Civic Intelligence

Rotary International Oxford Rotary Club

990EZ • Fiscal year 2021 • EIN 58-2083280

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 18, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

61st percentile

15%

Higher net margin than 61% 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

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,248

Up $5,176 (+23%) from 2020

Net Assets

Up

$27,248

Up $6,026 (+28%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$40,709

Up $11,759 (+41%) from 2020

Expenses

Down

$34,683

Down $3,958 (-10%) from 2020

Net Income

Up

$6,026

Up $15,717 (+162%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$27,248
Liabilities-
Net Assets$27,248
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$40,709
Expenses$34,683
Net Income$6,026
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 18, 2021
Return Version
2020v4.0
Gross Receipts
$40,709
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
ACCOMPLISH THE ROTARY INTERNATIONAL MISSION OF PROVIDING SERVICE TO OTHERS, PROMOTING INTEGRITY, AND ADVANCING WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.$5,800$33,645
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BO ELLIOTPresident-$0--
ED MAXWELLTreasurer-$0--
J HALE FREELANDSecretary-$0--
RYAN WALLYVice Preside-$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
Ryan Wally
Title
Vice President
Phone
9018493151
Signed
2021-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Ward and Stafford Pllc
Address
606 SOUTH 16TH STREET, OXFORD, MS 38655
Preparer
Edward a Maxwell CPA
Phone
6622818900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 1,038 dues paid to ri 4,881 district and int dues 1,896 meals and entertainment 19,718 other expense 870 gift expense 480 total 28,883”

Form 990-ez, Part II, Line 26

“Paul harris sustaining member cont 350 0 edwin moak scholarship fund 500 0”

Form 990-ez, Part III

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

Raw XML Appendix111 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BO ELLIOT
CompensationExplanation/CompensationExplanationGrp/PersonNm1ED MAXWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2J HALE FREELAND
CompensationExplanation/CompensationExplanationGrp/PersonNm3RYAN WALLY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EDWARD A MAXWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum06622818900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0606 SOUTH 16TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022072
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027248
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02125
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06026
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022072
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027248
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05800
IRS990EZ/GrossReceiptsAmt040709
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038584
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021222
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027248
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021222
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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/PersonNm0BO ELLIOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ED MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2J HALE FREELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN WALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028883
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACCOMPLISH THE ROTARY INTERNATIONAL MISSION OF PROVIDING SERVICE TO OTHERS, PROMOTING INTEGRITY, AND ADVANCING WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033645
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0850
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034683
IRS990EZ/TotalProgramServiceExpensesAmt033645
IRS990EZ/TotalRevenueAmt040709
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYOXFORD.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 1,038 DUES PAID TO RI 4,881 DISTRICT AND INT DUES 1,896 MEALS AND ENTERTAINMENT 19,718 OTHER EXPENSE 870 GIFT EXPENSE 480 TOTAL 28,883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAUL HARRIS SUSTAINING MEMBER CONT 350 0 EDWIN MOAK SCHOLARSHIP FUND 500 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN WALLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09018493151
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-18
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/PreparerFirmGrp/PreparerFirmEIN0640394922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS WARD AND STAFFORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0606 SOUTH 16TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038655
ReturnHeader/PreparerPersonGrp/PhoneNum06622818900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A MAXWELL CPA
ReturnHeader/ReturnTs02021-11-19T08:19:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLY
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
$27,248
Liabilities
-
Net assets
$27,248
Revenue
$40,709
Expenses
$34,683
Net income
$6,026
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
2021Detailed filing. Detailed filing data is available for this year.$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