Civic Intelligence

Rotary International District 5730

990EZ • Fiscal year 2019 • EIN 91-2027218

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 22, 2019

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

75th percentile

0.08x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

35th percentile

-2.8%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$146,394

Down $1,928 (-1.3%) from 2018

Net Assets

Down

$133,964

Down $3,651 (-2.7%) from 2018

Liabilities

Up

$12,430

Up $1,723 (+16%) from 2018

Revenue

Down

$122,922

Down $30,847 (-20%) from 2018

Expenses

Down

$126,373

Down $25,917 (-17%) from 2018

Net Income

Down

-$3,451

Down $4,930 (-333%) from 2018

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

2019

Assets$146,394
Liabilities$12,430
Net Assets$133,964

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

2019

Revenue$122,922
Expenses$126,373
Net Income-$3,451
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$122,922
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.$36,199-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan LinebargerDistrict 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
Dan Linebarger
Title
District Governor
Signed
2019-10-22
Discuss with paid preparer
No

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 , Grantee Rotary Club of Metropolitan Lubbock PO Box 6992 Lubbock TX 79493, Cash Grant 6,328, Relationship

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

Travel 26,332

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

Fundraising 4,658

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

Conferences, conventions, and meetings 7,979

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

Awards, pins, memorials 616

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

Youth programs 42,351

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

Office 4,493

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

Information technology 2,545

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 -200

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

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

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

Youth exchange receivables from student Beginning of year 1,350, End of year 1,050

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

Accrued Expenses Beginning of year 0, End of year 1,500

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

Designated Funds Beginning of year 10,707, End of year 10,930

Raw XML Appendix136 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/BOYAmt0144427
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142799
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064844
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3451
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0148322
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146394
IRS990EZ/FundraisingGrossIncomeAmt030
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036199
IRS990EZ/GrossReceiptsAmt0122922
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0376
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt057672
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133964
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133964
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Linebarger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0District governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1District treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03895
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03595
IRS990EZ/OtherChangesInNetAssetsAmt0-200
IRS990EZ/OtherExpensesTotalAmt090174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/GrantsAndAllocationsAmt036199
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt030
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010707
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012430
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126373
IRS990EZ/TotalRevenueAmt0122922
IRS990EZ/TransactionWithControlEntInd0false
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/ExplanationTxt0Activity , Grantee Rotary Club of Metropolitan Lubbock PO Box 6992 Lubbock TX 79493, Cash Grant 6,328, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel 26,332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising 4,658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, conventions, and meetings 7,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awards, pins, memorials 616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Youth programs 42,351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office 4,493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Information technology 2,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Professional fees 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prior period adjustments -200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid expenses Beginning of year 2,545, End of year 2,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Youth exchange receivables from student Beginning of year 1,350, End of year 1,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accrued Expenses Beginning of year 0, End of year 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Designated Funds Beginning of year 10,707, End of year 10,930
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
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 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Linebarger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0District Governor
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId081FA41022F520EC6FA1808C0E9C0B8EAB7637DA8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId081FA41022F520EC6FA1808C0E9C0B8EAB7637DA8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.167.162.47
ReturnHeader/FilingSecurityInformation/IPDt02019-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:04:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William G Morris PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lubbock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0794013598
ReturnHeader/PreparerPersonGrp/PhoneNum08067655676
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G Morris
ReturnHeader/ReturnTs02019-10-22T05:03:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings