Civic Intelligence

Downtown Rockwall Association

990EZ • Fiscal year 2020 • EIN 81-4050899

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 15, 2021

Organization ProfileN/A
202 N Fannin StRockwall, TX 75087

(469) 628-9106

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$32,240

Up $3,888 (+14%) from 2019

Net Assets

Up

$32,240

Up $3,888 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin76th percentile

Revenue

Up

$14,408

Up $3,752 (+35%) from 2019

Expenses

Up

$10,520

Up $3,424 (+48%) from 2019

Net Income

Up

$3,888

Up $328 (+9.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$60K$40K$20K$0Assets 2018: $24,792Liabilities 2018: $0Net Assets 2018: $24,7922018Assets 2019: $28,352Liabilities 2019: $0Net Assets 2019: $28,3522019Assets 2020: $32,240Liabilities 2020: $0Net Assets 2020: $32,2402020Assets 2021: $18,143Liabilities 2021: $0Net Assets 2021: $18,1432021Assets 2022: $46,157Liabilities 2022: $0Net Assets 2022: $46,1572022Assets 2023: $37,907Liabilities 2023: $0Net Assets 2023: $37,9072023

Highlighted filing

2020

Assets$32,240
Liabilities$0
Net Assets$32,240
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$40K$20K$0-$20KRevenue 2018: $22,055Expenses 2018: $14,548Net Income 2018: $7,5072018Revenue 2019: $10,656Expenses 2019: $7,096Net Income 2019: $3,5602019Revenue 2020: $14,408Expenses 2020: $10,520Net Income 2020: $3,8882020Revenue 2021: -$7,686Expenses 2021: $6,411Net Income 2021: -$14,0972021Revenue 2022: $33,574Expenses 2022: $5,560Net Income 2022: $28,0142022Revenue 2023: -$4,375Expenses 2023: $3,875Net Income 2023: -$8,2502023

Highlighted filing

2020

Revenue$14,408
Expenses$10,520
Net Income$3,888
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 15, 2021
Return Version
2020v4.0
Gross Receipts
$61,965
Mission and Program Overview

Mission

Seasonal festivals and events to promote downtown shopping and development.

Program Services

DescriptionGrantsExpenses
SEASONAL FESTIVALS AND EVENTS-$47,557
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN LEFERETreasurer-$0--
TAMMY SHARPPresident-$0--
CHRISTI FOSTERVice Preside-$0--
GUNNAR LEDERMANNSecretary-$0--
SANDY JOHNSONParliamentar-$0--
Filing and Contact Details

Filer

Filer Name
Downtown Rockwall Association Inc
EIN
81-4050899
Phone
4696289106
Address
202 N FANNIN ST, ROCKWALL, TX 75087

Signing Officer

Name
Kevin Lefere
Title
Treasurer
Phone
4696289106
Signed
2021-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Epstein & Company Pc
Address
2600 RIDGE RD, ROCKWALL, TX 75087-5511
Preparer
Bradley M Epstein
Phone
9727719411
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 4,214 insurance 208 transportation 300 general merchandise 2,127 other 1,564 bank fees 43 dues and subscriptions 1,022 total 9,478”

Raw XML Appendix138 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/PersonNm0KEVIN LEFERE
CompensationExplanation/CompensationExplanationGrp/PersonNm1TAMMY SHARP
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHRISTI FOSTER
CompensationExplanation/CompensationExplanationGrp/PersonNm3GUNNAR LEDERMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm4SANDY JOHNSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN LEFERE
IRS990EZ/BooksInCareOfDetail/PhoneNum04696289106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0202 N FANNIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKWALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075087
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028352
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032240
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055113
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03888
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0340
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028352
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032240
IRS990EZ/FundraisingGrossIncomeAmt06852
IRS990EZ/GrossReceiptsAmt061965
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028352
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032240
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028352
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032240
IRS990EZ/OccupancyRentUtltsAndMaintAmt0680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN LEFERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMMY SHARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTI FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GUNNAR LEDERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09478
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEASONAL FESTIVALS AND EVENTS TO PROMOTE DOWNTOWN SHOPPING AND DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt022
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEASONAL FESTIVALS AND EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047557
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt047557
IRS990EZ/SpecialEventsNetIncomeLossAmt0-40705
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010520
IRS990EZ/TotalProgramServiceExpensesAmt047557
IRS990EZ/TotalRevenueAmt014408
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0189290
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt041083
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0189290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt068094
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0189290
IRS990ScheduleA/TotalSupportAmt0189290
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 ADVERTISING AND PROMOTION 4,214 INSURANCE 208 TRANSPORTATION 300 GENERAL MERCHANDISE 2,127 OTHER 1,564 BANK FEES 43 DUES AND SUBSCRIPTIONS 1,022 TOTAL 9,478
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN LEFERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04696289106
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOWNTOWN ROCKWALL ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DOWN
ReturnHeader/Filer/EIN0814050899
ReturnHeader/Filer/PhoneNum04696289106
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 N FANNIN ST
ReturnHeader/Filer/USAddress/CityNm0ROCKWALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075087
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461636430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EPSTEIN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 RIDGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKWALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0750875511
ReturnHeader/PreparerPersonGrp/PhoneNum09727719411
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY M EPSTEIN
ReturnHeader/ReturnTs02021-09-15T11:35:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEFERE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,240
Liabilities
$0
Net assets
$32,240
Revenue
$14,408
Expenses
$10,520
Net income
$3,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$4.38$3.88$8.25
2022Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$33.6$5.56$28.0
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$7.69$6.41$14.1
2020Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$14.4$10.5$3.89
2019Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$10.7$7.10$3.56
2018Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$22.1$14.5$7.51