Civic Intelligence

Edmond Rotary Club Foundation Inc

EIN 26-0865747 • 501(c)3 • Edmond, OK

Profile

To promote service in the community, in the workplace and throughout the world.

PO Box 1426Edmond, OK 73083

www.edmondrotary.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-33%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-15%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-19%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$54,299

Down $9,639 (-15%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$54,299

Down $9,639 (-15%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$29,522

Down $7,043 (-19%) from 2021

Expenses

Up

$39,161

Up $1,830 (+4.9%) from 2021

Net Income

Down

-$9,639

Down $8,873 (-1158%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$150K$100K$50K$0Assets 2011: $29,978Net Assets 2011: $29,9782011Assets 2012: $37,265Net Assets 2012: $37,2652012Assets 2013: $110,681Net Assets 2013: $110,6812013Assets 2014: $82,563Net Assets 2014: $82,5632014Assets 2015: $77,248Net Assets 2015: $77,2482015Assets 2016: $61,926Net Assets 2016: $61,9262016Assets 2017: $57,374Net Assets 2017: $57,3742017Assets 2018: $52,437Net Assets 2018: $52,4372018Assets 2019: $43,366Net Assets 2019: $43,3662019Assets 2020: $64,704Net Assets 2020: $64,7042020Assets 2021: $63,938Net Assets 2021: $63,9382021Assets 2022: $54,299Liabilities 2022: $0Net Assets 2022: $54,2992022

Highlighted filing

2022

Assets$54,299
Liabilities$0
Net Assets$54,299
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $29,040Expenses 2011: $20Net Income 2011: $29,0202011Revenue 2012: $12,287Expenses 2012: $5,000Net Income 2012: $7,2872012Revenue 2013: $107,744Expenses 2013: $34,328Net Income 2013: $73,4162013Revenue 2014: $47,618Expenses 2014: $75,736Net Income 2014: -$28,1182014Revenue 2015: $30,410Expenses 2015: $35,725Net Income 2015: -$5,3152015Revenue 2016: $19,675Expenses 2016: $34,997Net Income 2016: -$15,3222016Revenue 2017: $26,874Expenses 2017: $23,205Net Income 2017: $3,6692017Revenue 2018: $19,164Expenses 2018: $24,101Net Income 2018: -$4,9372018Revenue 2019: $48,070Expenses 2019: $57,141Net Income 2019: -$9,0712019Revenue 2020: $57,592Expenses 2020: $36,254Net Income 2020: $21,3382020Revenue 2021: $36,565Expenses 2021: $37,331Net Income 2021: -$7662021Revenue 2022: $29,522Expenses 2022: $39,161Net Income 2022: -$9,6392022

Highlighted filing

2022

Revenue$29,522
Expenses$39,161
Net Income-$9,639
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$54,299
Liabilities
$0
Net assets
$54,299
Revenue
$29,522
Expenses
$39,161
Net income
-$9,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.30$0.39$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.37$0.37$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.58$0.36$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.48$0.57$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.19$0.24$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.27$0.23$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.20$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.30$0.36$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.48$0.76$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.11$1.08$0.34$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.12$0.05$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.29$0.00$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 25, 2022
Return Version
2021v4.2
Gross Receipts
$29,522
Mission and Program Overview

Mission

To promote service in the community

Program Services

DescriptionGrantsExpenses
Promoting service in the community through providing funds to assist local schools and local youth organizations with supplies, books, etc.-$39,161
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BOGGSPresident-$0--
BETH CASEVice President-$0--
CHRIS KOEHLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Edmond Rotary Club Foundation Inc
EIN
26-0865747
Address
PO Box 1426, Edmond, OK 73083

Signing Officer

Name
Chris Koehler
Title
Treasurer
Phone
4056029258
Signed
2022-10-25
Discuss with paid preparer
Yes

Preparer

Firm
A&P Smith Services PLLC
Address
6004 Troone Ct, Edmond, OK 73025
Preparer
Wilhelmina E Smith
Phone
4053439300
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Grant Awarded Grantee Edmond Fine Arts Institute Street 27 E Edwards St City, State, Zip Edmond, OK 73034Amount 3,500Activity Grant Awarded Grantee Last Frontier Council Street 3031 NW 64th St City, State, Zip Oklahoma City, OK 73116Amount 1,000Activity Grant Awarded Grantee UR Special Ministries Street 25 W 3rd St City, State, Zip Edmond, OK 73003Amount 2,000Activity Grant Awarded Grantee YMCA Street 1220 S Rankin St City, State, Zip Edmond, OK 73034Amount 2,500”

Description of other expenses Part I line 16

“Description AmountAdministrative Expense 99Special Community Services Event 70Miracle League Equipment 7,596International Expense 2,416Other Projects 705RYLA - Youth 2,575Sustaining Club Contributions 9,100College Scholarships Awarded 7,000Disaster Relief 600”

Raw XML Appendix135 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/PersonNm0AP Smith Services PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum04053439300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06004 Troone Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Edmond
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063938
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028147
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9639
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063938
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054299
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09000
IRS990EZ/GrossReceiptsAmt029522
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01375
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054299
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063938
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES BOGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH CASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS KOEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030161
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote service in the community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promoting service in the community through providing funds to assist local schools and local youth organizations with supplies, books, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039161
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039161
IRS990EZ/TotalProgramServiceExpensesAmt039161
IRS990EZ/TotalRevenueAmt029522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.edmondrotary.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056592
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0185287
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0185287
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt028147
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056592
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018164
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0185287
IRS990ScheduleA/TotalSupportAmt0185287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grant Awarded Grantee Edmond Fine Arts Institute Street 27 E Edwards St City, State, Zip Edmond, OK 73034Amount 3,500Activity Grant Awarded Grantee Last Frontier Council Street 3031 NW 64th St City, State, Zip Oklahoma City, OK 73116Amount 1,000Activity Grant Awarded Grantee UR Special Ministries Street 25 W 3rd St City, State, Zip Edmond, OK 73003Amount 2,000Activity Grant Awarded Grantee YMCA Street 1220 S Rankin St City, State, Zip Edmond, OK 73034Amount 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministrative Expense 99Special Community Services Event 70Miracle League Equipment 7,596International Expense 2,416Other Projects 705RYLA - Youth 2,575Sustaining Club Contributions 9,100College Scholarships Awarded 7,000Disaster Relief 600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Koehler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04056029258
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edmond Rotary Club Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0EDMO
ReturnHeader/Filer/EIN0260865747
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1426
ReturnHeader/Filer/USAddress/CityNm0Edmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073083
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271153227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A&P Smith Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06004 Troone Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073025
ReturnHeader/PreparerPersonGrp/PhoneNum04053439300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wilhelmina E Smith
ReturnHeader/ReturnTs02022-10-27T22:08:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koehler
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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