Civic Intelligence

Rotary International Oxford Rotary Club

990EZ • Fiscal year 2023 • EIN 58-2083280

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 20, 2023

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

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

-2.4%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-8.5%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$29,396

Down $2,726 (-8.5%) from 2022

Net Assets

Down

$27,023

Down $1,136 (-4.0%) from 2022

Liabilities

Down

$2,373

Down $1,590 (-40%) from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin38th percentile

Revenue

Up

$46,522

Up $6,153 (+15%) from 2022

Expenses

Up

$47,658

Up $8,200 (+21%) from 2022

Net Income

Down

-$1,136

Down $2,047 (-225%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2023

Assets$29,396
Liabilities$2,373
Net Assets$27,023
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$46,522
Expenses$47,658
Net Income-$1,136
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 20, 2023
Return Version
2022v5.0
Gross Receipts
$46,522
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.$10,550$46,504
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
2023-10-20
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 10

“Name: city of oxford address: 107 courthouse square oxford, ms 38655 cash contribution: 8,950”

Form 990-ez, Part I, Line 16

“Expenses office expenses 769 dues paid to ri 4,969 district and int dues 2,264 meals and entertainment 26,891 other expense 270 gift expense 1,163 club supplies 397 total 36,723”

Form 990-ez, Part II, Line 26

“Rotaract funds 269 298 golf tournament funds 3,694 2,075”

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 Appendix112 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/BOYAmt032122
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1136
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0385
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032122
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029396
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010550
IRS990EZ/GrossReceiptsAmt046522
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt045022
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027023
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027023
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/OtherExpensesTotalAmt036723
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/GrantsAndAllocationsAmt010550
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046504
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03963
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02373
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047658
IRS990EZ/TotalProgramServiceExpensesAmt046504
IRS990EZ/TotalRevenueAmt046522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ROTARYOXFORD.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CITY OF OXFORD ADDRESS: 107 COURTHOUSE SQUARE OXFORD, MS 38655 CASH CONTRIBUTION: 8,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 769 DUES PAID TO RI 4,969 DISTRICT AND INT DUES 2,264 MEALS AND ENTERTAINMENT 26,891 OTHER EXPENSE 270 GIFT EXPENSE 1,163 CLUB SUPPLIES 397 TOTAL 36,723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARACT FUNDS 269 298 GOLF TOURNAMENT FUNDS 3,694 2,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09018493151
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-20
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A MAXWELL CPA
ReturnHeader/ReturnTs02023-10-24T12:23:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARNES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,396
Liabilities
$2,373
Net assets
$27,023
Revenue
$46,522
Expenses
$47,658
Net income
-$1,136
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
2023Detailed filing. Detailed filing data is available for this year.$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