Civic Intelligence

The Plano Rotary Foundation

990 • Fiscal year 2015 • EIN 75-2868619

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 22, 2016

Organization ProfileN/A
P O Box 864316Plano, TX 75086

(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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$115,309

Up $12,823 (+13%) from 2014

Net Assets

Up

$115,309

Up $12,823 (+13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Up

$56,163

Up $6,850 (+14%) from 2014

Expenses

Down

$43,340

Down $20,815 (-32%) from 2014

Net Income

Up

$12,823

Up $27,665 (+186%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2015

Assets$115,309
Liabilities$0
Net Assets$115,309
Open 2015 Filing

Operations Trend

Revenue Growth67th 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

2015

Revenue$56,163
Expenses$43,340
Net Income$12,823
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$61,418
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$102,486$115,309▲ $12,823
Rtn Earn Endowment Incm Other Fnds$102,486$115,309▲ $12,823
Total Assets$102,486$115,309▲ $12,823
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$102,486$115,309▲ $12,823
Total Liabilities and Net Assets / Fund Balance$102,486$115,309▲ $12,823
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Kirk BellPresident
Earnest BurkeVice President
Ben CristDirector
Karla OliverDirector
Kyle WaltersDirector
Lenny SwartzDirector
Rick HorneDirector
Dave McwhorterSecretary
Pam LittleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,592
Program Service Revenue
$0
Investment Income
$-959
Other Revenue
$8,530
All Other Contributions
$48,592
Change in Net Assets
$12,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,340
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$43,340--$43,340
Total Functional Expenses$43,340$0$0$43,340
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plano Isd Education FoundationPlano, TX501 C 3Financial Assistance$20,000
Collin College ScholarshipsMckinney, TX501 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$13,785
Fundraising Direct Expenses$5,255
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

Filer Name
Plano Rotary Foundation
EIN
75-2868619
Phone
9725962585
Address
P O BOX 864316, PLANO, TX 75086

Signing Officer

Name
Earnest Burke
Title
Vice President
Phone
9725962585
Signed
2016-01-22
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
BLOOMER & SHOWALTER CPA'S PLLC
Address
925 22ND ST STE 100, PLANO, TX 75074-5570
Preparer
Lb Showalter
Phone
9724237468
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Directors 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

“Committ actions are reflected in board minutes”

Form 990, Part III, Line 4D

“Misc programs 17340. 0. 0.”

Raw XML Appendix316 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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ReturnHeader/Filer/EIN0752868619
ReturnHeader/Filer/PhoneNum09725962585
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 864316
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLOOMER & SHOWALTER CPA'S PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 22ND ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750745570
ReturnHeader/PreparerPersonGrp/PhoneNum09724237468
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LB SHOWALTER
ReturnHeader/ReturnTs02016-01-29T11:37:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,309
Liabilities
$0
Net assets
$115,309
Revenue
$56,163
Expenses
$43,340
Net income
$12,823
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