Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 4.2% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Balance Sheet
Assets
Up$212,582
Up $47,959 (+29%) from 2020
Net Assets
Up$207,629
Up $47,428 (+30%) from 2020
Liabilities
Up$4,953
Up $531 (+12%) from 2020
Revenue And Expenses
Revenue
Up$157,787
Up $19,511 (+14%) from 2020
Expenses
Up$110,359
Up $3,683 (+3.5%) from 2020
Net Income
Up$47,428
Up $15,828 (+50%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Aug 15, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $157,787
Mission and Program Overview
Mission
Charitable and educational
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Program Service Accomplishments: Educational donations for the benefit of Enid Public Schools and higher education; and miscellaneous charitable programs such as Rotary Foundation, Salvation Army, Enid High School, Oklahoma Bible Academy, Chisholm High School, Pioneer-Pleasant Vale High School, YWCA, Etc. | $36,704 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sandra Hutchcraft | Bookkeeper | - | $6,600 | - | $6,600 |
| LynnDe Funk | Exec Secretary | PT | $4,500 | - | $4,500 |
| David Morley | Secretary/Treas | - | $0 | - | - |
| Dan Schiedel | President Elect | - | $0 | - | - |
| Jennifer Bauman | Director | - | $0 | - | - |
| Joe Highberger | Director | - | $0 | - | - |
| Tricia Mitchell | Director | - | $0 | - | - |
| Jeffery Herbel | President | - | $0 | - | - |
| Michael Fields | Director | - | $0 | - | - |
| Clark Young | Foundation Chai | - | $0 | - | - |
| David Lawrence | Director | - | $0 | - | - |
| Carrie Sanders | Director | - | $0 | - | - |
| Michael Ruby | Past President | - | $0 | - | - |
| Wade Burleson | Director | - | $0 | - | - |
| Greg Shamburg | Director | - | $0 | - | - |
| Steven Walkingstick | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Enid Rotary Club
- EIN
- 73-6102797
- Phone
- 5805487127
- Address
- PO Box 1181, Enid, OK 73702
Signing Officer
- Name
- Dan Schiedel
- Title
- President
- Signed
- 2021-08-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Select Wealth Management
- Address
- 2424 KELLY, ENID, OK 73703
- Preparer
- David W Morley
- Phone
- 5805487127
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.24
“| Donee's Name: YWCA | Cash Amount Given: $7500”
Other Expenses.1
“Meals $37888”
Other Expenses.2
“International Dues $12236”
Other Expenses.3
“District Dues $6580”
Other Expenses.4
“Emblems/Supplies $1689”
Other Expenses.5
“Web Site Fee $1000”
Other Expenses.6
“Piano $675”
Other Expenses.7
“Fund Raiser Expenses $486”
Other Expenses.9
“Paul Harris Matching $225”
Other Expenses.10
“Bank Service Fees $65”
Other Expenses.11
“Program/Flowers $42”
Other Assets.1005
“Accounts Receivable - Beginning $-93 Accounts Receivable - Ending $13818”
Other Assets.1
“CSC Foundation Endowment - Beginning $80466 CSC Foundation Endowment - Ending $90566”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $4422 Accounts Payable and Accrued Expenses - Ending $4953”
Raw XML Appendix197 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Sandra Hutchcraft |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5802336632 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 917 Willow Creek Circle |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Enid |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 73703 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 84250 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 108198 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 36053 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 47428 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 350 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 164623 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 212582 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 36704 |
| IRS990EZ/GrossReceiptsAmt | 0 | 157787 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 470 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 121264 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 160201 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 207629 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 160201 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 207629 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 106 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 6600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 4500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Sandra Hutchcraft |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | David Morley |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Dan Schiedel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LynnDe Funk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jennifer Bauman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Joe Highberger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Tricia Mitchell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Jeffery Herbel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Michael Fields |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Clark Young |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | David Lawrence |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Carrie Sanders |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Michael Ruby |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | Wade Burleson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Greg Shamburg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | Steven Walkingstick |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Bookkeeper |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary/Treas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Exec Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Foundation Chai |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 80373 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 104384 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 60886 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Charitable and Educational |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 275 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Program Service Accomplishments: Educational donations for the benefit of Enid Public Schools and higher education; and miscellaneous charitable programs such as Rotary Foundation, Salvation Army, Enid High School, Oklahoma Bible Academy, Chisholm High School, Pioneer-Pleasant Vale High School, YWCA, Etc. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 36704 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 12038 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OK |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4422 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4953 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 110359 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36704 |
| IRS990EZ/TotalRevenueAmt | 0 | 157787 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | Civic Org |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.enidrotary.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: YWCA | Cash Amount Given: $7500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Meals $37888 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | International Dues $12236 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | District Dues $6580 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Emblems/Supplies $1689 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Web Site Fee $1000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Piano $675 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Fund Raiser Expenses $486 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Paul Harris Matching $225 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Bank Service Fees $65 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Program/Flowers $42 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Receivable - Beginning $-93 Accounts Receivable - Ending $13818 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | CSC Foundation Endowment - Beginning $80466 CSC Foundation Endowment - Ending $90566 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Accounts Payable and Accrued Expenses - Beginning $4422 Accounts Payable and Accrued Expenses - Ending $4953 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Total Liabilities.1001 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Dan Schiedel |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-08-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Enid Rotary Club |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ENID |
| ReturnHeader/Filer/EIN | 0 | 736102797 |
| ReturnHeader/Filer/PhoneNum | 0 | 5805487127 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 1181 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Enid |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 73702 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 731390524 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SELECT WEALTH MANAGEMENT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2424 KELLY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ENID |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 73703 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5805487127 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | David W Morley |
| ReturnHeader/ReturnTs | 0 | 2021-08-15T20:31:07-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Dan |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Schiedel |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $212,582
- Liabilities
- $4,953
- Net assets
- $207,629
- Revenue
- $157,787
- Expenses
- $110,359
- Net income
- $47,428