Civic Intelligence

Pauls Valley Rotary Club

EIN 73-6105928 • 501(c)4 • Pauls Valley, OK

Profile

The Pauls Valley Rotary Club's primary exempt purpose is to provide a better quality of life for all citizens of our community and other communities around the world. We contributed locally to the Foundation of Academic Excellence, American Legion Auxiliary to send girls to Girl's State, and the Samaritan whose purpose is to feed the less fortunate.We also help in keeping our city beautiful by maintaining the rose garden in the local park.

PO Box 3Pauls Valley, OK 73075

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

49th percentile

0.8%

Higher net margin than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.7%

Faster asset growth than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

6.1%

Faster revenue growth than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,093

Up $214 (+0.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$29,093

Up $214 (+0.7%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$27,441

Up $1,576 (+6.1%) from 2024

Expenses

Up

$27,227

Up $2,883 (+12%) from 2024

Net Income

Down

$214

Down $1,307 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2014: $32,948Liabilities 2014: $02014Assets 2015: $19,115Liabilities 2015: $0Net Assets 2015: $19,1152015Assets 2016: $22,766Liabilities 2016: $0Net Assets 2016: $22,7662016Assets 2017: $27,342Liabilities 2017: $0Net Assets 2017: $27,3422017Assets 2018: $28,158Liabilities 2018: $0Net Assets 2018: $28,1582018Assets 2019: $29,228Liabilities 2019: $0Net Assets 2019: $29,2282019Assets 2020: $29,834Liabilities 2020: $0Net Assets 2020: $29,8342020Assets 2021: $27,190Liabilities 2021: $0Net Assets 2021: $27,1902021Assets 2022: $27,843Liabilities 2022: $0Net Assets 2022: $27,8432022Assets 2023: $27,358Liabilities 2023: $0Net Assets 2023: $27,3582023Assets 2024: $28,879Net Assets 2024: $28,8792024Assets 2025: $29,093Net Assets 2025: $29,0932025

Highlighted filing

2025

Assets$29,093
Liabilities-
Net Assets$29,093
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $38,805Expenses 2014: $38,032Net Income 2014: $7732014Revenue 2015: $29,865Expenses 2015: $43,698Net Income 2015: -$13,8332015Revenue 2016: $39,766Expenses 2016: $36,115Net Income 2016: $3,6512016Revenue 2017: $29,872Expenses 2017: $25,296Net Income 2017: $4,5762017Revenue 2018: $21,759Expenses 2018: $20,943Net Income 2018: $8162018Revenue 2019: $23,945Expenses 2019: $22,875Net Income 2019: $1,0702019Revenue 2020: $20,642Expenses 2020: $20,036Net Income 2020: $6062020Revenue 2021: $20,822Expenses 2021: $23,466Net Income 2021: -$2,6442021Revenue 2022: $26,819Expenses 2022: $26,166Net Income 2022: $6532022Revenue 2023: $22,103Expenses 2023: $22,588Net Income 2023: -$4852023Revenue 2024: $25,865Expenses 2024: $24,344Net Income 2024: $1,5212024Revenue 2025: $27,441Expenses 2025: $27,227Net Income 2025: $2142025

Highlighted filing

2025

Revenue$27,441
Expenses$27,227
Net Income$214
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,093
Liabilities
-
Net assets
$29,093
Revenue
$27,441
Expenses
$27,227
Net income
$214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.1$29.1$27.4$27.2$0.21
2024Detailed filing. Detailed filing data is available for this year.$28.9$28.9$25.9$24.3$1.52
2023Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$22.1$22.6$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.00$27.8$26.8$26.2$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$0.00$27.2$20.8$23.5$2.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.8$0.00$29.8$20.6$20.0$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$23.9$22.9$1.07
2018Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$21.8$20.9$0.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$0.00$27.3$29.9$25.3$4.58
2016Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$39.8$36.1$3.65
2015Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$29.9$43.7$13.8
2014Summary only. Only limited summary data is available for this year.$32.9$0.00$38.8$38.0$0.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$27,441
Mission and Program Overview

Mission

The Pauls Valley Rotary Club's primary exempt purpose is to provide a better quality of life for all citizens of our community and other communities around the world. We contributed locally to the Foundation of Academic Excellence, American Legion Auxiliary to send girls to Girl's State, and the Samaritans, whose purpose is to feed the less fortunate.We also help in keeping our city beautiful by maintaining the rose garden in the local park.

The Pauls Valley Rotary Club's primary exempt purpose is to provide a better quality of life for all citizens of our community and other communities around the world. We contributed locally to the Boy Scouts of America and the Foundation of Academic Excellence.We also help in keeping our city beautiful by maintaining the rose garden in the local park.

Program Services

DescriptionGrantsExpenses
Funding and maintaining the rose garden in the local park.-$1,496
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cathy AgeeTreasurer-$0--
Susie AgeeSecretary-$0--
Carolyn WilliamsPresident-$0--
Julie CaugheyVice President-$0--
Filing and Contact Details

Filer

Filer Name
Pauls Valley Rotary Club
EIN
73-6105928
Address
PO Box 3, Pauls Valley, OK 73075

Signing Officer

Name
Cathy Agee
Title
Treasurer
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Kristi L Dobbins CPA
Address
106 E McClure, Pauls Valley, OK 73075
Preparer
Kristi L Dobbins
Phone
4052386447
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: Rotary Dist #5770 & Internat'l | Purpose of payment: Dues & Contributions | Amount: $6130”

Other Expenses.1007

“Conferences, Conventions, and Meetings $409”

Other Expenses.1

“Scholarships $2150”

Other Expenses.2

“Rose Garden Expense $1496”

Other Expenses.3

“Operating Supplies $917”

Other Expenses.4

“Four-Way Test Cont $685”

Other Expenses.6

“Service Charge $15”

Raw XML Appendix123 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/PersonNm0Cathy Agee
IRS990EZ/BooksInCareOfDetail/PhoneNum04052382000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 10
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pauls Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028879
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029093
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03190
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0214
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028879
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029093
IRS990EZ/FundraisingGrossIncomeAmt04144
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08340
IRS990EZ/GrossReceiptsAmt027441
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0339
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019768
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028879
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029093
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028879
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029093
IRS990EZ/OccupancyRentUtltsAndMaintAmt012772
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cathy Agee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susie Agee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Caughey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Pauls Valley Rotary Club's primary exempt purpose is to provide a better quality of life for all citizens of our community and other communities around the world. We contributed locally to the Boy Scouts of America and the Foundation of Academic Excellence.We also help in keeping our city beautiful by maintaining the rose garden in the local park.
IRS990EZ/PrintingPublicationsPostageAmt0168
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding and maintaining the rose garden in the local park.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01496
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt04144
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027227
IRS990EZ/TotalProgramServiceExpensesAmt01496
IRS990EZ/TotalRevenueAmt027441
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Rotary Dist #5770 & Internat'l | Purpose of payment: Dues & Contributions | Amount: $6130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships $2150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rose Garden Expense $1496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Operating Supplies $917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Four-Way Test Cont $685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Service Charge $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Agee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pauls Valley Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0736105928
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3
ReturnHeader/Filer/USAddress/CityNm0Pauls Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731476506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kristi L Dobbins CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 E McClure
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pauls Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073075
ReturnHeader/PreparerPersonGrp/PhoneNum04052386447
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristi L Dobbins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-29T13:22:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits