Civic Intelligence

Miami Rotary Club Foundation Inc

EIN 73-1533961 • 501(c)3 • Miami, OK

Profile

To raise and distribute funds for charitable purposes.

PO Box 443Miami, OK 74355-0443

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$67,391

Up $34,320 (+104%) from 2016

Liabilities

Down

$0

Down $106,545 (-100%) from 2016

Net Assets

$67,391

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin99th percentile

Revenue

Up

$114,972

Up $64,192 (+126%) from 2016

Expenses

Down

$0

Down $16,962 (-100%) from 2016

Net Income

Up

$114,972

Up $81,154 (+240%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $35,322Liabilities 2012: $38,1862012Assets 2013: $52,055Liabilities 2013: $13,1862013Assets 2014: $56,087Liabilities 2014: $203,2822014Assets 2015: $67,036Liabilities 2015: $174,3282015Assets 2016: $33,071Liabilities 2016: $106,5452016Assets 2023: $67,391Liabilities 2023: $0Net Assets 2023: $67,3912023

Highlighted filing

2023

Assets$67,391
Liabilities$0
Net Assets$67,391
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2012: $59,735Expenses 2012: $3,403Net Income 2012: $56,3322012Revenue 2013: $42,767Expenses 2013: $1,034Net Income 2013: $41,7332013Revenue 2014: -$182,338Expenses 2014: $3,726Net Income 2014: -$186,0642014Revenue 2015: $53,696Expenses 2015: $13,793Net Income 2015: $39,9032015Revenue 2016: $50,780Expenses 2016: $16,962Net Income 2016: $33,8182016Revenue 2023: $114,972Expenses 2023: $0Net Income 2023: $114,9722023

Highlighted filing

2023

Revenue$114,972
Expenses$0
Net Income$114,972
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,391
Liabilities
$0
Net assets
$67,391
Revenue
$114,972
Expenses
$0
Net income
$114,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.15$0.00$1.15
2016Summary only. Only limited summary data is available for this year.$0.33$1.07$0.51$0.17$0.34
2015Summary only. Only limited summary data is available for this year.$0.67$1.74$0.54$0.14$0.40
2014Summary only. Only limited summary data is available for this year.$0.56$2.03$1.82$0.04$1.86
2013Summary only. Only limited summary data is available for this year.$0.52$0.13$0.43$0.01$0.42
2012Summary only. Only limited summary data is available for this year.$0.35$0.38$0.60$0.03$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$114,972
Mission and Program Overview

Mission

To raise and distribute funds for charitable purposes.

Program Services

DescriptionGrantsExpenses
PROMOTE COMMUNITY AND INTERNATIONAL FELLOWSHIP & SERVICE.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY SMITHPresident-$0--
RUSTY ADAMSPresident-El-$0--
JIM DICHARRYSecretary-$0--
THERESA HENADYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Miami Rotary Club Foundation Inc
EIN
73-1533961
Phone
9185401538
Address
PO BOX 443, MIAMI, OK 74355-0443

Signing Officer

Name
Theresa Henady
Title
Treasurer
Phone
9185401538
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Carol Coiner CPA
Address
PO BOX 853, MIAMI, OK 74355-0853
Preparer
Carol Coiner
Phone
9185401538
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II

“Total liabilities - the organization had a loan payable to first national bank & trust co at the beginning of the year. The loan was paid off with funds from a contribution to the foundation.”

Form 990-ez, Part II, Line 26

“Unsecured notes and loans payable 106,545 0”

Raw XML Appendix132 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/PersonNm0THERESA HENADY
IRS990EZ/BooksInCareOfDetail/PhoneNum09185336035
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 443
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0743550443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058964
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067391
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0114524
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0114972
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058964
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067391
IRS990EZ/GrossReceiptsAmt0114972
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt0448
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-47581
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067391
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-47581
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUSTY ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM DICHARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THERESA HENADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE AND DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE COMMUNITY AND INTERNATIONAL FELLOWSHIP & SERVICE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0106545
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt0114972
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0114524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06087
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0134210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0448
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0448
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0448
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99670
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0134210
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0114524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06087
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06351
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0134210
IRS990ScheduleA/TotalSupportAmt0134658
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOTAL LIABILITIES - THE ORGANIZATION HAD A LOAN PAYABLE TO FIRST NATIONAL BANK & TRUST CO AT THE BEGINNING OF THE YEAR. THE LOAN WAS PAID OFF WITH FUNDS FROM A CONTRIBUTION TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNSECURED NOTES AND LOANS PAYABLE 106,545 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA HENADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09185401538
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIAMI ROTARY CLUB FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MIAM
ReturnHeader/Filer/EIN0731533961
ReturnHeader/Filer/PhoneNum09185401538
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 443
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0743550443
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731447942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAROL COINER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 853
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0743550853
ReturnHeader/PreparerPersonGrp/PhoneNum09185401538
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL COINER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-03T19:30:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENADY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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