Civic Intelligence

Rotary Club of South Oklahoma City

990EZ • Fiscal year 2021 • EIN 73-6113494

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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

86th percentile

0.27x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.22x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

15th percentile

-33%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$10,940

Down $4,259 (-28%) from 2020

Net Assets

Down

$7,998

Down $4,382 (-35%) from 2020

Liabilities

Up

$2,942

Up $123 (+4.4%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin15th percentile

Revenue

Down

$13,303

Down $17,370 (-57%) from 2020

Expenses

Down

$17,685

Down $15,423 (-47%) from 2020

Net Income

Down

-$4,382

Down $1,947 (-80%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$10,940
Liabilities$2,942
Net Assets$7,998
Open 2021 Filing

Operations Trend

Revenue Growth14th 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

2021

Revenue$13,303
Expenses$17,685
Net Income-$4,382
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$13,303
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--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE CROWEPresidentPT$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
Jamie Crowe
Title
President
Phone
4056018874
Signed
2021-11-09
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 561”

Description of other expenses Part I line 16

“Description amountdues rotary international 2,465dues rotary district 1,340meals expenses 4,559adj to balance 480bank fees 292club supplies 82quickbooks fees 300postage 322rotary powerball 307quickbooks payments fees 128adj per tax return (1)”

Description of total liabilities Part II line 26

“Category beginning of year end of yearphf sustaining account 2,819 2,942”

Raw XML Appendix117 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/BOYAmt015199
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010940
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02134
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4382
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06850
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015199
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010940
IRS990EZ/GamingGrossIncomeAmt0173
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0561
IRS990EZ/GrossReceiptsAmt013303
IRS990EZ/GroupExemptionNum00537
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010992
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07998
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/PersonNm0JAMIE CROWE
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/OtherExpensesTotalAmt010274
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND PROVIDE HUMANITARIAN SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS CHARITIES AND ORGANIZATIONS RECEIVED THESE FUNDCOMMUNITY SERVICES, VOCATIONAL SERVICE AND INTERNATIONAL SERVICE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0173
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02819
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02942
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017685
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt013303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://PORTAL.CLUBRUNNER.CA/5519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY VARIOUS SERVICES AMOUNT 561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDUES ROTARY INTERNATIONAL 2,465DUES ROTARY DISTRICT 1,340MEALS EXPENSES 4,559ADJ TO BALANCE 480BANK FEES 292CLUB SUPPLIES 82QUICKBOOKS FEES 300POSTAGE 322ROTARY POWERBALL 307QUICKBOOKS PAYMENTS FEES 128ADJ PER TAX RETURN (1)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPHF SUSTAINING ACCOUNT 2,819 2,942
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE CROWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04056018874
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/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/ReturnTs02021-11-09T15:08:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CROWE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,940
Liabilities
$2,942
Net assets
$7,998
Revenue
$13,303
Expenses
$17,685
Net income
-$4,382
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