Civic Intelligence

Rotary Club of South Oklahoma City

990EZ • Fiscal year 2020 • EIN 73-6113494

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

Organization ProfilePORTAL.CLUBRUNNER.CA/5519
PO Box 892285Oklahoma City, OK 73189

(405) 850-5197

Siviq Scores

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

Liabilities / Assets

81st percentile

0.19x

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

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

Liabilities / Revenue

75th percentile

0.09x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

32nd percentile

-7.9%

Higher net margin than 32% 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

44th percentile

-1.2%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

66th percentile

-1.5%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$15,199

Down $184 (-1.2%) from 2019

Net Assets

Down

$12,380

Down $2,435 (-16%) from 2019

Liabilities

Up

$2,819

Up $2,251 (+396%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin32nd percentile

Revenue

Down

$30,673

Down $462 (-1.5%) from 2019

Expenses

Down

$33,108

Down $7,366 (-18%) from 2019

Net Income

Up

-$2,435

Up $6,904 (+74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2020

Assets$15,199
Liabilities$2,819
Net Assets$12,380
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

2020

Revenue$30,673
Expenses$33,108
Net Income-$2,435
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 1, 2020
Return Version
2019v5.1
Gross Receipts
$32,311
Mission and Program Overview

Mission

Community service and charity

Promote and provide humanitarian service

Program Services

DescriptionGrantsExpenses
VARIOUS CHARITIES AND ORGANIZATIONS RECEIVED THESE FUNDCOMMUNITY SERVICES, VOCATIONAL SERVICE AND INTERNATIONAL SERVICE-$2,799
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES OWENSPresidentPT$0--
JIMMY BOWERSTreasurerPT$0--
NEAL HETTINGERImmediate Past PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of South Oklahoma City
EIN
73-6113494
Address
PO BOX 892285, OKLAHOMA CITY, OK 73189

Signing Officer

Name
James Owens
Title
President
Phone
4056018874
Signed
2020-11-01
Discuss with paid preparer
Yes

Preparer

Firm
A D Tax and Bus Consultants Inc
Address
8204 South Penn Ave, Oklahoma City, OK 73159
Preparer
Anthony Du EA
Phone
4056018874
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity various services amount 2,773activity paul harris amount 2,684”

Description of other expenses Part I line 16

“Description amountdues rotary international 2,639dues rotary district 1,387meals expenses 13,342adj to balance 24bank fees 470club supplies 840quickbooks fees 325postage 254office supplies 51rotary powerball 318quickbooks payments fees 201”

Description of total liabilities Part II line 26

“Category beginning of year end of yearphf sustaining account 568 2,819”

Raw XML Appendix124 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/PersonNm0SMANTHA THITTEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04058505197
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 892285
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073189
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015199
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0160
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0233
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2435
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07800
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015383
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015199
IRS990EZ/FundraisingGrossIncomeAmt06394
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-233
IRS990EZ/GamingGrossIncomeAmt01442
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05457
IRS990EZ/GrossReceiptsAmt032311
IRS990EZ/GroupExemptionNum00537
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt055
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024260
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014815
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012380
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014815
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012380
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/PersonNm0JAMES OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIMMY BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NEAL HETTINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019851
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND PROVIDE HUMANITARIAN SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS CHARITIES AND ORGANIZATIONS RECEIVED THESE FUNDCOMMUNITY SERVICES, VOCATIONAL SERVICE AND INTERNATIONAL SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02799
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01405
IRS990EZ/SpecialEventsNetIncomeLossAmt06431
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0568
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02819
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033108
IRS990EZ/TotalProgramServiceExpensesAmt02799
IRS990EZ/TotalRevenueAmt030673
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://PORTAL.CLUBRUNNER.CA/5519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY VARIOUS SERVICES AMOUNT 2,773ACTIVITY PAUL HARRIS AMOUNT 2,684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDUES ROTARY INTERNATIONAL 2,639DUES ROTARY DISTRICT 1,387MEALS EXPENSES 13,342ADJ TO BALANCE 24BANK FEES 470CLUB SUPPLIES 840QUICKBOOKS FEES 325POSTAGE 254OFFICE SUPPLIES 51ROTARY POWERBALL 318QUICKBOOKS PAYMENTS FEES 201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPHF SUSTAINING ACCOUNT 568 2,819
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OWENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04056018874
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF SOUTH OKLAHOMA CITY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0736113494
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 892285
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073189
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0257F50A305670EC25FDAC4B2266B3FEEA61502D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0257F50A305670EC25FDAC4B2266B3FEEA61502D4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07306292020306cjlczyv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.177.98.202
ReturnHeader/FilingSecurityInformation/IPDt02020-11-01
ReturnHeader/FilingSecurityInformation/IPTm012:00:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201116098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A D Tax and Bus Consultants Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08204 South Penn Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073159
ReturnHeader/PreparerPersonGrp/PhoneNum04056018874
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Du EA
ReturnHeader/ReturnTs02020-11-01T10:30:16-05:00
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
$15,199
Liabilities
$2,819
Net assets
$12,380
Revenue
$30,673
Expenses
$33,108
Net income
-$2,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$1.03$13.3$39.1$35.5$3.67
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$55.5$46.9$8.63
2021Detailed filing. Detailed filing data is available for this year.$10.9$2.94$8.00$13.3$17.7$4.38
2020Detailed filing. Detailed filing data is available for this year.$15.2$2.82$12.4$30.7$33.1$2.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.57$14.8$31.1$40.5$9.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.67$24.2$41.1$41.6$0.47
2017Detailed filing. Detailed filing data is available for this year.$27.1$2.63$24.5$47.4$41.1$6.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$3.09$22.5$46.3$54.0$7.71
2014Detailed filing. Detailed filing data is available for this year.$32.7$5.97$26.7$63.8$64.9$1.05