Civic Intelligence

Rotary International Mckinney Rotary Club

990EZ • Fiscal year 2016 • EIN 75-6036955

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 23, 2017

Organization ProfileWWW.MCKINNEYROTARY.ORG
PO Box 552Mckinney, TX 75070-0552

(972) 562-3183

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

98th percentile

289%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-5.6%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$6,606

Up $4,909 (+289%) from 2015

Net Assets

Up

$6,326

Up $4,804 (+316%) from 2015

Liabilities

Up

$280

Up $105 (+60%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin59th percentile

Revenue

Down

$68,998

Down $4,060 (-5.6%) from 2015

Expenses

Down

$64,194

Down $2,111 (-3.2%) from 2015

Net Income

Down

$4,804

Down $1,949 (-29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2016

Assets$6,606
Liabilities$280
Net Assets$6,326
Open 2016 Filing

Operations Trend

Revenue Growth38th 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

2016

Revenue$68,998
Expenses$64,194
Net Income$4,804
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 23, 2017
Return Version
2015v3.0
Gross Receipts
$68,998
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO FOSTER THE IDEAL OF SERVICE BEFORE SELF IN OUR COMMUNITY THROUGH OUT COLLECTIVE AND INDIVIDUAL EXAMPLE TO OTHERS.-$64,194
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL KISTNERPresident-$0--
TIM BAKERPresident-El-$0--
CELESTE HAIDUK COXSscretary-$0--
CATHIE WALNERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
75-6036955
Phone
9725623183
Address
PO BOX 552, MCKINNEY, TX 75070-0552

Signing Officer

Name
Cathie Walner
Title
Treasurer
Phone
2147975970
Signed
2017-02-23
Discuss with paid preparer
Yes

Preparer

Firm
The Scauzillo Firm Pllc
Address
PO BOX 2018, WYLIE, TX 75098-2018
Preparer
Frank R Scauzillo Jr
Phone
9725622222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary international 5,237 one rotary center 1560 sherman ave evanston il 60201-3698 rotary district 5810 2,160 5420 lbj freeway, ste 275 dallas tx 75240 0”

Form 990-ez, Part I, Line 16

“Expenses marketing costs 15 supplies 812 website hosting 641 conferences, conventions 492 board meetings 347 other rotary meetings 325 bank charges 85 district support 250 dues to other orgs 275 flowers & gifts 145 installation & awards 465 meeting meals (local) 48,854 member plaques & awards 505 new member orientation 1,036 total 54,247”

Form 990-ez, Part II, Line 24

“Accounts receivable 125 148 total 125 148”

Form 990-ez, Part II, Line 26

“Deferred revenue 175 280 due to mckinney rotary fdn 0 0”

Form 990-ez, Part III

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

Raw XML Appendix112 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CLUB TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09725622222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 552
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MCKINNEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750700552
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06458
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068998
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04804
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02387
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01697
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06606
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07397
IRS990EZ/GrossReceiptsAmt068998
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06326
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06326
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL KISTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CELESTE HAIDUK COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHIE WALNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SSCRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0125
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0148
IRS990EZ/OtherExpensesTotalAmt054247
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER THE IDEAL OF SERVICE BEFORE SELF IN OUR COMMUNITY THROUGH OUT COLLECTIVE AND INDIVIDUAL EXAMPLE TO OTHERS.
IRS990EZ/PrintingPublicationsPostageAmt0163
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FOSTER THE IDEAL OF SERVICE BEFORE SELF IN OUR COMMUNITY THROUGH OUT COLLECTIVE AND INDIVIDUAL EXAMPLE TO OTHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064194
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0175
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0280
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064194
IRS990EZ/TotalProgramServiceExpensesAmt064194
IRS990EZ/TotalRevenueAmt068998
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MCKINNEYROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL 5,237 ONE ROTARY CENTER 1560 SHERMAN AVE EVANSTON IL 60201-3698 ROTARY DISTRICT 5810 2,160 5420 LBJ FREEWAY, STE 275 DALLAS TX 75240 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING COSTS 15 SUPPLIES 812 WEBSITE HOSTING 641 CONFERENCES, CONVENTIONS 492 BOARD MEETINGS 347 OTHER ROTARY MEETINGS 325 BANK CHARGES 85 DISTRICT SUPPORT 250 DUES TO OTHER ORGS 275 FLOWERS & GIFTS 145 INSTALLATION & AWARDS 465 MEETING MEALS (LOCAL) 48,854 MEMBER PLAQUES & AWARDS 505 NEW MEMBER ORIENTATION 1,036 TOTAL 54,247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 125 148 TOTAL 125 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 175 280 DUE TO MCKINNEY ROTARY FDN 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO FOSTER THE IDEAL OF SERVICE BEFORE SELF IN OUR COMMUNITY THROUGH OUT 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHIE WALNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02147975970
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MCKINNEY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0756036955
ReturnHeader/Filer/PhoneNum09725623183
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 552
ReturnHeader/Filer/USAddress/CityNm0MCKINNEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750700552
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201452960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE SCAUZILLO FIRM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2018
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYLIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750982018
ReturnHeader/PreparerPersonGrp/PhoneNum09725622222
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK R SCAUZILLO JR
ReturnHeader/ReturnTs02017-02-27T13:02:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,606
Liabilities
$280
Net assets
$6,326
Revenue
$68,998
Expenses
$64,194
Net income
$4,804
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