Civic Intelligence

Rotary International Oxford Rotary Club

990EZ • Fiscal year 2017 • EIN 58-2083280

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 07, 2017

Organization ProfileROTARYOXFORD.COM
P O Box 2501Oxford, MS 38655

(901) 849-3151

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-13%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

7.6%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,587

Down $4,832 (-13%) from 2016

Net Assets

Down

$32,587

Down $4,832 (-13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$68,706

Up $4,864 (+7.6%) from 2016

Expenses

Up

$73,538

Up $12,742 (+21%) from 2016

Net Income

Down

-$4,832

Down $7,878 (-259%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$80K$60K$40K$20K$0Assets 2012: $26,982Liabilities 2012: $02012Assets 2013: $35,950Liabilities 2013: $02013Assets 2014: $29,816Liabilities 2014: $02014Assets 2015: $34,373Liabilities 2015: $02015Assets 2016: $37,419Net Assets 2016: $37,4192016Assets 2017: $32,587Net Assets 2017: $32,5872017Assets 2018: $30,002Net Assets 2018: $30,0022018Assets 2019: $30,913Net Assets 2019: $30,9132019Assets 2020: $22,072Liabilities 2020: $850Net Assets 2020: $21,2222020Assets 2021: $27,248Net Assets 2021: $27,2482021Assets 2022: $32,122Liabilities 2022: $3,963Net Assets 2022: $28,1592022Assets 2023: $29,396Liabilities 2023: $2,373Net Assets 2023: $27,0232023Assets 2024: $63,547Liabilities 2024: $9,229Net Assets 2024: $54,3182024

Highlighted filing

2017

Assets$32,587
Liabilities-
Net Assets$32,587
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $90,007Expenses 2012: $80,212Net Income 2012: $9,7952012Revenue 2013: $73,334Expenses 2013: $64,366Net Income 2013: $8,9682013Revenue 2014: $68,379Expenses 2014: $74,513Net Income 2014: -$6,1342014Revenue 2015: $60,012Expenses 2015: $55,455Net Income 2015: $4,5572015Revenue 2016: $63,842Expenses 2016: $60,796Net Income 2016: $3,0462016Revenue 2017: $68,706Expenses 2017: $73,538Net Income 2017: -$4,8322017Revenue 2018: $55,614Expenses 2018: $58,199Net Income 2018: -$2,5852018Revenue 2019: $59,262Expenses 2019: $58,351Net Income 2019: $9112019Revenue 2020: $28,950Expenses 2020: $38,641Net Income 2020: -$9,6912020Revenue 2021: $40,709Expenses 2021: $34,683Net Income 2021: $6,0262021Revenue 2022: $40,369Expenses 2022: $39,458Net Income 2022: $9112022Revenue 2023: $46,522Expenses 2023: $47,658Net Income 2023: -$1,1362023Revenue 2024: $100,607Expenses 2024: $73,312Net Income 2024: $27,2952024

Highlighted filing

2017

Revenue$68,706
Expenses$73,538
Net Income-$4,832
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 7, 2017
Return Version
2016v3.0
Gross Receipts
$68,706
Mission and Program Overview

Mission

Provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world

Program Services

DescriptionGrantsExpenses
CLUB EDUCATION AND FELLOWSHIP-$56,451
SUPPORT ROTARY INTERNATIONAL PROGRAMS FUNDED BY ROTARY FOUNDATION$8,275$8,275
CONSTRUCTION OF PLANTER BOX FOR THE CITY OF OXFORD HISTORIC SQUARE$7,687$7,687
YOUTH LEADERSHIP TRAINING$1,125$1,125
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILL HUNTPresident-$0--
WILLIAM BRISCOEVice Preside-$0--
ED MAXWELLTreasurer-$0--
RYAN WALLYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
58-2083280
Phone
9018493151
Address
P O BOX 2501, OXFORD, MS 38655

Signing Officer

Name
Will Hunt
Title
President
Phone
9018493151
Signed
2017-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Ward and Stafford Pllc
Address
829 N LAMAR BLVD STE 3, OXFORD, MS 38655
Preparer
Edward a Maxwell CPA
Phone
6622818900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary foundation 1560 sherman ave evanston, il 60201 8,275 0 0 city of oxford 7,687 0 0”

Form 990-ez, Part I, Line 16

“Expenses office expenses 1,553 postage 56 misc office expenses 382 district and int dues 9,105 club meetings 45,000 total 56,096”

Form 990-ez, Part III

“Provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world”

Form 990-ez, Part III, Line 31

“Club education and fellowship”

Raw XML Appendix116 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/PersonNm0ED MAXWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum06622818900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0829 NORTH LAMAR SUITE 3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037419
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032587
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012055
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4832
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0355
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037419
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032587
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017087
IRS990EZ/GrossReceiptsAmt068706
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt056651
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037419
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032587
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037419
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032587
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILL HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM BRISCOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ED MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN WALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056096
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT ROTARY INTERNATIONAL PROGRAMS FUNDED BY ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YOUTH LEADERSHIP TRAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONSTRUCTION OF PLANTER BOX FOR THE CITY OF OXFORD HISTORIC SQUARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CLUB EDUCATION AND FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08275
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11125
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27687
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08275
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27687
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt356451
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073538
IRS990EZ/TotalProgramServiceExpensesAmt073538
IRS990EZ/TotalRevenueAmt068706
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYOXFORD.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOUNDATION 1560 SHERMAN AVE EVANSTON, IL 60201 8,275 0 0 CITY OF OXFORD 7,687 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 1,553 POSTAGE 56 MISC OFFICE EXPENSES 382 DISTRICT AND INT DUES 9,105 CLUB MEETINGS 45,000 TOTAL 56,096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLUB EDUCATION AND FELLOWSHIP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09018493151
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OXFORD ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0582083280
ReturnHeader/Filer/PhoneNum09018493151
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2501
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038655
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044281E12B4A25454658B1A42E836FBF9CF55C229
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC99C678DB09C71046FB33B12BD2A29600D48728
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640394922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS WARD AND STAFFORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0829 N LAMAR BLVD STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038655
ReturnHeader/PreparerPersonGrp/PhoneNum06622818900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A MAXWELL CPA
ReturnHeader/ReturnTs02017-08-24T15:18:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,587
Liabilities
-
Net assets
$32,587
Revenue
$68,706
Expenses
$73,538
Net income
-$4,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.09$0.54$1.01$0.73$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.02$0.27$0.47$0.48$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.04$0.28$0.40$0.39$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$0.41$0.35$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.01$0.21$0.29$0.39$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.59$0.58$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.56$0.58$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.69$0.74$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.64$0.61$0.03
2015Summary only. Only limited summary data is available for this year.$0.34$0.00$0.60$0.55$0.05
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.68$0.75$0.06
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.73$0.64$0.09
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.90$0.80$0.10