Civic Intelligence

Oc Hauber Rotary Foundation Inc

EIN 71-6052690 • 501(c)3 • White Hall, AR

Profile

Organization has as its primary exempt purpose the making of educational loans and scholarships to needy and qualified students.

7300 Dollarway Rd Suite 103White Hall, AR 71602

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

1369%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$0

Down $610,703 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $610,703 (-100%) from 2022

Revenue

Down

-$44,608

Down $143,089 (-145%) from 2022

Expenses

Up

$566,095

Up $492,366 (+668%) from 2022

Net Income

Down

-$610,703

Down $635,455 (-2567%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $502,121Liabilities 2012: $0Net Assets 2012: $502,1212012Assets 2013: $507,016Liabilities 2013: $0Net Assets 2013: $507,0162013Assets 2014: $531,604Liabilities 2014: $0Net Assets 2014: $531,6042014Assets 2015: $524,992Liabilities 2015: $0Net Assets 2015: $524,9922015Assets 2016: $548,688Liabilities 2016: $0Net Assets 2016: $548,6882016Assets 2017: $555,196Liabilities 2017: $0Net Assets 2017: $555,1962017Assets 2018: $529,491Liabilities 2018: $0Net Assets 2018: $529,4912018Assets 2019: $629,173Liabilities 2019: $0Net Assets 2019: $629,1732019Assets 2020: $577,105Liabilities 2020: $0Net Assets 2020: $577,1052020Assets 2021: $585,951Liabilities 2021: $0Net Assets 2021: $585,9512021Assets 2022: $610,703Liabilities 2022: $0Net Assets 2022: $610,7032022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2012: $14,489Expenses 2012: $15,055Net Income 2012: -$5662012Expenses 2013: $9,8062013Revenue 2014: $44,428Expenses 2014: $19,840Net Income 2014: $24,5882014Revenue 2015: $15,872Expenses 2015: $22,484Net Income 2015: -$6,6122015Revenue 2016: $44,629Expenses 2016: $20,933Net Income 2016: $23,6962016Revenue 2017: $30,371Expenses 2017: $23,863Net Income 2017: $6,5082017Revenue 2018: $8,537Expenses 2018: $34,242Net Income 2018: -$25,7052018Revenue 2019: $123,466Expenses 2019: $23,784Net Income 2019: $99,6822019Revenue 2020: $47,242Expenses 2020: $99,310Net Income 2020: -$52,0682020Revenue 2021: $26,120Expenses 2021: $17,274Net Income 2021: $8,8462021Revenue 2022: $98,481Expenses 2022: $73,729Net Income 2022: $24,7522022Revenue 2023: -$44,608Expenses 2023: $566,095Net Income 2023: -$610,7032023

Highlighted filing

2023

Revenue-$44,608
Expenses$566,095
Net Income-$610,703

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$533,558
Mission and Program Overview

Mission

Organization has as its primary exempt purpose the making of educational loans and scholarships to needy and qualified students.

Organization has its primary exempt purpose the making of educational loans and scholarships to needy and qualified students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$454,500$0▼ $454,500
Accounts Receivable$125,886$0▼ $125,886
Cash and Non-Interest-Bearing Accounts$24,278$0▼ $24,278
Savings and Temporary Cash Investments$6,039$0▼ $6,039
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$610,703$0▼ $610,703
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$610,703$0▼ $610,703
Total Net Assets Fund Balance$610,703$0▼ $610,703
Total Liabilities and Net Assets / Fund Balance$610,703$0▼ $610,703
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roy FerrellPast President
Gary D KellyPresident
Cary E YoungVice President
Joe W Clement IiiSecretary
Frederick H ReedTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$122
Investment Income
$-44,755
Other Revenue
$25
Change in Net Assets
$-610,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$434,625
Other Expenses$131,470
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$434,625--$434,625
Other Expenses$118,798--$118,798
Fees for Services Accounting$7,025--$7,025
Fees for Service Investment Mgmnt Fees$3,522--$3,522
Conferences and Meetings$1,432--$1,432
Fees for Services Legal$560--$560
Office Expenses$133--$133
Total Functional Expenses$566,095$0$0$566,095
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arkansas Community FoundationLittle Rock, AR501(c)(3)Scholarships$430,624
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Pine bluff rotary club and the west pine bluff rotary club elect members to the board of directors.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed at board of directors meeting.

Form 990, Part VI, Section B, Line 12C

Actions are reviewed at board of directors meetings.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Oc Hauber Rotary Foundation Inc
EIN
71-6052690
Phone
8702474770
Address
7300 DOLLARWAY RD SUITE 103, WHITE HALL, AR 71602

Signing Officer

Name
Joe W Clement Iii
Title
Secretary
Phone
8702474770
Signed
2023-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe W Clement Iii
Formed
1959
Legal Domicile
Ar
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Hcj Cpas & Advisors Pllc
Address
11025 ANDERSON DRIVE SUITE 300, LITTLE ROCK, AR 72212-2472
Preparer
Nicole Hobbs
Phone
5012211000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ARKANSAS COMMUNITY FOUNDATION INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0521055743
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0420098
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05 ALLIED DRIVE SUITE 51110 BLDG 5 1
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0LITTLE ROCK
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0AR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd072202
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PINE BLUFF ROTARY CLUB AND THE WEST PINE BLUFF ROTARY CLUB ELECT MEMBERS TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AT BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIONS ARE REVIEWED AT BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0610703
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0610703
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0566095
IRS990/TotalFunctionalExpensesGrp/TotalAmt0566095
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0610703
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0566095
IRS990/TotalProgramServiceRevenueAmt0122
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-44755
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0147
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-44608
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0610703
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03 JEFFERSON PLACE
IRS990/USAddress/CityNm0PINE BLUFF
IRS990/USAddress/StateAbbreviationCd0AR
IRS990/USAddress/ZIPCd071603
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE W CLEMENT III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08702474770
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OC HAUBER ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OCHA
ReturnHeader/Filer/EIN0716052690
ReturnHeader/Filer/PhoneNum08702474770
ReturnHeader/Filer/USAddress/AddressLine1Txt07300 DOLLARWAY RD SUITE 103
ReturnHeader/Filer/USAddress/CityNm0WHITE HALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd071602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710650689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HCJ CPAS & ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011025 ANDERSON DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLE ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0722122472
ReturnHeader/PreparerPersonGrp/PhoneNum05012211000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE HOBBS
ReturnHeader/ReturnTs02023-11-14T11:12:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLEMENT III
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

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