Civic Intelligence

Plano Metro Rotary Club Foundation

EIN 75-2898316 • 501(c)3 • Plano, TX

Profile

Fund raising to provide scholoraships for students

1400 Gables CourtPlano, TX 75075

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Revenue Growth

49th percentile

-3.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Flat

$0

Flat from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Down

$42,336

Down $1,541 (-3.5%) from 2024

Expenses

Up

$11,746

Up $4,035 (+52%) from 2024

Net Income

Down

$30,590

Down $5,576 (-15%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $245,090Liabilities 2011: $272011Assets 2012: $276,160Liabilities 2012: $502Net Assets 2012: $275,6582012Assets 2013: $306,845Net Assets 2013: $306,8452013Assets 2014: $750Liabilities 2014: $02014Assets 2015: $750Net Assets 2015: $7502015Assets 2016: $36,082Net Assets 2016: $36,0822016Assets 2017: $65,552Net Assets 2017: $65,5522017Assets 2018: $38,766Net Assets 2018: $38,7662018Assets 2019: $48,207Net Assets 2019: $48,2072019Assets 2020: $46,463Net Assets 2020: $46,4632020Assets 2021: $46,254Net Assets 2021: $46,2542021Assets 2022: $51,824Net Assets 2022: $51,8242022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $101,535Expenses 2011: $66,345Net Income 2011: $35,1902011Revenue 2012: $82,448Expenses 2012: $39,705Net Income 2012: $42,7432012Revenue 2013: $86,390Expenses 2013: $45,269Net Income 2013: $41,1212013Revenue 2014: $2,000Expenses 2014: $1,250Net Income 2014: $7502014Revenue 2015: $455Expenses 2015: $455Net Income 2015: $02015Revenue 2016: $35,3322016Revenue 2017: $54,5792017Revenue 2018: $37,600Expenses 2018: $1,305Net Income 2018: $36,2952018Revenue 2019: $40,8842019Revenue 2020: $22,841Expenses 2020: $24,585Net Income 2020: -$1,7442020Revenue 2021: -$29Expenses 2021: $180Net Income 2021: -$2092021Revenue 2022: $5,750Expenses 2022: $180Net Income 2022: $5,5702022Revenue 2023: $365,891Expenses 2023: $9,376Net Income 2023: $356,5152023Revenue 2024: $43,877Expenses 2024: $7,711Net Income 2024: $36,1662024Revenue 2025: $42,336Expenses 2025: $11,746Net Income 2025: $30,5902025

Highlighted filing

2025

Revenue$42,336
Expenses$11,746
Net Income$30,590
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$42,336
Expenses
$11,746
Net income
$30,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.42$0.12$0.31
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.44$0.08$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.66$0.09$3.57
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.06$0.00$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.23$0.25$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.41
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.38$0.01$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.55
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.01$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$3.07$0.86$0.45$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.01$2.76$0.82$0.40$0.43
2011Summary only. Only limited summary data is available for this year.$2.45$0.00$1.02$0.66$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 17, 2025
Return Version
2024v5.2
Gross Receipts
$50,379
Mission and Program Overview

Mission

Community Betterment - Children

Fund raising to provide scholoraships for students

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Lauri WilliamsonPresident
Susan PolankaPres Elect
Ed DrainSec
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,338
Other Revenue
$12,998
Change in Net Assets
$30,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,746
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$3,483$0$3,483
Total Functional Expenses$8,043$3,703$0$11,746
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,041
Fundraising Direct Expenses$8,043
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pickle Ball$21,041$21,041$8,043$12,998
Total Events$21,041$21,041$8,043$12,998
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
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Plano Metro Rotary Club Foundation
EIN
75-2898316
Phone
9728670663
Address
1400 Gables Court, Plano, TX 75075

Signing Officer

Name
Laurie Williamson
Title
President
Phone
9728670663
Signed
2025-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carla Blickensderfer
Formed
1990
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
35

Preparer

Firm
Walker Law Firm
Address
1400 Gables Ct, Plano, TX 75075
Preparer
Stephen L Walker
Phone
9728670663
Supplemental Narrative

Additional Explanations

Pt VIII

“Line 1c $25,721 Pickle Ball Tournament fundraising”

Pt VIII

“Line 1d $311,365 Transfer from Plano Metro Rotary Club fundraising events.”

Pt VI, Line 11B

“Financials prepared by independent CPA and tax return prepared by independent tax attorney.”

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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VIII
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