Civic Intelligence

Rotary International Mckinney Rotary Club

990EZ • Fiscal year 2021 • EIN 75-6036955

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

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

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.09x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

22%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

85th percentile

39%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-19%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$39,972

Up $11,189 (+39%) from 2020

Net Assets

Up

$35,924

Up $8,421 (+31%) from 2020

Liabilities

Up

$4,048

Up $2,768 (+216%) from 2020

Revenue

Down

$47,261

Down $10,779 (-19%) from 2020

Expenses

Down

$36,909

Down $12,712 (-26%) from 2020

Net Income

Up

$10,352

Up $1,933 (+23%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$39,972
Liabilities$4,048
Net Assets$35,924

Operations Trend

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

2021

Revenue$47,261
Expenses$36,909
Net Income$10,352
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.1
Gross Receipts
$47,261
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
To foster the ideal of service before self in our community throughout collective and individual example to others-$36,909
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul SparkmanPresident-$0--
Robert Thomas IIISecretary-$0--
Harold McLeodTreasurer-$0--
Mike BellImmediate Past Pres.-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International McKinney Rotary Club
EIN
75-6036955
Phone
9725623183
Address
PO Box 552, McKinney, TX 75070-0552

Signing Officer

Name
Harold McLeod
Title
Treasurer
Signed
2021-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Edward L Cook CPA
Address
702 N Waddill St, McKinney, TX 75069-3056
Preparer
Edward L Cook
Phone
9167054958
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 10,610

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 885

Form 990-EZ, Part I, Line 16, Other Expenses

Club Service New Member Orientation 572 District Governor 250 822

Form 990-EZ, Part I, Line 16, Other Expenses

Community Service 7,500

Form 990-EZ, Part I, Line 16, Other Expenses

Community Service - Dues 275

Form 990-EZ, Part I, Line 16, Other Expenses

International Service - Paul Harris Fellowship Program 2,000

Form 990-EZ, Part I, Line 16, Other Expenses

Members Plaques etc. 236

Form 990-EZ, Part I, Line 16, Other Expenses

Rotary District Dues 1,740

Form 990-EZ, Part I, Line 16, Other Expenses

Rotary International Dues 5,007

Form 990-EZ, Part I, Line 16, Other Expenses

Billing Adjustments 1,180

Form 990-EZ, Part I, Line 16, Other Expenses

Web Page 795

Form 990-EZ, Part I, Line 16, Other Expenses

Internal Meetings / PPAC Meeting 513

Form 990-EZ, Part I, Line 16, Other Expenses

Training and Conferences 1,793

Form 990-EZ, Part I, Line 16, Other Expenses

Other gifts 51

Form 990-EZ, Part I, Line 16, Other Expenses

Vocational Scholarships 1,000

Form 990-EZ, Part I, Line 20, Net Assets

Quickbooks equity shows 35,924 eliminate receivables and payables net 1,931 -1,931

Form 990-EZ, Part II, Line 24, Other Assets

Equipment Beginning of year 618, End of year 0

Form 990-EZ, Part II, Line 24, Other Assets

Accounts Receivable Beginning of year 155, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Due to Members Beginning of year 0, End of year 588

Form 990-EZ, Part II, Line 26, Liabilities

Due to Rotary International Foundation Beginning of year 1,280, End of year 1,460

Form 990-EZ, Part II, Line 26, Liabilities

Accounts Payable Beginning of year 0, End of year 2,000

Raw XML Appendix158 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0McKinney
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750700552
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Thomas III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Harold McLeod
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mike Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Immediate Past Pres.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0773
IRS990EZ/OtherChangesInNetAssetsAmt0-1931
IRS990EZ/OtherExpensesTotalAmt034407
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036909
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt036909
IRS990EZ/TotalProgramServiceExpensesAmt036909
IRS990EZ/TotalRevenueAmt047261
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IRS990EZ/TypeOfOrganizationOtherDesc0Affiliate
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.McKinneyRotary.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 10,610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Club Service New Member Orientation 572 District Governor 250 822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Service 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Service - Dues 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5International Service - Paul Harris Fellowship Program 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Members Plaques etc. 236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotary District Dues 1,740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rotary International Dues 5,007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Billing Adjustments 1,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Web Page 795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Internal Meetings / PPAC Meeting 513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Training and Conferences 1,793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other gifts 51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Vocational Scholarships 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Quickbooks equity shows 35,924 eliminate receivables and payables net 1,931 -1,931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Equipment Beginning of year 618, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Receivable Beginning of year 155, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Due to Members Beginning of year 0, End of year 588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Due to Rotary International Foundation Beginning of year 1,280, End of year 1,460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Payable Beginning of year 0, End of year 2,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
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ReturnHeader/Filer/EIN0756036955
ReturnHeader/Filer/PhoneNum09725623183
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0702 N Waddill St
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ReturnHeader/ReturnTs02021-11-17T10:19:18-00:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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