Civic Intelligence

Frisco Rotary Club

990EZ • Fiscal year 2019 • EIN 75-2082254

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

PO Box 130Frisco, TX 75034

(214) 893-0900

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

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

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

Liabilities / Revenue

91st percentile

0.60x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

14th percentile

-23%

Higher net margin than 14% 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

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

15th percentile

-27%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$263,365

Down $14,543 (-5.2%) from 2018

Net Assets

Down

$217,865

Down $17,698 (-7.5%) from 2018

Liabilities

Up

$45,500

Up $3,155 (+7.5%) from 2018

Revenue

Down

$76,050

Down $28,757 (-27%) from 2018

Expenses

Up

$93,714

Up $6,645 (+7.6%) from 2018

Net Income

Down

-$17,664

Down $35,402 (-200%) from 2018

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

2019

Assets$263,365
Liabilities$45,500
Net Assets$217,865

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

2019

Revenue$76,050
Expenses$93,714
Net Income-$17,664
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$83,473
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.

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 service 2. High ethical standards in business and professions 3. The application of the ideal of service in each rotarian's personal, business and community life 4. The advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal service

Program Services

DescriptionGrantsExpenses
ALL OTHER PROGRAM ACTIVITIES-$52,907
COMMUNITY SERVICES PROGRAMS AND DONATIONS$19,117$19,925
YOUTH SERVICES PROGRAMS$12,000$17,430
SUPPORT OF INTERNATIONAL SERVICE PROJECTS-$3,452
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN CRUZANPresident-$0--
JIM BULLOCKPres-Elect &-$0--
LAURA ELMOREPast Preside-$0--
WILL RUSSELLPresident No-$0--
MIKE BARBERTreasurer-$0--
ERNEST MYERSSergeant-At--$0--
CHRIS JOHNSONDirector-$0--
CHARLIE WENDELLDirector-$0--
GLEN HUNIHANDirector-$0--
RENE MCGRUDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frisco Rotary Club
EIN
75-2082254
Phone
2148930900
Address
PO BOX 130, FRISCO, TX 75034

Signing Officer

Name
Dawn Cruzan
Title
President
Phone
2148930900
Signed
2019-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Robin M Caraway CPA Pllc
Address
2530 ELDORADO PKWY STE 205G, MCKINNEY, TX 75070
Preparer
Robin M Caraway CPA
Phone
2143076100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 12,000

Form 990-ez, Part I, Line 10

Name: local community charities cash contribution: 19,117

Form 990-ez, Part I, Line 16

Expenses office supplies 550 website 551 conferences 845 cost of meals 34,320 installation event 400 bond 116 district & int'l dues 8,475 merchant fees 1,253 member awards 1,837 youth services 5,430 vocational services 368 international project 3,452 other community 808 total 58,405

Form 990-ez, Part I, Line 20

Unrealized loss on daf -34

Form 990-ez, Part II, Line 24

Accounts receivable 461 635 scholarship goodwill 39,000 39,000 international project goodwill 5,099 10,199 total 44,560 49,834

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,120 1,175 grants payable 39,000 39,000 international projects liability 1,225 5,325

Form 990-ez, Part III

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 service 2. High ethical standards in business and professions 3. The application of the ideal of service in each rotarian's personal, business and community life 4. The advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal service

Form 990-ez, Part III, Line 31

All other program activities

Raw XML Appendix164 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/TitleTxt0PRESIDENT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALL OTHER PROGRAM ACTIVITIES
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IRS990EZ/WebsiteAddressTxt0WWW.FRISCOROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 12,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: LOCAL COMMUNITY CHARITIES CASH CONTRIBUTION: 19,117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES 550 WEBSITE 551 CONFERENCES 845 COST OF MEALS 34,320 INSTALLATION EVENT 400 BOND 116 DISTRICT & INT'L DUES 8,475 MERCHANT FEES 1,253 MEMBER AWARDS 1,837 YOUTH SERVICES 5,430 VOCATIONAL SERVICES 368 INTERNATIONAL PROJECT 3,452 OTHER COMMUNITY 808 TOTAL 58,405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS ON DAF -34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 461 635 SCHOLARSHIP GOODWILL 39,000 39,000 INTERNATIONAL PROJECT GOODWILL 5,099 10,199 TOTAL 44,560 49,834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,120 1,175 GRANTS PAYABLE 39,000 39,000 INTERNATIONAL PROJECTS LIABILITY 1,225 5,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO 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 SERVICE 2. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS 3. THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE 4. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL OTHER PROGRAM ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02019-10-07T10:20:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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