Civic Intelligence

Rotary International

EIN 73-6113506 • 501(c)4 • Norman, OK

Profile

CIVIC ORGANIZATION

PO Box 867Norman, OK 73070
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.01x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

-7.3%

Faster asset growth than 37% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

39th percentile

-7.0%

Faster revenue growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$44,409

Down $320 (-0.7%) from 2024

Liabilities

Down

$475

Down $320 (-40%) from 2024

Net Assets

Flat

$43,934

Flat from 2024

Operations
Liabilities / Revenue63rd percentileNet Margin46th percentile

Revenue

Up

$127,190

Up $3,629 (+2.9%) from 2024

Expenses

Down

$127,190

Down $3,396 (-2.6%) from 2024

Net Income

Up

$0

Up $7,025 (+100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $42,558Liabilities 2011: $5,324Net Assets 2011: $37,2342011Assets 2012: $50,108Liabilities 2012: $8,633Net Assets 2012: $41,4752012Assets 2013: $61,714Liabilities 2013: $5,068Net Assets 2013: $56,6462013Assets 2014: $63,254Liabilities 2014: $6,824Net Assets 2014: $56,4302014Assets 2015: $55,044Liabilities 2015: $2,475Net Assets 2015: $52,5692015Assets 2016: $62,279Liabilities 2016: $2,696Net Assets 2016: $59,5832016Assets 2017: $43,043Liabilities 2017: $2,648Net Assets 2017: $40,3952017Assets 2018: $37,092Liabilities 2018: $326Net Assets 2018: $36,7662018Assets 2019: $26,454Liabilities 2019: $2,085Net Assets 2019: $24,3692019Assets 2020: $39,661Liabilities 2020: $280Net Assets 2020: $39,3812020Assets 2021: $36,480Liabilities 2021: $320Net Assets 2021: $36,1602021Assets 2022: $51,336Liabilities 2022: $1,053Net Assets 2022: $50,2832022Assets 2023: $51,677Liabilities 2023: $718Net Assets 2023: $50,9592023Assets 2024: $44,729Liabilities 2024: $795Net Assets 2024: $43,9342024Assets 2025: $44,409Liabilities 2025: $475Net Assets 2025: $43,9342025

Highlighted filing

2025

Assets$44,409
Liabilities$475
Net Assets$43,934
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $130,516Expenses 2011: $127,994Net Income 2011: $2,5222011Revenue 2012: $150,125Expenses 2012: $145,884Net Income 2012: $4,2412012Revenue 2013: $162,374Expenses 2013: $147,203Net Income 2013: $15,1712013Revenue 2014: $142,171Expenses 2014: $142,490Net Income 2014: -$3192014Revenue 2015: $152,083Expenses 2015: $155,879Net Income 2015: -$3,7962015Revenue 2016: $153,314Expenses 2016: $145,921Net Income 2016: $7,3932016Revenue 2017: $142,081Expenses 2017: $161,269Net Income 2017: -$19,1882017Revenue 2018: $153,826Expenses 2018: $157,153Net Income 2018: -$3,3272018Revenue 2019: $124,905Expenses 2019: $137,302Net Income 2019: -$12,3972019Revenue 2020: $125,896Expenses 2020: $111,079Net Income 2020: $14,8172020Revenue 2021: $67,095Expenses 2021: $70,278Net Income 2021: -$3,1832021Revenue 2022: $108,079Expenses 2022: $93,956Net Income 2022: $14,1232022Revenue 2023: $147,069Expenses 2023: $146,565Net Income 2023: $5042023Revenue 2024: $123,561Expenses 2024: $130,586Net Income 2024: -$7,0252024Revenue 2025: $127,190Expenses 2025: $127,190Net Income 2025: $02025

Highlighted filing

2025

Revenue$127,190
Expenses$127,190
Net Income$0
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,409
Liabilities
$475
Net assets
$43,934
Revenue
$127,190
Expenses
$127,190
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.27$1.27$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$1.24$1.31$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$1.47$1.47$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$1.08$0.94$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.67$0.70$0.03
2020Summary only. Only limited summary data is available for this year.$0.40$0.00$0.39$1.26$1.11$0.15
2019Summary only. Only limited summary data is available for this year.$0.26$0.02$0.24$1.25$1.37$0.12
2018Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$1.54$1.57$0.03
2017Summary only. Only limited summary data is available for this year.$0.43$0.03$0.40$1.42$1.61$0.19
2016Summary only. Only limited summary data is available for this year.$0.62$0.03$0.60$1.53$1.46$0.07
2015Summary only. Only limited summary data is available for this year.$0.55$0.02$0.53$1.52$1.56$0.04
2014Summary only. Only limited summary data is available for this year.$0.63$0.07$0.56$1.42$1.42$0.00
2013Summary only. Only limited summary data is available for this year.$0.62$0.05$0.57$1.62$1.47$0.15
2012Summary only. Only limited summary data is available for this year.$0.50$0.09$0.41$1.50$1.46$0.04
2011Summary only. Only limited summary data is available for this year.$0.43$0.05$0.37$1.31$1.28$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$127,190
Mission and Program Overview

Mission

CIVIC ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$43,934$43,934→ $0
Savings and Temporary Cash Investments$31,870$33,645▲ $1,775
Accounts Receivable$3,230$2,520▼ $710
Cash and Non-Interest-Bearing Accounts$1,714$1,123▼ $591
Total Assets$44,729$44,409▼ $320
Other Assets Total$7,915$7,121▼ $794
Liabilities
Accounts Payable and Accrued Expenses$795$475▼ $320
Total Liabilities$795$475▼ $320
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,934$43,934→ $0
Total Liabilities and Net Assets / Fund Balance$44,729$44,409▼ $320

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,862--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert AndrewImmediate Past President
Liz BarfieldPresident
Liz McKownPresident-Elect
Alice McGrewDirector
Bill BlumDirector
Dan BarneyDirector
Dan SchemmDirector
Deana KellyDirector
Doane HarrisonDirector
Hank HartsellDirector
Jamie SwainDirector
Joe FooteDirector
Kurt LeeDirector
Phil CottonDirector
Randy WoodsDirector
Shauna StinnettDirector
Stephen KorandaSecretary
Michael StinnettSergeant-at-Arms
Steve WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$124,109
Program Service Revenue
$1,265
Investment Income
$1,816
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,190
Total Fundraising Expense$41,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$47,855--$47,855
Other Expenses$11,793$3,683$41,698$11,793
Fees for Services Accounting$4,108--$4,108
Office Expenses-$2,497-$2,497
Fees for Services Management$2,052--$2,052
Advertising-$500-$500
Fees for Services Legal$302--$302
Total Functional Expenses$66,110$19,382$41,698$127,190
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cycle----
Tour de Vin----
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The organization is an Oklahoma Not-For-Profit Corporation.”

Form 990 governing body review Part VI line 11

“Form 990 is made available to the board before it is filed.”

Conflict of interest policy compliance Part VI line 12C

“Potential conflicts of interest are discussed at regularly scheduled meetings.”

CEO executive director top management comp Part VI line 15A

“The president of the organization does not receive compensation.”

Other officer or key employee compensation Part VI line 15B

“Compensation for the club secretary is determined by the board.”

Governing documents etc available to public Part VI line 19

“Governing documents that are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
73-6113506
In Care Of
% Steve Wood
Phone
4053213026
Address
PO Box 867, Norman, OK 73070
Doing Business As
Norman Rotary

Signing Officer

Name
Steve Wood
Title
Treasurer
Phone
4053213026
Signed
2025-11-05
Discuss with paid preparer
No

Organization Details

Principal Officer
Liz Barfield
Formed
1919
Legal Domicile
Ok
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Larry Pace & Co PC
Address
1225 W Main Suite 124, Norman, OK 73069
Preparer
Larry Pace
Phone
4053213026
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Fees for services and youth leadership”

List of other expenses Part IX line 24E

“Fundraising Expenses $”

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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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Sergeant-at-Arms
IRS990/Form990PartVIISectionAGrp/TitleTxt1Immediate Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt17Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary
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IRS990/FormationYr01919
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IRS990/OperateHospitalInd0false
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IRS990/OtherAssetsTotalGrp/EOYAmt07121
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc1Fees
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IRS990/OtherExpensesGrp/Desc3Club Service Projects
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13683
IRS990/OtherExpensesGrp/ProgramServicesAmt011793
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IRS990/OtherExpensesGrp/TotalAmt13683
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IRS990/OtherExpensesGrp/TotalAmt311793
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IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Liz Barfield
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Misc Project Service
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cycle
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is an Oklahoma Not-For-Profit Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is made available to the board before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Potential conflicts of interest are discussed at regularly scheduled meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The president of the organization does not receive compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation for the club secretary is determined by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents that are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fees for services and youth leadership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fundraising Expenses $
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066110
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt01265
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127190
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 867

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