Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 73-1188921

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$960

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-2.0%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

10th percentile

-68%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$80,942

Down $1,657 (-2.0%) from 2020

Net Assets

Down

$80,942

Down $1,657 (-2.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Down

$32,561

Down $68,285 (-68%) from 2020

Expenses

Down

$34,218

Down $64,654 (-65%) from 2020

Net Income

Down

-$1,657

Down $3,631 (-184%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2021

Assets$80,942
Liabilities-
Net Assets$80,942
Open 2021 Filing

Operations Trend

Revenue Growth10th 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

2021

Revenue$32,561
Expenses$34,218
Net Income-$1,657
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$32,561
Mission and Program Overview

Mission

Service before self/building better community

Program Services

DescriptionGrantsExpenses
PHOTOS WITH SANTA PROJECT PROVIDE PICTURES WITH SANTA CLAUSE TO THE PUBLIC FOR DONATION$8,353$17,916
EASTER BUNNY PROJECT PROVIDE PICTURES WITH THE EASTER BUNNY TO THE PUBLIC FOR DONATION-$2,252
PROVIDE AN EVENING OF SAILING AND FISHING TO AILING AND/OR NEEDY CHILDREN AT LAKE HEFNER. CHILDREN GET DINNER OF HOTDOGS AND POTATO CHIPS; GO SAILING & FISHING ON DONATED BOATS AND DONATED FISHING EQUIPMENT.-$623
SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI DAVISVice PresidePT$960-$960
MIKE VEASEYPresidentPT$0--
JOHN ROBIN IIITreasurerPT$0--
JIM KINGPresident ElPT$0--
LANE ROBERDSMember At LaPT$0--
CURT POINTERSargent At APT$0--
DAYLENE BACHMANMember At LaPT$0--
CHASE DICKENSSecretaryPT$0--
NATHAN DONALDMember 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
2021-11-12

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 8

“Lunch reimbursements 60 total 60”

Form 990-ez, Part I, Line 16

“Expenses sponsorships 50 promotional 255 advertising 381 bank charges 70 meeting 5,523 club supplies 158 dues & registrations 3,187 non-investment depreciation 1,383 total 11,007”

Form 990-ez, Part II, Line 24

“Accounts receivable 80 0 bedford camera system 0 5,330 less accumulated depreciation 0 1,872 total 80 3,458”

Form 990-ez, Part III, Line 31

“Service before self/building better community”

Raw XML Appendix150 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/PersonNm0MIKE VEASEY
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOHN ROBIN III
CompensationExplanation/CompensationExplanationGrp/PersonNm2JIM KING
CompensationExplanation/CompensationExplanationGrp/PersonNm3SHERRI DAVIS
CompensationExplanation/CompensationExplanationGrp/PersonNm4LANE ROBERDS
CompensationExplanation/CompensationExplanationGrp/PersonNm5CURT POINTER
CompensationExplanation/CompensationExplanationGrp/PersonNm6DAYLENE BACHMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7CHASE DICKENS
CompensationExplanation/CompensationExplanationGrp/PersonNm8NATHAN DONALD
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/BOYAmt082519
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077484
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1657
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01286
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082599
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080942
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08353
IRS990EZ/GrossReceiptsAmt032561
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0442
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023027
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082599
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080942
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082599
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080942
IRS990EZ/OccupancyRentUtltsAndMaintAmt03152
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE VEASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN ROBIN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRI DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LANE ROBERDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CURT POINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAYLENE BACHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHASE DICKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NATHAN DONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SARGENT AT A
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt080
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03458
IRS990EZ/OtherExpensesTotalAmt011007
IRS990EZ/OtherRevenueTotalAmt060
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt010420
IRS990EZ/ProgramServiceRevenueAmt07032
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PHOTOS WITH SANTA PROJECT PROVIDE PICTURES WITH SANTA CLAUSE TO THE PUBLIC FOR DONATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EASTER BUNNY PROJECT PROVIDE PICTURES WITH THE EASTER BUNNY TO THE PUBLIC FOR DONATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE AN EVENING OF SAILING AND FISHING TO AILING AND/OR NEEDY CHILDREN AT LAKE HEFNER. CHILDREN GET DINNER OF HOTDOGS AND POTATO CHIPS; GO SAILING & FISHING ON DONATED BOATS AND DONATED FISHING EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08353
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017916
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12252
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2623
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034218
IRS990EZ/TotalProgramServiceExpensesAmt020791
IRS990EZ/TotalRevenueAmt032561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NWOKCROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCH REIMBURSEMENTS 60 TOTAL 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SPONSORSHIPS 50 PROMOTIONAL 255 ADVERTISING 381 BANK CHARGES 70 MEETING 5,523 CLUB SUPPLIES 158 DUES & REGISTRATIONS 3,187 NON-INVESTMENT DEPRECIATION 1,383 TOTAL 11,007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 80 0 BEDFORD CAMERA SYSTEM 0 5,330 LESS ACCUMULATED DEPRECIATION 0 1,872 TOTAL 80 3,458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ROBIN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04057522265
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/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/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRI L DAVIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-13T12:02:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBIN III
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
$80,942
Liabilities
-
Net assets
$80,942
Revenue
$32,561
Expenses
$34,218
Net income
-$1,657
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2021 filings • 501(c)4 • <$500k nonprofits