Civic Intelligence

Rotary International Mckinney Rotary Club

990EZ • Fiscal year 2014 • EIN 75-6036955

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 16, 2015

Organization ProfileWWW.MCKINNEYROTARY.ORG
PO Box 55275070-0552

(972) 562-3183

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

2.07x

Higher debt load relative to assets than 98% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

32nd percentile

-3.9%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

99th percentile

601%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

0.4%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$4,900

Up $4,201 (+601%) from 2013

Net Assets

Down

-$5,231

Down $2,265 (-76%) from 2013

Liabilities

Up

$10,131

Up $6,466 (+176%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin32nd percentile

Revenue

Up

$58,603

Up $241 (+0.4%) from 2013

Expenses

Down

$60,868

Down $338 (-0.6%) from 2013

Net Income

Up

-$2,265

Up $579 (+20%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$20K$0-$20KAssets 2011: $5,687Liabilities 2011: $386Net Assets 2011: $5,3012011Assets 2012: $5,107Liabilities 2012: $5,229Net Assets 2012: -$1222012Assets 2013: $699Liabilities 2013: $3,665Net Assets 2013: -$2,9662013Assets 2014: $4,900Liabilities 2014: $10,131Net Assets 2014: -$5,2312014Assets 2015: $1,697Liabilities 2015: $175Net Assets 2015: $1,5222015Assets 2016: $6,606Liabilities 2016: $280Net Assets 2016: $6,3262016Assets 2017: $14,812Liabilities 2017: $175Net Assets 2017: $14,6372017Assets 2018: $19,841Liabilities 2018: $1,105Net Assets 2018: $18,7362018Assets 2019: $19,294Liabilities 2019: $210Net Assets 2019: $19,0842019Assets 2020: $28,783Liabilities 2020: $1,280Net Assets 2020: $27,5032020Assets 2021: $39,972Liabilities 2021: $4,048Net Assets 2021: $35,9242021Assets 2022: $31,427Liabilities 2022: $2,434Net Assets 2022: $28,9932022Assets 2023: $33,498Liabilities 2023: $2,375Net Assets 2023: $31,1232023Assets 2024: $35,088Liabilities 2024: $2,175Net Assets 2024: $32,9132024Assets 2025: $25,294Liabilities 2025: $2,159Net Assets 2025: $23,1352025

Highlighted filing

2014

Assets$4,900
Liabilities$10,131
Net Assets-$5,231
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $61,586Expenses 2011: $62,802Net Income 2011: -$1,2162011Revenue 2012: $61,282Expenses 2012: $66,705Net Income 2012: -$5,4232012Revenue 2013: $58,362Expenses 2013: $61,206Net Income 2013: -$2,8442013Revenue 2014: $58,603Expenses 2014: $60,868Net Income 2014: -$2,2652014Revenue 2015: $73,058Expenses 2015: $66,305Net Income 2015: $6,7532015Revenue 2016: $68,998Expenses 2016: $64,194Net Income 2016: $4,8042016Revenue 2017: $66,215Expenses 2017: $58,222Net Income 2017: $7,9932017Revenue 2018: $62,086Expenses 2018: $57,987Net Income 2018: $4,0992018Revenue 2019: $59,619Expenses 2019: $59,271Net Income 2019: $3482019Revenue 2020: $58,040Expenses 2020: $49,621Net Income 2020: $8,4192020Revenue 2021: $47,261Expenses 2021: $36,909Net Income 2021: $10,3522021Revenue 2022: $59,990Expenses 2022: $67,583Net Income 2022: -$7,5932022Revenue 2023: $58,546Expenses 2023: $56,686Net Income 2023: $1,8602023Revenue 2024: $62,463Expenses 2024: $60,673Net Income 2024: $1,7902024Revenue 2025: $61,764Expenses 2025: $72,758Net Income 2025: -$10,9942025

Highlighted filing

2014

Revenue$58,603
Expenses$60,868
Net Income-$2,265
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$58,603
Mission and Program Overview

Mission

To foster the ideal of service before self in our community through our collective and individual example to others.

Program Services

DescriptionGrantsExpenses
TO PROMOTE ORGANIZATIONS, VOCATIONAL SERVICE, YOUTH LEADERSHIP AND TO FOSTER A SPIRIT OF COMMUNITY IN MCKINNEY, TEXAS-$60,868
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL KISTNERSecretaryPT$0--
CATHIE WALNERTreasurerPT$0--
DOUGLAS KOWALSKIPresidentPT$0--
TOMMY STANLEYPresident ElPT$0--
Filing and Contact Details

Filer

EIN
75-6036955
Phone
9725623183

Signing Officer

Name
Cathie Walner
Title
Treasurer
Phone
9725623183
Signed
2015-02-16
Discuss with paid preparer
Yes

Preparer

Preparer
Frank R Scauzillo Jr
Phone
9725622222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary international 5,120 one rotary center 1560 sherman ave. Evanston il 60201-3698”

Form 990-ez, Part I, Line 16

“Expenses supplies 301 conferences, training 575 postage and shipping 270 website and hosting 1,632 meals 45,018 rotary district due 2,100 bad debts & billing adj 929 board meeting expense 107 new member orientation 336 youth programming 1,088 member awards and gifts 232 donation, district gov 250 total 52,838”

Form 990-ez, Part II, Line 24

“Accounts receivable 25 18 computer and software 674 0 less accumulated depreciation 0 0 total 699 18”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 660 0 deferred revenue 653 0 due to rotary foundation 2,352 10,131”

Form 990-ez, Part III

“To foster the ideal of service before self in our community through our collective and individual example to others.”

Raw XML Appendix114 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DANIEL KISTNER
CompensationExplanation/CompensationExplanationGrp/PersonNm1CATHIE WALNER
CompensationExplanation/CompensationExplanationGrp/PersonNm2DOUGLAS KOWALSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm3TOMMY STANLEY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CLUB TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09725623183
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 552
IRS990EZ/BooksInCareOfDetail/USAddress/City0MCKINNEY
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0750700552
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058603
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2265
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02910
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0699
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04900
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05120
IRS990EZ/GrossReceiptsAmt058603
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2966
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-5231
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-2966
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-5231
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL KISTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHIE WALNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUGLAS KOWALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOMMY STANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0699
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018
IRS990EZ/OtherExpensesTotalAmt052838
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER THE IDEAL OF SERVICE BEFORE SELF IN OUR COMMUNITY THROUGH OUR COLLECTIVE AND INDIVIDUAL EXAMPLE TO OTHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE ORGANIZATIONS, VOCATIONAL SERVICE, YOUTH LEADERSHIP AND TO FOSTER A SPIRIT OF COMMUNITY IN MCKINNEY, TEXAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060868
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03665
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010131
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060868
IRS990EZ/TotalProgramServiceExpensesAmt060868
IRS990EZ/TotalRevenueAmt058603
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MCKINNEYROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL 5,120 ONE ROTARY CENTER 1560 SHERMAN AVE. EVANSTON IL 60201-3698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 301 CONFERENCES, TRAINING 575 POSTAGE AND SHIPPING 270 WEBSITE AND HOSTING 1,632 MEALS 45,018 ROTARY DISTRICT DUE 2,100 BAD DEBTS & BILLING ADJ 929 BOARD MEETING EXPENSE 107 NEW MEMBER ORIENTATION 336 YOUTH PROGRAMMING 1,088 MEMBER AWARDS AND GIFTS 232 DONATION, DISTRICT GOV 250 TOTAL 52,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 25 18 COMPUTER AND SOFTWARE 674 0 LESS ACCUMULATED DEPRECIATION 0 0 TOTAL 699 18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 660 0 DEFERRED REVENUE 653 0 DUE TO ROTARY FOUNDATION 2,352 10,131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO FOSTER THE IDEAL OF SERVICE BEFORE SELF IN OUR COMMUNITY THROUGH OUR COLLECTIVE AND INDIVIDUAL EXAMPLE TO OTHERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHIE WALNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09725623183
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20MCKINNEY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0756036955
ReturnHeader/Filer/PhoneNum09725623183
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 552
ReturnHeader/Filer/USAddress/City0MCKINNEY
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0750700552
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201452960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THE SCAUZILLO FIRM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101515 HERITAGE DR STE 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MCKINNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0750693378
ReturnHeader/PreparerPersonGrp/PhoneNum09725622222
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK R SCAUZILLO JR
ReturnHeader/ReturnTs02015-03-02T12:54:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,900
Liabilities
$10,131
Net assets
-$5,231
Revenue
$58,603
Expenses
$60,868
Net income
-$2,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.3$2.16$23.1$61.8$72.8$11.0
2024Detailed filing. Detailed filing data is available for this year.$35.1$2.18$32.9$62.5$60.7$1.79
2023Detailed filing. Detailed filing data is available for this year.$33.5$2.38$31.1$58.5$56.7$1.86
2022Detailed filing. Detailed filing data is available for this year.$31.4$2.43$29.0$60.0$67.6$7.59
2021Detailed filing. Detailed filing data is available for this year.$40.0$4.05$35.9$47.3$36.9$10.4
2020Detailed filing. Detailed filing data is available for this year.$28.8$1.28$27.5$58.0$49.6$8.42
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.21$19.1$59.6$59.3$0.35
2018Detailed filing. Detailed filing data is available for this year.$19.8$1.11$18.7$62.1$58.0$4.10
2017Detailed filing. Detailed filing data is available for this year.$14.8$0.18$14.6$66.2$58.2$7.99
2016Detailed filing. Detailed filing data is available for this year.$6.61$0.28$6.33$69.0$64.2$4.80
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.18$1.52$73.1$66.3$6.75
2014Detailed filing. Detailed filing data is available for this year.$4.90$10.1$5.23$58.6$60.9$2.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$3.67$2.97$58.4$61.2$2.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$5.23$0.12$61.3$66.7$5.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.39$5.30$61.6$62.8$1.22