Civic Intelligence

Rotary Club of Weatherford

990EZ • Fiscal year 2020 • EIN 75-1279410

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 21, 2021

Organization ProfileWEATHERFORDROTARY.ORG
PO Box 1124Weatherford, TX 76086

(817) 441-9017

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

41st percentile

-0.4%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-45%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-13%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,299

Down $21,043 (-45%) from 2019

Net Assets

Down

$25,299

Down $21,043 (-45%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin41st percentile

Revenue

Down

$48,269

Down $6,928 (-13%) from 2019

Expenses

Up

$48,476

Up $26,650 (+122%) from 2019

Net Income

Down

-$207

Down $33,578 (-101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60K$40K$20K$0Assets 2012: $10,195Liabilities 2012: $02012Assets 2013: $8,681Liabilities 2013: $02013Assets 2014: $12,795Liabilities 2014: $02014Assets 2015: $11,248Net Assets 2015: $11,2482015Assets 2016: $13,068Net Assets 2016: $13,0682016Assets 2017: $10,788Net Assets 2017: $10,7882017Assets 2018: $12,971Net Assets 2018: $12,9712018Assets 2019: $46,342Net Assets 2019: $46,3422019Assets 2020: $25,299Liabilities 2020: $0Net Assets 2020: $25,2992020Assets 2021: $19,925Net Assets 2021: $19,9252021

Highlighted filing

2020

Assets$25,299
Liabilities$0
Net Assets$25,299
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100K$50K$0-$50KRevenue 2012: $75,807Expenses 2012: $74,774Net Income 2012: $1,0332012Revenue 2013: $60,109Expenses 2013: $61,623Net Income 2013: -$1,5142013Revenue 2014: $58,617Expenses 2014: $54,503Net Income 2014: $4,1142014Revenue 2015: $60,077Expenses 2015: $61,624Net Income 2015: -$1,5472015Revenue 2016: $59,663Expenses 2016: $57,843Net Income 2016: $1,8202016Revenue 2017: $54,015Expenses 2017: $56,295Net Income 2017: -$2,2802017Revenue 2018: $53,441Expenses 2018: $51,258Net Income 2018: $2,1832018Revenue 2019: $55,197Expenses 2019: $21,826Net Income 2019: $33,3712019Revenue 2020: $48,269Expenses 2020: $48,476Net Income 2020: -$2072020Revenue 2021: $27,135Expenses 2021: $32,509Net Income 2021: -$5,3742021

Highlighted filing

2020

Revenue$48,269
Expenses$48,476
Net Income-$207
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 21, 2021
Return Version
2019v5.0
Gross Receipts
$52,921
Mission and Program Overview

Mission

Professional service club - community service

Program Services

DescriptionGrantsExpenses
WEEKLY MEETINGS: WEEKLY MEETING EXPENSES, INCLUDING FOOD COST AND OCCUPANCY CHARGES TO ENCOURAGE MEMBER INTERACTION TO ESTABLISH QUALITY BUSINESS/PROFESSIONAL RELATIONSHIPS AND TO BUILD GOODWILL IN THE WEATHERFORD/PARKER COUNTY BUSINESS COMMUNITY; ALSO EXPENDITURES TO PUBLISH ANNOUNCEMENTS/PICTURES OF AWARDS GIVEN IN LOCAL NEWSPAPER; VARIOUS EXPENSES INCURRED TO NOTIFY MEMBERS OF UPCOMING COMMUNITY SERVICE EVENTS$7,565$23,773
ROTARY INTERNATIONAL/INTERNATIONAL ROTARY FOUNDATION (PAUL HARRIS): FOR PURCHASE OF POLIO VACCINE FOR GLOBAL DISTRIBUTION, FURTHERANCE OF ROTARY INTERNATIONAL PROJECTS TO PROMOTE HUMANITARIAN EFFORTS AROUND THE WORLD-$9,539
THE DICTIONARY PROJECT: THE GOAL OF THIS PROJECT IS TO ASSIST ALL STUDENTS IN COMPLETING THE SCHOOL YEAR AS GOOD WRITERS, ACTIVE READERS AND CREATIVE THINKERS BY PROVIDING STUDENTS WITH THEIR OWN PERSONAL DICTIONARY. THE DICTIONARIES ARE A GIFT TO EACH STUDENT TO USE AT SCHOOL AND AT HOME FOR YEARS TO COME.-$2,131
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUGH BRADBERRYSecretary/Tr-$0--
JOE WILKINSONPresident-$0--
PEGGY HUTTONPresident El-$0--
RACHAEL WATSONVP - Members-$0--
MARTIN KNOXRotary Found-$0--
LILA DEAKLEDirector-CLU-$0--
JUSTIN MORATHDirector-COM-$0--
COURTNEY MCKEOWNDirector-Int-$0--
PAUL GRAYDirector-You-$0--
JENNIFER LUNDGRENDirector-Voc-$0--
BRET WATSONSergeant At-$0--
MISTY BROWNINGDirector At-$0--
JENNIFER LUNDYDirector At-$0--
BILL BAKERDirector At-$0--
MARNITA STINNETTImmediate Pa-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Weatherford
EIN
75-1279410
Phone
8174419017
Address
PO BOX 1124, WEATHERFORD, TX 76086

Signing Officer

Name
Hugh Bradberry
Title
Secretary/treasurer
Phone
8179918648
Signed
2021-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Snow Garrett Williams
Address
1207 SANTA FE DR, WEATHERFORD, TX 76086-5819
Preparer
Casey Mitchell
Phone
8175969301
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Special projects 1,565 total 1,565”

Form 990-ez, Part I, Line 10

“Rotary international national dues/fdtn 9,539”

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 7,565”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 600 conferences/meetings 835 insurance 445 dues/subscriptions 770 program expense 225 recognition/flowers 1,174 supplies 415 dictionary project 2,131 miscellaneous 63 license and permits 60 meals 16,208 post office box 106 postage and delivery 220 total 23,252”

Form 990-ez, Part III, Line 28

“Weekly meetings: weekly meeting expenses, including food cost and occupancy charges to encourage member interaction to establish quality business/professional relationships and to build goodwill in the weatherford/parker county business community; also expenditures to publish announcements/pictures of awards given in local newspaper; various expenses incurred to notify members of upcoming community service events”

Form 990-ez, Part III, Line 30

“The dictionary project: the goal of this project is to assist all students in completing the school year as good writers, active readers and creative thinkers by providing students with their own personal dictionary. The dictionaries are a gift to each student to use at school and at home for years to come.”

Raw XML Appendix163 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/PersonNm0HUGH BRADBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEGGY HUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHAEL WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTIN KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LILA DEAKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUSTIN MORATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COURTNEY MCKEOWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAUL GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JENNIFER LUNDGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRET WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MISTY BROWNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JENNIFER LUNDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13BILL BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14MARNITA STINNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR AT
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IRS990EZ/OtherRevenueTotalAmt01565
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IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL SERVICE CLUB - COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETINGS: WEEKLY MEETING EXPENSES, INCLUDING FOOD COST AND OCCUPANCY CHARGES TO ENCOURAGE MEMBER INTERACTION TO ESTABLISH QUALITY BUSINESS/PROFESSIONAL RELATIONSHIPS AND TO BUILD GOODWILL IN THE WEATHERFORD/PARKER COUNTY BUSINESS COMMUNITY; ALSO EXPENDITURES TO PUBLISH ANNOUNCEMENTS/PICTURES OF AWARDS GIVEN IN LOCAL NEWSPAPER; VARIOUS EXPENSES INCURRED TO NOTIFY MEMBERS OF UPCOMING COMMUNITY SERVICE EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY INTERNATIONAL/INTERNATIONAL ROTARY FOUNDATION (PAUL HARRIS): FOR PURCHASE OF POLIO VACCINE FOR GLOBAL DISTRIBUTION, FURTHERANCE OF ROTARY INTERNATIONAL PROJECTS TO PROMOTE HUMANITARIAN EFFORTS AROUND THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE DICTIONARY PROJECT: THE GOAL OF THIS PROJECT IS TO ASSIST ALL STUDENTS IN COMPLETING THE SCHOOL YEAR AS GOOD WRITERS, ACTIVE READERS AND CREATIVE THINKERS BY PROVIDING STUDENTS WITH THEIR OWN PERSONAL DICTIONARY. THE DICTIONARIES ARE A GIFT TO EACH STUDENT TO USE AT SCHOOL AND AT HOME FOR YEARS TO COME.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19539
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL PROJECTS 1,565 TOTAL 1,565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL NATIONAL DUES/FDTN 9,539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASH CONTRIBUTION: 7,565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES ADVERTISING AND PROMOTION 600 CONFERENCES/MEETINGS 835 INSURANCE 445 DUES/SUBSCRIPTIONS 770 PROGRAM EXPENSE 225 RECOGNITION/FLOWERS 1,174 SUPPLIES 415 DICTIONARY PROJECT 2,131 MISCELLANEOUS 63 LICENSE AND PERMITS 60 MEALS 16,208 POST OFFICE BOX 106 POSTAGE AND DELIVERY 220 TOTAL 23,252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEEKLY MEETINGS: WEEKLY MEETING EXPENSES, INCLUDING FOOD COST AND OCCUPANCY CHARGES TO ENCOURAGE MEMBER INTERACTION TO ESTABLISH QUALITY BUSINESS/PROFESSIONAL RELATIONSHIPS AND TO BUILD GOODWILL IN THE WEATHERFORD/PARKER COUNTY BUSINESS COMMUNITY; ALSO EXPENDITURES TO PUBLISH ANNOUNCEMENTS/PICTURES OF AWARDS GIVEN IN LOCAL NEWSPAPER; VARIOUS EXPENSES INCURRED TO NOTIFY MEMBERS OF UPCOMING COMMUNITY SERVICE EVENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DICTIONARY PROJECT: THE GOAL OF THIS PROJECT IS TO ASSIST ALL STUDENTS IN COMPLETING THE SCHOOL YEAR AS GOOD WRITERS, ACTIVE READERS AND CREATIVE THINKERS BY PROVIDING STUDENTS WITH THEIR OWN PERSONAL DICTIONARY. THE DICTIONARIES ARE A GIFT TO EACH STUDENT TO USE AT SCHOOL AND AT HOME FOR YEARS TO COME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HUGH BRADBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179918648
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF WEATHERFORD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0751279410
ReturnHeader/Filer/PhoneNum08174419017
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1124
ReturnHeader/Filer/USAddress/CityNm0WEATHERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076086
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752353675
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 SANTA FE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEATHERFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760865819
ReturnHeader/PreparerPersonGrp/PhoneNum08175969301
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY MITCHELL
ReturnHeader/ReturnTs02021-02-05T16:29:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,299
Liabilities
$0
Net assets
$25,299
Revenue
$48,269
Expenses
$48,476
Net income
-$207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$19.9$27.1$32.5$5.37
2020Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$48.3$48.5$0.21
2019Detailed filing. Detailed filing data is available for this year.$46.3$46.3$55.2$21.8$33.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$13.0$53.4$51.3$2.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$10.8$54.0$56.3$2.28
2016Detailed filing. Detailed filing data is available for this year.$13.1$13.1$59.7$57.8$1.82
2015Detailed filing. Detailed filing data is available for this year.$11.2$11.2$60.1$61.6$1.55
2014Summary only. Only limited summary data is available for this year.$12.8$0.00$58.6$54.5$4.11
2013Summary only. Only limited summary data is available for this year.$8.68$0.00$60.1$61.6$1.51
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$75.8$74.8$1.03