Civic Intelligence

The Plano Rotary Foundation

990 • Fiscal year 2014 • EIN 75-2868619

Jul 01, 2013 to Jun 30, 2014 • Filed on May 06, 2015

Organization ProfileN/A
P O Box 86431675086

(972) 596-2585

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$102,486

Down $14,842 (-13%) from 2013

Net Assets

Down

$102,486

Down $14,842 (-13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

Up

$49,313

Up $8,088 (+20%) from 2013

Expenses

Up

$64,155

Up $45,599 (+246%) from 2013

Net Income

Down

-$14,842

Down $37,511 (-165%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$200K$150K$100K$50K$0Assets 2011: $85,315Liabilities 2011: $0Net Assets 2011: $85,3152011Assets 2012: $94,659Liabilities 2012: $0Net Assets 2012: $94,6592012Assets 2013: $117,328Liabilities 2013: $0Net Assets 2013: $117,3282013Assets 2014: $102,486Liabilities 2014: $0Net Assets 2014: $102,4862014Assets 2015: $115,309Liabilities 2015: $0Net Assets 2015: $115,3092015Assets 2016: $139,227Liabilities 2016: $0Net Assets 2016: $139,2272016Assets 2017: $109,433Liabilities 2017: $0Net Assets 2017: $109,4332017Assets 2018: $113,757Liabilities 2018: $0Net Assets 2018: $113,7572018Assets 2020: $162,797Liabilities 2020: $500Net Assets 2020: $162,2972020Assets 2021: $155,305Liabilities 2021: $0Net Assets 2021: $155,3052021Assets 2022: $144,810Liabilities 2022: $0Net Assets 2022: $144,8102022Assets 2023: $131,380Liabilities 2023: $0Net Assets 2023: $131,3802023Assets 2024: $121,465Liabilities 2024: $0Net Assets 2024: $121,4652024Assets 2025: $118,897Liabilities 2025: $0Net Assets 2025: $118,8972025

Highlighted filing

2014

Assets$102,486
Liabilities$0
Net Assets$102,486
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2011: $17,559Expenses 2011: $2,000Net Income 2011: $15,5592011Expenses 2012: $16,1092012Revenue 2013: $41,225Expenses 2013: $18,556Net Income 2013: $22,6692013Revenue 2014: $49,313Expenses 2014: $64,155Net Income 2014: -$14,8422014Revenue 2015: $56,163Expenses 2015: $43,340Net Income 2015: $12,8232015Revenue 2016: $95,683Expenses 2016: $71,775Net Income 2016: $23,9082016Revenue 2017: $58,091Expenses 2017: $87,885Net Income 2017: -$29,7942017Revenue 2018: $49,626Expenses 2018: $45,102Net Income 2018: $4,5242018Revenue 2020: $48,443Expenses 2020: $22,883Net Income 2020: $25,5602020Revenue 2021: $33,333Expenses 2021: $41,354Net Income 2021: -$8,0212021Revenue 2022: $29,610Expenses 2022: $39,972Net Income 2022: -$10,3622022Revenue 2023: $15,959Expenses 2023: $30,506Net Income 2023: -$14,5472023Revenue 2024: $27,029Expenses 2024: $40,370Net Income 2024: -$13,3412024Revenue 2025: $22,079Expenses 2025: $24,647Net Income 2025: -$2,5682025

Highlighted filing

2014

Revenue$49,313
Expenses$64,155
Net Income-$14,842
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 6, 2015
Return Version
2013v4.0
Gross Receipts
$55,112
Mission and Program Overview

Mission

Provide funds for community schools and other charitable/not-for-profit organizations

Provide monies for community

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$117,279$102,486▼ $14,793
Rtn Earn Endowment Incm Other Fnds$117,328$102,486▼ $14,842
Cash and Non-Interest-Bearing Accounts$49--
Total Assets$117,328$102,486▼ $14,842
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$117,328$102,486▼ $14,842
Total Liabilities and Net Assets / Fund Balance$117,328$102,486▼ $14,842
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Lynn SchwartzPresident
Kyle WaltersVice President
Ben CristDirector
Earnest BurkeDirector
Karla OliverDirector
Kirk BellDirector
Rick HorneDirector
Dave McwhorterSecretary
Pam LittleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,105
Program Service Revenue
$0
Investment Income
$3,282
Other Revenue
$6,926
All Other Contributions
$39,105
Change in Net Assets
$-14,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,155
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,155--$64,155
Total Functional Expenses$64,155$0$0$64,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
75-2481906-501 C 3Financial Assistance$20,000
75-2391166-501 C 3Financial Assistance$10,121
75-2235755-501 C 3Financial Aid$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,725
Fundraising Direct Expenses$5,799
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
Filing and Contact Details

Filer

EIN
75-2868619
Phone
9725962585

Signing Officer

Name
Kirk Bell
Title
President
Phone
9725962585
Signed
2015-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Schwartz
Formed
1998
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50

Preparer

Preparer
Lb Showalter
Phone
9724237468
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Director's are given a copy of form 990 to review before filing”

Pt VI, Line 19

“UPON REQUEST”

Pt VI, Line 8A

“Minutes of board of director's meetings”

Pt VI, Line 8B

“Committe actions are reflected in board meetings”

Form 990, Part III, Line 4D

“Misc programs 28027. 0. 0.”

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTE ACTIONS ARE REFLECTED IN BOARD MEETINGS
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0117328
IRS990/TotalAssetsEOYAmt0102486
IRS990/TotalAssetsGrp/BOYAmt0117328
IRS990/TotalAssetsGrp/EOYAmt0102486
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039105
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064155
IRS990/TotalFunctionalExpensesGrp/TotalAmt064155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117328
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0102486
IRS990/TotalOtherProgSrvcExpenseAmt028027
IRS990/TotalProgramServiceExpensesAmt064155
IRS990/TotalRevenueGrp/ExclusionAmt06926
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03282
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049313
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0117328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0102486
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101417 AMAZON
IRS990/USAddress/City0PLANO
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode075075
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09725962585
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PLANO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0752868619
ReturnHeader/Filer/PhoneNum09725962585
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 864316
ReturnHeader/Filer/USAddress/City0PLANO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BLOOMER & SHOWALTER CPA'S PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10925 22ND ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0750745570
ReturnHeader/PreparerPersonGrp/PhoneNum09724237468
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LB SHOWALTER
ReturnHeader/ReturnTs02015-05-08T11:47:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,486
Liabilities
$0
Net assets
$102,486
Revenue
$49,313
Expenses
$64,155
Net income
-$14,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.22$0.25$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.27$0.40$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.16$0.31$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.30$0.40$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.33$0.41$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.62$0.48$0.23$0.26
2018Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.50$0.45$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.58$0.88$0.30
2016Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.96$0.72$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.56$0.43$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.49$0.64$0.15
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.41$0.19$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.16
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.18$0.02$0.16