Civic Intelligence

Burleson Rotary Club

EIN 75-2009418 • 501(c)4 • Burleson, TX

Profile

Community service and education

PO Box 223Burleson, TX 76097

www.rotary5790.org/CLUBINFO/BURLESON

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.05x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

54th percentile

3.5%

Higher net margin than 54% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

1.8%

Faster asset growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$63,148

Up $4,999 (+8.6%) from 2024

Liabilities

Up

$3,200

Up $2,700 (+540%) from 2024

Net Assets

Up

$59,948

Up $2,299 (+4.0%) from 2024

Revenue

Down

$66,396

Down $2,452 (-3.6%) from 2024

Expenses

Down

$64,097

Down $10,793 (-14%) from 2024

Net Income

Up

$2,299

Up $8,341 (+138%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $12,784Liabilities 2012: $3,2952012Assets 2013: $19,860Liabilities 2013: $4,9252013Assets 2014: $12,511Liabilities 2014: $3,8022014Assets 2015: $17,193Liabilities 2015: $3,6572015Assets 2016: $24,549Liabilities 2016: $4,1932016Assets 2017: $45,075Liabilities 2017: $4,2202017Assets 2018: $69,582Liabilities 2018: $1192018Assets 2019: $75,194Liabilities 2019: $9682019Assets 2020: $65,520Liabilities 2020: $5,001Net Assets 2020: $60,5192020Assets 2021: $78,382Liabilities 2021: $961Net Assets 2021: $77,4212021Assets 2022: $65,565Liabilities 2022: $1,960Net Assets 2022: $63,6052022Assets 2023: $60,950Liabilities 2023: $555Net Assets 2023: $60,3952023Assets 2024: $58,149Liabilities 2024: $500Net Assets 2024: $57,6492024Assets 2025: $63,148Liabilities 2025: $3,200Net Assets 2025: $59,9482025

Highlighted filing

2025

Assets$63,148
Liabilities$3,200
Net Assets$59,948

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $26,134Expenses 2012: $24,423Net Income 2012: $1,7112012Revenue 2013: $44,465Expenses 2013: $39,019Net Income 2013: $5,4462013Revenue 2014: $34,951Expenses 2014: $41,176Net Income 2014: -$6,2252014Revenue 2015: $44,400Expenses 2015: $39,573Net Income 2015: $4,8272015Revenue 2016: $46,875Expenses 2016: $40,055Net Income 2016: $6,8202016Revenue 2017: $66,560Expenses 2017: $52,265Net Income 2017: $14,2952017Revenue 2018: $69,622Expenses 2018: $41,014Net Income 2018: $28,6082018Revenue 2019: $53,043Expenses 2019: $48,280Net Income 2019: $4,7632019Revenue 2020: $20,733Expenses 2020: $34,440Net Income 2020: -$13,7072020Revenue 2021: $61,186Expenses 2021: $44,284Net Income 2021: $16,9022021Revenue 2022: $52,285Expenses 2022: $66,102Net Income 2022: -$13,8172022Revenue 2023: $54,782Expenses 2023: $57,992Net Income 2023: -$3,2102023Revenue 2024: $68,848Expenses 2024: $74,890Net Income 2024: -$6,0422024Revenue 2025: $66,396Expenses 2025: $64,097Net Income 2025: $2,2992025

Highlighted filing

2025

Revenue$66,396
Expenses$64,097
Net Income$2,299

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$63.1$3.20$59.9$66.4$64.1$2.30
2024Detailed filing. Detailed filing data is available for this year.$58.1$0.50$57.6$68.8$74.9$6.04
2023Detailed filing. Detailed filing data is available for this year.$61.0$0.56$60.4$54.8$58.0$3.21
2022Detailed filing. Detailed filing data is available for this year.$65.6$1.96$63.6$52.3$66.1$13.8
2021Detailed filing. Detailed filing data is available for this year.$78.4$0.96$77.4$61.2$44.3$16.9
2020Detailed filing. Detailed filing data is available for this year.$65.5$5.00$60.5$20.7$34.4$13.7
2019Summary only. Only limited summary data is available for this year.$75.2$0.97$53.0$48.3$4.76
2018Summary only. Only limited summary data is available for this year.$69.6$0.12$69.6$41.0$28.6
2017Summary only. Only limited summary data is available for this year.$45.1$4.22$66.6$52.3$14.3
2016Summary only. Only limited summary data is available for this year.$24.5$4.19$46.9$40.1$6.82
2015Summary only. Only limited summary data is available for this year.$17.2$3.66$44.4$39.6$4.83
2014Summary only. Only limited summary data is available for this year.$12.5$3.80$35.0$41.2$6.23
2013Summary only. Only limited summary data is available for this year.$19.9$4.93$44.5$39.0$5.45
2012Summary only. Only limited summary data is available for this year.$12.8$3.30$26.1$24.4$1.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$77,532
Mission and Program Overview

Mission

Community service and education

Program Services

DescriptionGrantsExpenses
HOSTING WEEKLY MEMBERSHIP MEETINGS WITH WEEKLY EDUCATIONAL PRESENTATIONS BY REPRESENTATIVES OF THE COMMUNITY.-$22,641
DONATIONS FOR COMMUNITY SERVICE, EDUCATIONAL PROGRAMS AND INTERNATIONAL RELATIONS-$21,523
GROUP MEMBERSHIPS WITH ROTARY INTERNATIONAL AND ROTARY DISTRICT.-$10,171
OTHER PROGRAM SERVICE COSTS-$7,776
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH CHILDRESSSecretary-$0--
LAURIE MONTGOMERYTreasurer-$0--
LARRY POOLPast Preside-$0--
VENESHIA FERDINANDPresident El-$0--
TERESA REEVESDirector-$0--
MIKE HOOVERPresident-$0--
RHYAN ANDERSONExecutive Se-$0--
BRUCE ANDERSONDirector-$0--
BROOKE JUSTICEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,094$23,094-$23,094
Flag Project$22,037$22,037$6,119$15,918
Total Events$45,131$45,131$6,119$39,012
Filing and Contact Details

Filer

Filer Name
Burleson Rotary Club
EIN
75-2009418
Phone
8179441649
Address
PO BOX 223, BURLESON, TX 76097

Signing Officer

Name
Laurie Montgomery
Title
Treasurer
Phone
8179441649
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Rasco & Rasco Pc
Address
112 SW THOMAS ST STE 100, BURLESON, TX 76028-3818
Preparer
Bethany Meter CPA
Phone
8172952202
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Champions rotary club 1,050 total 1,050

Form 990-ez, Part I, Line 16

Expenses office 83 information technology 616 storage unit rental 1,824 bad debt expense 725 postage 286 printing & copying 48 exchange students 2,750 scholarships 12,000 dictionary project 4,013 library books speakers 229 misc donations 1,181 ryla expense student spon 1,350 meals 18,734 banquet exp - year end 3,658 awards 150 badges 99 burleson coc dues 130 rotary int'l dues 3,756 district 5790 dues 1,292 rotary foundation donatio 3,480 district events 70 pets training 1,443 community projects 652 global project 3,150 bisd library books 26 rotary conventions 525 total 62,270

Form 990-ez, Part II, Line 24

Member dues receivabl 0 0 total 0 0

Form 990-ez, Part II, Line 26

Phf sustaining member 475 3,150 erey 25 50

Form 990-ez, Part III, Line 31

Other program service costs

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LAURIE MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum08179441649
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 223
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLESON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058149
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063148
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02299
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01287
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt049046
IRS990EZ/GrossReceiptsAmt077532
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0421
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025500
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057649
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059948
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057649
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059948
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH CHILDRESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURIE MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY POOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VENESHIA FERDINAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERESA REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE HOOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RHYAN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRUCE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BROOKE JUSTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062270
IRS990EZ/OtherRevenueTotalAmt01050
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE AND EDUCATION
IRS990EZ/ProgramServiceRevenueAmt01515
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS FOR COMMUNITY SERVICE, EDUCATIONAL PROGRAMS AND INTERNATIONAL RELATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSTING WEEKLY MEMBERSHIP MEETINGS WITH WEEKLY EDUCATIONAL PRESENTATIONS BY REPRESENTATIVES OF THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GROUP MEMBERSHIPS WITH ROTARY INTERNATIONAL AND ROTARY DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICE COSTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021523
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210171
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37776
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064097
IRS990EZ/TotalProgramServiceExpensesAmt062111
IRS990EZ/TotalRevenueAmt066396
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY5790.ORG/CLUBINFO/BURLESON
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06119
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FLAG PROJECT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022037
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045131
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023094
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHAMPIONS ROTARY CLUB 1,050 TOTAL 1,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 83 INFORMATION TECHNOLOGY 616 STORAGE UNIT RENTAL 1,824 BAD DEBT EXPENSE 725 POSTAGE 286 PRINTING & COPYING 48 EXCHANGE STUDENTS 2,750 SCHOLARSHIPS 12,000 DICTIONARY PROJECT 4,013 LIBRARY BOOKS SPEAKERS 229 MISC DONATIONS 1,181 RYLA EXPENSE STUDENT SPON 1,350 MEALS 18,734 BANQUET EXP - YEAR END 3,658 AWARDS 150 BADGES 99 BURLESON COC DUES 130 ROTARY INT'L DUES 3,756 DISTRICT 5790 DUES 1,292 ROTARY FOUNDATION DONATIO 3,480 DISTRICT EVENTS 70 PETS TRAINING 1,443 COMMUNITY PROJECTS 652 GLOBAL PROJECT 3,150 BISD LIBRARY BOOKS 26 ROTARY CONVENTIONS 525 TOTAL 62,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER DUES RECEIVABL 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PHF SUSTAINING MEMBER 475 3,150 EREY 25 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROGRAM SERVICE COSTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08179441649
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
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ReturnHeader/Filer/EIN0752009418
ReturnHeader/Filer/PhoneNum08179441649
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ReturnHeader/Filer/USAddress/CityNm0BURLESON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076097
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752734794
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 SW THOMAS ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLESON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760283818
ReturnHeader/PreparerPersonGrp/PhoneNum08172952202
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETHANY METER CPA
ReturnHeader/ReturnTs02025-11-06T14:27:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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