Civic Intelligence

Rotary International DBA Mansfield Rotary Club

EIN 75-1982078 • 501(c)4 • Mansfield, TX

Profile

Providing humanitarian services

PO Box 912Mansfield, TX 76063

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

73rd percentile

15%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$91,849

Up $15,403 (+20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$91,849

Up $15,403 (+20%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin88th percentile

Revenue

Up

$41,348

Up $5,502 (+15%) from 2019

Expenses

Down

$25,945

Down $7,873 (-23%) from 2019

Net Income

Up

$15,403

Up $13,375 (+660%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2015: $37,202Liabilities 2015: $2,748Net Assets 2015: $34,4542015Assets 2016: $40,919Liabilities 2016: $738Net Assets 2016: $40,1812016Assets 2017: $68,215Liabilities 2017: $11,039Net Assets 2017: $57,1762017Assets 2018: $79,411Liabilities 2018: $4,993Net Assets 2018: $74,4182018Assets 2019: $76,446Liabilities 2019: $0Net Assets 2019: $76,4462019Assets 2020: $91,849Liabilities 2020: $0Net Assets 2020: $91,8492020

Highlighted filing

2020

Assets$91,849
Liabilities$0
Net Assets$91,849
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2015: $41,645Expenses 2015: $44,257Net Income 2015: -$2,6122015Revenue 2016: $67,661Expenses 2016: $61,934Net Income 2016: $5,7272016Revenue 2017: $65,601Expenses 2017: $48,606Net Income 2017: $16,9952017Revenue 2018: $58,431Expenses 2018: $41,189Net Income 2018: $17,2422018Revenue 2019: $35,846Expenses 2019: $33,818Net Income 2019: $2,0282019Revenue 2020: $41,348Expenses 2020: $25,945Net Income 2020: $15,4032020

Highlighted filing

2020

Revenue$41,348
Expenses$25,945
Net Income$15,403
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$91,849
Liabilities
$0
Net assets
$91,849
Revenue
$41,348
Expenses
$25,945
Net income
$15,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$91.8$0.00$91.8$41.3$25.9$15.4
2019Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$35.8$33.8$2.03
2018Detailed filing. Detailed filing data is available for this year.$79.4$4.99$74.4$58.4$41.2$17.2
2017Detailed filing. Detailed filing data is available for this year.$68.2$11.0$57.2$65.6$48.6$17.0
2016Detailed filing. Detailed filing data is available for this year.$40.9$0.74$40.2$67.7$61.9$5.73
2015Detailed filing. Detailed filing data is available for this year.$37.2$2.75$34.5$41.6$44.3$2.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 1, 2020
Return Version
2019v5.1
Gross Receipts
$55,488
Mission and Program Overview

Mission

Providing humanitarian services

Program Services

DescriptionGrantsExpenses
Community Service Projects$0$4,419
Youth Service Projects$0$3,482
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori WilliamsPresident-$0--
Joanie PacePresident Elect-$0--
Brent AldridgeTreasurer-$0--
Mike AguillardSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Program$37,662$37,662$14,140$23,522
Total Events$37,662$37,662$14,140$23,522
Filing and Contact Details

Filer

Filer Name
Rotary International DBA Mansfield Rotary Club
EIN
75-1982078
Phone
8174774646
Address
PO Box 912, Mansfield, TX 76063

Signing Officer

Name
Brent Aldridge
Title
Treasurer
Phone
8174774646
Signed
2020-01-01
Discuss with paid preparer
Yes

Preparer

Firm
Richard A Sherman CPA PLLC
Address
4202 Eagle Ridge Dr, Arlington, TX 76016
Preparer
Richard A Sherman CPA
Phone
8179913648
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Youth Services Expenses 3482.”

Form 990EZ, Part I, Line 16

“Miscellaneous Community Donations 1919.”

Form 990EZ, Part I, Line 16

“Habitat for Humanity 2500.”

Form 990EZ, Part I, Line 16

“International Service Expenses 2719.”

Form 990EZ, Part I, Line 16

“Accounting Services 3850.”

Form 990EZ, Part I, Line 16

“Administrative Expenses 2102.”

Form 990EZ, Part I, Line 16

“Credit Card Fees 2163.”

Form 990EZ, Part I, Line 16

“Rotary International Dues 5350.”

Form 990EZ, Part I, Line 16

“Rotary District Dues 1860.”

Form 990EZ, Part II, Line 24

“Dues Receivable 0.”

Form 990EZ, Part II, Line 26

“Accounts Payable”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Richard A Sherman CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08179913648
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04202 Eagle Ridge Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076446
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091849
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0298
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015403
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076446
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091849
IRS990EZ/FundraisingGrossIncomeAmt037662
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055488
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017528
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091849
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091849
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joanie Pace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brent Aldridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mike Aguillard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherExpensesTotalAmt025945
IRS990EZ/PrimaryExemptPurposeTxt0Providing humanitarian services
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Service Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Youth Service Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04419
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13482
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014140
IRS990EZ/SpecialEventsNetIncomeLossAmt023522
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025945
IRS990EZ/TotalProgramServiceExpensesAmt07901
IRS990EZ/TotalRevenueAmt041348
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014140
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Flag Program
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037662
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023522
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014140
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Youth Services Expenses 3482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous Community Donations 1919.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Habitat for Humanity 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3International Service Expenses 2719.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounting Services 3850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Administrative Expenses 2102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit Card Fees 2163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotary International Dues 5350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rotary District Dues 1860.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues Receivable 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent Aldridge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08174774646
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International DBA Mansfield Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0751982078
ReturnHeader/Filer/PhoneNum08174774646
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 912
ReturnHeader/Filer/USAddress/CityNm0Mansfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076063
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01E0910C7108D2065EFC332CBEA25ED4232C71063
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E0910C7108D2065EFC332CBEA25ED4232C71063
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.200.45.207
ReturnHeader/FilingSecurityInformation/IPDt02020-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:11:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard A Sherman CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04202 Eagle Ridge Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076016
ReturnHeader/PreparerPersonGrp/PhoneNum08179913648
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Sherman CPA
ReturnHeader/ReturnTs02020-10-30T12:11:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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