Civic Intelligence

Mcallen Rotary Fund

990 • Fiscal year 2021 • EIN 74-2839976

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 12, 2021

Organization ProfileN/A
501 W Nolana AvenueMcallen, TX 78504-3029

(956) 630-3053

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.05x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

28th percentile

-5.2%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

71st percentile

27%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

19%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$411,366

Up $88,135 (+27%) from 2020

Net Assets

Up

$393,766

Up $90,535 (+30%) from 2020

Liabilities

Down

$17,600

Down $2,400 (-12%) from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin28th percentile

Revenue

Up

$350,656

Up $56,639 (+19%) from 2020

Expenses

Up

$369,044

Up $94,312 (+34%) from 2020

Net Income

Down

-$18,388

Down $37,673 (-195%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$600K$400K$200K$0Assets 2013: $160,328Liabilities 2013: $8,2502013Assets 2014: $210,748Liabilities 2014: $21,350Net Assets 2014: $189,3982014Assets 2015: $214,068Liabilities 2015: $12,650Net Assets 2015: $201,4192015Assets 2016: $210,303Liabilities 2016: $12,5502016Assets 2017: $240,336Liabilities 2017: $12,700Net Assets 2017: $227,6362017Assets 2018: $212,019Liabilities 2018: $11,650Net Assets 2018: $200,3692018Assets 2019: $263,678Liabilities 2019: $20,061Net Assets 2019: $243,6172019Assets 2020: $323,231Liabilities 2020: $20,000Net Assets 2020: $303,2312020Assets 2021: $411,366Liabilities 2021: $17,600Net Assets 2021: $393,7662021Assets 2022: $280,657Liabilities 2022: $16,100Net Assets 2022: $264,5572022Assets 2023: $335,054Liabilities 2023: $13,500Net Assets 2023: $321,5542023Assets 2024: $414,639Liabilities 2024: $3,0002024Assets 2025: $471,790Liabilities 2025: $12,600Net Assets 2025: $459,1902025

Highlighted filing

2021

Assets$411,366
Liabilities$17,600
Net Assets$393,766
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $15,162Expenses 2013: $6,236Net Income 2013: $8,9262013Revenue 2014: $127,880Expenses 2014: $118,480Net Income 2014: $9,4002014Revenue 2015: $95,397Expenses 2015: $83,376Net Income 2015: $12,0212015Revenue 2016: $64,330Expenses 2016: $67,995Net Income 2016: -$3,6652016Revenue 2017: $85,207Expenses 2017: $55,324Net Income 2017: $29,8832017Revenue 2018: $509,857Expenses 2018: $537,124Net Income 2018: -$27,2672018Revenue 2019: $112,335Expenses 2019: $69,087Net Income 2019: $43,2482019Revenue 2020: $294,017Expenses 2020: $274,732Net Income 2020: $19,2852020Revenue 2021: $350,656Expenses 2021: $369,044Net Income 2021: -$18,3882021Revenue 2022: $84,024Expenses 2022: $213,633Net Income 2022: -$129,6092022Revenue 2023: $61,997Expenses 2023: $5,000Net Income 2023: $56,9972023Revenue 2024: $92,204Expenses 2024: $2,126Net Income 2024: $90,0782024Revenue 2025: $110,559Expenses 2025: $63,008Net Income 2025: $47,5512025

Highlighted filing

2021

Revenue$350,656
Expenses$369,044
Net Income-$18,388
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 12, 2021
Return Version
2020v4.0
Gross Receipts
$350,656
Mission and Program Overview

Mission

Provide scholarships for high school seniors.Serve as conduit for donor funds for cmminity service.

Endowment fund to provide scholarships to graduating high school seniors, to facilitate transfer of funds for community projects in neighboring city.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$303,236$393,766▲ $90,530
Investments Program Related$285,557$389,775▲ $104,218
Cash and Non-Interest-Bearing Accounts$37,679$19,091▼ $18,588
Accounts Receivable-$2,500-
Total Assets$323,236$411,366▲ $88,130
Liabilities
Accounts Payable and Accrued Expenses$20,000$17,600▼ $2,400
Total Liabilities$20,000$17,600▼ $2,400
Net Assets / Fund Balance
Total Net Assets Fund Balance$303,236$393,766▲ $90,530
Total Liabilities and Net Assets / Fund Balance$323,236$411,366▲ $88,130

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$389,775--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Fred Del BarrioChairman
William StockerVice-chairma
Cesar SuarezTrustee
Pat MccartyTrustee
W E Bill MannGeneral Secr
Revenue and Support

Revenue Composition

Contributions and Grants
$350,622
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
All Other Contributions
$331,822
Change in Net Assets
$-18,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$369,000
Other Expenses$44
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$349,500--$349,500
Grants to Domestic Individuals$19,500--$19,500
Conferences and Meetings$34--$34
Other Expenses-$10-$10
Total Functional Expenses$369,034$10$0$369,044
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Lobbying activity
No
Subject to proxy tax
No
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, Page 6, Part VI, Line 7A

“One member per year elected by supporting organization.”

Form 990, Page 6, Part VI, Line 9

“Fred del barrio 501 w nolana ave mcalen, tx 78504-3029 cesar suarez 501 w nolana ave mcallen, tx 78504-3029 william stocker 501 w nolana ave mcallen, tx 78504-3029”

Form 990, Page 6, Part VI, Line 11B

“Board of trustees review and reconcile to financial statement.”

Form 990, Page 6, Part VI, Line 19

“By written request, during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Mcallen Rotary Fund
EIN
74-2839976
Phone
9566303053
Address
501 W NOLANA AVENUE, MCALLEN, TX 78504-3029

Signing Officer

Name
W E Bill Mann
Title
General Secretary
Phone
9566303053
Signed
2021-09-12

Organization Details

Principal Officer
Fred Del Barrio
Formed
1997
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Donor designated funds - for community projects in mexico.”

Form 990, Part XI, Line 9

“Recoveries of prior year grants 3,600”

Raw XML Appendix366 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FRED DEL BARRIO 501 W NOLANA AVE MCALEN, TX 78504-3029 CESAR SUAREZ 501 W NOLANA AVE MCALLEN, TX 78504-3029 WILLIAM STOCKER 501 W NOLANA AVE MCALLEN, TX 78504-3029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF TRUSTEES REVIEW AND RECONCILE TO FINANCIAL STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BY WRITTEN REQUEST, DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECOVERIES OF PRIOR YEAR GRANTS 3,600
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SVC CLUBS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MCALLEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1REYNOSA MEXICO
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd178501
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt018800
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1349500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MCALLEN NORTH ROTARY CLUB
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CLUB ROTARIO REYNOSA CENTENARIO
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0323236
IRS990/TotalAssetsEOYAmt0411366
IRS990/TotalAssetsGrp/BOYAmt0323236
IRS990/TotalAssetsGrp/EOYAmt0411366
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0350622
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0369034
IRS990/TotalFunctionalExpensesGrp/TotalAmt0369044
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020000
IRS990/TotalLiabilitiesEOYAmt017600
IRS990/TotalLiabilitiesGrp/BOYAmt020000
IRS990/TotalLiabilitiesGrp/EOYAmt017600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0303236
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0393766
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IRS990/TotalOtherProgSrvcGrantAmt0348500
IRS990/TotalProgramServiceExpensesAmt0369034
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350656
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0501 W NOLANA AVE
IRS990/USAddress/CityNm0MCALEN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0785043029
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0W E BILL MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09566303053
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCALLEN ROTARY FUND
ReturnHeader/Filer/BusinessNameControlTxt0MCAL
ReturnHeader/Filer/EIN0742839976
ReturnHeader/Filer/PhoneNum09566303053
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 W NOLANA AVENUE
ReturnHeader/Filer/USAddress/CityNm0MCALLEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0785043029
ReturnHeader/ReturnTs02021-09-12T16:49:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$411,366
Liabilities
$17,600
Net assets
$393,766
Revenue
$350,656
Expenses
$369,044
Net income
-$18,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Summary only. Only limited summary data is available for this year.$4.72$0.13$4.59$1.11$0.63$0.48
2024Summary only. Only limited summary data is available for this year.$4.15$0.03$0.92$0.02$0.90
2023Summary only. Only limited summary data is available for this year.$3.35$0.14$3.22$0.62$0.05$0.57
2022Summary only. Only limited summary data is available for this year.$2.81$0.16$2.65$0.84$2.14$1.30
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.18$3.94$3.51$3.69$0.18
2020Summary only. Only limited summary data is available for this year.$3.23$0.20$3.03$2.94$2.75$0.19
2019Summary only. Only limited summary data is available for this year.$2.64$0.20$2.44$1.12$0.69$0.43
2018Summary only. Only limited summary data is available for this year.$2.12$0.12$2.00$5.10$5.37$0.27
2017Summary only. Only limited summary data is available for this year.$2.40$0.13$2.28$0.85$0.55$0.30
2016Summary only. Only limited summary data is available for this year.$2.10$0.13$0.64$0.68$0.04
2015Summary only. Only limited summary data is available for this year.$2.14$0.13$2.01$0.95$0.83$0.12
2014Summary only. Only limited summary data is available for this year.$2.11$0.21$1.89$1.28$1.18$0.09
2013Summary only. Only limited summary data is available for this year.$1.60$0.08$0.15$0.06$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits