Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 23-7034738

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization ProfileN/A
PO Box 1685Ozark, MO 65721

(417) 581-4100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

31st percentile

-5.2%

Higher net margin than 31% 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

35th percentile

-4.3%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

24th percentile

-15%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$53,906

Down $2,402 (-4.3%) from 2017

Net Assets

Down

$53,821

Down $2,487 (-4.4%) from 2017

Liabilities

$85

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin31st percentile

Revenue

Down

$47,979

Down $8,546 (-15%) from 2017

Expenses

Down

$50,466

Down $10,541 (-17%) from 2017

Net Income

Up

-$2,487

Up $1,995 (+45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80K$60K$40K$20K$0Assets 2015: $63,390Net Assets 2015: $63,3902015Assets 2016: $60,790Net Assets 2016: $60,7902016Assets 2017: $56,308Net Assets 2017: $56,3082017Assets 2018: $53,906Liabilities 2018: $85Net Assets 2018: $53,8212018Assets 2019: $48,142Liabilities 2019: $135Net Assets 2019: $48,0072019Assets 2020: $48,477Liabilities 2020: $135Net Assets 2020: $48,3422020Assets 2021: $51,255Liabilities 2021: $1,905Net Assets 2021: $49,3502021Assets 2022: $46,916Liabilities 2022: $135Net Assets 2022: $46,7812022Assets 2023: $50,376Liabilities 2023: $135Net Assets 2023: $50,2412023Assets 2024: $64,762Liabilities 2024: $135Net Assets 2024: $64,6272024Assets 2025: $71,861Liabilities 2025: $135Net Assets 2025: $71,7262025

Highlighted filing

2018

Assets$53,906
Liabilities$85
Net Assets$53,821
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $54,709Expenses 2015: $43,093Net Income 2015: $11,6162015Revenue 2016: $54,637Expenses 2016: $57,237Net Income 2016: -$2,6002016Revenue 2017: $56,525Expenses 2017: $61,007Net Income 2017: -$4,4822017Revenue 2018: $47,979Expenses 2018: $50,466Net Income 2018: -$2,4872018Revenue 2019: $50,801Expenses 2019: $56,615Net Income 2019: -$5,8142019Revenue 2020: $57,296Expenses 2020: $56,961Net Income 2020: $3352020Revenue 2021: $31,949Expenses 2021: $30,213Net Income 2021: $1,7362021Revenue 2022: $49,017Expenses 2022: $51,586Net Income 2022: -$2,5692022Revenue 2023: $48,492Expenses 2023: $45,032Net Income 2023: $3,4602023Revenue 2024: $53,816Expenses 2024: $39,430Net Income 2024: $14,3862024Revenue 2025: $56,342Expenses 2025: $49,243Net Income 2025: $7,0992025

Highlighted filing

2018

Revenue$47,979
Expenses$50,466
Net Income-$2,487
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$51,621
Mission and Program Overview

Mission

The mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders. The Rotary Club of Ozark, Missouri carries out the overall mission in its local community.

Program Services

DescriptionGrantsExpenses
Civic organization to combine fundraising efforts and donate proceeds from fundraising to local charities.$31,792-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKIE BARGERPresident-$0--
HOLLIE ESTESVice President-$0--
TRICIA CHAPMANSecretary-$0--
DOUG BURNETTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bingo & Bbq$17,294$17,294$3,542$13,752
Tea Sales$7,068$7,068$100$6,968
Total Events$24,362$24,362$3,642$20,720
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
23-7034738
Address
PO BOX 1685, OZARK, MO 65721

Signing Officer

Name
Jackie Barger
Title
President
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Compere and Robinette
Address
PO BOX 428, OZARK, MO 65721-0428
Preparer
Gary W Wood
Phone
4175814100
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS $5000 PER RECIPIENT | Cash Amount Given: $18483”

Other Expenses.1005

“Travel $300”

Other Expenses.1009

“Depreciation $642”

Other Expenses.1012

“Insurance $71”

Other Expenses.1

“LUNCHES $18674”

Other Expenses.2

“OPERATING SUPPLIES $7394”

Other Expenses.3

“ROTARY INTL DUES $3453”

Other Expenses.4

“Rotary district dues $1265”

Other Expenses.5

“TAXES & LICENSES $184”

Other Assets.1004

“Miscellaneous - Beginning $3262 Miscellaneous - Ending $2620”

Other Assets.1

“SALES TAX DEPOSIT - Beginning $500 SALES TAX DEPOSIT - Ending $500”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $85”

Raw XML Appendix142 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/PersonNm0DOUG BURNETT
IRS990EZ/BooksInCareOfDetail/PhoneNum04175814100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01910 W MARLER LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OZARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065721
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052546
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050786
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023245
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2487
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056308
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053906
IRS990EZ/FundraisingGrossIncomeAmt028038
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018483
IRS990EZ/GrossReceiptsAmt051621
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0338
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056308
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053821
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056308
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACKIE BARGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLIE ESTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRICIA CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUG BURNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03762
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03120
IRS990EZ/OtherExpensesTotalAmt031983
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders. The Rotary Club of Ozark, Missouri carries out the overall mission in its local community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Civic organization to combine fundraising efforts and donate proceeds from fundraising to local charities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031792
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt03642
IRS990EZ/SpecialEventsNetIncomeLossAmt024396
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt085
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050466
IRS990EZ/TotalProgramServiceExpensesAmt031792
IRS990EZ/TotalRevenueAmt047979
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03642
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BINGO & BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TEA SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024362
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024362
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020720
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03642
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03542
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS $5000 PER RECIPIENT | Cash Amount Given: $18483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LUNCHES $18674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OPERATING SUPPLIES $7394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY INTL DUES $3453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROTARY DISTRICT DUES $1265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES & LICENSES $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous - Beginning $3262 Miscellaneous - Ending $2620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SALES TAX DEPOSIT - Beginning $500 SALES TAX DEPOSIT - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE BARGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF OZARK MISSOURI
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237034738
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1685
ReturnHeader/Filer/USAddress/CityNm0OZARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065721
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431803128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMPERE AND ROBINETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 428
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OZARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0657210428
ReturnHeader/PreparerPersonGrp/PhoneNum04175814100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary W Wood
ReturnHeader/ReturnTs02018-11-14T11:31:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,906
Liabilities
$85
Net assets
$53,821
Revenue
$47,979
Expenses
$50,466
Net income
-$2,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$71.9$0.14$71.7$56.3$49.2$7.10
2024Detailed filing. Detailed filing data is available for this year.$64.8$0.14$64.6$53.8$39.4$14.4
2023Detailed filing. Detailed filing data is available for this year.$50.4$0.14$50.2$48.5$45.0$3.46
2022Detailed filing. Detailed filing data is available for this year.$46.9$0.14$46.8$49.0$51.6$2.57
2021Detailed filing. Detailed filing data is available for this year.$51.3$1.91$49.4$31.9$30.2$1.74
2020Detailed filing. Detailed filing data is available for this year.$48.5$0.14$48.3$57.3$57.0$0.34
2019Detailed filing. Detailed filing data is available for this year.$48.1$0.14$48.0$50.8$56.6$5.81
2018Detailed filing. Detailed filing data is available for this year.$53.9$0.09$53.8$48.0$50.5$2.49
2017Detailed filing. Detailed filing data is available for this year.$56.3$56.3$56.5$61.0$4.48
2016Detailed filing. Detailed filing data is available for this year.$60.8$60.8$54.6$57.2$2.60
2015Detailed filing. Detailed filing data is available for this year.$63.4$63.4$54.7$43.1$11.6