Civic Intelligence

Rotary International Lufkin Rotary

EIN 75-6067823 • 501(c)4 • Lufkin, TX

Profile

International goodwill & local community service

P O Box 54Lufkin, TX 75901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-22%

Faster asset growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-20%

Faster revenue growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$55,374

Down $15,420 (-22%) from 2024

Liabilities

Down

$239

Down $4,814 (-95%) from 2024

Net Assets

Down

$55,135

Down $10,606 (-16%) from 2024

Operations
Liabilities / Revenue65th percentileNet Margin19th percentile

Revenue

Down

$38,397

Down $9,593 (-20%) from 2024

Expenses

Down

$49,003

Down $72 (-0.1%) from 2024

Net Income

Down

-$10,606

Down $9,521 (-878%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $38,946Net Assets 2011: $38,9462011Assets 2012: $41,747Net Assets 2012: $41,7472012Assets 2013: $48,758Net Assets 2013: $48,7582013Assets 2014: $50,961Liabilities 2014: $02014Assets 2015: $58,702Net Assets 2015: $58,7022015Assets 2016: $70,769Net Assets 2016: $70,7692016Assets 2017: $98,563Net Assets 2017: $98,5632017Assets 2018: $109,018Liabilities 2018: $02018Assets 2019: $108,064Net Assets 2019: $108,0642019Assets 2020: $95,958Net Assets 2020: $95,9582020Assets 2021: $89,697Net Assets 2021: $89,6972021Assets 2022: $74,893Liabilities 2022: $500Net Assets 2022: $74,3932022Assets 2023: $73,430Liabilities 2023: $6,604Net Assets 2023: $66,8262023Assets 2024: $70,794Liabilities 2024: $5,053Net Assets 2024: $65,7412024Assets 2025: $55,374Liabilities 2025: $239Net Assets 2025: $55,1352025

Highlighted filing

2025

Assets$55,374
Liabilities$239
Net Assets$55,135
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $63,028Expenses 2011: $63,844Net Income 2011: -$8162011Revenue 2012: $69,712Expenses 2012: $66,911Net Income 2012: $2,8012012Revenue 2013: $66,570Expenses 2013: $59,559Net Income 2013: $7,0112013Revenue 2014: $74,870Expenses 2014: $73,169Net Income 2014: $1,7012014Revenue 2015: $74,682Expenses 2015: $66,941Net Income 2015: $7,7412015Revenue 2016: $80,841Expenses 2016: $69,280Net Income 2016: $11,5612016Revenue 2017: $96,097Expenses 2017: $68,303Net Income 2017: $27,7942017Revenue 2018: $77,086Expenses 2018: $66,631Net Income 2018: $10,4552018Revenue 2019: $80,077Expenses 2019: $81,031Net Income 2019: -$9542019Revenue 2020: $45,962Expenses 2020: $58,068Net Income 2020: -$12,1062020Revenue 2021: $57,543Expenses 2021: $63,804Net Income 2021: -$6,2612021Revenue 2022: $48,061Expenses 2022: $63,365Net Income 2022: -$15,3042022Revenue 2023: $51,458Expenses 2023: $59,027Net Income 2023: -$7,5692023Revenue 2024: $47,990Expenses 2024: $49,075Net Income 2024: -$1,0852024Revenue 2025: $38,397Expenses 2025: $49,003Net Income 2025: -$10,6062025

Highlighted filing

2025

Revenue$38,397
Expenses$49,003
Net Income-$10,606
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,374
Liabilities
$239
Net assets
$55,135
Revenue
$38,397
Expenses
$49,003
Net income
-$10,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.38$0.49$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.05$0.66$0.48$0.49$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.07$0.67$0.51$0.59$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.01$0.74$0.48$0.63$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.90$0.58$0.64$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.46$0.58$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$1.08$0.80$0.81$0.01
2018Summary only. Only limited summary data is available for this year.$1.09$0.00$0.77$0.67$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.96$0.68$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.81$0.69$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.75$0.67$0.08
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.75$0.73$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.67$0.60$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$0.70$0.67$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$0.63$0.64$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 11, 2025
Return Version
2024v5.0
Gross Receipts
$44,140
Mission and Program Overview

Mission

International goodwill & local community service

International goodwill & local community service.

Program Services

DescriptionGrantsExpenses
INTERNATIONAL SERVICES - INTERNATIONAL YOUTH AND ROTARY FOUNDATION-$7,347
COMMUNITY SERVICES - STUDENT YOUTH ACTIVITIES, CUB SCOUNTS AND BOY SCOUNTS, AND THE ELLEN TROUT PARK AND ZOO.-$6,640
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN NEWCOMERSecretary-$0--
ROBERT LINDSEYPresident-$0--
JAYNE MCCURRYDirector-$0--
TOMMY SCHERRYDirector-$0--
TOM LIVESAYDirector-$0--
EMILY CORBETTDirector-$0--
MARK BUSHDirector-$0--
ETHAN BOYDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Waffle Bake$20,542$20,542$5,743$14,799
Total Events$20,542$20,542$5,743$14,799
Filing and Contact Details

Filer

Filer Name
Rotary International Lufkin Rotary
EIN
75-6067823
Phone
9366346621
Address
P O BOX 54, LUFKIN, TX 75901

Signing Officer

Name
Robert Lindsey
Title
President
Phone
9366346621
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
PO BOX 1388, LUFKIN, TX 75902-1388
Preparer
Robert G Lindsey CPA
Phone
9366346621
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses general expense 17,438 international service 7,347 community service 6,640 district grant expenses 3,396 service projects 2,920 public relations 656 club adminstraation 9,198 blue santa 1,353 total 48,948”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 5,053 239”

Raw XML Appendix134 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/PersonNm0ROBERT LINDSEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09366346621
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1388
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUFKIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070794
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07738
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10606
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt055
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070794
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055374
IRS990EZ/FundraisingGrossIncomeAmt020542
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01108
IRS990EZ/GrossReceiptsAmt044140
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01725
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013027
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055135
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055135
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN NEWCOMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAYNE MCCURRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOMMY SCHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM LIVESAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY CORBETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK BUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ETHAN BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048948
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INTERNATIONAL GOODWILL & LOCAL COMMUNITY SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTERNATIONAL SERVICES - INTERNATIONAL YOUTH AND ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICES - STUDENT YOUTH ACTIVITIES, CUB SCOUNTS AND BOY SCOUNTS, AND THE ELLEN TROUT PARK AND ZOO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07347
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16640
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01108
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05743
IRS990EZ/SpecialEventsNetIncomeLossAmt014799
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05053
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0239
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049003
IRS990EZ/TotalProgramServiceExpensesAmt013987
IRS990EZ/TotalRevenueAmt038397
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05743
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WAFFLE BAKE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020542
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014799
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GENERAL EXPENSE 17,438 INTERNATIONAL SERVICE 7,347 COMMUNITY SERVICE 6,640 DISTRICT GRANT EXPENSES 3,396 SERVICE PROJECTS 2,920 PUBLIC RELATIONS 656 CLUB ADMINSTRAATION 9,198 BLUE SANTA 1,353 TOTAL 48,948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,053 239
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09366346621
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL LUFKIN ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0756067823
ReturnHeader/Filer/PhoneNum09366346621
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 54
ReturnHeader/Filer/USAddress/CityNm0LUFKIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1388
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUFKIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0759021388
ReturnHeader/PreparerPersonGrp/PhoneNum09366346621
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G LINDSEY CPA
ReturnHeader/ReturnTs02025-08-14T12:41:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.