Civic Intelligence

Rotary International

990EZ • Fiscal year 2025 • EIN 73-1188921

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 27, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

39th percentile

-1.6%

Higher net margin than 39% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2025 filings • 501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$96,032

Down $88 (-0.1%) from 2024

Net Assets

$96,032

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Down

$100,714

Down $23,731 (-19%) from 2024

Expenses

Down

$102,292

Down $12,864 (-11%) from 2024

Net Income

Down

-$1,578

Down $10,867 (-117%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2025

Assets$96,032
Liabilities-
Net Assets$96,032
Open 2025 Filing

Operations Trend

Revenue Growth20th 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

2025

Revenue$100,714
Expenses$102,292
Net Income-$1,578
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.0
Gross Receipts
$100,714
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$46,050$60,616
SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY-$30,750
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.-$385
EASTER BUNNY PROJECT PROVIDE PICTURES WITH THE EASTER BUNNY TO THE PUBLIC FOR DONATION--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN HOUKMembership CPT$0--
LARRY MORGANRotary Found-$0--
JOHN ROBIN IIITreasurerPT$0--
CHASE DICKENSPresidentPT$0--
CURT POINTERSargent At A-$0--
TAYLOR YORKPresident El-$0--
SHERRI DAVISAssistant TrPT$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
2025-10-27

Preparer

Firm
Sherri Davis Financial LLC
Address
4216 N PORTLAND AVE STE 205, OKLAHOMA CITY, OK 73112
Preparer
Sherri L Davis
Phone
4052545066
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Lunch reimbursements 465 total 465”

Form 990-ez, Part I, Line 16

“Expenses advertising 454 clubrunner 420 postage 22 software & internet 441 sponsorships 3,375 club supplies 1,042 dues & registrations 4,500 sponsorships 3,375 club promotion & party 3,125 non-investment depreciation 504 total 17,258”

Form 990-ez, Part II, Line 24

“Pledges receivable 0 1,280 5,330 5,330 less accumulated depreciation 4,070 4,574 mac computer & keyboard 1,486 0 total 2,746 2,036”

Form 990-ez, Part III, Line 31

“Service before self/building better community”

Raw XML Appendix133 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/BusinessName/BusinessNameLine2Txt0SHERRI DAVIS FINANCIAL LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum04052545066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04216 N PORTLAND AVE STE 205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt04216 N PORTLAND AVE STE 205
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094864
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093996
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015875
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1578
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0960
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096032
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046050
IRS990EZ/GrossReceiptsAmt0100714
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0665
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt023540
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096032
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096032
IRS990EZ/OccupancyRentUtltsAndMaintAmt023577
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN HOUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ROBIN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHASE DICKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CURT POINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TAYLOR YORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERRI DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ROTARY FOUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SARGENT AT A
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02746
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02036
IRS990EZ/OtherExpensesTotalAmt017258
IRS990EZ/OtherRevenueTotalAmt0465
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE BEFORE SELF/BUILDING BETTER COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt014447
IRS990EZ/ProgramServiceRevenueAmt060169
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/GrantsAndAllocationsAmt046050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060616
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1385
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt230750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102292
IRS990EZ/TotalProgramServiceExpensesAmt091751
IRS990EZ/TotalRevenueAmt0100714
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NWOKCROTARY.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCH REIMBURSEMENTS 465 TOTAL 465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 454 CLUBRUNNER 420 POSTAGE 22 SOFTWARE & INTERNET 441 SPONSORSHIPS 3,375 CLUB SUPPLIES 1,042 DUES & REGISTRATIONS 4,500 SPONSORSHIPS 3,375 CLUB PROMOTION & PARTY 3,125 NON-INVESTMENT DEPRECIATION 504 TOTAL 17,258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 0 1,280 5,330 5,330 LESS ACCUMULATED DEPRECIATION 4,070 4,574 MAC COMPUTER & KEYBOARD 1,486 0 TOTAL 2,746 2,036
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ROBIN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04057522265
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
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 LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04216 N PORTLAND AVE STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073112
ReturnHeader/PreparerPersonGrp/PhoneNum04052545066
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRI L DAVIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T12:24:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,032
Liabilities
-
Net assets
$96,032
Revenue
$100,714
Expenses
$102,292
Net income
-$1,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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