Civic Intelligence

Edmond Rotary Club

990EZ • Fiscal year 2023 • EIN 73-6113480

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 04, 2023

PO Box 1426Edmond, OK 73083

(405) 343-9300

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

12%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$31,302

Up $3,362 (+12%) from 2022

Net Assets

Up

$30,712

Up $2,804 (+10%) from 2022

Liabilities

Up

$590

Up $558 (+1744%) from 2022

Revenue

Up

$91,225

Up $9,462 (+12%) from 2022

Expenses

Up

$88,421

Up $2,617 (+3.0%) from 2022

Net Income

Up

$2,804

Up $6,845 (+169%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$31,302
Liabilities$590
Net Assets$30,712

Operations Trend

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

2023

Revenue$91,225
Expenses$88,421
Net Income$2,804
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 4, 2023
Return Version
2022v5.0
Gross Receipts
$91,225
Mission and Program Overview

Mission

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

Promotion of service

Program Services

DescriptionGrantsExpenses
Promoting service in the community through providing funds to assist local schools and local youth organizations with supplies, books, etc.-$88,421
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS BERRYPresident-$0--
ANDREW CONYERSVice President-$0--
CHRIS KOEHLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Edmond Rotary Club
EIN
73-6113480
Address
PO BOX 1426, Edmond, OK 73083

Signing Officer

Name
Chris Koehler
Title
Treasurer
Phone
4056029258
Signed
2023-11-04
Discuss with paid preparer
No

Preparer

Firm
A&P Smith Services PLLC
Address
6004 Troone Ct, Edmond, OK 73025
Preparer
Wilhelmina E Smith
Phone
4053439300
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity PAYMENTS TO AFFILIATES Grantee ROTARY INTERNATIONAL Street 1560 SHERMAN AVE City, State, Zip Evanston, IL 60201Relationship AFFILIATE Amount 10,858Activity SUSTAIN MEMBER ANNUAL ASSESSMENT Grantee ROTARY FOUNDATION Street PO BOX 14948 City, State, Zip Oklahoma City, OK 73113Relationship AFFILIATE Amount 11,215

Description of other expenses Part I line 16

Description AmountMEAL COST 41,146COMMUNITY OUTREACH 390ACCOUNTING FEES 6,762OFFICE EXPENSE 1,718BANK FEES 202PAYMENT FEES 367SOFTWARE EXPENSE 756MEMBERSHIP SUPPLIES 1,751OFFICE SUPPLIES 374ADVERTISING 344

Description of total liabilities Part II line 26

Category Beginning of Year End of YearPAYROLL LIABILITIES 32 0DUE TO EDMOND ROTARY FOUNDATIO 0 82WEEKLY RAFFLE 0 508

Raw XML Appendix114 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/PersonNm0WILHELMINA E SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum04053439300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06004 TROONE CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Edmond
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027940
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02804
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031302
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022073
IRS990EZ/GrossReceiptsAmt091225
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt091225
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030712
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030712
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW CONYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS KOEHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt053810
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotion of service
IRS990EZ/PrintingPublicationsPostageAmt0446
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promoting service in the community through providing funds to assist local schools and local youth organizations with supplies, books, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt088421
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012092
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt032
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0590
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088421
IRS990EZ/TotalProgramServiceExpensesAmt088421
IRS990EZ/TotalRevenueAmt091225
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity PAYMENTS TO AFFILIATES Grantee ROTARY INTERNATIONAL Street 1560 SHERMAN AVE City, State, Zip Evanston, IL 60201Relationship AFFILIATE Amount 10,858Activity SUSTAIN MEMBER ANNUAL ASSESSMENT Grantee ROTARY FOUNDATION Street PO BOX 14948 City, State, Zip Oklahoma City, OK 73113Relationship AFFILIATE Amount 11,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMEAL COST 41,146COMMUNITY OUTREACH 390ACCOUNTING FEES 6,762OFFICE EXPENSE 1,718BANK FEES 202PAYMENT FEES 367SOFTWARE EXPENSE 756MEMBERSHIP SUPPLIES 1,751OFFICE SUPPLIES 374ADVERTISING 344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPAYROLL LIABILITIES 32 0DUE TO EDMOND ROTARY FOUNDATIO 0 82WEEKLY RAFFLE 0 508
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS KOEHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04056029258
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edmond Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0EDMO
ReturnHeader/Filer/EIN0736113480
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1426
ReturnHeader/Filer/USAddress/CityNm0Edmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A&P Smith Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06004 Troone Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073025
ReturnHeader/PreparerPersonGrp/PhoneNum04053439300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wilhelmina E Smith
ReturnHeader/ReturnTs02023-11-12T23:08:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOEHLER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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