Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 73-1188921

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 05, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

75th percentile

19%

Higher net margin than 75% 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

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$86,831

Up $18,524 (+27%) from 2022

Net Assets

Up

$86,831

Up $18,524 (+27%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$98,407

Up $24,866 (+34%) from 2022

Expenses

Down

$79,883

Down $6,293 (-7.3%) from 2022

Net Income

Up

$18,524

Up $31,159 (+247%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2023

Assets$86,831
Liabilities-
Net Assets$86,831
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$98,407
Expenses$79,883
Net Income$18,524
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 5, 2023
Return Version
2022v5.0
Gross Receipts
$98,407
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$32,000$50,482
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.$250$1,850
EASTER BUNNY PROJECT PROVIDE PICTURES WITH THE EASTER BUNNY TO THE PUBLIC FOR DONATION-$200
SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN HOUKPresidentPT$0--
DAYLENE BACHMANVice PresidePT$0--
MIKE VEASEYMembershipPT$0--
LARRY MORGANRotary FoundPT$0--
JOHN ROBIN IIITreasurerPT$0--
CHASE DICKENSSecretaryPT$0--
CURT POINTERSargent At A-$0--
TAYLOR YORKMember At LaPT$0--
JOHN VESTRINGMember At La-$0--
GENE SPILLMANMember At La-$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
2023-09-05

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 700 total 700”

Form 990-ez, Part I, Line 16

“Expenses sponsorships 1,600 promotional 834 bank charges 2 postage 13 software & internet 256 meeting 20,589 club supplies 90 dues & registrations 3,731 non-investment depreciation 706 total 27,821”

Form 990-ez, Part II, Line 24

“5,330 5,330 less accumulated depreciation 2,860 3,566 total 2,470 1,764”

Form 990-ez, Part III, Line 31

“Service before self/building better community”

Raw XML Appendix146 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/BusinessName/BusinessNameLine1Txt0SHERRI DAVIS FINANCIAL LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum04052545066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02816 NW 57TH ST STE 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065837
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085067
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018524
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0960
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068307
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086831
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032250
IRS990EZ/GrossReceiptsAmt098407
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0573
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017673
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068307
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086831
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068307
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086831
IRS990EZ/OccupancyRentUtltsAndMaintAmt01543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt715.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN HOUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAYLENE BACHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE VEASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN ROBIN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHASE DICKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CURT POINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAYLOR YORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN VESTRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GENE SPILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ROTARY FOUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SARGENT AT A
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02470
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01764
IRS990EZ/OtherExpensesTotalAmt027821
IRS990EZ/OtherRevenueTotalAmt0700
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt017309
IRS990EZ/ProgramServiceRevenueAmt076461
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/GrantsAndAllocationsAmt032000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050482
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079883
IRS990EZ/TotalProgramServiceExpensesAmt052532
IRS990EZ/TotalRevenueAmt098407
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NWOKCROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCH REIMBURSEMENTS 700 TOTAL 700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SPONSORSHIPS 1,600 PROMOTIONAL 834 BANK CHARGES 2 POSTAGE 13 SOFTWARE & INTERNET 256 MEETING 20,589 CLUB SUPPLIES 90 DUES & REGISTRATIONS 3,731 NON-INVESTMENT DEPRECIATION 706 TOTAL 27,821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25,330 5,330 LESS ACCUMULATED DEPRECIATION 2,860 3,566 TOTAL 2,470 1,764
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ROBIN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04057522265
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-05
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRI L DAVIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-06T15:15:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBIN III
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
$86,831
Liabilities
-
Net assets
$86,831
Revenue
$98,407
Expenses
$79,883
Net income
$18,524
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. 2023 filings • 501(c)4 • <$500k nonprofits