Civic Intelligence

Rotary Club of Oxford - Ole Miss

EIN 20-4454945 • 501(c)4 • Oxford, MS

Profile

Provide service to others, promote high ethical standards, and to advance world understanding through its fellowship of business, professional and community leaders.

P O Box 1826Oxford, MS 38655

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

8th percentile

-102%

Higher net margin than 8% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-21%

Faster asset growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,505

Down $11,616 (-21%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$43,505

Down $11,616 (-21%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$11,439

Down $19,003 (-62%) from 2021

Expenses

Down

$23,055

Down $3,941 (-15%) from 2021

Net Income

Down

-$11,616

Down $15,062 (-437%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $26,309Liabilities 2011: $02011Assets 2012: $22,985Liabilities 2012: $02012Assets 2013: $23,458Liabilities 2013: $02013Assets 2014: $34,961Liabilities 2014: $0Net Assets 2014: $34,9612014Assets 2015: $37,365Liabilities 2015: $0Net Assets 2015: $37,3652015Assets 2016: $37,334Net Assets 2016: $37,3342016Assets 2017: $33,803Net Assets 2017: $33,8032017Assets 2018: $42,717Net Assets 2018: $42,7172018Assets 2019: $49,809Net Assets 2019: $49,8092019Assets 2020: $51,675Net Assets 2020: $51,6752020Assets 2021: $55,121Net Assets 2021: $55,1212021Assets 2022: $43,505Net Assets 2022: $43,5052022

Highlighted filing

2022

Assets$43,505
Liabilities-
Net Assets$43,505
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $23,044Expenses 2011: $29,816Net Income 2011: -$6,7722011Revenue 2012: $43,857Expenses 2012: $47,181Net Income 2012: -$3,3242012Revenue 2013: $41,094Expenses 2013: $40,621Net Income 2013: $4732013Revenue 2014: $48,834Expenses 2014: $37,331Net Income 2014: $11,5032014Revenue 2015: $41,704Expenses 2015: $39,300Net Income 2015: $2,4042015Revenue 2016: $42,410Expenses 2016: $42,711Net Income 2016: -$3012016Revenue 2017: $37,965Expenses 2017: $41,496Net Income 2017: -$3,5312017Revenue 2018: $45,062Expenses 2018: $36,148Net Income 2018: $8,9142018Revenue 2019: $41,895Expenses 2019: $34,803Net Income 2019: $7,0922019Revenue 2020: $32,255Expenses 2020: $30,389Net Income 2020: $1,8662020Revenue 2021: $30,442Expenses 2021: $26,996Net Income 2021: $3,4462021Revenue 2022: $11,439Expenses 2022: $23,055Net Income 2022: -$11,6162022

Highlighted filing

2022

Revenue$11,439
Expenses$23,055
Net Income-$11,616
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,505
Liabilities
-
Net assets
$43,505
Revenue
$11,439
Expenses
$23,055
Net income
-$11,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$43.5$43.5$11.4$23.1$11.6
2021Detailed filing. Detailed filing data is available for this year.$55.1$55.1$30.4$27.0$3.45
2020Detailed filing. Detailed filing data is available for this year.$51.7$51.7$32.3$30.4$1.87
2019Detailed filing. Detailed filing data is available for this year.$49.8$49.8$41.9$34.8$7.09
2018Detailed filing. Detailed filing data is available for this year.$42.7$42.7$45.1$36.1$8.91
2017Detailed filing. Detailed filing data is available for this year.$33.8$33.8$38.0$41.5$3.53
2016Detailed filing. Detailed filing data is available for this year.$37.3$37.3$42.4$42.7$0.30
2015Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$41.7$39.3$2.40
2014Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$48.8$37.3$11.5
2013Summary only. Only limited summary data is available for this year.$23.5$0.00$41.1$40.6$0.47
2012Summary only. Only limited summary data is available for this year.$23.0$0.00$43.9$47.2$3.32
2011Summary only. Only limited summary data is available for this year.$26.3$0.00$23.0$29.8$6.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 21, 2022
Return Version
2021v4.0
Gross Receipts
$11,439
Mission and Program Overview

Mission

Provide service to others, promote high ethical standards, and to advance world understanding through its fellowship of business, professional and community leaders.

Program Services

DescriptionGrantsExpenses
CHRISTMAS STORE - PROVIDE TOYS AND BOOKS FOR CHILDREN WHO MIGH NOT OTHERWISE HAVE CHRISTMAS$3,500$15,666
DONATIONS MADE ON BEHALF OF CLUB MEMBERS TO ROTARY INTERNATIONALS CHARITABLE FOUNDATION$6,150$7,035
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATHEW BISHOPPresident-$0--
JONATHAN MATTOXSecretary/Tr-$0--
BETSY NELSONVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Oxford - Ole Miss
EIN
20-4454945
Phone
6629151159
Address
P O BOX 1826, OXFORD, MS 38655

Signing Officer

Name
Jonathan Mattox
Title
Secretary/treasurer
Phone
6629151159
Signed
2022-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Ward and Stafford Pllc
Address
606 SOUTH 16TH STREET, OXFORD, MS 38655
Preparer
Edward a Maxwell CPA
Phone
6622818900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses christmas store expenses 12,166 credit card fees 29 service fee 119 supplies 648 po box 118 total 13,080”

Form 990-ez, Part II, Line 24

“Undeposited funds 0 305 total 0 305”

Form 990-ez, Part III

“Provide service to others, promote high ethical standards, and to advance world understanding through its fellowship of business, professional and community leaders.”

Form 990-ez, Part III, Line 31

“Donations made on behalf of club members to rotary internationals charitable foundation”

Raw XML Appendix108 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/BusinessName/BusinessNameLine1Txt0JONATHAN MATTOX
IRS990EZ/BooksInCareOfDetail/PhoneNum06628014760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1826
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055121
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043200
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08976
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11616
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055121
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043505
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09650
IRS990EZ/GrossReceiptsAmt011439
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02463
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055121
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055121
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043505
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATHEW BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN MATTOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETSY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0305
IRS990EZ/OtherExpensesTotalAmt013080
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SERVICE TO OTHERS, PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHRISTMAS STORE - PROVIDE TOYS AND BOOKS FOR CHILDREN WHO MIGH NOT OTHERWISE HAVE CHRISTMAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS MADE ON BEHALF OF CLUB MEMBERS TO ROTARY INTERNATIONALS CHARITABLE FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015666
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17035
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023055
IRS990EZ/TotalProgramServiceExpensesAmt022701
IRS990EZ/TotalRevenueAmt011439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHRISTMAS STORE EXPENSES 12,166 CREDIT CARD FEES 29 SERVICE FEE 119 SUPPLIES 648 PO BOX 118 TOTAL 13,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNDEPOSITED FUNDS 0 305 TOTAL 0 305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE SERVICE TO OTHERS, PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS MADE ON BEHALF OF CLUB MEMBERS TO ROTARY INTERNATIONALS CHARITABLE FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN MATTOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06629151159
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF OXFORD - OLE MISS
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0204454945
ReturnHeader/Filer/PhoneNum06629151159
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1826
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640394922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS WARD AND STAFFORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0606 SOUTH 16TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038655
ReturnHeader/PreparerPersonGrp/PhoneNum06622818900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A MAXWELL CPA
ReturnHeader/ReturnTs02022-12-27T09:38:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MATTOX
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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