Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 75-0971918

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

PO Box 101224Fort Worth, TX 76185-1224

(817) 924-4299

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$9,250

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-12%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

2.1%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$48,939

Down $6,902 (-12%) from 2014

Net Assets

Down

$47,164

Down $8,677 (-16%) from 2014

Liabilities

$1,775

No earlier filing loaded for comparison.

Revenue

Up

$62,879

Up $1,294 (+2.1%) from 2014

Expenses

Up

$71,556

Up $16,462 (+30%) from 2014

Net Income

Down

-$8,677

Down $15,168 (-234%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $30,112Liabilities 2010: $0Net Assets 2010: $30,1122010Assets 2011: $40,615Net Assets 2011: $40,6152011Assets 2012: $43,208Net Assets 2012: $43,2082012Assets 2013: $49,350Liabilities 2013: $02013Assets 2014: $55,841Net Assets 2014: $55,8412014Assets 2015: $48,939Liabilities 2015: $1,775Net Assets 2015: $47,1642015Assets 2016: $50,377Liabilities 2016: $605Net Assets 2016: $49,7722016Assets 2017: $48,762Liabilities 2017: $1,980Net Assets 2017: $46,7822017Assets 2018: $48,403Liabilities 2018: $880Net Assets 2018: $47,5232018Assets 2019: $50,991Liabilities 2019: $02019

Highlighted filing

2015

Assets$48,939
Liabilities$1,775
Net Assets$47,164

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $89,472Expenses 2010: $101,768Net Income 2010: -$12,2962010Revenue 2011: $76,805Expenses 2011: $66,302Net Income 2011: $10,5032011Revenue 2012: $62,616Expenses 2012: $60,023Net Income 2012: $2,5932012Revenue 2013: $64,258Expenses 2013: $58,116Net Income 2013: $6,1422013Revenue 2014: $61,585Expenses 2014: $55,094Net Income 2014: $6,4912014Revenue 2015: $62,879Expenses 2015: $71,556Net Income 2015: -$8,6772015Revenue 2016: $61,181Expenses 2016: $58,573Net Income 2016: $2,6082016Revenue 2017: $52,616Expenses 2017: $55,606Net Income 2017: -$2,9902017Revenue 2018: $51,917Expenses 2018: $51,176Net Income 2018: $7412018Revenue 2019: $51,392Expenses 2019: $47,924Net Income 2019: $3,4682019

Highlighted filing

2015

Revenue$62,879
Expenses$71,556
Net Income-$8,677
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$69,138
Mission and Program Overview

Mission

The rotary club of fort worth south operates to promote social welfare through programs including scholarships and worldwide polio eradication.

Program Services

DescriptionGrantsExpenses
The Rotary Club of Fort Worth South packaged over 10,000 meals distributed to hungry children and other community projects-$8,209
PROVIDED DICTIONARIES AND SCHOOL SUPPLIES TO STUDENTS AT WILSON ELEMENTARY SCHOOL.-$6,497
PROVIDED AWARDS FOR POLICE AND FIREFIGHTERS.-$2,160
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERT NIVERExecutive SecretaryPT$9,250-$9,250
MICHAEL PECKPresident-$0--
BILL BOOMERPresident-Elect-$0--
MICHELLE JOHNSONSecretary-$0--
DAVID EASONTreasurer-$0--
SCOTT SULLIVANDirector-$0--
LIZ BUTLERDirector-$0--
CHERI MCDUFFDirector-$0--
JERI CHAMPINEDirector-$0--
CHUCK KURTZMANDirector-$0--
BRAG KLINGDirector-$0--
CONNIE BOSWORTHDirector-$0--
JACK GURLOFFDirector-$0--
GIL ZEPEDADirector-$0--
JIM CHATMASDirector-$0--
ROBERT HOLMANDirector-$0--
JOHN PARDUEDirector-$0--
STEWART HILLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
75-0971918
Phone
8179244299
Address
PO Box 101224, Fort Worth, TX 76185-1224

Signing Officer

Name
David Eason
Title
Treasurer
Phone
8179244299
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hatter & Associates Llp
Address
1300 S UNIVERSITY DR STE 620, FORT WORTH, TX 76107-5766
Preparer
Walter D Hatter
Phone
8173359258
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Rotary dues 5244. Awards 548. Conference and meetings 350. Meal cost 35377. Computer and website 479. Office supplies 155. Other 2402. Program service - dictionaries & school supplies 6497. Program service - police & firefighter awards 2160. Program service - other community projects 8209.

Form 990EZ, Part II, Line 24

Miscellaneous amounts due from members 39.

Form 990EZ, Part II, Line 26

Member deposits due to foundation 1775.

Raw XML Appendix171 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt49250
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL BOOMER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-elect
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039
IRS990EZ/OtherExpensesTotalAmt061421
IRS990EZ/PrimaryExemptPurposeTxt0THE ROTARY CLUB OF FORT WORTH SOUTH OPERATES TO PROMOTE SOCIAL WELFARE THROUGH PROGRAMS INCLUDING SCHOLARSHIPS AND WORLDWIDE POLIO ERADICATION.
IRS990EZ/PrintingPublicationsPostageAmt0885
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Rotary Club of Fort Worth South packaged over 10,000 meals distributed to hungry children and other community projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED DICTIONARIES AND SCHOOL SUPPLIES TO STUDENTS AT WILSON ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED AWARDS FOR POLICE AND FIREFIGHTERS.
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IRS990EZ/TotalExpensesAmt071556
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IRS990EZ/TotalRevenueAmt062879
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY DUES 5244. AWARDS 548. CONFERENCE AND MEETINGS 350. MEAL COST 35377. COMPUTER AND WEBSITE 479. OFFICE SUPPLIES 155. OTHER 2402. PROGRAM SERVICE - DICTIONARIES & SCHOOL SUPPLIES 6497. PROGRAM SERVICE - POLICE & FIREFIGHTER AWARDS 2160. PROGRAM SERVICE - OTHER COMMUNITY PROJECTS 8209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS AMOUNTS DUE FROM MEMBERS 39.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER DEPOSITS DUE TO FOUNDATION 1775.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179244299
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0750971918
ReturnHeader/Filer/PhoneNum08179244299
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 101224
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0761851224
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761075766
ReturnHeader/PreparerPersonGrp/PhoneNum08173359258
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER D HATTER
ReturnHeader/ReturnTs02016-05-16T14:13:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings