Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 75-1982078

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 01, 2017

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

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

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

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.

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

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

43rd percentile

-3.0%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$68,215

Up $27,296 (+67%) from 2016

Net Assets

Up

$57,176

Up $16,995 (+42%) from 2016

Liabilities

Up

$11,039

Up $10,301 (+1396%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin84th percentile

Revenue

Down

$65,601

Down $2,060 (-3.0%) from 2016

Expenses

Down

$48,606

Down $13,328 (-22%) from 2016

Net Income

Up

$16,995

Up $11,268 (+197%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2017

Assets$68,215
Liabilities$11,039
Net Assets$57,176
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$65,601
Expenses$48,606
Net Income$16,995
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 1, 2017
Return Version
2016v3.0
Gross Receipts
$78,653
Mission and Program Overview

Mission

Providing humanitarian services

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PROGRAM-$9,000
WATER PURIFICATION PROJECT-$6,774
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM LANTERPresident-$0--
RACHEL HOWELLSecretary-$0--
LORI WILLIAMSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Program$15,043$15,043$4,797$10,246
Raffle Revenue$12,060$12,060$2,109$9,951
Total Events$58,558$58,558$13,052$45,506
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
Jim Lanter
Title
Past-president
Phone
8174774646
Signed
2017-01-01
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 5643.”

Form 990EZ, Part I, Line 16

“Youth Services Expenses 1067.”

Form 990EZ, Part I, Line 16

“Miscellaneous Community Donations 875.”

Form 990EZ, Part I, Line 16

“Habitat for Humanity 2500.”

Form 990EZ, Part I, Line 16

“Women's Pavillion 1000.”

Form 990EZ, Part I, Line 16

“The Caring Place, Inc. 500.”

Form 990EZ, Part I, Line 16

“Student Scholarships 9000.”

Form 990EZ, Part I, Line 16

“Community Garden Expenses 44.”

Form 990EZ, Part I, Line 16

“International Service Expenses 12633.”

Form 990EZ, Part I, Line 16

“Administrative Expenses 9203.”

Form 990EZ, Part I, Line 16

“Credit Card Fees 1153.”

Form 990EZ, Part I, Line 16

“International and District Dues 4988.”

Form 990EZ, Part II, Line 24

“Dues Receivable 0. 102.”

Form 990EZ, Part II, Line 26

“Accounts Payable 738. 1620.”

Form 990EZ, Part II, Line 26

“Paul Harris Contributions Payable 2341.”

Form 990EZ, Part II, Line 26

“International Projects Payable 7078.”

Raw XML Appendix157 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/BOYAmt040919
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068113
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016995
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040919
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068215
IRS990EZ/FundraisingGrossIncomeAmt058558
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078653
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020095
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057176
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040181
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057176
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM LANTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0102
IRS990EZ/OtherExpensesTotalAmt048606
IRS990EZ/PrimaryExemptPurposeTxt0Providing humanitarian services
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WATER PURIFICATION PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16774
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013052
IRS990EZ/SpecialEventsNetIncomeLossAmt045506
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0738
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011039
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048606
IRS990EZ/TotalProgramServiceExpensesAmt015774
IRS990EZ/TotalRevenueAmt065601
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013052
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Flag Program
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Raffle Revenue
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058558
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045506
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06146
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013052
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04797
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Club Service Expenses 5643.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Youth Services Expenses 1067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous Community Donations 875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Habitat for Humanity 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Women's Pavillion 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Caring Place, Inc. 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Scholarships 9000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Community Garden Expenses 44.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8International Service Expenses 12633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Administrative Expenses 9203.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card Fees 1153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11International and District Dues 4988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Dues Receivable 0. 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable 738. 1620.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Paul Harris Contributions Payable 2341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15International Projects Payable 7078.
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM LANTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08174774646
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-01
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/AtSubmissionCreationDeviceId0D86D3343804CA2FC6A39C8C2E641D23C1EC27E5B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D86D3343804CA2FC6A39C8C2E641D23C1EC27E5B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.113.180.246
ReturnHeader/FilingSecurityInformation/IPDt02017-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:17:54
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/PreparationDt02017-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A SHERMAN CPA
ReturnHeader/ReturnTs02017-08-22T09:18:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,215
Liabilities
$11,039
Net assets
$57,176
Revenue
$65,601
Expenses
$48,606
Net income
$16,995
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