Civic Intelligence

Edmond Rotary Club

990EZ • Fiscal year 2018 • EIN 73-6113480

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 28, 2018

Organization ProfileN/A
1300 E 15th St Ste 150Edmond, OK 73013

(405) 330-6000

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

29th percentile

-6.5%

Higher net margin than 29% 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

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

30th percentile

-10%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$32,300

Down $5,650 (-15%) from 2017

Net Assets

Down

$32,300

Down $5,650 (-15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin29th percentile

Revenue

Down

$87,319

Down $9,784 (-10%) from 2017

Expenses

Up

$92,969

Up $14,845 (+19%) from 2017

Net Income

Down

-$5,650

Down $24,629 (-130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$150K$100K$50K$0Assets 2011: $108,187Net Assets 2011: $108,1872011Assets 2012: $90,413Net Assets 2012: $90,4132012Assets 2013: $36,732Liabilities 2013: $0Net Assets 2013: $36,7322013Assets 2014: $40,612Liabilities 2014: $0Net Assets 2014: $40,6122014Assets 2015: $30,082Liabilities 2015: $0Net Assets 2015: $30,0822015Assets 2016: $18,971Liabilities 2016: $0Net Assets 2016: $18,9712016Assets 2017: $37,950Liabilities 2017: $0Net Assets 2017: $37,9502017Assets 2018: $32,300Liabilities 2018: $0Net Assets 2018: $32,3002018Assets 2019: $23,331Liabilities 2019: $0Net Assets 2019: $23,3312019Assets 2020: $19,439Liabilities 2020: $0Net Assets 2020: $19,4392020Assets 2021: $31,949Liabilities 2021: $0Net Assets 2021: $31,9492021Assets 2022: $27,940Liabilities 2022: $32Net Assets 2022: $27,9082022Assets 2023: $31,302Liabilities 2023: $590Net Assets 2023: $30,7122023Assets 2024: $31,552Liabilities 2024: $0Net Assets 2024: $31,5522024Assets 2025: $34,660Net Assets 2025: $34,6602025

Highlighted filing

2018

Assets$32,300
Liabilities$0
Net Assets$32,300
Open 2018 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $99,761Expenses 2011: $82,724Net Income 2011: $17,0372011Revenue 2012: $82,337Expenses 2012: $100,111Net Income 2012: -$17,7742012Revenue 2013: $81,068Expenses 2013: $134,749Net Income 2013: -$53,6812013Revenue 2014: $73,300Expenses 2014: $69,420Net Income 2014: $3,8802014Revenue 2015: $68,125Expenses 2015: $78,655Net Income 2015: -$10,5302015Revenue 2016: $76,485Expenses 2016: $87,596Net Income 2016: -$11,1112016Revenue 2017: $97,103Expenses 2017: $78,124Net Income 2017: $18,9792017Revenue 2018: $87,319Expenses 2018: $92,969Net Income 2018: -$5,6502018Revenue 2019: $87,264Expenses 2019: $96,233Net Income 2019: -$8,9692019Revenue 2020: $70,715Expenses 2020: $74,607Net Income 2020: -$3,8922020Revenue 2021: $68,974Expenses 2021: $56,464Net Income 2021: $12,5102021Revenue 2022: $81,763Expenses 2022: $85,804Net Income 2022: -$4,0412022Revenue 2023: $91,225Expenses 2023: $88,421Net Income 2023: $2,8042023Revenue 2024: $94,024Expenses 2024: $93,184Net Income 2024: $8402024Revenue 2025: $93,678Expenses 2025: $90,570Net Income 2025: $3,1082025

Highlighted filing

2018

Revenue$87,319
Expenses$92,969
Net Income-$5,650
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 28, 2018
Return Version
2017v2.3
Gross Receipts
$87,319
Mission and Program Overview

Mission

To promote service in the community, in the workplace and throughout the world.

Program Services

DescriptionGrantsExpenses
TO PROMOTE SERVICE IN THE COMMUNITY, IN THE WORKPLACE AND THROUGHOUT THE WORLD.-$80,264
PROMOTING SERVICE IN THE COMMUNITY THROUGH PROVIDING FUNDS TO ASSIST LOCAL SCHOOLS AND LOCAL YOUTH ORGANIZATIONS WITH SUPPLIES, BOOKS, ETC.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KERRPresident-$0--
JESSICA LYLEVice Preside-$0--
JAMES R HALETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Edmond Rotary Club
EIN
73-6113480
Phone
4053306000
Address
1300 E 15TH ST STE 150, EDMOND, OK 73013

Signing Officer

Name
James R Hale
Title
Treasurer
Phone
4053306000
Signed
2018-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Hale & Company CPA Pc
Address
1300 EAST 15TH ST SUITE 150, EDMOND, OK 73013
Preparer
James R Hale
Phone
4053306000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary foundation - sustain member annual assessment 18,905 po box 14948 oklahoma city ok 73113 district 5570 4,465 po box 14948 oklahoma city ok 73113 rotary int'l 7,585 1560 sherman ave evanston il 60201”

Form 990-ez, Part I, Line 16

“Expenses public relations 820 office expenses 1,051 cards, flowers & gifts 1,767 computer & internet expense 1,148 meal costs 39,965 meeting expenses 4,342 total 49,093”

Form 990-ez, Part III

“To promote service in the community, in the workplace and throughout the world.”

Raw XML Appendix105 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/PersonNm0JAMES R HALE
IRS990EZ/BooksInCareOfDetail/PhoneNum04053306000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 E 15TH STREET SUITE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037950
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032300
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5650
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011654
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037950
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032300
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030955
IRS990EZ/GrossReceiptsAmt087319
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt087319
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037950
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032300
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037950
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA LYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES R HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049093
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE SERVICE IN THE COMMUNITY, IN THE WORKPLACE AND THROUGHOUT THE WORLD.
IRS990EZ/PrintingPublicationsPostageAmt01267
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE SERVICE IN THE COMMUNITY, IN THE WORKPLACE AND THROUGHOUT THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTING SERVICE IN THE COMMUNITY THROUGH PROVIDING FUNDS TO ASSIST LOCAL SCHOOLS AND LOCAL YOUTH ORGANIZATIONS WITH SUPPLIES, BOOKS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080264
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092969
IRS990EZ/TotalProgramServiceExpensesAmt080264
IRS990EZ/TotalRevenueAmt087319
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOUNDATION - SUSTAIN MEMBER ANNUAL ASSESSMENT 18,905 PO BOX 14948 OKLAHOMA CITY OK 73113 DISTRICT 5570 4,465 PO BOX 14948 OKLAHOMA CITY OK 73113 ROTARY INT'L 7,585 1560 SHERMAN AVE EVANSTON IL 60201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PUBLIC RELATIONS 820 OFFICE EXPENSES 1,051 CARDS, FLOWERS & GIFTS 1,767 COMPUTER & INTERNET EXPENSE 1,148 MEAL COSTS 39,965 MEETING EXPENSES 4,342 TOTAL 49,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE SERVICE IN THE COMMUNITY, IN THE WORKPLACE AND THROUGHOUT THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDMOND ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0EDMO
ReturnHeader/Filer/EIN0736113480
ReturnHeader/Filer/PhoneNum04053306000
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 E 15TH ST STE 150
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D462B1B422E448D2DF2153B26D72EC4F72FFD3B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F54AA8E5C2852FAB473639AD7A0166FAFED196F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-09-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:08:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 EAST 15TH ST SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02018-09-04T15:08:48-05:00
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
$32,300
Liabilities
$0
Net assets
$32,300
Revenue
$87,319
Expenses
$92,969
Net income
-$5,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.94$0.91$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.94$0.93$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.31$0.91$0.88$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.82$0.86$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.69$0.56$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.71$0.75$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.87$0.96$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.87$0.93$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.97$0.78$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.76$0.88$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.68$0.79$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.73$0.69$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.81$1.35$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.90$0.82$1.00$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$1.08$1.00$0.83$0.17