Civic Intelligence

Plano West Rotary Club

EIN 82-1595938 • 501(c)4 • Plano, TX

990-N Coverage

Profile

Plano west rotary club's primary exempt purpose is to take action for lasting change by contributing time and donations to qualifying charitable organizations and schools.

2901 W Parker Road Suite 866-972Plano, TX 75086

planowestrotary.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

7.6%

Higher net margin than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

$42,539

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$42,539

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin61st percentile

Revenue

$41,596

No earlier filing loaded for comparison.

Expenses

$38,451

No earlier filing loaded for comparison.

Net Income

$3,145

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2023: $42,539Liabilities 2023: $0Net Assets 2023: $42,5392023

Highlighted filing

2023

Assets$42,539
Liabilities$0
Net Assets$42,539
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2023: $41,596Expenses 2023: $38,451Net Income 2023: $3,1452023

Highlighted filing

2023

Revenue$41,596
Expenses$38,451
Net Income$3,145
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,539
Liabilities
$0
Net assets
$42,539
Revenue
$41,596
Expenses
$38,451
Net income
$3,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$41.6$38.5$3.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 23, 2024
Return Version
2022v5.0
Gross Receipts
$72,935
Mission and Program Overview

Mission

Plano west rotary club's primary exempt purpose is to take action for lasting change by contributing time and donations to qualifying charitable organizations and schools.

Program Services

DescriptionGrantsExpenses
5 donations of $2,000 each to CRU, Wellness Center, Barron Elementary, Journey of Hope and Douglass Vision. Outside organizations are encouraged to submit applications to Plano West Rotary Club's benevolence committee that choses deserving organizations that fulfill our exempt purpose.$10,583$0
6 scholarships awarded to qualifying students to further their education at tertiary institutions on an annual basis.$6,000$0
Camp RYLA (Rotary Youth Leadership Academy) amount relates to the registration and participation fee of 4 students high school students.$3,100$0
Rotary international end polio efforts and the annual fund.$1,870$0
Adopt a highway program.$40$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY HINKELMANPresident-$0--
KATHERINE GOODWINTreasurer-$0--
ZAIN KALSONSecretary-$0--
TAMARA THOMASPresident Elect-$0--
ALEX JOHNSONImmediate Past President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Plano Balloon Festival$36,598$36,598$16,939$19,659
Pecan Fundraiser$18,783$18,783$14,400$4,383
Total Events$55,381$55,381$31,339$24,042
Filing and Contact Details

Filer

Filer Name
Plano West Rotary Club
EIN
82-1595938
Phone
2144759446
Address
2901 W PARKER ROAD SUITE 866-972, PLANO, TX 75086

Signing Officer

Name
Carrolyn Moebius
Title
Rotarian
Phone
9723339432
Signed
2024-05-23
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 1

“District 5810 grant received of $3,927 and rotary foundation of $1,721”

Form 990-EZ, Part I, Line 3

“DUES”

Form 990-EZ, Part I, Line 4

“Interest income on checking account”

Form 990-EZ, Part I, Line 8

“Meals paid by non members.”

Form 990-EZ, Part I, Line 16

“Club dues to rotary international and district 5810 of $7,439; meals paid $2,957; club operations of $2,815; training & conventions of $1,965; standing committee of $996; equipment rental & maintenance of $117.”

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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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
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IRS990EZ/PrimaryExemptPurposeTxt0PLANO WEST ROTARY CLUB'S PRIMARY EXEMPT PURPOSE IS TO TAKE ACTION FOR LASTING CHANGE BY CONTRIBUTING TIME AND DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS AND SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt06 scholarships awarded to qualifying students to further their education at tertiary institutions on an annual basis.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Camp RYLA (Rotary Youth Leadership Academy) amount relates to the registration and participation fee of 4 students high school students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Adopt a highway program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Rotary international end polio efforts and the annual fund.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt45 donations of $2,000 each to CRU, Wellness Center, Barron Elementary, Journey of Hope and Douglass Vision. Outside organizations are encouraged to submit applications to Plano West Rotary Club's benevolence committee that choses deserving organizations that fulfill our exempt purpose.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt240
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT 5810 GRANT RECEIVED OF $3,927 AND ROTARY FOUNDATION OF $1,721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTEREST INCOME ON CHECKING ACCOUNT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEALS PAID BY NON MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLUB DUES TO ROTARY INTERNATIONAL AND DISTRICT 5810 OF $7,439; MEALS PAID $2,957; CLUB OPERATIONS OF $2,815; TRAINING & CONVENTIONS OF $1,965; STANDING COMMITTEE OF $996; EQUIPMENT RENTAL & MAINTENANCE OF $117.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0The filing was late due to changes in the officers of Plano West Rotary Club and changes in the person responsible for the accounting. Unfortunately, their was misunderstanding and it was believed that the return was already in process of being filed. The fiscal year end corresponds to when the Rotary club has a change in officers. We have attempted to set in processes to prevent a late filing from happening in the future.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carrolyn Moebius
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Rotarian
ReturnHeader/BusinessOfficerGrp/PhoneNum09723339432
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-23
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ReturnHeader/Filer/EIN0821595938
ReturnHeader/Filer/PhoneNum02144759446
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ReturnHeader/ReturnTs02024-05-23T08:04:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carrolyn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Moebius
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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