Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 73-6102787

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 04, 2016

Organization ProfileN/A
PO Box 452286Grove, OK 74345

(918) 782-3773

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

44th percentile

0.9%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

3.8%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$25,383

Up $940 (+3.8%) from 2015

Net Assets

Up

$25,383

Up $940 (+3.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin44th percentile

Revenue

Up

$104,916

Up $15,631 (+18%) from 2015

Expenses

Up

$103,976

Up $19,934 (+24%) from 2015

Net Income

Down

$940

Down $4,303 (-82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$60K$40K$20K$0Assets 2012: $23,743Net Assets 2012: $23,7432012Assets 2013: $30,416Liabilities 2013: $0Net Assets 2013: $30,4162013Assets 2014: $19,200Liabilities 2014: $0Net Assets 2014: $19,2002014Assets 2015: $24,443Liabilities 2015: $0Net Assets 2015: $24,4432015Assets 2016: $25,383Liabilities 2016: $0Net Assets 2016: $25,3832016Assets 2017: $30,036Liabilities 2017: $0Net Assets 2017: $30,0362017Assets 2018: $31,439Liabilities 2018: $0Net Assets 2018: $31,4392018Assets 2019: $38,518Liabilities 2019: $0Net Assets 2019: $38,5182019Assets 2020: $40,411Liabilities 2020: $0Net Assets 2020: $40,4112020Assets 2021: $35,059Liabilities 2021: $0Net Assets 2021: $35,0592021Assets 2022: $46,837Liabilities 2022: $0Net Assets 2022: $46,8372022Assets 2023: $39,928Liabilities 2023: $114Net Assets 2023: $39,8142023Assets 2024: $43,580Liabilities 2024: $5,307Net Assets 2024: $38,2732024

Highlighted filing

2016

Assets$25,383
Liabilities$0
Net Assets$25,383
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $80,076Expenses 2012: $71,132Net Income 2012: $8,9442012Revenue 2013: $91,086Expenses 2013: $84,413Net Income 2013: $6,6732013Revenue 2014: $91,970Expenses 2014: $103,186Net Income 2014: -$11,2162014Revenue 2015: $89,285Expenses 2015: $84,042Net Income 2015: $5,2432015Revenue 2016: $104,916Expenses 2016: $103,976Net Income 2016: $9402016Revenue 2017: $110,104Expenses 2017: $105,451Net Income 2017: $4,6532017Revenue 2018: $103,399Expenses 2018: $101,996Net Income 2018: $1,4032018Revenue 2019: $105,966Expenses 2019: $98,887Net Income 2019: $7,0792019Revenue 2020: $113,649Expenses 2020: $111,756Net Income 2020: $1,8932020Revenue 2021: $104,153Expenses 2021: $109,505Net Income 2021: -$5,3522021Revenue 2022: $108,112Expenses 2022: $98,697Net Income 2022: $9,4152022Revenue 2023: $123,700Expenses 2023: $123,310Net Income 2023: $3902023Revenue 2024: $134,272Expenses 2024: $135,813Net Income 2024: -$1,5412024

Highlighted filing

2016

Revenue$104,916
Expenses$103,976
Net Income$940
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 4, 2016
Return Version
2015v2.0
Gross Receipts
$116,202
Mission and Program Overview

Mission

Advancement of local, regional & international understanding, goodwill & peace through world fellowship of business & professional persons united in the ideal of service

Program Services

DescriptionGrantsExpenses
Advancement of local, regional & international understanding, goodwill & peace through world fellowship of business & professional persons united in the ideal of service$74,367-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andy StewartPres-Elect-$0--
Pauline HaleDirector-$0--
Judy McHenryPast President-$0--
Christina WrightPresident-$0--
Connie JamesonDirector-$0--
Suzanne KnottSecretaryPT$0--
Ron WaltersTreasurerPT$0--
Donald WassonDirector-$0--
Robert CarterDirector-$0--
Joel McCorkleDirector-$0--
Dave ClaggettDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Grove Rotary
EIN
73-6102787
Address
PO Box 452286, Grove, OK 74345

Signing Officer

Name
Ron Walters
Title
Treasurer
Signed
2016-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Ehrhardt & Co PLLC
Address
PO Box 745, Langley, OK 74350-0745
Preparer
J Lee Ehrhardt
Phone
9187823773
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $969”

Other Expenses.1

“Lunch costs $47731”

Other Expenses.2

“Rotary dues $21730”

Other Expenses.3

“International projects $11307”

Other Expenses.4

“Community donations $9546”

Other Expenses.5

“Member services $3299”

Other Expenses.6

“District training $1189”

Other Expenses.7

“Member training $1149”

Other Expenses.8

“Bank fees $961”

Other Expenses.9

“Computer & technology $784”

Other Expenses.10

“Fellowship activites $665”

Other Expenses.11

“Rotary Bowl $620”

Other Expenses.12

“Other operating expenses $329”

Other Expenses.13

“Youth District Expense $50”

Raw XML Appendix158 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/PersonNm0J Lee Ehrhardt
IRS990EZ/BooksInCareOfDetail/PhoneNum09187823773
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 745
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Langley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074350
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024443
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02169
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0940
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01447
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024443
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025383
IRS990EZ/FundraisingGrossIncomeAmt010642
IRS990EZ/GrossReceiptsAmt0116202
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0103391
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025383
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025383
IRS990EZ/OccupancyRentUtltsAndMaintAmt02200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt68.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andy Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pauline Hale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Judy McHenry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christina Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Connie Jameson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Suzanne Knott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ron Walters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Donald Wasson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Robert Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Joel McCorkle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Dave Claggett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Pres-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100329
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advancement of local, regional & international understanding, goodwill & peace through world fellowship of business & professional persons united in the ideal of service
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Advancement of local, regional & international understanding, goodwill & peace through world fellowship of business & professional persons united in the ideal of service
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074367
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011286
IRS990EZ/SpecialEventsNetIncomeLossAmt0-644
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0103976
IRS990EZ/TotalProgramServiceExpensesAmt074367
IRS990EZ/TotalRevenueAmt0104916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lunch costs $47731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rotary dues $21730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3International projects $11307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community donations $9546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Member services $3299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6District training $1189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Member training $1149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank fees $961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Computer & technology $784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fellowship activites $665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Rotary Bowl $620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other operating expenses $329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Youth District Expense $50
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 Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Walters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International Grove Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0736102787
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 452286
ReturnHeader/Filer/USAddress/CityNm0Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ehrhardt & Co PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 745
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Langley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0743500745
ReturnHeader/PreparerPersonGrp/PhoneNum09187823773
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Lee Ehrhardt
ReturnHeader/ReturnTs02016-08-08T10:27:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,383
Liabilities
$0
Net assets
$25,383
Revenue
$104,916
Expenses
$103,976
Net income
$940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.05$0.38$1.34$1.36$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.24$1.23$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$1.08$0.99$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.04$1.10$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.14$1.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.06$0.99$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$1.03$1.02$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$1.10$1.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.05$1.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.89$0.84$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.92$1.03$0.11
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.91$0.84$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.80$0.71$0.09