MUSKOGEE ROTARY CLUB NO 87FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MUSKOGEE ROTARY CLUB NO 87FOUNDATION INC (EIN 20-8702113)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202421359349307357
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T12:17:54-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731199955PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAM R FOWLER CPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12406 W BROADWAYAddressLine1Txt
CityMuskogeeCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208702113EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUSKOGEE ROTARY CLUB NO 87 FOUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUSKBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12406 W BROADWAYAddressLine1Txt
CityMuskogeeCityNm
State AbbreviationOKStateAbbreviationCd
ZIP744012763ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAM R FOWLERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9186827622PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAMPersonFirstNm
Person LastFOWLERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAM R FOWLERPreparerPersonNm
PTINP00081501PTIN
Phone9186827622PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCALVERT JUSTINPrincipalOfficerNm
Gross Receipts$76,091GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionMUSKOGEE ROTARY CLUB NO 87 FOUNDATION INCS PURPOSE IS TO SERVE MUSKOGEE COMMUNITY BASED CHARITIES AND BENEVOLENT ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$62,205PYProgramServiceRevenueAmt
CY Program Service Revenue$64,743CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$22,312PYOtherRevenueAmt
CY Other Revenue$11,348CYOtherRevenueAmt
PY Total Revenue$39,893PYTotalRevenueAmt
CY Total Revenue$76,091CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$77,482PYOtherExpensesAmt
CY Other Expenses$64,360CYOtherExpensesAmt
PY Total Expenses$77,482PYTotalExpensesAmt
CY Total Expenses$64,360CYTotalExpensesAmt
PY Revenues Less Expenses-$37,589PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,731CYRevenuesLessExpensesAmt
Total Assets BOY$267,553TotalAssetsBOYAmt
Total Assets EOY$304,248TotalAssetsEOYAmt
Total Liabilities BOY$1,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,663TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$265,853NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$277,585NetAssetsOrFundBalancesEOYAmt
MissionMUSKOGEE ROTARY CLUB NO 87 FOUNDATION INCS PURPOSE IS TO SERVE MUSKOGEE COMMUNITY BASED CHARITIES AND BENEVOLENT ACTIVITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$64,360ExpenseAmt
DescTHE ORGANIZATION CONDUCTED A GOLF TOURNAMENT WITHE THE PROCEEDS GOING TO THE LOCAL GOOD SHEPHERD HEALTH CLINIC; CONDUCTED A WINE TASTING EVENT WITH THE PROCEEDS GOING TO INTERNATIONAL PROJECTS; GAVE MONIES TO INTERNATIONAL WATER PROJECTS; GAVE TO HEIFER INTERNATIONAL AND GAVE TO HOLIDAY FOOD BASKETS FOR THE NEEDY.Desc
Total Program Service Expenses$64,360TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSAM FOWLERPersonNm
Phone9186827622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12406 W BROADWAYAddressLine1Txt
CityMuskogeeCityNm
State AbbreviationOKStateAbbreviationCd
ZIP744012763ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LARRY HOFFMAN
TRUSTEE0.000.00Yes (X)$0$0$0
BLAKE FARRIS BLAKE
TRUSTEE0.000.00Yes (X)$0$0$0
SPENCER STEVENSON
TRUSTEE0.000.00Yes (X)$0$0$0
RENEE FREDRICK
TRUSTEE0.000.00Yes (X)$0$0$0
KIM L WILLIAMS
TRUSTEE0.000.00Yes (X)$0$0$0
ROBERT ALLEN
SECRETARY0.000.00Yes (X)$0$0$0
CALVERT JUSTIN
CHAIRMAN1.000.00Yes (X)$0$0$0Yes (X)
MARTIN UPDIKE
VICE-CHAIRMAN1.000.00Yes (X)$0$0$0Yes (X)
SAM R FOWLER
TREASURER2.000.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFUNDRAISERSDesc
Business561499BusinessCd
Total Revenue Column$64,743TotalRevenueColumnAmt
Related Or Exempt Func Income$64,743RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$64,743TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAIN INVESTDesc
Business561499BusinessCd
Total Revenue Column$11,348TotalRevenueColumnAmt
Related Or Exempt Func Income$11,348RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,348OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,091TotalRevenueColumnAmt
Related Or Exempt Func Income$76,091RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,400TotalAmt
Program Services$2,400ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FUNDRAISING EXPENSES$34,333$34,333
OTHER EXPENSES$27,627$27,627

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$64,360TotalAmt
Program Services$64,360ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$63,299BOYAmt
EOY$88,930EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$318BOYAmt
EOY$68EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$123,484BOYAmt
EOY$134,798EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$80,452BOYAmt
EOY$80,452EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$267,553BOYAmt
EOY$304,248EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,700BOYAmt
EOY$1,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$25,663EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,700BOYAmt
EOY$26,663EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$265,853BOYAmt
EOY$277,585EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$265,853BOYAmt
EOY$277,585EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$267,553BOYAmt
EOY$304,248EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,731ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Public Support Total170$0PublicSupportTotal170Amt
Public Support CY1700.00000PublicSupportCY170Pct
Private Foundation170Yes (X)PrivateFoundation170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$123,454BeginningYearBalanceAmt
Investment Earnings Or Losses$11,348InvestmentEarningsOrLossesAmt
End Year Balance$134,802EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$155,425BeginningYearBalanceAmt
Contributions$2,971ContributionsAmt
Investment Earnings Or Losses-$22,312InvestmentEarningsOrLossesAmt
Other Expenditures$12,600OtherExpendituresAmt
End Year Balance$123,484EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$112,876BeginningYearBalanceAmt
Investment Earnings Or Losses$42,555InvestmentEarningsOrLossesAmt
End Year Balance$155,431EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$111,355BeginningYearBalanceAmt
Investment Earnings Or Losses$1,515InvestmentEarningsOrLossesAmt
End Year Balance$112,870EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$115,541BeginningYearBalanceAmt
Investment Earnings Or Losses$8,759InvestmentEarningsOrLossesAmt
End Year Balance$124,300EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEDWARD JONES ACCOUNTDesc
Book Value$80,452BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$80,452TotalBookValueSecuritiesAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11THE BOARD REVIEWS THE 990 RETURN.
Form 990 availability to public Part VI line 18THER 990 RETURN IS AVASILABLE TO THE PUBLIC DURING NORMAL BUSINESS HOURS.
Governing documents etc available to public Part VI line 19THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC DURING NORMAL BUSINESS HOURS.
Explanation of other changes in net assets or fund balances Part XI line 9ROUNDING

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