Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 74-6077299

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 09, 2021

Organization Profile
PO Box 4613Corpus Christi, TX 78469

(361) 834-1010

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

69th percentile

21%

Higher net margin than 69% 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

93rd percentile

84%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

28th percentile

-29%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$7,518

Up $3,441 (+84%) from 2020

Net Assets

Up

$7,518

Up $3,441 (+84%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin69th percentile

Revenue

Down

$16,120

Down $6,470 (-29%) from 2020

Expenses

Down

$12,679

Down $10,584 (-45%) from 2020

Net Income

Up

$3,441

Up $4,114 (+611%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$60K$40K$20K$0Assets 2010: $50,951Liabilities 2010: $12,111Net Assets 2010: $38,8402010Assets 2016: $17,762Liabilities 2016: $02016Assets 2020: $4,077Liabilities 2020: $0Net Assets 2020: $4,0772020Assets 2021: $7,518Liabilities 2021: $0Net Assets 2021: $7,5182021Assets 2022: $4,915Liabilities 2022: $0Net Assets 2022: $4,9152022Assets 2023: $1,883Liabilities 2023: $0Net Assets 2023: $1,8832023Assets 2024: $7,486Liabilities 2024: $0Net Assets 2024: $7,4862024Assets 2025: $3,647Liabilities 2025: $0Net Assets 2025: $3,6472025

Highlighted filing

2021

Assets$7,518
Liabilities$0
Net Assets$7,518
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $27,100Expenses 2010: $28,812Net Income 2010: -$1,7122010Revenue 2016: $29,002Expenses 2016: $33,768Net Income 2016: -$4,7662016Revenue 2020: $22,590Expenses 2020: $23,263Net Income 2020: -$6732020Revenue 2021: $16,120Expenses 2021: $12,679Net Income 2021: $3,4412021Revenue 2022: $17,132Expenses 2022: $19,735Net Income 2022: -$2,6032022Revenue 2023: $15,139Expenses 2023: $18,171Net Income 2023: -$3,0322023Revenue 2024: $17,643Expenses 2024: $11,044Net Income 2024: $6,5992024Revenue 2025: $7,712Expenses 2025: $11,551Net Income 2025: -$3,8392025

Highlighted filing

2021

Revenue$16,120
Expenses$12,679
Net Income$3,441
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 9, 2021
Return Version
2020v4.0
Gross Receipts
$16,120
Mission and Program Overview

Mission

Community Service - Homeless assistance, Boy Scouts and Education

Program Services

DescriptionGrantsExpenses
Homeless Assistance - $1,640 Christmas Back Pack Project - distributed 400 backpacks with clothing and other basic items to 3 shelter or charity centers & $3,382 to Good Sarmatian Center for beds. Boy Scouts - $935 support our local Boy Scout Troop by paying their monthly utility bills for their clubhouse $1,000 donation to Ronald McDonald House,$0$0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DeAnna HeavinPresidentPT$0--
Keith HeavinIn-Coming PresidentPT$0--
Jim SwanTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
74-6077299
Phone
3618341010
Address
PO Box 4613, Corpus Christi, TX 78469

Signing Officer

Name
Jim Swan
Title
Treasurer
Phone
3618341010
Signed
2021-12-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“$1,112 - Office supplies, $50 - training and $194 - Quickbook payment fees”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jim Swan
IRS990EZ/BooksInCareOfDetail/PhoneNum03618341010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01110 Elizabeth
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Corpus Christi
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078404
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04077
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07518
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02227
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03441
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04077
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07518
IRS990EZ/FundraisingGrossIncomeAmt05200
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011323
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt016120
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08693
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07518
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DeAnna Heavin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Keith Heavin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jim Swan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1In-Coming President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01356
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Community Service - Homeless assistance, Boy Scouts and Education
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Homeless Assistance - $1,640 Christmas Back Pack Project - distributed 400 backpacks with clothing and other basic items to 3 shelter or charity centers & $3,382 to Good Sarmatian Center for beds. Boy Scouts - $935 support our local Boy Scout Troop by paying their monthly utility bills for their clubhouse $1,000 donation to Ronald McDonald House,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt05200
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012679
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016120
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$1,112 - Office supplies, $50 - training and $194 - Quickbook payment fees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Covid 19 has affected our club's operation. The filing deadline was missed by accident.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Swan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03618341010
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0West Rotary of Corpus Christi
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0746077299
ReturnHeader/Filer/PhoneNum03618341010
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4613
ReturnHeader/Filer/USAddress/CityNm0Corpus Christi
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078469
ReturnHeader/ReturnTs02021-12-09T16:35:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,518
Liabilities
$0
Net assets
$7,518
Revenue
$16,120
Expenses
$12,679
Net income
$3,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$7.71$11.6$3.84
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.00$7.49$17.6$11.0$6.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$15.1$18.2$3.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.00$4.92$17.1$19.7$2.60
2021Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$16.1$12.7$3.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$22.6$23.3$0.67
2016Summary only. Only limited summary data is available for this year.$17.8$0.00$29.0$33.8$4.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$12.1$38.8$27.1$28.8$1.71