Civic Intelligence

Rotary Club 29 Foundation

EIN 73-6093582 • 501(c)3 • Oklahoma City, OK

Profile

Rotary Club 29 Foundation was established for the purpose of providing support for the philanthropic projects of the Rotary Club of Oklahoma City.

625 NW 13th STREET STE 105Oklahoma City, OK 73103
Siviq Scores

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

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,064,897

Up $485,321 (+19%) from 2023

Liabilities

Down

$76,136

Down $15,983 (-17%) from 2023

Net Assets

Up

$2,988,761

Up $501,304 (+20%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin94th percentile

Revenue

Down

$752,952

Down $125,265 (-14%) from 2023

Expenses

Down

$251,648

Down $429,483 (-63%) from 2023

Net Income

Up

$501,304

Up $304,218 (+154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $799,975Liabilities 2011: $0Net Assets 2011: $799,9752011Assets 2014: $1,335,237Liabilities 2014: $14,245Net Assets 2014: $1,320,9922014Assets 2015: $1,579,430Liabilities 2015: $3,373Net Assets 2015: $1,576,0572015Assets 2016: $1,450,812Liabilities 2016: $77,743Net Assets 2016: $1,373,0692016Assets 2018: $1,678,759Liabilities 2018: $2,034Net Assets 2018: $1,676,7252018Assets 2019: $1,827,765Liabilities 2019: $2,149Net Assets 2019: $1,825,6162019Assets 2020: $1,898,266Liabilities 2020: $24,562Net Assets 2020: $1,873,7042020Assets 2021: $2,441,853Liabilities 2021: $82,527Net Assets 2021: $2,359,3262021Assets 2022: $2,379,532Liabilities 2022: $118,413Net Assets 2022: $2,261,1192022Assets 2023: $2,579,576Liabilities 2023: $92,119Net Assets 2023: $2,487,4572023Assets 2024: $3,064,897Liabilities 2024: $76,136Net Assets 2024: $2,988,7612024

Highlighted filing

2024

Assets$3,064,897
Liabilities$76,136
Net Assets$2,988,761
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $196,1072011Revenue 2014: $583,251Expenses 2014: $354,589Net Income 2014: $228,6622014Revenue 2015: $679,561Expenses 2015: $422,369Net Income 2015: $257,1922015Revenue 2016: $439,339Expenses 2016: $641,046Net Income 2016: -$201,7072016Revenue 2018: $367,791Expenses 2018: $220,684Net Income 2018: $147,1072018Revenue 2019: $307,536Expenses 2019: $158,530Net Income 2019: $149,0062019Revenue 2020: $236,068Expenses 2020: $187,909Net Income 2020: $48,1592020Revenue 2021: $772,112Expenses 2021: $286,487Net Income 2021: $485,6252021Revenue 2022: $363,285Expenses 2022: $428,612Net Income 2022: -$65,3272022Revenue 2023: $878,217Expenses 2023: $681,131Net Income 2023: $197,0862023Revenue 2024: $752,952Expenses 2024: $251,648Net Income 2024: $501,3042024

Highlighted filing

2024

Revenue$752,952
Expenses$251,648
Net Income$501,304
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,064,897
Liabilities
$76,136
Net assets
$2,988,761
Revenue
$752,952
Expenses
$251,648
Net income
$501,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.06$0.08$2.99$0.75$0.25$0.50
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.09$2.49$0.88$0.68$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.12$2.26$0.36$0.43$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.08$2.36$0.77$0.29$0.49
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.87$0.24$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.31$0.16$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.37$0.22$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.08$1.37$0.44$0.64$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.68$0.42$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.32$0.58$0.35$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2025
Return Version
2023v6.0
Gross Receipts
$752,952
Mission and Program Overview

Mission

Rotary Club 29 Foundation was established for the purpose of providing support for the philanthropic projects of the Rotary Club of Oklahoma City.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,211,050$2,724,925▲ $513,875
Accounts Receivable$19,363$36,515▲ $17,152
Cash and Non-Interest-Bearing Accounts$70,501$9,632▼ $60,869
Total Assets$2,579,576$3,064,897▲ $485,321
Other Assets Total$278,662$293,825▲ $15,163
Liabilities
Accounts Payable and Accrued Expenses$89,844$73,770▼ $16,074
Other Liabilities$2,275$2,366▲ $91
Total Liabilities$92,119$76,136▼ $15,983
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,842,713$2,136,941▲ $294,228
Net Assets With Donor Restrictions$644,744$851,820▲ $207,076
Total Net Assets Fund Balance$2,487,457$2,988,761▲ $501,304
Total Liabilities and Net Assets / Fund Balance$2,579,576$3,064,897▲ $485,321

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$293,825--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Tim DowdChair
Wes MilbournClub Past President
Lesli MassadClub President
Suzanne MitchellClub President - Elect
Andy RineAt Large
Bill HughesAt Large
David WaltersAt Large
Jane JenkinsAt Large
Kendra RobbenAt Large
Sarah RobertsAt Large
Vered HarrisAt Large
Jake KrattigerAt Large - Community Service
Steve ShepewichAt Large - International Serv
Lisa SynarClub Past Treasurer
Jim DavidSecretary
Matt BownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$412,482
Program Service Revenue
$0
Investment Income
$154,072
Other Revenue
$186,398
All Other Contributions
$412,482
Change in Net Assets
$501,304

Audited Revenue Reconciliation

Revenue per Audited Statements
$752,952
Total Revenue per Audited Statements
$752,952
Total Revenue per Form 990
$752,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$186,392
Other Expenses$65,256
Total Fundraising Expense$5,028
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,392--$186,392
Other Expenses$25,525$27,687$4,645$27,687
Office Expenses-$383$383$766
Total Functional Expenses$211,917$34,703$5,028$251,648

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$251,648
Total Expenses per Audited Statements$251,648
Total Expenses per Form 990$251,648
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Dragonfly HomeOklahoma City, OK501c3One Pledge Project$96,803
Restore OKCOklahoma City, OK501c3Grant - Matching$26,740
Oklahoma City Public Schools FoundaOklahoma City, OK501c3Literacy Award - One Pledge$15,000
Palo Alto Rotary Club Annual CharitPalo Alto, CA501c3Grant - WASH Guatemala$10,000
Rotary District 5750Oklahoma City, OK501c3Grant - Piura Peru$10,000
Bellevue Rotary FoundationBellevue, WA501c3Grant - Senegal$5,000
Phoenix Rotary Club CharitiesPhoenix, AZ501c3Grant - Zambia WASH$5,000
Shelter BoxSanta Barbara, CA501c3Grant - Disaster Relief$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to others$2,366
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 is reviewed by the Board and the Executive Director prior to filing with the IRS.”

Governing documents etc available to public Part VI line 19

“The Rotary Club 29 Foundation makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary Club 29 Foundation
EIN
73-6093582
Address
625 NW 13th STREET STE 105, Oklahoma City, OK 73103

Signing Officer

Name
Megan Law
Title
Executive Direc
Phone
4052355100
Signed
2025-11-15
Discuss with paid preparer
No

Organization Details

Formed
1982
Legal Domicile
Ok
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
dwg inc
Address
1912 N Drexel Blvd, Oklahoma City, OK 73107
Preparer
David W Gandall CFE CPA
Phone
4059490189
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Change in net assets held by Rotary Club 29 Foundation in its Matching Grants Program. Rotary Club 29 Foundation acts in a fiduciary capacity to receive and disburse funds on behalf of other Rotary Clubs throughout the world. These funds are accounted for as Cash Held for Others and Due to Others in the financial statements.”

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