Civic Intelligence

Rotary International District 5730

990EZ • Fiscal year 2017 • EIN 91-2027218

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

601 Main StLubbock, TX 79401-3598

(806) 765-5676

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.08x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.4%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

31st percentile

-6.2%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-5.6%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$145,997

Down $9,667 (-6.2%) from 2016

Net Assets

Down

$132,359

Down $681 (-0.5%) from 2016

Liabilities

Down

$13,638

Down $8,986 (-40%) from 2016

Revenue

Down

$164,662

Down $9,713 (-5.6%) from 2016

Expenses

Up

$165,343

Up $17,956 (+12%) from 2016

Net Income

Down

-$681

Down $27,669 (-103%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $93,530Liabilities 2011: $02011Assets 2012: $88,326Liabilities 2012: $02012Assets 2013: $75,724Liabilities 2013: $0Net Assets 2013: $75,7242013Assets 2014: $79,689Liabilities 2014: $0Net Assets 2014: $79,6892014Assets 2015: $87,650Liabilities 2015: $7,785Net Assets 2015: $79,8652015Assets 2016: $155,664Liabilities 2016: $22,624Net Assets 2016: $133,0402016Assets 2017: $145,997Liabilities 2017: $13,638Net Assets 2017: $132,3592017Assets 2018: $148,322Liabilities 2018: $10,707Net Assets 2018: $137,6152018Assets 2019: $146,394Liabilities 2019: $12,430Net Assets 2019: $133,9642019Assets 2021: $160,521Liabilities 2021: $1,500Net Assets 2021: $159,0212021Assets 2022: $215,954Liabilities 2022: $0Net Assets 2022: $215,9542022

Highlighted filing

2017

Assets$145,997
Liabilities$13,638
Net Assets$132,359

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $46,786Expenses 2011: $36,807Net Income 2011: $9,9792011Revenue 2012: $46,119Expenses 2012: $51,323Net Income 2012: -$5,2042012Revenue 2013: $45,136Expenses 2013: $57,738Net Income 2013: -$12,6022013Revenue 2014: $106,075Expenses 2014: $102,110Net Income 2014: $3,9652014Revenue 2015: $109,294Expenses 2015: $109,118Net Income 2015: $1762015Revenue 2016: $174,375Expenses 2016: $147,387Net Income 2016: $26,9882016Revenue 2017: $164,662Expenses 2017: $165,343Net Income 2017: -$6812017Revenue 2018: $153,769Expenses 2018: $152,290Net Income 2018: $1,4792018Revenue 2019: $122,922Expenses 2019: $126,373Net Income 2019: -$3,4512019Revenue 2021: $62,789Expenses 2021: $8,445Net Income 2021: $54,3442021Revenue 2022: $90,887Expenses 2022: $88,676Net Income 2022: $2,2112022

Highlighted filing

2017

Revenue$164,662
Expenses$165,343
Net Income-$681
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$164,662
Mission and Program Overview

Mission

District support of rotary clubs

Program Services

DescriptionGrantsExpenses
Grants to 34 Rotary clubs to support health, education and humanitarian projects in their communities.$55,905$55,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan BrintsDistrict GovernorPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 5730
EIN
91-2027218
Phone
8067655676
Address
601 Main St, Lubbock, TX 79401-3598

Signing Officer

Name
Susan Brints
Title
District Governor
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
William G Morris PC
Address
601 Main St, Lubbock, TX 79401-3598
Preparer
William G Morris
Phone
8067655676
Supplemental Narrative

Additional Explanations

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

Travel 38,830

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

Fundraising 4,295

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

Conferences, conventions, and meetings 9,728

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

Awards, pins, memorials 1,900

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

Youth programs 44,035

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

Office 6,115

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

Information technology 2,635

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

District grants 55,905

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

Professional fees 1,900

Form 990-EZ, Part II, Line 24, Other Assets

Prepaid expenses Beginning of year 3,785, End of year 3,545

Form 990-EZ, Part II, Line 24, Other Assets

Youth exchange receivables from student Beginning of year 0, End of year 3,402

Form 990-EZ, Part II, Line 26, Liabilities

Accrued Expenses Beginning of year 13,533, End of year 13,638

Form 990-EZ, Part II, Line 26, Liabilities

Designated Funds Beginning of year 9,091, End of year 0

Raw XML Appendix131 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/PersonNm0William Morris
IRS990EZ/BooksInCareOfDetail/PhoneNum08067655676
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lubbock
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0794013598
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151879
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0102772
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-681
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/FundraisingGrossIncomeAmt01286
IRS990EZ/GrossReceiptsAmt0164662
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0133040
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0132359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0133040
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0132359
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Brints
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0District governor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03785
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06947
IRS990EZ/OtherExpensesTotalAmt0165343
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0District support of Rotary clubs
IRS990EZ/ProgramServiceRevenueAmt060410
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to 34 Rotary clubs to support health, education and humanitarian projects in their communities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055905
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt01286
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022624
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013638
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0165343
IRS990EZ/TotalProgramServiceExpensesAmt055905
IRS990EZ/TotalRevenueAmt0164662
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotary5730.org
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/ExplanationTxt0Travel 38,830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 4,295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 9,728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Awards, pins, memorials 1,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Youth programs 44,035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office 6,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Information technology 2,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7District grants 55,905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Professional fees 1,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid expenses Beginning of year 3,785, End of year 3,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Youth exchange receivables from student Beginning of year 0, End of year 3,402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accrued Expenses Beginning of year 13,533, End of year 13,638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Designated Funds Beginning of year 9,091, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Brints
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0District Governor
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International District 5730
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0912027218
ReturnHeader/Filer/PhoneNum08067655676
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 Main St
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ReturnHeader/Filer/USAddress/ZIPCd0794013598
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.167.162.47
ReturnHeader/FilingSecurityInformation/IPDt02017-11-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:09:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William G Morris PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lubbock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0794013598
ReturnHeader/PreparerPersonGrp/PhoneNum08067655676
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G Morris
ReturnHeader/ReturnTs02017-11-13T05:08:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings