Civic Intelligence

Rockwall Rotary Foundation

990 • Fiscal year 2016 • EIN 75-2676087

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 17, 2017

Organization ProfileN/A
PO Box 446Rockwall, TX 75087

(214) 863-6779

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-83%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.9%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,247,862

Down $66,440 (-2.9%) from 2015

Net Assets

Down

$2,247,862

Down $66,440 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$80,055

Down $30,832 (-28%) from 2015

Expenses

Up

$146,495

Up $114 (+0.1%) from 2015

Net Income

Down

-$66,440

Down $30,946 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,315,828Liabilities 2010: $0Net Assets 2010: $2,315,8282010Assets 2011: $2,324,468Liabilities 2011: $0Net Assets 2011: $2,324,4682011Assets 2012: $2,294,711Liabilities 2012: $0Net Assets 2012: $2,294,7112012Assets 2013: $2,307,463Liabilities 2013: $0Net Assets 2013: $2,307,4632013Assets 2014: $2,349,796Liabilities 2014: $0Net Assets 2014: $2,349,7962014Assets 2015: $2,314,302Liabilities 2015: $0Net Assets 2015: $2,314,3022015Assets 2016: $2,247,862Liabilities 2016: $0Net Assets 2016: $2,247,8622016Assets 2017: $2,320,775Liabilities 2017: $0Net Assets 2017: $2,320,7752017Assets 2018: $2,359,472Liabilities 2018: $0Net Assets 2018: $2,359,4722018Assets 2019: $2,356,945Liabilities 2019: $0Net Assets 2019: $2,356,9452019Assets 2020: $2,392,033Liabilities 2020: $0Net Assets 2020: $2,392,0332020Assets 2021: $2,486,827Liabilities 2021: $0Net Assets 2021: $2,486,8272021Assets 2022: $3,260,702Liabilities 2022: $690,138Net Assets 2022: $2,570,5642022Assets 2023: $3,392,166Liabilities 2023: $615,142Net Assets 2023: $2,777,0242023Assets 2024: $3,675,468Liabilities 2024: $566,952Net Assets 2024: $3,108,5162024

Highlighted filing

2016

Assets$2,247,862
Liabilities$0
Net Assets$2,247,862
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $145,1612010Expenses 2011: $146,2922011Expenses 2012: $188,6122012Revenue 2013: $164,741Expenses 2013: $151,989Net Income 2013: $12,7522013Revenue 2014: $219,585Expenses 2014: $177,252Net Income 2014: $42,3332014Revenue 2015: $110,887Expenses 2015: $146,381Net Income 2015: -$35,4942015Revenue 2016: $80,055Expenses 2016: $146,495Net Income 2016: -$66,4402016Revenue 2017: $193,076Expenses 2017: $120,162Net Income 2017: $72,9142017Revenue 2018: $234,851Expenses 2018: $171,832Net Income 2018: $63,0192018Revenue 2019: $159,368Expenses 2019: $161,895Net Income 2019: -$2,5272019Revenue 2020: $217,709Expenses 2020: $182,622Net Income 2020: $35,0872020Revenue 2021: $267,687Expenses 2021: $172,894Net Income 2021: $94,7932021Revenue 2022: $288,137Expenses 2022: $204,399Net Income 2022: $83,7382022Revenue 2023: $157,629Expenses 2023: $197,957Net Income 2023: -$40,3282023Revenue 2024: $276,037Expenses 2024: $126,108Net Income 2024: $149,9292024

Highlighted filing

2016

Revenue$80,055
Expenses$146,495
Net Income-$66,440
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 17, 2017
Return Version
2016v3.0
Gross Receipts
$150,754
Mission and Program Overview

Mission

HUMANITARIAN & EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,314,302$2,247,862▼ $66,440
Investments in Publicly Traded Securities$1,683,337$1,599,546▼ $83,791
Savings and Temporary Cash Investments$326,046$346,230▲ $20,184
Land, Buildings, and Equipment, Net$299,471$299,471→ $0
Cash and Non-Interest-Bearing Accounts$5,448$2,615▼ $2,833
Total Assets$2,314,302$2,247,862▼ $66,440
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,314,302$2,247,862▼ $66,440
Total Liabilities and Net Assets / Fund Balance$2,314,302$2,247,862▼ $66,440

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$299,471-$299,471
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kevin FowlerChairman
Anne HoranSecretary
Lou JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,693
Program Service Revenue
$0
Investment Income
$48,590
Other Revenue
$9,772
All Other Contributions
$21,693
Change in Net Assets
$-66,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,000
Other Expenses$42,495
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$104,000--$104,000
All Other Expenses$918$5,351-$6,269
Other Expenses$3,379$3,000-$3,000
Total Functional Expenses$132,297$14,198$0$146,495
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

“Financials approved by board prior to completion of form 990.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Rockwall Rotary Foundation
EIN
75-2676087
Phone
2148636779
Address
PO BOX 446, ROCKWALL, TX 75087

Signing Officer

Name
Lou Johnson
Title
Treasurer
Phone
2148636779
Signed
2017-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Fowler
Formed
1996
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Shultz & Associates LLC
Address
930 W RALPH HALL PKWY SUITE 102, ROCKWALL, TX 75032-5100
Preparer
Zachary Shultz CPA
Phone
9727712265
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“College scholarships to seniors graduating from rockwall public schools promoting education”

Raw XML Appendix311 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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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02148636779
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKWALL ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0752676087
ReturnHeader/Filer/PhoneNum02148636779
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 446
ReturnHeader/Filer/USAddress/CityNm0ROCKWALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075087
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C852F1B4E7F020C1C44E9A80DCE1E08C09060F3F
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455462485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHULTZ & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0930 W RALPH HALL PKWY SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKWALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750325100
ReturnHeader/PreparerPersonGrp/PhoneNum09727712265
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARY SHULTZ CPA
ReturnHeader/ReturnTs02017-07-17T12:55:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,247,862
Liabilities
$0
Net assets
$2,247,862
Revenue
$80,055
Expenses
$146,495
Net income
-$66,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.57$3.11$0.28$0.13$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.62$2.78$0.16$0.20$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.69$2.57$0.29$0.20$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.27$0.17$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.22$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.16$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.23$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.19$0.12$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.08$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.11$0.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.22$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.16$0.15$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.15