Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 75-0971918

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 14, 2018

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

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.7%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$9,250

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.2%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$48,762

Down $1,615 (-3.2%) from 2016

Net Assets

Down

$46,782

Down $2,990 (-6.0%) from 2016

Liabilities

Up

$1,980

Up $1,375 (+227%) from 2016

Revenue

Down

$52,616

Down $8,565 (-14%) from 2016

Expenses

Down

$55,606

Down $2,967 (-5.1%) from 2016

Net Income

Down

-$2,990

Down $5,598 (-215%) from 2016

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

2017

Assets$48,762
Liabilities$1,980
Net Assets$46,782

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

2017

Revenue$52,616
Expenses$55,606
Net Income-$2,990
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 14, 2018
Return Version
2016v3.0
Gross Receipts
$60,672
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
PROVIDED AWARDS FOR FIRST RESPONDERS AND NURSING STUDENTS.-$4,000
The Rotary Club of Fort Worth South packaged over 10,000 meals distributed to hungry children and other community projects-$3,750
PROVIDED DISASTER RELIEF THROUGH OTHER ROTARY CLUBS-$3,450
Various-$2,885
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERT NIVERExecutive SecretaryPT$9,250-$9,250
JO MCCAYPresident-$0--
JOHN PARDUEPresident-Elect-$0--
MICHELLE JOHNSONSecretary-$0--
DAVID EASONTreasurer-$0--
SCOTT SULLIVANDirector-$0--
THERESA HOCKERDirector-$0--
BILL MOULDERDirector-$0--
JERI CHAMPINEDirector-$0--
CHRIS HATCHDirector-$0--
BRAG KLINGDirector-$0--
CONNIE BOSWORTHDirector-$0--
BILL BOOMERDirector-$0--
GIL ZEPEDADirector-$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
2018-02-14
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 5205.

Form 990EZ, Part I, Line 16

Awards 176.

Form 990EZ, Part I, Line 16

Conference and meetings 4333.

Form 990EZ, Part I, Line 16

Meal cost 20643.

Form 990EZ, Part I, Line 16

Computer and website 551.

Form 990EZ, Part I, Line 16

Other 631.

Form 990EZ, Part I, Line 16

Program service - Feeding Children 3750.

Form 990EZ, Part I, Line 16

Program service - Dictionaries & school supplies 2710.

Form 990EZ, Part I, Line 16

Program service - First responder & Nursing awards 4000.

Form 990EZ, Part I, Line 16

Program service - Disaster relief 3450.

Form 990EZ, Part I, Line 16

Program service - Other 175.

Form 990EZ, Part II, Line 26

Agency collections due to foundation 605. 1980.

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08179244299
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Worth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050377
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt048762
IRS990EZ/FundraisingGrossIncomeAmt013321
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingOtherDesc0Modified cash
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt49250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JO MCCAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN PARDUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID EASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BERT NIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THERESA HOCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BILL MOULDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JERI CHAMPINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHRIS HATCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRAG KLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CONNIE BOSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BILL BOOMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13GIL ZEPEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045624
IRS990EZ/PrimaryExemptPurposeTxt0THE ROTARY CLUB OF FORT WORTH SOUTH OPERATES TO PROMOTE SOCIAL WELFARE THROUGH PROGRAMS INCLUDING SCHOLARSHIPS AND WORLDWIDE POLIO ERADICATION.
IRS990EZ/PrintingPublicationsPostageAmt0732
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 DISASTER RELIEF THROUGH OTHER ROTARY CLUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED AWARDS FOR FIRST RESPONDERS AND NURSING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Various
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32885
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08056
IRS990EZ/SpecialEventsNetIncomeLossAmt05265
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0605
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01980
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055606
IRS990EZ/TotalProgramServiceExpensesAmt014085
IRS990EZ/TotalRevenueAmt052616
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rotary dues 5205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Awards 176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conference and meetings 4333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meal cost 20643.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Computer and website 551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other 631.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program service - Feeding Children 3750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program service - Dictionaries & school supplies 2710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Program service - First responder & Nursing awards 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Program service - Disaster relief 3450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Program service - Other 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Agency collections due to foundation 605. 1980.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID EASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179244299
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
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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/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.215.73.210
ReturnHeader/FilingSecurityInformation/IPDt02018-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:01:58
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 S UNIVERSITY DR STE 620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761075766
ReturnHeader/PreparerPersonGrp/PhoneNum08173359258
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER D HATTER
ReturnHeader/ReturnTs02018-02-14T10:02:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits