Civic Intelligence

The Plano Rotary Foundation

990 • Fiscal year 2020 • EIN 75-2868619

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

20%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

63rd percentile

-1.2%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$162,797

Up $49,040 (+43%) from 2018

Net Assets

Up

$162,297

Up $48,540 (+43%) from 2018

Liabilities

Up

$500

Up $500 from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Down

$48,443

Down $1,183 (-2.4%) from 2018

Expenses

Down

$22,883

Down $22,219 (-49%) from 2018

Net Income

Up

$25,560

Up $21,036 (+465%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2020

Assets$162,797
Liabilities$500
Net Assets$162,297
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$48,443
Expenses$22,883
Net Income$25,560
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$48,443
Mission and Program Overview

Mission

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

Provide funds for community schools and other not-for-profit charity organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$136,737$162,797▲ $26,060
Total Assets$136,737$162,797▲ $26,060
Liabilities
Grants Payable-$500-
Total Liabilities$0$500▲ $500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$136,737$162,297▲ $25,560
Total Net Assets Fund Balance$136,737$162,297▲ $25,560
Total Liabilities and Net Assets / Fund Balance$136,737$162,797▲ $26,060
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jeff BeckleyPresident
Joe CamarenaPresident El
Carolynn MoebiusPast Preside
John CaldwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,443
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$48,443
Change in Net Assets
$25,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,583
Other Expenses$3,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,583--$19,583
Fees for Services Management$3,300--$3,300
Total Functional Expenses$22,883$0$0$22,883
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$19,583
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
Business relationship with 35% controlled entity
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

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

Signing Officer

Name
John Caldwell
Title
Treasurer
Phone
9725962585
Signed
2021-05-17

Organization Details

Principal Officer
John Caldwell
Formed
1998
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Beckley & Associates Pllc
Address
1400 PRESTON RD STE 315, PLANO, TX 75093
Preparer
Jeffrey Beckley
Phone
9723090002
Supplemental Narrative

Additional Explanations

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

“OTHER PROGRAMS”

Raw XML Appendix246 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
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IRS990/AllOtherContributionsAmt048443
IRS990/BooksInCareOfDetail/PersonNm0JOHN CALDWELL
IRS990/BooksInCareOfDetail/PhoneNum09725962585
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 864316
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLANO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075086
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IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYGrantsAndSimilarPaidAmt019583
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03300
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt025560
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022883
IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/Desc0HEALTH SERVICES OF NORTH TEXAS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04810
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt03300
IRS990/FeesForServicesManagementGrp/TotalAmt03300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF BECKLEY
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IRS990/Form990PartVIISectionAGrp/PersonNm2JOE CAMARENA
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROLYNN MOEBIUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt04810
IRS990/GrantsPayableGrp/EOYAmt0500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019583
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019583
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt048443
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FUNDS FOR COMMUNITY SCHOOLS AND OTHER CHARITABLE/NOT-FOR-PROFIT ORGANIZATIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0136737
IRS990/NetAssetsOrFundBalancesEOYAmt0162297
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0136737
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN CALDWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ROTARY YOUTH LEADERSHIP ACADMEY CAMP
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02800
IRS990/ProgSrvcAccomActy3Grp/Desc0COLLIN COUNTY ASSISTANCE CENTER
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt013273
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt09973
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046472
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025157
IRS990/PYRevenuesLessExpensesAmt021315
IRS990/PYTotalExpensesAmt025157
IRS990/PYTotalRevenueAmt046472
IRS990/ReconcilationRevenueExpnssAmt025560
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048443
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048443
IRS990ScheduleA/Total509Grp/TotalAmt048443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048443
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048443
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt019583
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TotalAssetsBOYAmt0136737
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IRS990/TotalAssetsGrp/BOYAmt0136737
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09725962585
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PLANO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0752868619
ReturnHeader/Filer/PhoneNum09725962585
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 864316
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208349560
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 PRESTON RD STE 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09723090002
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY BECKLEY
ReturnHeader/ReturnTs02021-05-17T15:23:14-05:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,797
Liabilities
$500
Net assets
$162,297
Revenue
$48,443
Expenses
$22,883
Net income
$25,560
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