Civic Intelligence

Rotary International District 5730

990EZ • Fiscal year 2016 • EIN 91-2027218

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 23, 2016

Organization Profilewww.rotary5730.org
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

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.13x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

78%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

60%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$155,664

Up $68,014 (+78%) from 2015

Net Assets

Up

$133,040

Up $53,175 (+67%) from 2015

Liabilities

Up

$22,624

Up $14,839 (+191%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin74th percentile

Revenue

Up

$174,375

Up $65,081 (+60%) from 2015

Expenses

Up

$147,387

Up $38,269 (+35%) from 2015

Net Income

Up

$26,988

Up $26,812 (+15234%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2016

Assets$155,664
Liabilities$22,624
Net Assets$133,040
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

2016

Revenue$174,375
Expenses$147,387
Net Income$26,988
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 23, 2016
Return Version
2015v2.1
Gross Receipts
$174,375
Mission and Program Overview

Mission

District support of rotary clubs

Program Services

DescriptionGrantsExpenses
Grants to 32 Rotary clubs to support health, education and humanitarian projects in their communities.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John ScottDistrict 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
John Scott
Title
District Governor
Signed
2016-09-23
Discuss with paid preparer
No

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 38,360”

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

“Fundraising 2,500”

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

“Conferences, conventions, and meetings 7,006”

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

“Awards, pins, memorials 1,424”

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

“Youth programs 34,736”

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

“Office 3,904”

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

“Information technology 2,546”

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

“District grants 55,711”

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

“Professional fees 1,200”

Form 990-EZ, Part I, Line 20, Net Assets

“Programs brought under the financial supervision of the organization 26,187”

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

“Prepaid expenses Beginning of year 2,546, End of year 3,785”

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

“Accrued Expenses Beginning of year 7,785, End of year 13,533”

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

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

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt085104
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0174199
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026988
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087650
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155664
IRS990EZ/GrossReceiptsAmt0174375
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0176
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079865
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133040
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079865
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0District governor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02546
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03785
IRS990EZ/OtherChangesInNetAssetsAmt026187
IRS990EZ/OtherExpensesTotalAmt0147387
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0District support of Rotary clubs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to 32 Rotary clubs to support health, education and humanitarian projects in their communities.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07785
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022624
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147387
IRS990EZ/TotalRevenueAmt0174375
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 38,360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 7,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Awards, pins, memorials 1,424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Youth programs 34,736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office 3,904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Information technology 2,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7District grants 55,711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Professional fees 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Programs brought under the financial supervision of the organization 26,187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid expenses Beginning of year 2,546, End of year 3,785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accrued Expenses Beginning of year 7,785, End of year 13,533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Designated Funds Beginning of year 0, End of year 9,091
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 I, Line 20, Net 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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0John Scott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0District Governor
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International District 5730
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0912027218
ReturnHeader/Filer/PhoneNum08067655676
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 Main St
ReturnHeader/Filer/USAddress/CityNm0Lubbock
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0794013598
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/PreparationDt02016-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G Morris
ReturnHeader/ReturnTs02016-09-23T04:32:39-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,664
Liabilities
$22,624
Net assets
$133,040
Revenue
$174,375
Expenses
$147,387
Net income
$26,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.91$0.89$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$0.63$0.08$0.54
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.12$1.34$1.23$1.26$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.11$1.38$1.54$1.52$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.14$1.32$1.65$1.65$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.23$1.33$1.74$1.47$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.08$0.80$1.09$1.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.06$1.02$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.45$0.58$0.13
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.46$0.51$0.05
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.47$0.37$0.10