Civic Intelligence

Rotary International Oxford Rotary Club

990EZ • Fiscal year 2018 • EIN 58-2083280

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 31, 2018

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

(662) 281-8900

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

32nd percentile

-4.6%

Higher net margin than 32% 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

29th percentile

-7.9%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,002

Down $2,585 (-7.9%) from 2017

Net Assets

Down

$30,002

Down $2,585 (-7.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$55,614

Down $13,092 (-19%) from 2017

Expenses

Down

$58,199

Down $15,339 (-21%) from 2017

Net Income

Up

-$2,585

Up $2,247 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2018

Assets$30,002
Liabilities-
Net Assets$30,002
Open 2018 Filing

Operations Trend

Revenue Growth20th 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

2018

Revenue$55,614
Expenses$58,199
Net Income-$2,585
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 31, 2018
Return Version
2017v2.3
Gross Receipts
$55,614
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
SUPPORT ROTARY INTERNATIONAL PROGRAMS FUNDED BY ROTARY FOUNDATION$10,500$53,096
YOUTH LEADERSHIP TRAINING-$4,000
CLUB EDUCATION AND FELLOWSHIP--
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
6622818900
Address
P O BOX 2501, OXFORD, MS 38655

Signing Officer

Name
John Kohne
Title
President
Phone
9018493151
Signed
2018-07-31
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

“Name: rotary foundation address: 1560 sherman ave evanston, il 60201 cash contribution: 5,500”

Form 990-ez, Part I, Line 16

“Expenses office expenses 483 staff development 265 district and int dues 6,325 club meetings 36,271 district youth leadership 4,000 total 47,344”

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/PersonNm0EDWARD A 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/BOYAmt032587
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030002
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2585
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0355
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032587
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030002
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010500
IRS990EZ/GrossReceiptsAmt055614
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050614
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032587
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032587
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030002
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/OtherExpensesTotalAmt047344
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/DescriptionProgramSrvcAccomTxt2CLUB EDUCATION AND FELLOWSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053096
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058199
IRS990EZ/TotalProgramServiceExpensesAmt057096
IRS990EZ/TotalRevenueAmt055614
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYOXFORD.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ROTARY FOUNDATION ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201 CASH CONTRIBUTION: 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 483 STAFF DEVELOPMENT 265 DISTRICT AND INT DUES 6,325 CLUB MEETINGS 36,271 DISTRICT YOUTH LEADERSHIP 4,000 TOTAL 47,344
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KOHNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09018493151
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OXFORD ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0582083280
ReturnHeader/Filer/PhoneNum06622818900
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2501
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038655
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D69CCE39B5DB858E3AA1BF0C5D32DBB1A5E88F1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0573B06EB037DE333285144FD22D1D6EAFF856A34
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.175.162.242
ReturnHeader/FilingSecurityInformation/IPDt02018-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:14:09
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/PreparationDt02018-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A MAXWELL CPA
ReturnHeader/ReturnTs02018-08-31T11:14:09-05:00
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
$30,002
Liabilities
-
Net assets
$30,002
Revenue
$55,614
Expenses
$58,199
Net income
-$2,585
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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