Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 73-1188921

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization ProfileWWW.NWOKCROTARY.ORG
10301 N May AveOklahoma City, OK 73120

(405) 752-2265

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

61st percentile

8.0%

Higher net margin than 61% 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

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

39th percentile

-4.8%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$78,262

Up $8,347 (+12%) from 2017

Net Assets

$78,262

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$104,448

Down $5,279 (-4.8%) from 2017

Expenses

Down

$96,101

Down $14,010 (-13%) from 2017

Net Income

Up

$8,347

Up $8,731 (+2274%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2016: $70,299Liabilities 2016: $02016Assets 2017: $69,915Liabilities 2017: $02017Assets 2018: $78,262Net Assets 2018: $78,2622018Assets 2019: $86,556Liabilities 2019: $02019Assets 2020: $82,599Net Assets 2020: $82,5992020Assets 2021: $80,942Net Assets 2021: $80,9422021Assets 2022: $68,307Net Assets 2022: $68,3072022Assets 2023: $86,831Net Assets 2023: $86,8312023Assets 2024: $96,120Liabilities 2024: $02024Assets 2025: $96,032Net Assets 2025: $96,0322025

Highlighted filing

2018

Assets$78,262
Liabilities-
Net Assets$78,262
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $97,315Expenses 2016: $45,760Net Income 2016: $51,5552016Revenue 2017: $109,727Expenses 2017: $110,111Net Income 2017: -$3842017Revenue 2018: $104,448Expenses 2018: $96,101Net Income 2018: $8,3472018Revenue 2019: $116,609Expenses 2019: $108,315Net Income 2019: $8,2942019Revenue 2020: $100,846Expenses 2020: $98,872Net Income 2020: $1,9742020Revenue 2021: $32,561Expenses 2021: $34,218Net Income 2021: -$1,6572021Revenue 2022: $73,541Expenses 2022: $86,176Net Income 2022: -$12,6352022Revenue 2023: $98,407Expenses 2023: $79,883Net Income 2023: $18,5242023Revenue 2024: $124,445Expenses 2024: $115,156Net Income 2024: $9,2892024Revenue 2025: $100,714Expenses 2025: $102,292Net Income 2025: -$1,5782025

Highlighted filing

2018

Revenue$104,448
Expenses$96,101
Net Income$8,347
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$104,448
Mission and Program Overview

Mission

Service before self/building better community

Program Services

DescriptionGrantsExpenses
SANTA PROJECT PROVIDE PICTURES WITH SANTA CLAUS TO THE PUBLIC FOR DONATION$35,420$41,204
EASTER BUNNY PROJECT PROVIDE PICTURES WITH THE EASTER BUNNY TO THE PUBLIC FOR DONATION$500$562
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY MORGANPresidentPT$0--
JOHN ROBIN IIITreasurerPT$0--
SHERRI DAVISSecretaryPT$0--
CURT POINTERSargent At APT$0--
KAYLEE WILSONPresident ElPT$0--
NATHAN DONALDMember At LaPT$0--
JON LANDISMember At LaPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
73-1188921
Phone
4057522265
Address
10301 N MAY AVE, OKLAHOMA CITY, OK 73120

Signing Officer

Name
John Robin Iii
Title
Treasurer
Phone
4057522265
Signed
2019-05-13

Preparer

Firm
Sherri Davis Financial
Address
2816 NW 57TH ST STE 103, OKLAHOMA CITY, OK 73112-7042
Preparer
Sherri L Davis
Phone
4052545066
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising & promo 548 bank charges 13 merchant processing 2,618 meeting supplies 2,258 club supplies 75 dues & registrations 3,078 total 8,590”

Form 990-ez, Part II, Line 24

“Accounts receivable 250 900 total 250 900”

Raw XML Appendix130 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/PersonNm0SHERRI DAVIS
IRS990EZ/BooksInCareOfDetail/PhoneNum04057522265
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02816 NW 57TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0STE 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069665
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077362
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08347
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033215
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069915
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078262
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035920
IRS990EZ/GrossReceiptsAmt0104448
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0263
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069915
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069915
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078262
IRS990EZ/OccupancyRentUtltsAndMaintAmt018314
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN ROBIN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERRI DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CURT POINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAYLEE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NATHAN DONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JON LANDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SARGENT AT A
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0250
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0900
IRS990EZ/OtherExpensesTotalAmt08590
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt062
IRS990EZ/ProgramServiceRevenueAmt087965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SANTA PROJECT PROVIDE PICTURES WITH SANTA CLAUS TO THE PUBLIC FOR DONATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EASTER BUNNY PROJECT PROVIDE PICTURES WITH THE EASTER BUNNY TO THE PUBLIC FOR DONATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035420
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041204
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1562
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096101
IRS990EZ/TotalProgramServiceExpensesAmt041766
IRS990EZ/TotalRevenueAmt0104448
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NWOKCROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & PROMO 548 BANK CHARGES 13 MERCHANT PROCESSING 2,618 MEETING SUPPLIES 2,258 CLUB SUPPLIES 75 DUES & REGISTRATIONS 3,078 TOTAL 8,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 250 900 TOTAL 250 900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ROBIN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04057522265
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTHWEST OKLAHOMA CITY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0731188921
ReturnHeader/Filer/PhoneNum04057522265
ReturnHeader/Filer/USAddress/AddressLine1Txt010301 N MAY AVE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073120
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C044B3878084F83DF3855B4658FF96006D277C21
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C044B3878084F83DF3855B4658FF96006D277C21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.164.70.197
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:16:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831358403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERRI DAVIS FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02816 NW 57TH ST STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731127042
ReturnHeader/PreparerPersonGrp/PhoneNum04052545066
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRI L DAVIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T14:16:21-05:00
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
$78,262
Liabilities
-
Net assets
$78,262
Revenue
$104,448
Expenses
$96,101
Net income
$8,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.96$1.01$1.02$0.02
2024Summary only. Only limited summary data is available for this year.$0.96$0.00$1.24$1.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.98$0.80$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.74$0.86$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.33$0.34$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.01$0.99$0.02
2019Summary only. Only limited summary data is available for this year.$0.87$0.00$1.17$1.08$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.04$0.96$0.08
2017Summary only. Only limited summary data is available for this year.$0.70$0.00$1.10$1.10$0.00
2016Summary only. Only limited summary data is available for this year.$0.70$0.00$0.97$0.46$0.52
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits