Civic Intelligence

Rotary International Oxford Rotary Club

990EZ • Fiscal year 2022 • EIN 58-2083280

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 26, 2022

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

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

46th percentile

2.3%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-0.8%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$32,122

Up $4,874 (+18%) from 2021

Net Assets

Up

$28,159

Up $911 (+3.3%) from 2021

Liabilities

$3,963

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin46th percentile

Revenue

Down

$40,369

Down $340 (-0.8%) from 2021

Expenses

Up

$39,458

Up $4,775 (+14%) from 2021

Net Income

Down

$911

Down $5,115 (-85%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2022

Assets$32,122
Liabilities$3,963
Net Assets$28,159
Open 2022 Filing

Operations Trend

Revenue Growth35th 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

2022

Revenue$40,369
Expenses$39,458
Net Income$911
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 26, 2022
Return Version
2021v4.0
Gross Receipts
$40,369
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.$1,500$38,760
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J HALE FREELANDPresident-$0--
CAROL BARNESTreasurer-$0--
MILES FORKSSecretary-$0--
LAURIE BABINVice 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
Carol Barnes
Title
Treasurer
Phone
9018493151
Signed
2022-10-26
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 343 dues paid to ri 4,628 district and int dues 2,226 club meetings 92 meals and entertainment 28,799 other expense 565 gift expense 641 club supplies 309 total 37,603”

Form 990-ez, Part II, Line 26

“Rotaract funds 0 269 golf tournament funds 0 3,694”

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 Appendix108 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/PersonNm0CAROL BARNES
IRS990EZ/BooksInCareOfDetail/PhoneNum03185186952
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01755 JACKSON AVENUE EAST UNIT 8
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027248
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032122
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0911
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0355
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027248
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032122
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt040369
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039869
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028159
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028159
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/PersonNm0J HALE FREELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MILES FORKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURIE BABIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037603
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/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038760
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03963
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039458
IRS990EZ/TotalProgramServiceExpensesAmt038760
IRS990EZ/TotalRevenueAmt040369
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYOXFORD.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 343 DUES PAID TO RI 4,628 DISTRICT AND INT DUES 2,226 CLUB MEETINGS 92 MEALS AND ENTERTAINMENT 28,799 OTHER EXPENSE 565 GIFT EXPENSE 641 CLUB SUPPLIES 309 TOTAL 37,603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARACT FUNDS 0 269 GOLF TOURNAMENT FUNDS 0 3,694
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/PersonNm0CAROL BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09018493151
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
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/PreparationDt02022-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A MAXWELL CPA
ReturnHeader/ReturnTs02022-11-04T16:28:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNES
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$32,122
Liabilities
$3,963
Net assets
$28,159
Revenue
$40,369
Expenses
$39,458
Net income
$911
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
2022Detailed filing. Detailed filing data is available for this year.$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