Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 73-6102787

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

46th percentile

1.4%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

4.7%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

37th percentile

-6.1%

Faster revenue growth than 37% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$31,439

Up $1,403 (+4.7%) from 2017

Net Assets

Up

$31,439

Up $1,403 (+4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin46th percentile

Revenue

Down

$103,399

Down $6,705 (-6.1%) from 2017

Expenses

Down

$101,996

Down $3,455 (-3.3%) from 2017

Net Income

Down

$1,403

Down $3,250 (-70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2018

Assets$31,439
Liabilities$0
Net Assets$31,439
Open 2018 Filing

Operations Trend

Revenue Growth37th 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

2018

Revenue$103,399
Expenses$101,996
Net Income$1,403
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$114,473
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$67,908-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andy StewartPast President-$0--
Jack WimerPresident-$0--
Susan BassDirector-$0--
Carol LaRuePres Elect-$0--
Sam HuckabyDirector-$0--
Suzanne KnottSecretaryPT$0--
Ron WaltersTreasurerPT$0--
Cindy HefnerDirector-$0--
Beth WestDirector-$0--
Tom RiggsDirector-$0--
Nina EadsDirector-$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
2018-10-01
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.1

“Lunch costs $49443”

Other Expenses.2

“Rotary dues $25357”

Other Expenses.3

“International projects $13726”

Other Expenses.4

“Other operating expenses $4026”

Other Expenses.5

“Community donations $2378”

Other Expenses.6

“Fellowship activites $1297”

Other Expenses.7

“Bank fees $830”

Other Expenses.8

“Member services $664”

Other Expenses.9

“Member training $400”

Raw XML Appendix148 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/BOYAmt030036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031439
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01403
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031439
IRS990EZ/FundraisingGrossIncomeAmt012339
IRS990EZ/GrossReceiptsAmt0114473
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0102134
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031439
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031439
IRS990EZ/OccupancyRentUtltsAndMaintAmt02400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
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/PersonNm1Jack Wimer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Bass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carol LaRue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sam Huckaby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Suzanne Knott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ron Walters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cindy Hefner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Beth West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tom Riggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nina Eads
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Pres Elect
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/OtherExpensesTotalAmt098121
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/GrantsAndAllocationsAmt067908
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011074
IRS990EZ/SpecialEventsNetIncomeLossAmt01265
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101996
IRS990EZ/TotalProgramServiceExpensesAmt067908
IRS990EZ/TotalRevenueAmt0103399
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lunch costs $49443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rotary dues $25357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2International projects $13726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other operating expenses $4026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community donations $2378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fellowship activites $1297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank fees $830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Member services $664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Member training $400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Walters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
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/PreparerFirmEIN0731617918
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/ReturnTs02018-10-01T10:36:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,439
Liabilities
$0
Net assets
$31,439
Revenue
$103,399
Expenses
$101,996
Net income
$1,403
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
2018Detailed filing. Detailed filing data is available for this year.$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