Civic Intelligence

Rotary Club 29 Foundation

990 • Fiscal year 2015 • EIN 73-6093582

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 24, 2016

Organization Profile
119 N RobinsonOklahoma City, OK 73102

(405) 235-5100

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,579,430

Up $244,193 (+18%) from 2014

Net Assets

Up

$1,576,057

Up $255,065 (+19%) from 2014

Liabilities

Down

$3,373

Down $10,872 (-76%) from 2014

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin88th percentile

Revenue

Up

$679,561

Up $96,310 (+17%) from 2014

Expenses

Up

$422,369

Up $67,780 (+19%) from 2014

Net Income

Up

$257,192

Up $28,530 (+12%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$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

2015

Assets$1,579,430
Liabilities$3,373
Net Assets$1,576,057
Open 2015 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$679,561
Expenses$422,369
Net Income$257,192
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 24, 2016
Return Version
2014v6.0
Gross Receipts
$679,561
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.

The Oklahoma City Rotary Foundation was established for the purpose of providing resources and scholarships to individuals and philanthropic organizations on a local and international level.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$750,550$787,155▲ $36,605
Cash and Non-Interest-Bearing Accounts$246,015$472,427▲ $226,412
Savings and Temporary Cash Investments$39,591$39,669▲ $78
Pledges and Grants Receivable$28,016--
Accounts Receivable-$13,771-
Total Assets$1,335,237$1,579,430▲ $244,193
Other Assets Total$271,065$266,408▼ $4,657
Liabilities
Accounts Payable and Accrued Expenses$13,000--
Other Liabilities$1,245$3,373▲ $2,128
Total Liabilities$14,245$3,373▼ $10,872
Net Assets / Fund Balance
Unrestricted Net Assets$918,197$1,022,150▲ $103,953
Temporarily Rstr Net Assets$132,975$290,872▲ $157,897
Permanently Rstr Net Assets$269,820$263,035▼ $6,785
Total Net Assets Fund Balance$1,320,992$1,576,057▲ $255,065
Total Liabilities and Net Assets / Fund Balance$1,335,237$1,579,430▲ $244,193

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$263,035--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert ClementsFoundation Chair
Jerome HolmesClub President
Tim StrangeClub Vice President
Cathy BlevinsDirector
Chuck WigginDirector
David WaltersDirector
Jerrod ShouseDirector
Lonny TowellDirector
Lou KerrDirector
Nick HarrozDirector
Ross PlourdeDirector
Russ HarrisonDirector
Todd LechtenbergerDirector
Tom PhillipsDirector
Dick WegenerPast Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$669,243
Program Service Revenue
$0
Investment Income
$10,318
Other Revenue
$0
All Other Contributions
$669,243
Change in Net Assets
$257,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$323,588
Other Expenses$98,781
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$323,588--$323,588
Other Expenses$85,061$1,560-$85,061
Information Technology-$5,000-$5,000
Fees for Services Accounting-$3,655-$3,655
Office Expenses-$3,505-$3,505
Total Functional Expenses$408,649$13,720$0$422,369
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$3,373
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 Administrator prior to filing with the IRS.”

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

Filer Name
Oklahoma City Rotary Foundation
EIN
73-6093582
Address
119 N Robinson, Oklahoma City, OK 73102

Signing Officer

Name
Shirley Kirschner
Title
Executive Admin
Phone
4052355100
Signed
2016-02-24
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
dwg inc
Address
1912 N Drexel Blvd, Oklahoma City, OK 73107
Preparer
Louise Leslie
Phone
4059490189
Supplemental Narrative

Additional Explanations

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

“$2,127 change in net assets held by Oklahoma City Rotary Foundation in its Matching Grants Program. Oklahoma City Rotary Foundation acts in a fiduciary capacity to receive and disburse funds on behalf of other Rotary Clubs throughout the world. These funds are accountedf for as Due to Others in the financial statements.”

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IRS990/SavingsAndTempCashInvstGrp/BOYAmt039591
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0669243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0309545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0332586
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0322254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0165602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01799230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010318
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0119334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt031253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018549
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014054
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0193508
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010318
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0119334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018549
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0193508
IRS990ScheduleA/InvestmentIncomeCYPct00.10000
IRS990ScheduleA/InvestmentIncomePYPct00.13000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90290
IRS990ScheduleA/PublicSupportPY509Pct00.87000
IRS990ScheduleA/PublicSupportTotal509Amt01799230
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0669243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0309545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0332586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0322254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0165602
IRS990ScheduleA/Total509Grp/TotalAmt01799230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0679561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0428879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0363839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0340803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0179656
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01992738
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03373
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1263035
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Cash held for others
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Beneficial interest held by others
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to others
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0266408
IRS990ScheduleD/TotalLiabilityAmt03373
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0255736
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt133200
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Medical Equipment
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1Pediatric Medical Equipment
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe including Iceland and Greenland
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1Europe including Iceland and Greenland
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed by the Board and the Executive Administrator prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Oklahoma City Rotary Foundation makes its governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$2,127 change in net assets held by Oklahoma City Rotary Foundation in its Matching Grants Program. Oklahoma City Rotary Foundation acts in a fiduciary capacity to receive and disburse funds on behalf of other Rotary Clubs throughout the world. These funds are accountedf for as Due to Others in the financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rotary Club of Oklahoma City
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731523431
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0119 N Robinson Suite 360
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Oklahoma City
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073102
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0132975
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0290872
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01335237
IRS990/TotalAssetsEOYAmt01579430
IRS990/TotalAssetsGrp/BOYAmt01335237
IRS990/TotalAssetsGrp/EOYAmt01579430
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0669243
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013720
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0408649
IRS990/TotalFunctionalExpensesGrp/TotalAmt0422369
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014245
IRS990/TotalLiabilitiesEOYAmt03373
IRS990/TotalLiabilitiesGrp/BOYAmt014245
IRS990/TotalLiabilitiesGrp/EOYAmt03373
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01320992
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01576057
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0408649
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0679561
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01335237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01579430
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0918197
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01022150
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,579,430
Liabilities
$3,373
Net assets
$1,576,057
Revenue
$679,561
Expenses
$422,369
Net income
$257,192
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