Civic Intelligence

Frisco Rotary Club

990EZ • Fiscal year 2014 • EIN 75-2082254

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

PO Box 13075034

(214) 893-0900

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$145,310

Down $26,395 (-15%) from 2013

Net Assets

Down

$143,266

Down $28,439 (-17%) from 2013

Liabilities

$2,044

No earlier filing loaded for comparison.

Revenue

Down

$70,102

Down $11,992 (-15%) from 2013

Expenses

Up

$91,472

Up $5,912 (+6.9%) from 2013

Net Income

Down

-$21,370

Down $17,904 (-517%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $164,164Liabilities 2011: $02011Assets 2012: $177,553Liabilities 2012: $02012Assets 2013: $171,705Net Assets 2013: $171,7052013Assets 2014: $145,310Liabilities 2014: $2,044Net Assets 2014: $143,2662014Assets 2015: $163,013Liabilities 2015: $1,479Net Assets 2015: $161,5342015Assets 2016: $201,178Liabilities 2016: $1,000Net Assets 2016: $200,1782016Assets 2017: $250,586Liabilities 2017: $32,621Net Assets 2017: $217,9652017Assets 2018: $277,908Liabilities 2018: $42,345Net Assets 2018: $235,5632018Assets 2019: $263,365Liabilities 2019: $45,500Net Assets 2019: $217,8652019Assets 2020: $255,930Liabilities 2020: $40,490Net Assets 2020: $215,4402020Assets 2021: $231,915Liabilities 2021: $49,173Net Assets 2021: $182,7422021Assets 2022: $269,622Liabilities 2022: $57,378Net Assets 2022: $212,2442022Assets 2023: $232,801Liabilities 2023: $50,747Net Assets 2023: $182,0542023Assets 2024: $222,845Liabilities 2024: $49,534Net Assets 2024: $173,3112024Assets 2025: $231,004Liabilities 2025: $63,576Net Assets 2025: $167,4282025

Highlighted filing

2014

Assets$145,310
Liabilities$2,044
Net Assets$143,266

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $66,037Expenses 2011: $65,618Net Income 2011: $4192011Revenue 2012: $101,848Expenses 2012: $86,369Net Income 2012: $15,4792012Revenue 2013: $82,094Expenses 2013: $85,560Net Income 2013: -$3,4662013Revenue 2014: $70,102Expenses 2014: $91,472Net Income 2014: -$21,3702014Revenue 2015: $84,024Expenses 2015: $64,435Net Income 2015: $19,5892015Revenue 2016: $109,953Expenses 2016: $70,236Net Income 2016: $39,7172016Revenue 2017: $90,349Expenses 2017: $72,175Net Income 2017: $18,1742017Revenue 2018: $104,807Expenses 2018: $87,069Net Income 2018: $17,7382018Revenue 2019: $76,050Expenses 2019: $93,714Net Income 2019: -$17,6642019Revenue 2020: $77,531Expenses 2020: $80,081Net Income 2020: -$2,5502020Revenue 2021: $78,981Expenses 2021: $63,514Net Income 2021: $15,4672021Revenue 2022: $93,130Expenses 2022: $96,091Net Income 2022: -$2,9612022Revenue 2023: $96,729Expenses 2023: $94,463Net Income 2023: $2,2662023Revenue 2024: $102,831Expenses 2024: $111,317Net Income 2024: -$8,4862024Revenue 2025: $104,052Expenses 2025: $103,033Net Income 2025: $1,0192025

Highlighted filing

2014

Revenue$70,102
Expenses$91,472
Net Income-$21,370
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$84,196
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster:1. The development of acquaintance as an opportunity for service2. High ethical standars in business and professions3. The application of the ideal of service in each rotarian's personal, business and community life4. The advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
YOUTH PROGRAMS$3,075-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE FREEMANPresident-$0--
CARL STUCKEYPresident Elect-$0--
DAVID BATYSecretary-$0--
STEFANIE WAGONERVice President-$0--
JENNIFER SUGUITANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,675$26,675$4,529$22,146
Total Events$26,675$26,675$14,094$12,581
Filing and Contact Details

Filer

EIN
75-2082254

Signing Officer

Name
Jennifer Suguitan
Title
Treasurer
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Jennifer D Suguitan CPA
Phone
9726188224
Supplemental Narrative

Additional Explanations

Other Revenue.1

MISC MEMBER EVENTS $3466

Other Revenue.2

GUEST LUNCHES $884

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $21559

Other Expenses.1002

Office Expenses $171

Other Expenses.1003

Information Technology $569

Other Expenses.1007

Conferences, Conventions, and Meetings $1095

Other Expenses.1012

Insurance $116

Other Expenses.1

Rotary international dues $5168

Other Expenses.2

YOUTH PROGRAMS $3075

Other Expenses.3

DISTRICT DUES $2190

Other Expenses.4

PAYOUTS $1476

Other Expenses.5

Member pins & awards $751

Other Expenses.6

MISCELLANEOUS $624

Other Expenses.7

CREDIT CARD FEES $536

Other Expenses.8

DUES & SUBS $250

Other Expenses.10

Bank Charges $45

Other Assets.1005

Accounts Receivable - Beginning $1056 Accounts Receivable - Ending $608

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2044

Raw XML Appendix161 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC MEMBER EVENTS $3466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GUEST LUNCHES $884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Cash Amount Given: $21559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Information Technology $569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $1095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROTARY INTERNATIONAL DUES $5168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8YOUTH PROGRAMS $3075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DISTRICT DUES $2190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYOUTS $1476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBER PINS & AWARDS $751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CREDIT CARD FEES $536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DUES & SUBS $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Charges $45
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2044
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SUGUITAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
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ReturnHeader/Filer/EIN0752082254
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ReturnHeader/Filer/USAddress/City0FRISCO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode075093
ReturnHeader/PreparerPersonGrp/PhoneNum09726188224
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Suguitan CPA
ReturnHeader/ReturnTs02015-05-15T09:43:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.31$0.64$1.67$1.04$1.03$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.50$1.73$1.03$1.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.51$1.82$0.97$0.94$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.57$2.12$0.93$0.96$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.49$1.83$0.79$0.64$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.40$2.15$0.78$0.80$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.46$2.18$0.76$0.94$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.42$2.36$1.05$0.87$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.33$2.18$0.90$0.72$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.01$2.00$1.10$0.70$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.62$0.84$0.64$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$0.70$0.91$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.72$0.82$0.86$0.03
2012Summary only. Only limited summary data is available for this year.$1.78$0.00$1.02$0.86$0.15
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$0.66$0.66$0.00