Civic Intelligence

Pasadena Rotary Foundation

990EZ • Fiscal year 2017 • EIN 76-0623140

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

3525 Preston AvePasadena, TX 77505

(281) 487-2249

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-75%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$52,177

Down $22,630 (-30%) from 2016

Net Assets

Down

$52,177

Down $22,630 (-30%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$35,498

Down $104,736 (-75%) from 2016

Expenses

Down

$58,128

Down $125,068 (-68%) from 2016

Net Income

Up

-$22,630

Up $20,332 (+47%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $120,563Net Assets 2010: $120,5632010Assets 2011: $140,843Net Assets 2011: $140,8432011Assets 2012: $105,931Net Assets 2012: $105,9312012Assets 2013: $90,884Liabilities 2013: $0Net Assets 2013: $90,8842013Assets 2014: $102,432Liabilities 2014: $0Net Assets 2014: $102,4322014Assets 2015: $117,769Liabilities 2015: $0Net Assets 2015: $117,7692015Assets 2016: $74,807Liabilities 2016: $0Net Assets 2016: $74,8072016Assets 2017: $52,177Liabilities 2017: $0Net Assets 2017: $52,1772017Assets 2018: $1,451Net Assets 2018: $1,4512018

Highlighted filing

2017

Assets$52,177
Liabilities$0
Net Assets$52,177

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $88,803Expenses 2010: $162,572Net Income 2010: -$73,7692010Revenue 2011: $128,231Expenses 2011: $107,951Net Income 2011: $20,2802011Revenue 2012: $97,787Expenses 2012: $132,699Net Income 2012: -$34,9122012Revenue 2013: $71,247Expenses 2013: $86,294Net Income 2013: -$15,0472013Revenue 2014: $65,560Expenses 2014: $54,012Net Income 2014: $11,5482014Revenue 2015: $46,952Expenses 2015: $31,615Net Income 2015: $15,3372015Revenue 2016: $140,234Expenses 2016: $183,196Net Income 2016: -$42,9622016Revenue 2017: $35,498Expenses 2017: $58,128Net Income 2017: -$22,6302017Revenue 2018: $500Expenses 2018: $51,226Net Income 2018: -$50,7262018

Highlighted filing

2017

Revenue$35,498
Expenses$58,128
Net Income-$22,630
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$35,498
Mission and Program Overview

Mission

Advance community and world through education

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE- FUND VARIOUS LOCAL SERVICE AND EDUCATIONAL PROJECTS SERVICING ALL AGE LEVELS OF OUR COMMUNITY$34,498$50,000
VOCATIONAL SERVICE-FUND LOCAL SERVICE AND EDUCATIONAL PROJECTS THROUGH SCHOLARSHIPS, EDUCATIONAL TOOLS AND SPECIAL PROJECTS TO THE YOUTH IN OUR COMMUNITY$1,000$7,948
WORLD SERVICE-FUND PROJECTS WORLDWIDE TO EDUCATE PEOPLES IN NEED THROUGH THE ROTARY FOUNDATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY GRAYPres-$0--
J R MOON JRDirector-$0--
DARLA HAYGOODDirector-$0--
JACKIE BARMORETreas-$0--
PAT PESLDirector-$0--
KEN UNFRIEDDirector-$0--
JAMES GUTHRIEDirector-$0--
BOB GEBHARDDirector-$0--
PAT PESLSec-$0--
Filing and Contact Details

Filer

Filer Name
Pasadena Rotary Foundation
EIN
76-0623140
Phone
2814872249
Address
3525 Preston Ave, Pasadena, TX 77505

Signing Officer

Name
Jackie Barmore
Title
Treasurer
Signed
2018-11-13
Discuss with paid preparer
No

Preparer

Firm
Jacquelyn J Barmore CPA PC
Address
3525 Preston Ave, Pasadena, TX 77505
Preparer
Jacquelyn J Barmore
Phone
2814872249
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Family Housing, Grantee Project Joy and Hope 3219 Burke Rd Pasadena TX 77508, Cash Grant 50,000, Relationship

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Education, Grantee Pasadena Independent School District 1515 Cherrybrook Pasadena TX 77502, Cash Grant 7,048, Relationship

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

BANK FEES 180

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pasadena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077505
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074807
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRY GRAY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARLA HAYGOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE BARMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAT PESL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEN UNFRIED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BOB GEBHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAT PESL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SEC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE COMMUNITY AND WORLD THROUGH EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WORLD SERVICE-FUND PROJECTS WORLDWIDE TO EDUCATE PEOPLES IN NEED THROUGH THE ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VOCATIONAL SERVICE-FUND LOCAL SERVICE AND EDUCATIONAL PROJECTS THROUGH SCHOLARSHIPS, EDUCATIONAL TOOLS AND SPECIAL PROJECTS TO THE YOUTH IN OUR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SERVICE- FUND VARIOUS LOCAL SERVICE AND EDUCATIONAL PROJECTS SERVICING ALL AGE LEVELS OF OUR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt134498
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07948
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt150000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt057948
IRS990EZ/TotalRevenueAmt035498
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0107246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181284
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt056
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0278687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt056
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0346
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0460317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Family Housing, Grantee Project Joy and Hope 3219 Burke Rd Pasadena TX 77508, Cash Grant 50,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Education, Grantee Pasadena Independent School District 1515 Cherrybrook Pasadena TX 77502, Cash Grant 7,048, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jackie Barmore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pasadena Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PASA
ReturnHeader/Filer/EIN0760623140
ReturnHeader/Filer/PhoneNum02814872249
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 Preston Ave
ReturnHeader/Filer/USAddress/CityNm0Pasadena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077505
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.240.227.246
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:28:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacquelyn J Barmore CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03525 Preston Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077505
ReturnHeader/PreparerPersonGrp/PhoneNum02814872249
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacquelyn J Barmore
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T02:26:42-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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