Civic Intelligence

The Plano Rotary Foundation

990 • Fiscal year 2022 • EIN 75-2868619

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2023

Organization Profileportal.clubrunner.ca/4315
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

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-6.8%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-11%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$144,810

Down $10,495 (-6.8%) from 2021

Net Assets

Down

$144,810

Down $10,495 (-6.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin13th percentile

Revenue

Down

$29,610

Down $3,723 (-11%) from 2021

Expenses

Down

$39,972

Down $1,382 (-3.3%) from 2021

Net Income

Down

-$10,362

Down $2,341 (-29%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$144,810
Liabilities$0
Net Assets$144,810
Open 2022 Filing

Operations Trend

Revenue Growth30th 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

2022

Revenue$29,610
Expenses$39,972
Net Income-$10,362
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2023
Return Version
2021v4.0
Gross Receipts
$29,610
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 charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$155,305$95,736▼ $59,569
Investments Program Related-$49,074-
Total Assets$155,305$144,810▼ $10,495
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$155,305$144,810▼ $10,495
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$155,305$144,810▼ $10,495
Total Liabilities and Net Assets / Fund Balance$155,305$144,810▼ $10,495

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$49,074--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jeff BeckleyPast President
Joe CamarenaPresident
Janelle TwyfordPresident Elect
Carrolyn MoebiusPast Treasurer
John CaldwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,610
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$29,610
Change in Net Assets
$-10,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,237
Salaries, Compensation, and Employee Benefits$4,500
Other Expenses$235
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,237--$35,237
Other Salaries and Wages-$4,500-$4,500
Fees for Services Accounting-$235-$235
Total Functional Expenses$35,237$4,735$0$39,972
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ShelterBox USASanta Barbara, CA501(c)(3)To support the mission of ShelterBox which is "To build awareness of global displacement and to facilitate providing families with life-saving shelter and essential tools and supplies that will enable them to rebuild their homes and transform their lives after disaster."$9,457
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, Part VI, Section B, Line 11B

“No review was conducted but the return will be reviewed by the governing board following filing.”

Form 990, Part VI, Section C, Line 19

“No documents are available for 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
Carrolyn Moebius
Title
Treasurer
Phone
9723339432
Signed
2023-11-08

Organization Details

Principal Officer
Carrolyn J Moebius
Formed
1998
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0
Raw XML Appendix335 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Habitat For Humanity of Collin County. Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities, and hope.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
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IRS990/ProgSrvcAccomActy3Grp/Desc0Hendricks Scholarship Foundation. Provide Plano (TX) ISD graduates who have overcome ADVERSITY with scholarships and support services to promote SUCCESS in life through education
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0100% of our support comes from our members' donations.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ShelterBox USA
IRS990ScheduleI/RecipientTable/RecipientEIN0200471604
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 5055
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Santa Barbara
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01412 Parkview Lane
IRS990/USAddress/CityNm0Murphy
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075094
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0https://portal.clubrunner.ca/4315
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0There was some miscommunication regarding who would prepare the return.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carrolyn Moebius
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09723339432
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PLANO ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0752868619
ReturnHeader/Filer/PhoneNum09725962585
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 864316
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075086
ReturnHeader/ReturnTs02023-11-08T13:43:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,810
Liabilities
$0
Net assets
$144,810
Revenue
$29,610
Expenses
$39,972
Net income
-$10,362
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
2022Detailed filing. Detailed filing data is available for this year.$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