Civic Intelligence

Rotary District 5770 Rotary International

990EZ • Fiscal year 2019 • EIN 73-1368432

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 17, 2019

Organization ProfileN/A
101 E Gray StNorman, OK 73069

(405) 514-8708

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-3.9%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$109,360

Down $971 (-0.9%) from 2018

Net Assets

Up

$82,312

Up $1,274 (+1.6%) from 2018

Liabilities

Down

$27,048

Down $2,245 (-7.7%) from 2018

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin45th percentile

Revenue

Down

$127,488

Down $5,227 (-3.9%) from 2018

Expenses

Down

$126,214

Down $3,091 (-2.4%) from 2018

Net Income

Down

$1,274

Down $2,136 (-63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $60,152Liabilities 2011: $3,7422011Assets 2012: $66,323Liabilities 2012: $1,8162012Assets 2013: $55,028Liabilities 2013: $2,0002013Assets 2014: $51,895Liabilities 2014: $2,8642014Assets 2015: $59,932Liabilities 2015: $7,2162015Assets 2016: $79,557Liabilities 2016: $16,7352016Assets 2017: $96,851Liabilities 2017: $19,2232017Assets 2018: $110,331Liabilities 2018: $29,293Net Assets 2018: $81,0382018Assets 2019: $109,360Liabilities 2019: $27,048Net Assets 2019: $82,3122019Assets 2020: $99,398Liabilities 2020: $9,168Net Assets 2020: $90,2302020Assets 2021: $124,531Liabilities 2021: $8,249Net Assets 2021: $116,2822021Assets 2022: $155,675Liabilities 2022: $0Net Assets 2022: $155,6752022Assets 2023: $125,625Liabilities 2023: $0Net Assets 2023: $125,6252023Assets 2024: $99,125Liabilities 2024: $692Net Assets 2024: $98,4332024Assets 2025: $90,751Liabilities 2025: $690Net Assets 2025: $90,0612025

Highlighted filing

2019

Assets$109,360
Liabilities$27,048
Net Assets$82,312
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$200K$100K$0-$100KRevenue 2011: $25,930Expenses 2011: $20,004Net Income 2011: $5,9262011Revenue 2012: $21,238Expenses 2012: $13,172Net Income 2012: $8,0662012Revenue 2013: $17,239Expenses 2013: $26,698Net Income 2013: -$9,4592013Revenue 2014: $23,050Expenses 2014: $27,307Net Income 2014: -$4,2572014Revenue 2015: $29,421Expenses 2015: $25,726Net Income 2015: $3,6952015Revenue 2016: $35,409Expenses 2016: $26,303Net Income 2016: $9,1062016Revenue 2017: $86,479Expenses 2017: $75,889Net Income 2017: $10,5902017Revenue 2018: $132,715Expenses 2018: $129,305Net Income 2018: $3,4102018Revenue 2019: $127,488Expenses 2019: $126,214Net Income 2019: $1,2742019Revenue 2020: $101,268Expenses 2020: $93,350Net Income 2020: $7,9182020Revenue 2021: $74,655Expenses 2021: $48,603Net Income 2021: $26,0522021Revenue 2022: $76,568Expenses 2022: $47,485Net Income 2022: $29,0832022Revenue 2023: $88,711Expenses 2023: $96,451Net Income 2023: -$7,7402023Revenue 2024: $167,193Expenses 2024: $189,273Net Income 2024: -$22,0802024Revenue 2025: $103,359Expenses 2025: $111,731Net Income 2025: -$8,3722025

Highlighted filing

2019

Revenue$127,488
Expenses$126,214
Net Income$1,274
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 17, 2019
Return Version
2018v3.1
Gross Receipts
$127,488
Mission and Program Overview

Mission

Youth Service Activities-RYLA, SCRYE, Rotaeact & Exchange students

Program Services

DescriptionGrantsExpenses
Youth Services support$45,956-
Rotary International Funded Projects$35,078-
Events$24,653-
District Governor support$7,692-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dennis BrighamDistrict Gov-$0--
Katie HorneTreasurer-$0--
Linda HoltSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 5770 Rotary Internationa
EIN
73-1368432
Phone
4055148708
Address
101 E Gray St, Norman, OK 73069

Signing Officer

Name
Linda Holt
Title
Secretary
Signed
2019-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Benchmark Tax Services Llp
Address
101 E GRAY ST STE A, NORMAN, OK 73069
Preparer
William Osborn
Phone
4053640001
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $173”

Other Expenses.1

“Youth Services $45956”

Other Expenses.2

“Rotary International $35078”

Other Expenses.3

“Events $24653”

Other Expenses.4

“District Govenor Expenses $7692”

Other Expenses.5

“Training $5483”

Other Expenses.6

“RI Zone Institute $3800”

Other Expenses.7

“Clubrunner $1641”

Other Expenses.8

“District Officer Expenses $1034”

Other Assets.1

“- Beginning $893 - Ending $5600”

Total Liabilities.1

“Accounts Payable - Beginning $18435 Accounts Payable - Ending $22841”

Total Liabilities.2

“RYLA Payable - Beginning $9497 RYLA Payable - Ending $4207”

Total Liabilities.3

“RI Payable - Beginning $1361 RI Payable - Ending $0”

Raw XML Appendix135 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/PersonNm0Katie Horne
IRS990EZ/BooksInCareOfDetail/PhoneNum04052037548
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 1709
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ada
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0748211709
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109438
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01274
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0704
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110331
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109360
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0127488
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081038
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081038
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dennis Brigham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katie Horne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linda Holt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0District Gov
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0893
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05600
IRS990EZ/OtherExpensesTotalAmt0125510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Youth Service Activities-RYLA, SCRYE, Rotaeact & Exchange students
IRS990EZ/ProgramServiceRevenueAmt085488
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth Services support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Rotary International Funded Projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3District Governor support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045956
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124653
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt235078
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt37692
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt029293
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt027048
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126214
IRS990EZ/TotalProgramServiceExpensesAmt0113379
IRS990EZ/TotalRevenueAmt0127488
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Youth Services $45956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary International $35078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Events $24653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4District Govenor Expenses $7692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Training $5483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RI Zone Institute $3800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Clubrunner $1641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8District Officer Expenses $1034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9- Beginning $893 - Ending $5600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable - Beginning $18435 Accounts Payable - Ending $22841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RYLA Payable - Beginning $9497 RYLA Payable - Ending $4207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12RI Payable - Beginning $1361 RI Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.3
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Holt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary District 5770 Rotary Internationa
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0731368432
ReturnHeader/Filer/PhoneNum04055148708
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 E Gray St
ReturnHeader/Filer/USAddress/CityNm0Norman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0827058183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENCHMARK TAX SERVICES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 E GRAY ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053640001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Osborn
ReturnHeader/ReturnTs02019-11-17T19:10:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,360
Liabilities
$27,048
Net assets
$82,312
Revenue
$127,488
Expenses
$126,214
Net income
$1,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$1.03$1.12$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.98$1.67$1.89$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.89$0.96$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.77$0.47$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.08$1.16$0.75$0.49$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.09$0.90$1.01$0.93$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.27$0.82$1.27$1.26$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.29$0.81$1.33$1.29$0.03
2017Summary only. Only limited summary data is available for this year.$0.97$0.19$0.86$0.76$0.11
2016Summary only. Only limited summary data is available for this year.$0.80$0.17$0.35$0.26$0.09
2015Summary only. Only limited summary data is available for this year.$0.60$0.07$0.29$0.26$0.04
2014Summary only. Only limited summary data is available for this year.$0.52$0.03$0.23$0.27$0.04
2013Summary only. Only limited summary data is available for this year.$0.55$0.02$0.17$0.27$0.09
2012Summary only. Only limited summary data is available for this year.$0.66$0.02$0.21$0.13$0.08
2011Summary only. Only limited summary data is available for this year.$0.60$0.04$0.26$0.20$0.06