Civic Intelligence

Rotary Club of South Oklahoma City

990EZ • Fiscal year 2014 • EIN 73-6113494

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 23, 2014

PO Box 892285Blanchard, OK 73189-2285

(405) 691-4567

Siviq Scores

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

Liabilities / Assets

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

37th percentile

-1.6%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

2.9%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

$32,668

No earlier filing loaded for comparison.

Net Assets

$26,701

No earlier filing loaded for comparison.

Liabilities

$5,967

No earlier filing loaded for comparison.

Revenue

$63,802

No earlier filing loaded for comparison.

Expenses

$64,851

No earlier filing loaded for comparison.

Net Income

-$1,049

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $32,668Liabilities 2014: $5,967Net Assets 2014: $26,7012014Assets 2016: $25,550Liabilities 2016: $3,089Net Assets 2016: $22,4612016Assets 2017: $27,098Liabilities 2017: $2,627Net Assets 2017: $24,4712017Assets 2018: $24,822Liabilities 2018: $668Net Assets 2018: $24,1542018Assets 2019: $15,383Liabilities 2019: $568Net Assets 2019: $14,8152019Assets 2020: $15,199Liabilities 2020: $2,819Net Assets 2020: $12,3802020Assets 2021: $10,940Liabilities 2021: $2,942Net Assets 2021: $7,9982021Assets 2023: $15,284Liabilities 2023: $0Net Assets 2023: $15,2842023Assets 2025: $14,343Liabilities 2025: $1,026Net Assets 2025: $13,3172025

Highlighted filing

2014

Assets$32,668
Liabilities$5,967
Net Assets$26,701

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $63,802Expenses 2014: $64,851Net Income 2014: -$1,0492014Revenue 2016: $46,267Expenses 2016: $53,977Net Income 2016: -$7,7102016Revenue 2017: $47,437Expenses 2017: $41,098Net Income 2017: $6,3392017Revenue 2018: $41,135Expenses 2018: $41,602Net Income 2018: -$4672018Revenue 2019: $31,135Expenses 2019: $40,474Net Income 2019: -$9,3392019Revenue 2020: $30,673Expenses 2020: $33,108Net Income 2020: -$2,4352020Revenue 2021: $13,303Expenses 2021: $17,685Net Income 2021: -$4,3822021Revenue 2023: $55,493Expenses 2023: $46,866Net Income 2023: $8,6272023Revenue 2025: $39,137Expenses 2025: $35,471Net Income 2025: $3,6662025

Highlighted filing

2014

Revenue$63,802
Expenses$64,851
Net Income-$1,049
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 23, 2014
Return Version
2013v3.1
Gross Receipts
$76,561
Mission and Program Overview

Mission

Community service and charity

Program Services

DescriptionGrantsExpenses
A wide range of Charities and Organizatiohs received these funds and volunteer man hours from our organization. Thousands of adults and children directly benefitted from these efforts.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chasity OenPresident-$0--
Jeri MonroeVice President-$0--
Brian WallSecretary-$0--
Jim SwensonTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$24,016$24,016$11,739$12,277
Event 2$4,595$4,595$1,020$3,575
Total Events$28,611$28,611$12,759$15,852
Filing and Contact Details

Filer

EIN
73-6113494
Phone
4056914567

Signing Officer

Name
Chasity Oen
Title
President
Signed
2014-12-23
Discuss with paid preparer
Yes

Preparer

Preparer
William Mcleod
Phone
4056914567
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Interest on PHS 46

Form 990-EZ, Part I, Line 16, Other Expenses

Bad debts 1,040

Form 990-EZ, Part I, Line 16, Other Expenses

Office Costs 1,633

Form 990-EZ, Part I, Line 16, Other Expenses

Liability insurance 258

Form 990-EZ, Part I, Line 16, Other Expenses

Club and member supplies 1,497

Form 990-EZ, Part I, Line 16, Other Expenses

Website and internet 479

Form 990-EZ, Part I, Line 16, Other Expenses

Meeting expense 796

Form 990-EZ, Part I, Line 16, Other Expenses

Club services 3,808

Form 990-EZ, Part I, Line 16, Other Expenses

Community service 5,021

Form 990-EZ, Part I, Line 16, Other Expenses

International servce 5,553

Form 990-EZ, Part I, Line 16, Other Expenses

Vocational service 2,325

Form 990-EZ, Part I, Line 16, Other Expenses

Dues-International and district 7,256

Form 990-EZ, Part I, Line 16, Other Expenses

Meals 25,851

Form 990-EZ, Part I, Line 16, Other Expenses

Rotarian Magazine 408

Form 990-EZ, Part I, Line 16, Other Expenses

New Generations 109

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 223

Form 990-EZ, Part I, Line 16, Other Expenses

Paul Harris Expense 200

Form 990-EZ, Part I, Line 16, Other Expenses

Membership 74

Form 990-EZ, Part II, Line 24, Other Assets

Accounts Reeivable Beginning of year 3,845, End of year 4,056

Form 990-EZ, Part II, Line 24, Other Assets

Undeposited Funds Beginning of year 100, End of year 2,355

Form 990-EZ, Part II, Line 26, Liabilities

Accoutns Payable Beginning of year 4,012, End of year 5,967

Raw XML Appendix158 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.

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IRS990EZ/BooksInCareOfDetail/PersonNm0C J BABBIT CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum04056914567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102222 SHADOWLAKE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Oklahoma City
IRS990EZ/BooksInCareOfDetail/USAddress/State0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode073139
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027817
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026257
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027750
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026701
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027750
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026701
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chasity Oen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeri Monroe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brian Wall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jim Swenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03945
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06411
IRS990EZ/OtherExpensesTotalAmt056531
IRS990EZ/OtherRevenueTotalAmt046
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community Service and Charity
IRS990EZ/PrintingPublicationsPostageAmt0720
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A wide range of Charities and Organizatiohs received these funds and volunteer man hours from our organization. Thousands of adults and children directly benefitted from these efforts.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt012759
IRS990EZ/SpecialEventsNetIncomeLossAmt015852
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04012
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05967
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064851
IRS990EZ/TotalRevenueAmt063802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04595
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028611
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Masquerade Mischief
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0El Chico
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015852
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012759
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011739
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest on PHS 46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bad debts 1,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Costs 1,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Liability insurance 258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Club and member supplies 1,497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website and internet 479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meeting expense 796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club services 3,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Community service 5,021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9International servce 5,553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Vocational service 2,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dues-International and district 7,256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Meals 25,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Rotarian Magazine 408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14New Generations 109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Fees 223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Paul Harris Expense 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Membership 74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Reeivable Beginning of year 3,845, End of year 4,056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Undeposited Funds Beginning of year 100, End of year 2,355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accoutns Payable Beginning of year 4,012, End of year 5,967
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chasity Oen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF SOUTH OKLAHOMA CITY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0736113494
ReturnHeader/Filer/PhoneNum04056914567
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 892285
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode0731892285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CJ BABBIT CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102222 SHADOWLAKE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode073159
ReturnHeader/PreparerPersonGrp/PhoneNum04056914567
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM MCLEOD
ReturnHeader/ReturnTs02014-12-23T03:24:18-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits