Civic Intelligence

Rotary International

990EZ • Fiscal year 2019 • EIN 75-1982078

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 01, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

5.7%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-39%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$76,446

Down $2,965 (-3.7%) from 2018

Net Assets

Up

$76,446

Up $2,028 (+2.7%) from 2018

Liabilities

Down

$0

Down $4,993 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin56th percentile

Revenue

Down

$35,846

Down $22,585 (-39%) from 2018

Expenses

Down

$33,818

Down $7,371 (-18%) from 2018

Net Income

Down

$2,028

Down $15,214 (-88%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2019

Assets$76,446
Liabilities$0
Net Assets$76,446
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$35,846
Expenses$33,818
Net Income$2,028
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 1, 2019
Return Version
2018v3.1
Gross Receipts
$43,949
Mission and Program Overview

Mission

Providing humanitarian services

Program Services

DescriptionGrantsExpenses
Community Service Projects$0$8,100
Youth Service Projects$0$2,175
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russ SchultzPresident-$0--
Joanie PaceSecretary-$0--
Kimberly CantuTreasurer-$0--
Lori WilliamsPresident-Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Program$19,014$19,014$8,102$10,912
Total Events$19,014$19,014$8,102$10,912
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
Lori Williams
Title
President-Elect
Phone
8174774646
Signed
2019-01-01
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 7364.”

Form 990EZ, Part I, Line 16

“Youth Services Expenses 2175.”

Form 990EZ, Part I, Line 16

“Miscellaneous Community Donations 100.”

Form 990EZ, Part I, Line 16

“Habitat for Humanity 2500.”

Form 990EZ, Part I, Line 16

“The Caring Place, Inc. 5500.”

Form 990EZ, Part I, Line 16

“Accounting Services 3000.”

Form 990EZ, Part I, Line 16

“Vocational Service Expenses 679.”

Form 990EZ, Part I, Line 16

“International Service Expenses 495.”

Form 990EZ, Part I, Line 16

“Administrative Expenses 4414.”

Form 990EZ, Part I, Line 16

“Credit Card Fees 1394.”

Form 990EZ, Part I, Line 16

“International and District Dues 6197.”

Form 990EZ, Part II, Line 24

“Dues Receivable 348. 0.”

Form 990EZ, Part II, Line 26

“Accounts Payable 4993.”

Raw XML Appendix159 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/BOYAmt079063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076446
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03133
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02028
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079411
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076446
IRS990EZ/FundraisingGrossIncomeAmt019014
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt043949
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021802
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074418
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074418
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076446
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/PersonNm0Russ Schultz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joanie Pace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly Cantu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lori Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0348
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033818
IRS990EZ/PrimaryExemptPurposeTxt0Providing humanitarian services
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Service Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Youth Service Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12175
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08103
IRS990EZ/SpecialEventsNetIncomeLossAmt010911
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04993
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033818
IRS990EZ/TotalProgramServiceExpensesAmt010275
IRS990EZ/TotalRevenueAmt035846
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08102
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Flag Program
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019014
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010912
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Club Service Expenses 7364.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Youth Services Expenses 2175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous Community Donations 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Habitat for Humanity 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Caring Place, Inc. 5500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounting Services 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Vocational Service Expenses 679.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7International Service Expenses 495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Administrative Expenses 4414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Credit Card Fees 1394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10International and District Dues 6197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dues Receivable 348. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable 4993.
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 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President-Elect
ReturnHeader/BusinessOfficerGrp/PhoneNum08174774646
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-01
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/AtSubmissionFilingDeviceId01E0910C7108D2065EFC332CBEA25ED4232C71063
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.200.45.207
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:25:21
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Sherman CPA
ReturnHeader/ReturnTs02019-11-14T11:25:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,446
Liabilities
$0
Net assets
$76,446
Revenue
$35,846
Expenses
$33,818
Net income
$2,028
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