Civic Intelligence

Rotary International

990EZ • Fiscal year 2022 • EIN 73-6102787

Jul 01, 2021 to Jun 30, 2022 • Filed on May 02, 2023

PO Box 452286Grove, OK 74345-2286

(918) 801-3764

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

57th percentile

8.7%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

34%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

3.8%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$46,837

Up $11,778 (+34%) from 2021

Net Assets

Up

$46,837

Up $11,778 (+34%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$108,112

Up $3,959 (+3.8%) from 2021

Expenses

Down

$98,697

Down $10,808 (-9.9%) from 2021

Net Income

Up

$9,415

Up $14,767 (+276%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$46,837
Liabilities$0
Net Assets$46,837

Operations Trend

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

2022

Revenue$108,112
Expenses$98,697
Net Income$9,415
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 2, 2023
Return Version
2021v4.2
Gross Receipts
$124,470
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

Advancement of understanding and peace

Program Services

DescriptionGrantsExpenses
ADVANCEMENT OF LOCAL, REGIONAL & INTERNATIONAL UNDERSTANDING, GOODWILL & PEACE THROUGH WORLD FELLOWSHIP OF BUSINESS & PROFESSIONAL PERSONS UNITED IN THE IDEAL OF-$59,343
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI WALLACEPresident-$0--
CINDY HEFNERPresident Elect-$0--
JOEL MCCORKLEPast President-$0--
SHAWNA MCWATERSTreasurer-$0--
AUTUMN WILHELMSecretary-$0--
CHERYL FLOODDirector-$0--
SHERRY HILTONDirector-$0--
WARD MILLERDirector-$0--
SYRINA NELSONDirector-$0--
DARREN COOKDirector-$0--
BUD VICKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
73-6102787
Address
PO BOX 452286, GROVE, OK 74345-2286

Signing Officer

Name
Shawna Mcwaters
Title
Treasurer
Phone
9188013764
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
W Ben Miller CPA LLC
Address
3 South Main Street, Webb City, MO 64870
Preparer
William B Miller CPA
Phone
4176741213
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountea funds from grf 1,273other 345

Description of other expenses Part I line 16

Description amountdues 27,480contract labor 6,898meals 51,327fellowship activities 1,369advertising 186donations 5,000bank fees 764member training 1,331international projects 316misc 276

Other changes in net assets or fund balances Part I line 20

Description amounterror in cash reported prior year 2,363

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0SHAWNA MCWATERS
IRS990EZ/BooksInCareOfDetail/PhoneNum09188013764
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 452286
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0743452286
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035059
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt01625
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09415
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035059
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046837
IRS990EZ/FundraisingGrossIncomeAmt014173
IRS990EZ/GrossReceiptsAmt0124470
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0107054
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035059
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035059
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046837
IRS990EZ/OccupancyRentUtltsAndMaintAmt03600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTI WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY HEFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOEL MCCORKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAWNA MCWATERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AUTUMN WILHELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHERYL FLOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERRY HILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WARD MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SYRINA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DARREN COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BUD VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt02363
IRS990EZ/OtherExpensesTotalAmt094947
IRS990EZ/OtherRevenueTotalAmt01618
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCEMENT OF UNDERSTANDING AND PEACE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT OF LOCAL, REGIONAL & INTERNATIONAL UNDERSTANDING, GOODWILL & PEACE THROUGH WORLD FELLOWSHIP OF BUSINESS & PROFESSIONAL PERSONS UNITED IN THE IDEAL OF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059343
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01625
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014733
IRS990EZ/SpecialEventsNetIncomeLossAmt0-560
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098697
IRS990EZ/TotalProgramServiceExpensesAmt059343
IRS990EZ/TotalRevenueAmt0108112
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0GROVEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTEA FUNDS FROM GRF 1,273OTHER 345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDUES 27,480CONTRACT LABOR 6,898MEALS 51,327FELLOWSHIP ACTIVITIES 1,369ADVERTISING 186DONATIONS 5,000BANK FEES 764MEMBER TRAINING 1,331INTERNATIONAL PROJECTS 316MISC 276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTERROR IN CASH REPORTED PRIOR YEAR 2,363
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWNA MCWATERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09188013764
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0736102787
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 452286
ReturnHeader/Filer/USAddress/CityNm0GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0743452286
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812894094
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0W Ben Miller CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Webb City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064870
ReturnHeader/PreparerPersonGrp/PhoneNum04176741213
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Miller CPA
ReturnHeader/ReturnTs02023-05-04T10:20:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAWNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCWATERS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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