Civic Intelligence

Rotary International Mckinney Rotary Club

990EZ • Fiscal year 2017 • EIN 75-6036955

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 23, 2018

Organization Profilewww.mckinneyrotary.org
P O Box 552McKinney, TX 75070

(972) 562-3183

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

97th percentile

124%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$14,812

Up $8,206 (+124%) from 2016

Net Assets

Up

$14,637

Up $8,311 (+131%) from 2016

Liabilities

Down

$175

Down $105 (-38%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin69th percentile

Revenue

Down

$66,215

Down $2,783 (-4.0%) from 2016

Expenses

Down

$58,222

Down $5,972 (-9.3%) from 2016

Net Income

Up

$7,993

Up $3,189 (+66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2017

Assets$14,812
Liabilities$175
Net Assets$14,637
Open 2017 Filing

Operations Trend

Revenue Growth41st 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

2017

Revenue$66,215
Expenses$58,222
Net Income$7,993
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Gross Receipts
$66,215
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.$58,222-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danny KistnerPresident-$0--
Celeste CoxSecretary-$0--
Cathie WalnerTreasurerPT$0--
Tim BakerVice President-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
75-6036955
Phone
9725623183
Address
P O Box 552, McKinney, TX 75070

Signing Officer

Name
Cathie Walner
Title
Treasurer
Signed
2018-02-23
Discuss with paid preparer
Yes

Preparer

Firm
The Scauzillo Firm PLLC
Address
P O Box 2018, Wylie, TX 75098-2018
Preparer
Frank R Jr Scauzillo
Phone
9725622222
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $271”

Other Expenses.1003

“Information Technology $551”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1559”

Other Expenses.1

“Meal & facility costs $40815”

Other Expenses.2

“Rotary district support $1500”

Other Expenses.3

“Bad debts, billing adjustments $1247”

Other Expenses.4

“Bank & credit card fees $500”

Other Expenses.5

“Speaker gifts $473”

Other Expenses.6

“Board & other meting expenses $469”

Other Expenses.7

“New member orientation $352”

Other Expenses.8

“Member plaques & awards $288”

Other Expenses.9

“Dues, local organizations $275”

Other Expenses.11

“Other gifts $125”

Other Assets.1

“Due from (to) members - Beginning $148 Due from (to) members - Ending $-272”

Other Assets.2

“Equipment - Beginning $318 Equipment - Ending $618”

Total Liabilities.1

“Due to RI Foundatoin - Beginning $280 Due to RI Foundatoin - Ending $175”

Raw XML Appendix140 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/PersonNm0Treasuer
IRS990EZ/BooksInCareOfDetail/PhoneNum09725623183
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 552
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0McKinney
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750700552
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06458
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014466
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066215
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07993
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02338
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06924
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014812
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07210
IRS990EZ/GrossReceiptsAmt066215
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014637
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014637
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Danny Kistner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Celeste Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cathie Walner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tim Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0466
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0346
IRS990EZ/OtherExpensesTotalAmt048425
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster the ideal of service before self in our community through out collective and individual example to others.
IRS990EZ/PrintingPublicationsPostageAmt0249
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To foster the ideal of service before self in our community through out collective and individual example to others.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058222
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0280
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0175
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058222
IRS990EZ/TotalProgramServiceExpensesAmt058222
IRS990EZ/TotalRevenueAmt066215
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Affiliate
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.mckinneyrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meal & facility costs $40815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary district support $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bad debts, billing adjustments $1247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank & credit card fees $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Speaker gifts $473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board & other meting expenses $469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9New member orientation $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Member plaques & awards $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dues, local organizations $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other gifts $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Due from (to) members - Beginning $148 Due from (to) members - Ending $-272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Equipment - Beginning $318 Equipment - Ending $618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Due to RI Foundatoin - Beginning $280 Due to RI Foundatoin - Ending $175
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathie Walner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0756036955
ReturnHeader/Filer/PhoneNum09725623183
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 552
ReturnHeader/Filer/USAddress/CityNm0McKinney
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Scauzillo Firm PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 2018
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wylie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750982018
ReturnHeader/PreparerPersonGrp/PhoneNum09725622222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank R Jr Scauzillo
ReturnHeader/ReturnTs02018-02-23T13:52:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,812
Liabilities
$175
Net assets
$14,637
Revenue
$66,215
Expenses
$58,222
Net income
$7,993
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