Civic Intelligence

Texas City Rotary Foundation Inc.

990EZ • Fiscal year 2021 • EIN 76-0190357

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

PO Box 2699Texas City, TX 77592-2699

(281) 648-8101

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

69th percentile

24%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-4.7%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$369,823

Up $15,221 (+4.3%) from 2020

Net Assets

Up

$369,823

Up $15,221 (+4.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$62,343

Down $3,057 (-4.7%) from 2020

Expenses

Up

$47,122

Up $2,269 (+5.1%) from 2020

Net Income

Down

$15,221

Down $5,326 (-26%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $159,576Liabilities 2011: $0Net Assets 2011: $159,5762011Assets 2012: $166,580Liabilities 2012: $0Net Assets 2012: $166,5802012Assets 2013: $180,570Liabilities 2013: $0Net Assets 2013: $180,5702013Assets 2014: $287,678Liabilities 2014: $0Net Assets 2014: $287,6782014Assets 2015: $287,413Liabilities 2015: $0Net Assets 2015: $287,4132015Assets 2016: $286,622Liabilities 2016: $0Net Assets 2016: $286,6222016Assets 2017: $299,824Liabilities 2017: $0Net Assets 2017: $299,8242017Assets 2018: $302,360Liabilities 2018: $02018Assets 2019: $334,055Liabilities 2019: $0Net Assets 2019: $334,0552019Assets 2020: $354,602Liabilities 2020: $0Net Assets 2020: $354,6022020Assets 2021: $369,823Net Assets 2021: $369,8232021Assets 2022: $382,644Net Assets 2022: $382,6442022Assets 2023: $428,301Net Assets 2023: $428,3012023Assets 2024: $471,368Net Assets 2024: $471,3682024

Highlighted filing

2021

Assets$369,823
Liabilities-
Net Assets$369,823

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $28,382Expenses 2011: $22,410Net Income 2011: $5,9722011Revenue 2012: $30,756Expenses 2012: $23,752Net Income 2012: $7,0042012Revenue 2013: $32,977Expenses 2013: $18,987Net Income 2013: $13,9902013Revenue 2014: $130,680Expenses 2014: $23,572Net Income 2014: $107,1082014Revenue 2015: $31,885Expenses 2015: $32,150Net Income 2015: -$2652015Revenue 2016: $35,429Expenses 2016: $36,220Net Income 2016: -$7912016Revenue 2017: $65,407Expenses 2017: $52,205Net Income 2017: $13,2022017Revenue 2018: $63,571Expenses 2018: $61,035Net Income 2018: $2,5362018Revenue 2019: $83,514Expenses 2019: $51,819Net Income 2019: $31,6952019Revenue 2020: $65,400Expenses 2020: $44,853Net Income 2020: $20,5472020Revenue 2021: $62,343Expenses 2021: $47,122Net Income 2021: $15,2212021Revenue 2022: $63,466Expenses 2022: $50,645Net Income 2022: $12,8212022Revenue 2023: $130,597Expenses 2023: $84,940Net Income 2023: $45,6572023Revenue 2024: $104,912Expenses 2024: $61,845Net Income 2024: $43,0672024

Highlighted filing

2021

Revenue$62,343
Expenses$47,122
Net Income$15,221
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$62,343
Mission and Program Overview

Mission

To provide scholarships for higher education and other community support

To provide scholarships for higher education and other community support.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR HIGHER EDUCATION GIVEN TO STUDENTS GRADUATING FROM LOCAL HIGH SCHOOLS.-$38,000
SUPPORTING VARIOUS SMALL COMMUNITY PROGRAMS.-$5,892
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN BATYVice Preside-$0--
KITTY POTTERPresident-$0--
MICHAEL GRIFFINTreasurer/Se-$0--
GARY SCOGGINDirector-$0--
ROGER WHITENERDirector-$0--
PHIL ROBERTSDirector-$0--
SUMMER CHAPMANDirector-$0--
DAWN THOLCKENDirector-$0--
JAMI CLARKDirector-$0--
Governance and Compliance

Governance Explanations

Form 990-ez, Part VI

Form 990ez, part vi, line 49a the texas city rotary foundation and the rotary international texas city rotary club share a common employee that work for both organizations. Since the rotary club pays the wages for this employee, the rotary foundation reimburses the club for a portion of those wages.

Filing and Contact Details

Filer

Filer Name
Texas City Rotary Foundation
EIN
76-0190357
Phone
2816488101
Address
PO BOX 2699, TEXAS CITY, TX 77592-2699

Signing Officer

Name
Michael Griffin
Title
Treasurer/secretary
Phone
2816488101
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
The Ray Tax Group
Address
600 GULF FWY STE 226, TEXAS CITY, TX 77591-2800
Preparer
Lydia Inaba Cook CPA
Phone
4099484406
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank fees 30 scholarships 38,000 community projects 5,892 total 43,922

Raw XML Appendix169 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BEN BATY
CompensationExplanation/CompensationExplanationGrp/PersonNm1KITTY POTTER
CompensationExplanation/CompensationExplanationGrp/PersonNm2MICHAEL GRIFFIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3GARY SCOGGIN
CompensationExplanation/CompensationExplanationGrp/PersonNm4ROGER WHITENER
CompensationExplanation/CompensationExplanationGrp/PersonNm5PHIL ROBERTS
CompensationExplanation/CompensationExplanationGrp/PersonNm6SUMMER CHAPMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7DAWN THOLCKEN
CompensationExplanation/CompensationExplanationGrp/PersonNm8JAMI CLARK
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL GRIFFIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02819235197
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2699
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEXAS CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0775922699
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0354602
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0369823
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt059418
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015221
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0354602
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0369823
IRS990EZ/GrossReceiptsAmt062343
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InvestmentIncomeAmt02925
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0354602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0369823
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0354602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0369823
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEN BATY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KITTY POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY SCOGGIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROGER WHITENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PHIL ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUMMER CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAWN THOLCKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMI CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043922
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION AND OTHER COMMUNITY SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS FOR HIGHER EDUCATION GIVEN TO STUDENTS GRADUATING FROM LOCAL HIGH SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORTING VARIOUS SMALL COMMUNITY PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15892
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047122
IRS990EZ/TotalProgramServiceExpensesAmt043892
IRS990EZ/TotalRevenueAmt062343
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0327471
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04412
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01075
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012763
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96250
IRS990ScheduleA/PublicSupportPY170Pct00.96520
IRS990ScheduleA/PublicSupportTotal170Amt0327471
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060988
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064331
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0327471
IRS990ScheduleA/TotalSupportAmt0340234
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/ExplanationTxt0EXPENSES BANK FEES 30 SCHOLARSHIPS 38,000 COMMUNITY PROJECTS 5,892 TOTAL 43,922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990EZ, PART VI, LINE 49A THE TEXAS CITY ROTARY FOUNDATION AND THE ROTARY INTERNATIONAL TEXAS CITY ROTARY CLUB SHARE A COMMON EMPLOYEE THAT WORK FOR BOTH ORGANIZATIONS. SINCE THE ROTARY CLUB PAYS THE WAGES FOR THIS EMPLOYEE, THE ROTARY FOUNDATION REIMBURSES THE CLUB FOR A PORTION OF THOSE WAGES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART VI
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL GRIFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02816488101
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEXAS CITY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0760190357
ReturnHeader/Filer/PhoneNum02816488101
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2699
ReturnHeader/Filer/USAddress/CityNm0TEXAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0775922699
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451629945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE RAY TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GULF FWY STE 226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEXAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0775912800
ReturnHeader/PreparerPersonGrp/PhoneNum04099484406
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYDIA INABA COOK CPA
ReturnHeader/ReturnTs02022-05-16T15:59:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIFFIN
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
2024Detailed filing. Detailed filing data is available for this year.$4.71$4.71$1.05$0.62$0.43
2023Detailed filing. Detailed filing data is available for this year.$4.28$4.28$1.31$0.85$0.46
2022Detailed filing. Detailed filing data is available for this year.$3.83$3.83$0.63$0.51$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.70$3.70$0.62$0.47$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.65$0.45$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.84$0.52$0.32
2018Summary only. Only limited summary data is available for this year.$3.02$0.00$0.64$0.61$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.65$0.52$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.35$0.36$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.32$0.32$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$1.31$0.24$1.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.33$0.19$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.31$0.24$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.28$0.22$0.06