Civic Intelligence

Rotary International Mckinney Rotary Club

990EZ • Fiscal year 2022 • EIN 75-6036955

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 04, 2022

PO Box 552McKinney, TX 75070-0552

(214) 797-5970

Siviq Scores

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

Liabilities / Assets

74th percentile

0.08x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-21%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

27%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$31,427

Down $8,545 (-21%) from 2021

Net Assets

Down

$28,993

Down $6,931 (-19%) from 2021

Liabilities

Down

$2,434

Down $1,614 (-40%) from 2021

Revenue

Up

$59,990

Up $12,729 (+27%) from 2021

Expenses

Up

$67,583

Up $30,674 (+83%) from 2021

Net Income

Down

-$7,593

Down $17,945 (-173%) from 2021

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

2022

Assets$31,427
Liabilities$2,434
Net Assets$28,993

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

2022

Revenue$59,990
Expenses$67,583
Net Income-$7,593
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 4, 2022
Return Version
2021v4.2
Gross Receipts
$59,990
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark PotterPresident-$0--
James BresnahanPresident Elect-$0--
Alex CenaTreasurer-$0--
Robert Thomas IIISecretary-$0--
Paul SparkmanImmediate Past Pres.-$0--
Governance and Compliance

Governance Explanations

Form 990-EZ, Part I, Section Club Service, Line 16

New Member Orientation 759

Form 990-EZ, Part I, Section Club Service, Line 16

District Governor 250

Form 990-EZ, Part I, Section Club Service, Line 16

Fellowship 2,191

Form 990-EZ, Part I, Section Commuity Service, Line 16

Misc. Charity Support 1,500

Form 990-EZ, Part I, Section Community Service, Line 16

Chamber of Commerce Dues 275

Filing and Contact Details

Filer

Filer Name
Rotary International McKinney Rotary Club
EIN
75-6036955
In Care Of
% Alex Cana
Address
PO Box 552, McKinney, TX 75070-0552

Signing Officer

Name
Alex Cana
Title
Treasurer
Signed
2022-10-04
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 35,698

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

Supplies 862

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

Club Service New Member Orientation 759 District Governor 250 1,009

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

Community Service Fellowship 2,191

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

Community Service - Dues 275

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

International Service - Disaster Relief Program 1,500

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

Members Plaques etc. 557

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

Rotary District Dues 1,627

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

Rotary International Dues 5,689

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

Billing Adjustments 2,851

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

Web Page 1,530

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

Internal Meetings 919/ PPAC Meeting 897 1,816

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

Rotary International Convention 6,230

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

President Elect Training 360

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

Community Service Charity Support 1,500

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

Misc. and Misc. Marketing 220

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

Training and Conferences - Other 1,170

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

Quickbooks equity shows 28,994 eliminate receivables and payables net 1,976 662

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

Due to Members Beginning of year 588, End of year 24

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

Due to Rotary International Foundation Beginning of year 1,460, End of year 410

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

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

Form 990-EZ, Part I, Line 16

Meals 35,698

Form 990-EZ, Part I, Line 16

Supplies 862

Form 990-EZ, Part I, Section International Service, Line 16

Disaster Response Donation 1,500

Form 990-EZ, Part I, Line 16

Members Plaques Awards and Gifts 557

Form 990-EZ, Part I, Line 16

Rotary District Dues 1,627

Form 990-EZ, Part I, Line 16

Rotary International Dues 5,689

Form 990-EZ, Part I, Line 16

Billing Adjustments 2,851

Form 990-EZ, Part I, Line 16

PPAC Meeting 897

Form 990-EZ, Part I, Line 16

Web Page 1,530

Form 990-EZ, Part I, Line 16

Internal Meetings 919

Form 990-EZ, Part I, Line 16

Marketing and Misc. 220

Form 990-EZ, Part I, Line 16

Rotary International Convention 6,230

Form 990-EZ, Part I, Line 16

President Elect Training 360

Form 990-EZ, Part I, Line 16

Other Training and Conferences 1,170

Raw XML Appendix200 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 35,698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Club Service New Member Orientation 759 District Governor 250 1,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Service Fellowship 2,191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Service - Dues 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5International Service - Disaster Relief Program 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Members Plaques etc. 557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotary District Dues 1,627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rotary International Dues 5,689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Billing Adjustments 2,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Web Page 1,530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Internal Meetings 919/ PPAC Meeting 897 1,816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Rotary International Convention 6,230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13President Elect Training 360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Community Service Charity Support 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Misc. and Misc. Marketing 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Training and Conferences - Other 1,170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Quickbooks equity shows 28,994 eliminate receivables and payables net 1,976 662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Due to Members Beginning of year 588, End of year 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Due to Rotary International Foundation Beginning of year 1,460, End of year 410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Payable Beginning of year 2,000, End of year 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Meals 35,698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Supplies 862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23New Member Orientation 759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24District Governor 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Fellowship 2,191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Misc. Charity Support 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Chamber of Commerce Dues 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Disaster Response Donation 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Members Plaques Awards and Gifts 557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Rotary District Dues 1,627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Rotary International Dues 5,689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Billing Adjustments 2,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33PPAC Meeting 897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Web Page 1,530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Internal Meetings 919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36Marketing and Misc. 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37Rotary International Convention 6,230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38President Elect Training 360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39Other Training and Conferences 1,170
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 20, Net 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990-EZ, Part I, Section Club Service, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990-EZ, Part I, Section Club Service, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990-EZ, Part I, Section Club Service, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990-EZ, Part I, Section Commuity Service, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990-EZ, Part I, Section Community Service, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990-EZ, Part I, Section International Service, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc38Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39Form 990-EZ, Part I, Line 16
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ReturnHeader/ReturnTs02022-10-04T11:29:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alex
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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