Civic Intelligence

Addison Rotary Foundation Inc.

990 • Fiscal year 2020 • EIN 75-2352550

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
PO Box 126Addison, TX 75001

(214) 956-8522

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-85%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

4th percentile

-84%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$32,496

Down $176,833 (-84%) from 2019

Net Assets

Down

$32,496

Down $176,833 (-84%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin9th percentile

Revenue

Down

$207,163

Down $32,736 (-14%) from 2019

Expenses

Up

$383,996

Up $331,665 (+634%) from 2019

Net Income

Down

-$176,833

Down $364,401 (-194%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$300K$200K$100K$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $18,145Liabilities 2011: $0Net Assets 2011: $18,1452011Assets 2012: $16,482Liabilities 2012: $0Net Assets 2012: $16,4822012Assets 2013: $21,855Liabilities 2013: $0Net Assets 2013: $21,8552013Assets 2014: $20,174Liabilities 2014: $0Net Assets 2014: $20,1742014Assets 2015: $51,692Liabilities 2015: $0Net Assets 2015: $51,6922015Assets 2016: $53,183Liabilities 2016: $0Net Assets 2016: $53,1832016Assets 2017: $53,063Liabilities 2017: $0Net Assets 2017: $53,0632017Assets 2018: $21,761Liabilities 2018: $0Net Assets 2018: $21,7612018Assets 2019: $209,329Liabilities 2019: $0Net Assets 2019: $209,3292019Assets 2020: $32,496Liabilities 2020: $0Net Assets 2020: $32,4962020Assets 2022: $10,581Liabilities 2022: $9,098Net Assets 2022: $1,4832022Assets 2023: $17,122Liabilities 2023: $11,599Net Assets 2023: $5,5232023Assets 2024: $15,879Liabilities 2024: $0Net Assets 2024: $15,8792024

Highlighted filing

2020

Assets$32,496
Liabilities$0
Net Assets$32,496
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$200K$0-$200KRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2011: $206,460Expenses 2011: $204,113Net Income 2011: $2,3472011Revenue 2012: $228,169Expenses 2012: $229,832Net Income 2012: -$1,6632012Revenue 2013: $233,551Expenses 2013: $228,178Net Income 2013: $5,3732013Revenue 2014: $241,190Expenses 2014: $242,871Net Income 2014: -$1,6812014Revenue 2015: $255,283Expenses 2015: $223,765Net Income 2015: $31,5182015Revenue 2016: $242,813Expenses 2016: $241,322Net Income 2016: $1,4912016Revenue 2017: $224,655Expenses 2017: $224,775Net Income 2017: -$1202017Revenue 2018: $231,586Expenses 2018: $262,888Net Income 2018: -$31,3022018Revenue 2019: $239,899Expenses 2019: $52,331Net Income 2019: $187,5682019Revenue 2020: $207,163Expenses 2020: $383,996Net Income 2020: -$176,8332020Revenue 2022: $180,642Expenses 2022: $207,277Net Income 2022: -$26,6352022Revenue 2023: $197,914Expenses 2023: $203,340Net Income 2023: -$5,4262023Revenue 2024: $220,054Expenses 2024: $218,798Net Income 2024: $1,2562024

Highlighted filing

2020

Revenue$207,163
Expenses$383,996
Net Income-$176,833
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$245,242
Mission and Program Overview

Mission

To provide funds for nonprofit organizations around the world. Additionally, the foundation has a golf tournament each year and the current beneficiary is the ronald mcdonald house of dallas.

Support of other charitable organizations by raisisng funds and making grants to other charitable organizations in North Texas that are directly proviiding services to children and other charitable programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$209,329$32,496▼ $176,833
Cash and Non-Interest-Bearing Accounts$206,829$29,996▼ $176,833
Total Assets$209,329$32,496▼ $176,833
Other Assets Total$2,500$2,500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$209,329$32,496▼ $176,833
Total Liabilities and Net Assets / Fund Balance$209,329$32,496▼ $176,833

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,500--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Mike PughPresident
Brian WilliamsonMember
George KingMember
Paul SpencerMember
Rambo SaucedoMember
Revenue and Support

Revenue Composition

Contributions and Grants
$215,791
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$-8,629
All Other Contributions
$16,235
Change in Net Assets
$-176,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$372,396
Grants and Similar Amounts Paid$11,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,600--$11,600
All Other Expenses-$8,465-$8,465
Other Expenses$359,636$2,213-$2,213
Fees for Services Accounting-$1,978-$1,978
Total Functional Expenses$371,236$12,760$0$383,996
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Guerrero Crystal FoundationLake Jackson, TX509a-$500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,079
Fundraising Gross Income$29,450
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$229,006$13,215-$13,215
Total Events$229,006$13,215$41,311$-28,096
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part V, Section C, Line 19

“The Organization has an open-meeting policy to provide information to the public.”

Filing and Contact Details

Filer

Filer Name
Addison Rotary Foundation Inc
EIN
75-2352550
Address
PO Box 126, Addison, TX 75001

Signing Officer

Name
Mike Pugh
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Melton Fangman & Company
Address
11300 N Central Expy 508, Dallas, TX 75243
Preparer
Ryan M Fangman
Phone
2148919599
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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02500
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/AllStatesCd0All States
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0215791
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0215791
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041311
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01369
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0229006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0229006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013215
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-28096
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01863
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01863
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt038079
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt038079
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0509a
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Guerrero Crystal Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0273836258
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 1566
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lake Jackson
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077566
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has an open-meeting policy to provide information to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0209329
IRS990/TotalAssetsEOYAmt032496
IRS990/TotalAssetsGrp/BOYAmt0209329
IRS990/TotalAssetsGrp/EOYAmt032496
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0215791
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012760
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0371236
IRS990/TotalFunctionalExpensesGrp/TotalAmt0383996
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0209329
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032496
IRS990/TotalProgramServiceExpensesAmt0371236
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207163
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0209329
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032496
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 126
IRS990/USAddress/CityNm0Addison
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075001
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Pugh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Addison Rotary Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ADDI
ReturnHeader/Filer/EIN0752352550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 126
ReturnHeader/Filer/USAddress/CityNm0Addison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melton Fangman & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011300 N Central Expy 508
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075243
ReturnHeader/PreparerPersonGrp/PhoneNum02148919599
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan M Fangman
ReturnHeader/ReturnTs02021-11-15T02:23:22-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mile
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pugh
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,496
Liabilities
$0
Net assets
$32,496
Revenue
$207,163
Expenses
$383,996
Net income
-$176,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$2.20$2.19$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.12$0.06$1.98$2.03$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.09$0.01$1.81$2.07$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$2.07$3.84$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$2.40$0.52$1.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$2.32$2.63$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$2.25$2.25$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$2.43$2.41$0.01
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$2.55$2.24$0.32
2014Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$2.41$2.43$0.02
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$2.34$2.28$0.05
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$2.28$2.30$0.02
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$2.06$2.04$0.02
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00