Civic Intelligence

Rotary International

990EZ • Fiscal year 2020 • EIN 75-2486941

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

Organization ProfileWWW.AMARILLOWESTROTARY.ORG
PO Box 534Amarillo, TX 79105-0534

(806) 679-6418

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.06x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-42%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

17th percentile

-21%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-32%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$37,025

Down $9,856 (-21%) from 2019

Net Assets

Down

$34,747

Down $12,134 (-26%) from 2019

Liabilities

$2,278

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin15th percentile

Revenue

Down

$28,686

Down $13,785 (-32%) from 2019

Expenses

Down

$40,820

Down $11,590 (-22%) from 2019

Net Income

Down

-$12,134

Down $2,195 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$80K$60K$40K$20K$0Assets 2011: $70,639Liabilities 2011: $02011Assets 2012: $64,349Liabilities 2012: $02012Assets 2013: $59,911Liabilities 2013: $02013Assets 2014: $74,455Liabilities 2014: $14,2032014Assets 2015: $60,858Liabilities 2015: $1492015Assets 2016: $65,535Liabilities 2016: $1,4722016Assets 2017: $63,965Liabilities 2017: $1,7742017Assets 2018: $58,452Liabilities 2018: $1,632Net Assets 2018: $56,8202018Assets 2019: $46,881Net Assets 2019: $46,8812019Assets 2020: $37,025Liabilities 2020: $2,278Net Assets 2020: $34,7472020Assets 2021: $25,688Liabilities 2021: $2,364Net Assets 2021: $23,3242021Assets 2022: $21,961Net Assets 2022: $21,9612022

Highlighted filing

2020

Assets$37,025
Liabilities$2,278
Net Assets$34,747
Open 2020 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2011: $83,649Expenses 2011: $78,112Net Income 2011: $5,5372011Revenue 2012: $56,988Expenses 2012: $63,278Net Income 2012: -$6,2902012Revenue 2013: $63,230Expenses 2013: $67,668Net Income 2013: -$4,4382013Revenue 2014: $54,984Expenses 2014: $54,643Net Income 2014: $3412014Revenue 2015: $55,285Expenses 2015: $54,828Net Income 2015: $4572015Revenue 2016: $57,071Expenses 2016: $53,717Net Income 2016: $3,3542016Revenue 2017: $53,801Expenses 2017: $55,673Net Income 2017: -$1,8722017Revenue 2018: $48,654Expenses 2018: $54,025Net Income 2018: -$5,3712018Revenue 2019: $42,471Expenses 2019: $52,410Net Income 2019: -$9,9392019Revenue 2020: $28,686Expenses 2020: $40,820Net Income 2020: -$12,1342020Revenue 2021: $23,527Expenses 2021: $34,949Net Income 2021: -$11,4222021Revenue 2022: $36,250Expenses 2022: $37,613Net Income 2022: -$1,3632022

Highlighted filing

2020

Revenue$28,686
Expenses$40,820
Net Income-$12,134
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.0
Gross Receipts
$30,377
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
THE CLUB IS INVOLVED IN A MULTITUDE OF COMMUNITY SERVICES AND SUPPORTS THESE ORGANIZATIONS BY MEMBER SERVICES AND DIRECT CONTRIBUTIONS.$8,147$32,445
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA PELFREYPresident-$0--
BOB ALTMANVice Preside-$0--
GLORIA COLEMANSecretary-$0--
JENNY DAVISTreasurer/Ex-$0--
RUSTY DONOHUEImmediate Pa-$0--
ART SPIKESSergeant At-$0--
GARY JENNINGSDirector-$0--
RUTH BRYANTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
75-2486941
Phone
8066796418
Address
PO BOX 534, AMARILLO, TX 79105-0534

Signing Officer

Name
Chrystene Speed
Title
Treasurer
Phone
8066796418
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Connor Mcmillon Mitchell & Shennum Pllc
Address
801 S FILLMORE ST STE 600, AMARILLO, TX 79101
Preparer
J Michael Connor
Phone
8063736661
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 120 conferences/conventions 1,228 directory 180 internet services 460 member/guest meal meeting 14,055 office expenses 90 other activities 2,080 quickbooks 563 rotary district dues 1,600 rotary international dues 3,329 supplies 432 total 24,137”

Form 990-ez, Part II, Line 26

“Ace of spades raffle 0 1,381 friendship basket fund 0 897”

Raw XML Appendix132 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRYSTENE SPEED
IRS990EZ/BooksInCareOfDetail/PhoneNum08066796418
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 534
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMARILLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd079105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046881
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037025
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05277
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12134
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01075
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046881
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037025
IRS990EZ/FundraisingGrossIncomeAmt01135
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08147
IRS990EZ/GrossReceiptsAmt030377
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023954
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046881
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034747
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046881
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034747
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA PELFREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB ALTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GLORIA COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RUSTY DONOHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ART SPIKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RUTH BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER/EX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024137
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0161
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB IS INVOLVED IN A MULTITUDE OF COMMUNITY SERVICES AND SUPPORTS THESE ORGANIZATIONS BY MEMBER SERVICES AND DIRECT CONTRIBUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08147
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032445
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07300
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01691
IRS990EZ/SpecialEventsNetIncomeLossAmt0-556
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02278
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040820
IRS990EZ/TotalProgramServiceExpensesAmt032445
IRS990EZ/TotalRevenueAmt028686
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AMARILLOWESTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 120 CONFERENCES/CONVENTIONS 1,228 DIRECTORY 180 INTERNET SERVICES 460 MEMBER/GUEST MEAL MEETING 14,055 OFFICE EXPENSES 90 OTHER ACTIVITIES 2,080 QUICKBOOKS 563 ROTARY DISTRICT DUES 1,600 ROTARY INTERNATIONAL DUES 3,329 SUPPLIES 432 TOTAL 24,137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACE OF SPADES RAFFLE 0 1,381 FRIENDSHIP BASKET FUND 0 897
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRYSTENE SPEED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08066796418
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AMARILLO WEST ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0752486941
ReturnHeader/Filer/PhoneNum08066796418
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 534
ReturnHeader/Filer/USAddress/CityNm0AMARILLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0791050534
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D17BAA790A3FA9CAE0B664312B080DC9A486DAB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C44FE773E5A7C575DF6986A579C85B62403DF01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.68.2.90
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:10:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263195732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNOR MCMILLON MITCHELL & SHENNUM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 S FILLMORE ST STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079101
ReturnHeader/PreparerPersonGrp/PhoneNum08063736661
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J MICHAEL CONNOR
ReturnHeader/ReturnTs02020-11-11T14:10:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$37,025
Liabilities
$2,278
Net assets
$34,747
Revenue
$28,686
Expenses
$40,820
Net income
-$12,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$22.0$22.0$36.3$37.6$1.36
2021Detailed filing. Detailed filing data is available for this year.$25.7$2.36$23.3$23.5$34.9$11.4
2020Detailed filing. Detailed filing data is available for this year.$37.0$2.28$34.7$28.7$40.8$12.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.9$46.9$42.5$52.4$9.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.5$1.63$56.8$48.7$54.0$5.37
2017Summary only. Only limited summary data is available for this year.$64.0$1.77$53.8$55.7$1.87
2016Summary only. Only limited summary data is available for this year.$65.5$1.47$57.1$53.7$3.35
2015Summary only. Only limited summary data is available for this year.$60.9$0.15$55.3$54.8$0.46
2014Summary only. Only limited summary data is available for this year.$74.5$14.2$55.0$54.6$0.34
2013Summary only. Only limited summary data is available for this year.$59.9$0.00$63.2$67.7$4.44
2012Summary only. Only limited summary data is available for this year.$64.3$0.00$57.0$63.3$6.29
2011Summary only. Only limited summary data is available for this year.$70.6$0.00$83.6$78.1$5.54