Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 75-1982078

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 01, 2016

Organization ProfileN/A
PO Box 912Mansfield, TX 76063

(817) 477-4646

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

8.5%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

69th percentile

10.0%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

62%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$40,919

Up $3,717 (+10.0%) from 2015

Net Assets

Up

$40,181

Up $5,727 (+17%) from 2015

Liabilities

Down

$738

Down $2,010 (-73%) from 2015

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin62nd percentile

Revenue

Up

$67,661

Up $26,016 (+62%) from 2015

Expenses

Up

$61,934

Up $17,677 (+40%) from 2015

Net Income

Up

$5,727

Up $8,339 (+319%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$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

2016

Assets$40,919
Liabilities$738
Net Assets$40,181
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$67,661
Expenses$61,934
Net Income$5,727
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 1, 2016
Return Version
2015v2.1
Gross Receipts
$67,661
Mission and Program Overview

Mission

Providing humanitarian services

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PROGRAM-$6,000
SHELTER BOX PROJECT-$3,900
WHEELCHAIR PROJECT-$3,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB SCHULZPresident-$0--
WENDY COLLINISecretary-$0--
AIMEE STONETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Program$14,985$14,985$6,724$8,261
Raffle Revenue$13,320$13,320$1,913$11,407
Total Events$50,109$50,109$16,041$34,068
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
Rob Schulz
Title
President
Phone
8174774646
Signed
2016-01-01
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

“Club Service Expenses 5597.”

Form 990EZ, Part I, Line 16

“Youth Services Expenses 1253.”

Form 990EZ, Part I, Line 16

“Miscellaneous Community Donations 3212.”

Form 990EZ, Part I, Line 16

“Habitat for Humanity 2500.”

Form 990EZ, Part I, Line 16

“Mansfield Cares 500.”

Form 990EZ, Part I, Line 16

“The Caring Place, Inc. 5540.”

Form 990EZ, Part I, Line 16

“Student Scholarships 6000.”

Form 990EZ, Part I, Line 16

“Community Garden Expenses 1740.”

Form 990EZ, Part I, Line 16

“Fund Raising Expenses 16041.”

Form 990EZ, Part I, Line 16

“International Service Expenses 12200.”

Form 990EZ, Part I, Line 16

“Administrative Expenses 5579.”

Form 990EZ, Part I, Line 16

“Credit Card Fees 20.”

Form 990EZ, Part I, Line 16

“Literacy Project 1752.”

Form 990EZ, Part II, Line 24

“Dues Receivable 771. 0.”

Form 990EZ, Part II, Line 24

“Flag Program Accounts Receivable 295. 0.”

Form 990EZ, Part II, Line 26

“Accounts Payable 2748. 738.”

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/BOYAmt036136
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040919
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0545
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05727
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037202
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040919
IRS990EZ/FundraisingGrossIncomeAmt050430
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067661
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016686
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034454
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040181
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034454
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040181
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROB SCHULZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WENDY COLLINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AIMEE STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01066
IRS990EZ/OtherExpensesTotalAmt061934
IRS990EZ/PrimaryExemptPurposeTxt0Providing humanitarian services
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SHELTER BOX PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WHEELCHAIR PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt050430
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02748
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0738
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061934
IRS990EZ/TotalProgramServiceExpensesAmt012900
IRS990EZ/TotalRevenueAmt067661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016041
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Flag Program
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Raffle Revenue
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014985
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014985
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050109
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034068
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07404
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06724
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Club Service Expenses 5597.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Youth Services Expenses 1253.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous Community Donations 3212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Habitat for Humanity 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Mansfield Cares 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Caring Place, Inc. 5540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Scholarships 6000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Community Garden Expenses 1740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fund Raising Expenses 16041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9International Service Expenses 12200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Administrative Expenses 5579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Credit Card Fees 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Literacy Project 1752.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Dues Receivable 771. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Flag Program Accounts Receivable 295. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable 2748. 738.
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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB SCHULZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08174774646
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-01
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/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/PreparationDt02016-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A SHERMAN CPA
ReturnHeader/ReturnTs02016-08-30T16:11:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,919
Liabilities
$738
Net assets
$40,181
Revenue
$67,661
Expenses
$61,934
Net income
$5,727
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