Civic Intelligence

Rotary District 5790

990 • Fiscal year 2018 • EIN 75-2271942

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 23, 2019

902 N LocustDenton, TX 76201

(972) 434-5911

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-6.2%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$201,689

Up $33,638 (+20%) from 2017

Net Assets

Up

$201,689

Up $33,638 (+20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$307,523

Down $20,315 (-6.2%) from 2017

Expenses

Up

$273,885

Up $3,068 (+1.1%) from 2017

Net Income

Down

$33,638

Down $23,383 (-41%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $86,814Liabilities 2012: $0Net Assets 2012: $86,8142012Assets 2013: $118,888Liabilities 2013: $0Net Assets 2013: $118,8882013Assets 2014: $125,848Liabilities 2014: $0Net Assets 2014: $125,8482014Assets 2015: $190,287Liabilities 2015: $0Net Assets 2015: $190,2872015Assets 2016: $154,394Liabilities 2016: $0Net Assets 2016: $154,3942016Assets 2017: $168,051Liabilities 2017: $0Net Assets 2017: $168,0512017Assets 2018: $201,689Liabilities 2018: $0Net Assets 2018: $201,6892018Assets 2020: $186,278Net Assets 2020: $186,2782020Assets 2021: $283,039Liabilities 2021: $2,500Net Assets 2021: $280,5392021Assets 2022: $256,664Liabilities 2022: $0Net Assets 2022: $256,6642022Assets 2023: $259,186Liabilities 2023: $0Net Assets 2023: $259,1862023Assets 2024: $225,133Liabilities 2024: $0Net Assets 2024: $225,1332024

Highlighted filing

2018

Assets$201,689
Liabilities$0
Net Assets$201,689

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $310,060Expenses 2012: $321,254Net Income 2012: -$11,1942012Expenses 2013: $356,4792013Revenue 2014: $272,392Expenses 2014: $265,432Net Income 2014: $6,9602014Revenue 2015: $322,647Expenses 2015: $285,227Net Income 2015: $37,4202015Revenue 2016: $337,227Expenses 2016: $373,119Net Income 2016: -$35,8922016Revenue 2017: $327,838Expenses 2017: $270,817Net Income 2017: $57,0212017Revenue 2018: $307,523Expenses 2018: $273,885Net Income 2018: $33,6382018Revenue 2020: $153,830Expenses 2020: $137,133Net Income 2020: $16,6972020Revenue 2021: $229,250Expenses 2021: $134,989Net Income 2021: $94,2612021Revenue 2022: $231,597Expenses 2022: $255,387Net Income 2022: -$23,7902022Revenue 2023: $296,449Expenses 2023: $296,717Net Income 2023: -$2682023Revenue 2024: $239,028Expenses 2024: $273,081Net Income 2024: -$34,0532024

Highlighted filing

2018

Revenue$307,523
Expenses$273,885
Net Income$33,638
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 23, 2019
Return Version
2017v2.2
Gross Receipts
$345,294
Mission and Program Overview

Mission

The advancement of international understanding, goodwill and peace through a worldwide fellowship of business and professional individuals in the idea of service above self, through local rotary clubs supported by district leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$107,837$129,343▲ $21,506
Cash and Non-Interest-Bearing Accounts$60,214$72,346▲ $12,132
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$168,051$201,689▲ $33,638
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$168,051$201,689▲ $33,638
Total Net Assets Fund Balance$168,051$201,689▲ $33,638
Total Liabilities and Net Assets / Fund Balance$168,051$201,689▲ $33,638
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gerald RobinsonDg Elect
Chris MclucasGovernor
Mary Ann McduffPast Dg
Henry ArmstrongSecretary
Chris WadeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$189,162
Program Service Revenue
$114,758
Investment Income
$5
Other Revenue
$3,598
All Other Contributions
$1,108
Change in Net Assets
$33,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,555
Grants and Similar Amounts Paid$89,330
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,330--$89,330
Conferences and Meetings$83,617--$83,617
Office Expenses$24,150--$24,150
Travel$4,622--$4,622
Other Expenses$654--$654
Total Functional Expenses$273,885$0$0$273,885
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,369
Fundraising Direct Expenses$37,771
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Foundation Gala$41,369$41,369$37,771$3,598
Total Events$41,369$41,369$37,771$3,598
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The district govervor and treasurer review the 990 before it is submitted to the irs.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

AVAILABLE UPON REQUEST.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Rotary District 5790
EIN
75-2271942
Phone
9724345911
Address
902 N LOCUST, DENTON, TX 76201

Signing Officer

Name
Chris Mclucas
Title
Governor
Signed
2019-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Mclucas
Formed
1915
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Byron D Laakso CPA
Address
500 E Front Street Ste 160-VM04, Arlington, TX 76011
Preparer
Byron D Laakso
Phone
8172677050
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DISTRICT GOVERVOR AND TREASURER REVIEW THE 990 BEFORE IT IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0307523
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168051
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0201689
IRS990/TravelGrp/ProgramServicesAmt04622
IRS990/TravelGrp/TotalAmt04622
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0168051
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0201689
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.rotary5790.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS MCLUCAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GOVERNOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 5790
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0752271942
ReturnHeader/Filer/PhoneNum09724345911
ReturnHeader/Filer/USAddress/AddressLine1Txt0902 N LOCUST
ReturnHeader/Filer/USAddress/CityNm0DENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813287925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Byron D Laakso CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 E Front Street Ste 160-VM04
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076011
ReturnHeader/PreparerPersonGrp/PhoneNum08172677050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Byron D Laakso
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-23T08:04:22-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$2.39$2.73$0.34
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.00$2.59$2.96$2.97$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.00$2.57$2.32$2.55$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.03$2.81$2.29$1.35$0.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$1.86$1.54$1.37$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$3.08$2.74$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$3.28$2.71$0.57
2016Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$3.37$3.73$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$3.23$2.85$0.37
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$2.72$2.65$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$3.56
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$3.10$3.21$0.11