Civic Intelligence

Edmond Rotary Club

990EZ • Fiscal year 2024 • EIN 73-6113480

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 29, 2024

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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

0.9%

Higher net margin than 46% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

3.1%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$31,552

Up $250 (+0.8%) from 2023

Net Assets

Up

$31,552

Up $840 (+2.7%) from 2023

Liabilities

Down

$0

Down $590 (-100%) from 2023

Revenue

Up

$94,024

Up $2,799 (+3.1%) from 2023

Expenses

Up

$93,184

Up $4,763 (+5.4%) from 2023

Net Income

Down

$840

Down $1,964 (-70%) from 2023

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

2024

Assets$31,552
Liabilities$0
Net Assets$31,552

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

2024

Revenue$94,024
Expenses$93,184
Net Income$840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 29, 2024
Return Version
2023v5.1
Gross Receipts
$94,024
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.-$93,184
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDY CONYERSPresident-$0--
HUNTER COTTLEVice 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
2024-08-29
Discuss with paid preparer
Yes

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 20,019Activity SUSTAIN MEMBER ANNUAL ASSESSMENT Grantee ROTARY FOUNDATION Street PO BOX 14948 City, State, Zip Oklahoma City, OK 73113Relationship AFFILIATE Amount 8,400

Description of other expenses Part I line 16

Description AmountMEAL COST 40,184COMMUNITY OUTREACH 656ACCOUNTING FEES 6,002OFFICE EXPENSE 2,207BANK FEES 114PAYMENT FEES 568SOFTWARE EXPENSE 1,175MEMBERSHIP SUPPLIES 598OFFICE SUPPLIES 384LICENSES & FEES 25

Description of total liabilities Part II line 26

Category Beginning of Year End of YearDUE TO EDMOND ROTARY FOUNDATIO 82 0WEEKLY RAFFLE 508 0

Raw XML Appendix111 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/BOYAmt031302
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031552
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0840
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031302
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031552
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02500
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028419
IRS990EZ/GrossReceiptsAmt094024
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt091524
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030712
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031552
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030712
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031552
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/PersonNm0ANDY CONYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HUNTER COTTLE
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/OtherExpensesTotalAmt051913
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotion of service
IRS990EZ/PrintingPublicationsPostageAmt0655
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promoting service in the community through providing funds to assist local schools and local youth organizations with supplies, books, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093184
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012197
IRS990EZ/SaleOfAssetsGrossAmt02500
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0590
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093184
IRS990EZ/TotalProgramServiceExpensesAmt093184
IRS990EZ/TotalRevenueAmt094024
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 20,019Activity SUSTAIN MEMBER ANNUAL ASSESSMENT Grantee ROTARY FOUNDATION Street PO BOX 14948 City, State, Zip Oklahoma City, OK 73113Relationship AFFILIATE Amount 8,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMEAL COST 40,184COMMUNITY OUTREACH 656ACCOUNTING FEES 6,002OFFICE EXPENSE 2,207BANK FEES 114PAYMENT FEES 568SOFTWARE EXPENSE 1,175MEMBERSHIP SUPPLIES 598OFFICE SUPPLIES 384LICENSES & FEES 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearDUE TO EDMOND ROTARY FOUNDATIO 82 0WEEKLY RAFFLE 508 0
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS KOEHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04056029258
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-29
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271153227
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/PreparationDt02024-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wilhelmina E Smith
ReturnHeader/ReturnTs02024-09-11T19:13:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
2024Detailed filing. Detailed filing data is available for this year.$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