742281936
ReturnHeader/Filer/PhoneNum02102908153
ReturnHeader/Filer/USAddress/AddressLine1Txt01150 N 1604 W
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-02-27T09:35:44-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0E CRAIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARDY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,372
Liabilities
$0
Net assets
$334,372
Revenue
$281,477
Expenses
$280,096
Net income
$1,381
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
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$2.81$2.80$0.01
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