Civic Intelligence

Rotary District 5790

990 • Fiscal year 2022 • EIN 75-2271942

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

902 N LocustDenton, TX 76201

(940) 387-8563

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

29th percentile

-9.3%

Faster asset growth than 29% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

1.0%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$256,664

Down $26,375 (-9.3%) from 2021

Net Assets

Down

$256,664

Down $23,875 (-8.5%) from 2021

Liabilities

Down

$0

Down $2,500 (-100%) from 2021

Revenue

Up

$231,597

Up $2,347 (+1.0%) from 2021

Expenses

Up

$255,387

Up $120,398 (+89%) from 2021

Net Income

Down

-$23,790

Down $118,051 (-125%) from 2021

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

2022

Assets$256,664
Liabilities$0
Net Assets$256,664

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

2022

Revenue$231,597
Expenses$255,387
Net Income-$23,790
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.1
Gross Receipts
$246,139
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
Cash and Non-Interest-Bearing Accounts$182,354$155,959▼ $26,395
Savings and Temporary Cash Investments$100,685$100,705▲ $20
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$283,039$256,664▼ $26,375
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,500--
Total Liabilities$2,500$0▼ $2,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$280,539$256,664▼ $23,875
Total Net Assets Fund Balance$280,539$256,664▼ $23,875
Total Liabilities and Net Assets / Fund Balance$283,039$256,664▼ $26,375
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharron MilesFinance Chair
Kayla ChristiansonDist Gov
Pat PetersDist Gov Nom
Gayla FullertonDistrict Treasu
Paul LucasFoundation
Dan SteeleGov Elect
Roger PaschalPast DG
David ChristianSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$192,849
Program Service Revenue
$40,638
Investment Income
$22
Other Revenue
$-1,912
All Other Contributions
$103,649
Change in Net Assets
$-23,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$66,001--$66,001
Other Expenses$18,771--$18,771
Total Functional Expenses$255,387$0$0$255,387
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,542
Fundraising Gross Income$12,630
Professional Fundraising Fees$0
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

No review was or will be conducted.

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
Address
902 N Locust, Denton, TX 76201

Signing Officer

Name
Sharron Miles
Title
Dist. Finance Chair
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
8
Independent Board Members
5
Employees
0
Volunteers
100

Preparer

Firm
Hankins Eastup Deaton Tonn Seay & Scarbo
Address
902 N LOCUST ST, DENTON, TX 76201
Preparer
Robert D Seay
Phone
9403878563
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Grants to local clubs for local and international projects supporting the six areas of focus. Peace and conflict prevention/resolution; Disease prevention and treatment; Water and sanitation; Maternal and child health; Basic education and literacy; Economic and community development.

Form 990, Part IX, Line 24E: Other Expenses

Additional Training: Column (A) - Total = $9651; Column (B) - Program Services = $9651; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

COMMUNICATONS: Column (A) - Total = $495; Column (B) - Program Services = $495; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DG Travel: Column (A) - Total = $16885; Column (B) - Program Services = $16885; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DGE Expenses: Column (A) - Total = $8937; Column (B) - Program Services = $8937; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DGN Expenses: Column (A) - Total = $2888; Column (B) - Program Services = $2888; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DISTRICT FUNCTIONS: Column (A) - Total = $12837; Column (B) - Program Services = $12837; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

INTERNATIONAL SERVICES: Column (A) - Total = $735; Column (B) - Program Services = $735; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MISCELLANEOUS: Column (A) - Total = $9373; Column (B) - Program Services = $9373; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

VOCATIONAL SERVICES: Column (A) - Total = $4200; Column (B) - Program Services = $4200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Raw XML Appendix369 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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IRS990/PYRevenuesLessExpensesAmt094261
IRS990/PYTotalExpensesAmt0134989
IRS990/PYTotalRevenueAmt0229250
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-23790
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100685
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100705
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Grants to local clubs for local and international projects supporting the six areas of focus. Peace and conflict prevention/resolution; Disease prevention and treatment; Water and sanitation; Maternal and child health; Basic education and literacy; Economic and community development.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Additional Training: Column (A) - Total = $9651; Column (B) - Program Services = $9651; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNICATONS: Column (A) - Total = $495; Column (B) - Program Services = $495; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DG Travel: Column (A) - Total = $16885; Column (B) - Program Services = $16885; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DGE Expenses: Column (A) - Total = $8937; Column (B) - Program Services = $8937; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DGN Expenses: Column (A) - Total = $2888; Column (B) - Program Services = $2888; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DISTRICT FUNCTIONS: Column (A) - Total = $12837; Column (B) - Program Services = $12837; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INTERNATIONAL SERVICES: Column (A) - Total = $735; Column (B) - Program Services = $735; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS: Column (A) - Total = $9373; Column (B) - Program Services = $9373; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11VOCATIONAL SERVICES: Column (A) - Total = $4200; Column (B) - Program Services = $4200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0283039
IRS990/TotalAssetsEOYAmt0256664
IRS990/TotalAssetsGrp/BOYAmt0283039
IRS990/TotalAssetsGrp/EOYAmt0256664
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0192849
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0255387
IRS990/TotalFunctionalExpensesGrp/TotalAmt0255387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02500
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02500
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0280539
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0256664
IRS990/TotalProgramServiceExpensesAmt0255387
IRS990/TotalProgramServiceRevenueAmt040638
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040660
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0231597
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0283039
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0256664
IRS990/TravelGrp/TotalAmt00
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0902 N Locust
IRS990/USAddress/CityNm0Denton
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076201
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharron Miles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Dist. Finance Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary District 5790
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0752271942
ReturnHeader/Filer/USAddress/AddressLine1Txt0902 N Locust
ReturnHeader/Filer/USAddress/CityNm0Denton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921159566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANKINS EASTUP DEATON TONN SEAY & SCARBO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0902 N LOCUST ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076201
ReturnHeader/PreparerPersonGrp/PhoneNum09403878563
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Seay
ReturnHeader/ReturnTs02023-05-12T11:55:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sharron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Miles
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)4 • <$500k nonprofits