Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 23-7034738

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

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

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.06x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

5.4%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

5.7%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-44%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$51,255

Up $2,778 (+5.7%) from 2020

Net Assets

Up

$49,350

Up $1,008 (+2.1%) from 2020

Liabilities

Up

$1,905

Up $1,770 (+1311%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin46th percentile

Revenue

Down

$31,949

Down $25,347 (-44%) from 2020

Expenses

Down

$30,213

Down $26,748 (-47%) from 2020

Net Income

Up

$1,736

Up $1,401 (+418%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2021

Assets$51,255
Liabilities$1,905
Net Assets$49,350
Open 2021 Filing

Operations Trend

Revenue Growth20th 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

2021

Revenue$31,949
Expenses$30,213
Net Income$1,736
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.0
Gross Receipts
$33,263
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.$30,213-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA CHAPMANPresident-$0--
CHRISTIE THOMPSONVice President-$0--
SUSIE BALLARDSecretary-$0--
JOHN HEDGPETHTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
John Hedgpeth
Title
Treasurer
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1009

“Depreciation $642”

Other Expenses.1012

“Insurance $48”

Other Expenses.1

“Weekly meeting lunches $13077”

Other Expenses.2

“ROTARY INTL DUES $3714”

Other Expenses.3

“WEEKLY ROOM RENTAL $2280”

Other Expenses.4

“INDUCTION CEREMONY $1770”

Other Expenses.5

“CHRISTMAS PARTY $1664”

Other Expenses.6

“Rotary district dues $1025”

Other Expenses.7

“OPERATING SUPPLIES $459”

Other Expenses.8

“Credit card processing fees $203”

Other Expenses.9

“President elect training $100”

Other Expenses.10

“PO Box Rental $98”

Other Expenses.11

“PROPERTY TAXES $60”

Other Expenses.12

“Ozark chamber membership dues $40”

Other Assets.1004

“Miscellaneous - Beginning $1336 Miscellaneous - Ending $694”

Other Assets.1

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

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $135 Accounts Payable and Accrued Expenses - Ending $135”

Total Liabilities.1

“ACCRUED INDUCTION CEREMONY - Beginning $0 ACCRUED INDUCTION CEREMONY - Ending $1770”

Raw XML Appendix150 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/PersonNm0COMPERE ROBINETTE CPAS
IRS990EZ/BooksInCareOfDetail/PhoneNum04175814100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0761 N 20TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OZARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065721
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050061
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01736
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048477
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IRS990EZ/FundraisingGrossIncomeAmt010626
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05033
IRS990EZ/GrossReceiptsAmt033263
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0137
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRICIA CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTIE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSIE BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN HEDGPETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01836
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01194
IRS990EZ/OtherChangesInNetAssetsAmt0-728
IRS990EZ/OtherExpensesTotalAmt025180
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/GrantsAndAllocationsAmt030213
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01314
IRS990EZ/SpecialEventsNetIncomeLossAmt09312
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0135
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01905
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030213
IRS990EZ/TotalProgramServiceExpensesAmt030213
IRS990EZ/TotalRevenueAmt031949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEEKLY MEETING LUNCHES $13077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROTARY INTL DUES $3714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEEKLY ROOM RENTAL $2280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INDUCTION CEREMONY $1770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHRISTMAS PARTY $1664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROTARY DISTRICT DUES $1025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OPERATING SUPPLIES $459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CREDIT CARD PROCESSING FEES $203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRESIDENT ELECT TRAINING $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PO Box Rental $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROPERTY TAXES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OZARK CHAMBER MEMBERSHIP DUES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Miscellaneous - Beginning $1336 Miscellaneous - Ending $694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SALES TAX DEPOSIT - Beginning $500 SALES TAX DEPOSIT - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $135 Accounts Payable and Accrued Expenses - Ending $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACCRUED INDUCTION CEREMONY - Beginning $0 ACCRUED INDUCTION CEREMONY - Ending $1770
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HEDGPETH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
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/ZIPCd065721
ReturnHeader/PreparerPersonGrp/PhoneNum04175814100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY W WOOD
ReturnHeader/ReturnTs02022-05-10T11:20:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEDGPETH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,255
Liabilities
$1,905
Net assets
$49,350
Revenue
$31,949
Expenses
$30,213
Net income
$1,736
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