Civic Intelligence

Flower Mound Rotary Charities

990EZ • Fiscal year 2023 • EIN 86-3939713

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 19, 2024

Organization Profile
PO Box 271450Flower Mound, TX 75022

(817) 896-2744

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-8.8%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$94,013

Down $9,068 (-8.8%) from 2022

Net Assets

Up

$94,013

Up $108,715 (+739%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

Down

$82,138

Down $30,955 (-27%) from 2022

Expenses

Down

$97,457

Down $30,338 (-24%) from 2022

Net Income

Down

-$15,319

Down $617 (-4.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$150K$100K$50K$0-$50KAssets 2021: $65,568Liabilities 2021: $0Net Assets 2021: $65,5682021Assets 2022: $103,081Liabilities 2022: $0Net Assets 2022: -$14,7022022Assets 2023: $94,013Liabilities 2023: $0Net Assets 2023: $94,0132023Assets 2024: $60,771Liabilities 2024: $650Net Assets 2024: $60,1112024Assets 2025: $55,993Net Assets 2025: $69,7622025

Highlighted filing

2023

Assets$94,013
Liabilities$0
Net Assets$94,013
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2021: $167,954Expenses 2021: $102,386Net Income 2021: $65,5682021Revenue 2022: $113,093Expenses 2022: $127,795Net Income 2022: -$14,7022022Revenue 2023: $82,138Expenses 2023: $97,457Net Income 2023: -$15,3192023Revenue 2024: $27,155Expenses 2024: $54,773Net Income 2024: -$27,6182024Revenue 2025: $81,545Expenses 2025: $72,554Net Income 2025: $8,9912025

Highlighted filing

2023

Revenue$82,138
Expenses$97,457
Net Income-$15,319
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 19, 2024
Return Version
2023v5.1
Gross Receipts
$82,138
Mission and Program Overview

Mission

Provide humanitarian service locally and internationally

Providing benefits to and for educational purposes to the disadvantaged, the needy and other charitable causes and to promote truthfulness, fairness, fellowship and beneficial endeavors in accordance with the objectives or rotary

Program Services

DescriptionGrantsExpenses
GRANTS TO LOCAL CHARITIES PROJECTS AND SCHOLARSHIPS AND ASSISTANCE TO UKRAINE$25,625-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD ROBINSONChiar-$0--
MIKE SHERWOODVice Chair-$0--
STACEY MANESSTreasuirer-$0--
MARY JACOBYTreasurer-$0--
JAMES BENTONDirector-$0--
CHRIS YOUNGDirector-$0--
HAROLD SHEPARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Flower Mound Rotary Charities
EIN
86-3939713
Phone
8178962744
Address
PO BOX 271450, FLOWER MOUND, TX 75022

Signing Officer

Name
Gerald Robinson
Title
Chair
Phone
8178962744
Signed
2024-06-19

Preparer

Firm
Master Plan Bookkeeping
Address
1011 SURREY LN, BLDG 200 SUITE 19, FLOWER MOUND, TX 75022
Preparer
Matthew Nelson
Phone
2149454793
Supplemental Narrative

Additional Explanations

Part I, Line 10

“The balance of the contributions were each usd 5,000 or less.”

Part I, Line 16

“1) other expenses fundraising expenses amount 13895 2) other expenses operating expenses amount 6663”

Raw XML Appendix155 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/PersonNm0FLOWER MOUND ROTARY CHARITIES
IRS990EZ/BooksInCareOfDetail/PhoneNum08178962744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOZ 271450
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLOWER MOUND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075028
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GERALD ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE SHERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACEY MANESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY JACOBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES BENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HAROLD SHEPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHIAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASUIRER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherExpensesTotalAmt020558
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING BENEFITS TO AND FOR EDUCATIONAL PURPOSES TO THE DISADVANTAGED, THE NEEDY AND OTHER CHARITABLE CAUSES AND TO PROMOTE TRUTHFULNESS, FAIRNESS, FELLOWSHIP AND BENEFICIAL ENDEAVORS IN ACCORDANCE WITH THE OBJECTIVES OR ROTARY
IRS990EZ/ProgramServiceRevenueAmt056513
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO LOCAL CHARITIES PROJECTS AND SCHOLARSHIPS AND ASSISTANCE TO UKRAINE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025625
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/RelatedOrgSect527OrgInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalExpensesAmt097457
IRS990EZ/TotalRevenueAmt082138
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0167954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363185
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0363185
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082138
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0363185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BALANCE OF THE CONTRIBUTIONS WERE EACH USD 5,000 OR LESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11) OTHER EXPENSES FUNDRAISING EXPENSES AMOUNT 13895 2) OTHER EXPENSES OPERATING EXPENSES AMOUNT 6663
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum08178962744
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLOWER MOUND ROTARY CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0FLOW
ReturnHeader/Filer/EIN0863939713
ReturnHeader/Filer/PhoneNum08178962744
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 271450
ReturnHeader/Filer/USAddress/CityNm0FLOWER MOUND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824931108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASTER PLAN BOOKKEEPING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 SURREY LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0BLDG 200 SUITE 19
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLOWER MOUND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075022
ReturnHeader/PreparerPersonGrp/PhoneNum02149454793
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW NELSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-01T18:00:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$94,013
Liabilities
$0
Net assets
$94,013
Revenue
$82,138
Expenses
$97,457
Net income
-$15,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.70$0.82$0.73$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$0.27$0.55$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.82$0.97$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$0.15$1.13$1.28$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.68$1.02$0.66