Civic Intelligence

Rotary International District 5730

990EZ • Fiscal year 2018 • EIN 91-2027218

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 18, 2018

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

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.6%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-6.6%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$148,322

Up $2,325 (+1.6%) from 2017

Net Assets

Up

$137,615

Up $5,256 (+4.0%) from 2017

Liabilities

Down

$10,707

Down $2,931 (-21%) from 2017

Revenue

Down

$153,769

Down $10,893 (-6.6%) from 2017

Expenses

Down

$152,290

Down $13,053 (-7.9%) from 2017

Net Income

Up

$1,479

Up $2,160 (+317%) from 2017

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

2018

Assets$148,322
Liabilities$10,707
Net Assets$137,615

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

2018

Revenue$153,769
Expenses$152,290
Net Income$1,479
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 18, 2018
Return Version
2017v2.3
Gross Receipts
$153,769
Mission and Program Overview

Mission

District support of rotary clubs

Program Services

DescriptionGrantsExpenses
Administered thirty-four Rotary Foundation district grants to twenty-eight Rotary clubs to support health, education and humanitarian projects in their communities.$53,117$53,117
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles StarnesDistrict GovernorPT$0--
William MorrisDistrict TreasurerPT$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
Charles Starnes
Title
District Governor
Signed
2018-09-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Grant, Grantee Rotary Club of Midland PO Box 561 Midland TX 79702, Cash Grant 6,800, Relationship

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Grant, Grantee Rotary Club of Midland West PO Box 5303 Midland TX 79704, Cash Grant 9,404, Relationship

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Grant, Grantee Rotary Club of Metropolitan Lubbock PO Box 6992 Lubbock TX 79493, Cash Grant 6,039, Relationship

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

Travel 23,470

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

Fundraising 5,448

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

Conferences, conventions, and meetings 13,633

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

Awards, pins, memorials 1,352

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

Youth programs 48,514

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

Office 2,958

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

Information technology 2,598

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

Professional fees 1,200

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

Prior period adjustments 3,777

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

Prepaid expenses Beginning of year 3,545, End of year 2,545

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

Youth exchange receivables from student Beginning of year 3,402, End of year 1,350

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

Designated Funds Beginning of year 13,638, End of year 10,707

Raw XML Appendix134 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/PhoneNum08067655676
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lubbock
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0794013598
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1District treasurer
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IRS990EZ/OtherChangesInNetAssetsAmt03777
IRS990EZ/OtherExpensesTotalAmt099173
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0District support of Rotary clubs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Administered thirty-four Rotary Foundation district grants to twenty-eight Rotary clubs to support health, education and humanitarian projects in their communities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053117
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053117
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IRS990EZ/SpecialEventsNetIncomeLossAmt03823
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0152290
IRS990EZ/TotalProgramServiceExpensesAmt053117
IRS990EZ/TotalRevenueAmt0153769
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rotary5730.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grant, Grantee Rotary Club of Midland PO Box 561 Midland TX 79702, Cash Grant 6,800, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Grant, Grantee Rotary Club of Midland West PO Box 5303 Midland TX 79704, Cash Grant 9,404, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Grant, Grantee Rotary Club of Metropolitan Lubbock PO Box 6992 Lubbock TX 79493, Cash Grant 6,039, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel 23,470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising 5,448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, conventions, and meetings 13,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Awards, pins, memorials 1,352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Youth programs 48,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office 2,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Information technology 2,598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Professional fees 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prior period adjustments 3,777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid expenses Beginning of year 3,545, End of year 2,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Youth exchange receivables from student Beginning of year 3,402, End of year 1,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Designated Funds Beginning of year 13,638, End of year 10,707
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
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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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/PreparerPersonGrp/PhoneNum08067655676
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G Morris
ReturnHeader/ReturnTs02018-09-18T05:30:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings