Civic Intelligence

The Plano Rotary Foundation

990 • Fiscal year 2017 • EIN 75-2868619

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

Organization ProfileN/A
PO 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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-51%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$109,433

Down $29,794 (-21%) from 2016

Net Assets

Down

$109,433

Down $29,794 (-21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Down

$58,091

Down $37,592 (-39%) from 2016

Expenses

Up

$87,885

Up $16,110 (+22%) from 2016

Net Income

Down

-$29,794

Down $53,702 (-225%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2017

Assets$109,433
Liabilities$0
Net Assets$109,433
Open 2017 Filing

Operations Trend

Revenue Growth13th 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

2017

Revenue$58,091
Expenses$87,885
Net Income-$29,794
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$81,677
Mission and Program Overview

Mission

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

Provide Monies for Community Schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$139,227$109,433▼ $29,794
Cash and Non-Interest-Bearing Accounts$138,977$108,829▼ $30,148
Accounts Receivable$250$604▲ $354
Total Assets$139,227$109,433▼ $29,794
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,227$109,433▼ $29,794
Total Liabilities and Net Assets / Fund Balance$139,227$109,433▼ $29,794
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kelly PalmerPresident
David McWhorterVice President
Carrolyn MoebiusDirector
James SchellDirector
Kyle WatersDirector
Rick HorneSecretary
Jim CooperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,340
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$751
All Other Contributions
$4,165
Change in Net Assets
$-29,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,218
Other Expenses$39,667
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,218--$48,218
Other Expenses$24,333--$24,333
Total Functional Expenses$87,885$0$0$87,885
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,337
Fundraising Direct Expenses$23,586
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BBQ Festival$24,337$24,337-$24,337
Total Events$24,337$24,337$23,586$751
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
Yes
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 governing body review Part VI line 11

“All officers reviewed the completed form 990”

Governing documents etc available to public Part VI line 19

“Documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Plano Rotary Foundation
EIN
75-2868619
Address
PO Box 864316, Plano, TX 75086

Signing Officer

Name
Kelly Palmer
Title
President
Phone
9725962585
Signed
2017-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Palmer
Formed
1998
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
James R Campbell & Company PC
Address
760 N Watters Road Ste 190, Allen, TX 75013
Preparer
James R Campbell Jr
Phone
9722357644
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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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ReturnHeader/FilingSecurityInformation/IPTm012:54:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261705573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James R Campbell & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 N Watters Road Ste 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Allen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075013
ReturnHeader/PreparerPersonGrp/PhoneNum09722357644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Campbell Jr
ReturnHeader/ReturnTs02017-11-15T12:53:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,433
Liabilities
$0
Net assets
$109,433
Revenue
$58,091
Expenses
$87,885
Net income
-$29,794
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