Civic Intelligence

Pauls Valley Rotary Club

990EZ • Fiscal year 2020 • EIN 73-6105928

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileN/A
PO Box 3Pauls Valley, OK 73075

(405) 238-2000

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

2.1%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$29,834

Up $606 (+2.1%) from 2019

Net Assets

Up

$29,834

Up $606 (+2.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin48th percentile

Revenue

Down

$20,642

Down $3,303 (-14%) from 2019

Expenses

Down

$20,036

Down $2,839 (-12%) from 2019

Net Income

Down

$606

Down $464 (-43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2020

Assets$29,834
Liabilities$0
Net Assets$29,834
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$20,642
Expenses$20,036
Net Income$606
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$20,642
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.

Program Services

DescriptionGrantsExpenses
Funding and maintaining the rose garden in the local park.$2,432-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brett AgeeTreasurer-$0--
Stanley OliverSecretary-$0--
Shari KendallVice President-$0--
Bill McAngusPresident-$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
Brett Agee
Title
Treasurer
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $179”

Other Expenses.1007

“Conferences, Conventions, and Meetings $372”

Other Expenses.1

“Rose Garden Expenses $2432”

Other Expenses.2

“Scholarships $1000”

Other Expenses.3

“Chamber Dues $600”

Raw XML Appendix117 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/PersonNm0Brett 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/BOYAmt029228
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029834
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01776
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0606
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029228
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029834
IRS990EZ/FundraisingGrossIncomeAmt02016
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06003
IRS990EZ/GrossReceiptsAmt020642
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0110
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016740
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029834
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029834
IRS990EZ/OccupancyRentUtltsAndMaintAmt09250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brett Agee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stanley Oliver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shari Kendall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bill McAngus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04583
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 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding and maintaining the rose garden in the local park.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02432
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02016
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020036
IRS990EZ/TotalProgramServiceExpensesAmt02432
IRS990EZ/TotalRevenueAmt020642
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rose Garden Expenses $2432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Chamber Dues $600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brett Agee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/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 Dobbins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-17T15:35:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,834
Liabilities
$0
Net assets
$29,834
Revenue
$20,642
Expenses
$20,036
Net income
$606
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits