MUSKOGEE ROTARY CLUB NO 87FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MUSKOGEE ROTARY CLUB NO 87FOUNDATION INC (EIN 20-8702113)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201921339349302717
Schema version
2017v2.2
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)
Return2019-05-13T10:55:50-04:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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)
PersonDYLAN LUCHTPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9186837765PhoneNum
Signature2019-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.228.122.163IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm10:57:24IPTm
Federal Original Submission Id7370032019133nds50pnFederalOriginalSubmissionId
Federal Original Submission Id2019-05-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7F71469DCC8FAE80F181011CFE6DD5CA60A7207FAtSubmissionCreationDeviceId
At Submission Filing Device Id7F71469DCC8FAE80F181011CFE6DD5CA60A7207FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDYLAN LUCHTPrincipalOfficerNm
Gross Receipts$112,764GrossReceiptsAmt
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$35,497CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$6,287CYInvestmentIncomeAmt
CY Other Revenue$70,980CYOtherRevenueAmt
CY Total Revenue$112,764CYTotalRevenueAmt
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
CY Other Expenses$125,364CYOtherExpensesAmt
CY Total Expenses$125,364CYTotalExpensesAmt
CY Revenues Less Expenses-$12,600CYRevenuesLessExpensesAmt
Total Assets BOY$198,047TotalAssetsBOYAmt
Total Assets EOY$175,632TotalAssetsEOYAmt
Total Liabilities BOY$9,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$188,847NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$175,632NetAssetsOrFundBalancesEOYAmt
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$125,364ExpenseAmt
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$125,364TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
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
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
OtherYes (X)OtherInd

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 DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DYLAN LUCHT
CHAIRMAN1.000.00Yes (X)Yes (X)$0$0$0
AARON GEORGE
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
SAM R FOWLER
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
ROBERT ALLEN
TRUSTEE0.000.00Yes (X)$0$0$0
DARRELL L WARD
TRUSTEE0.000.00Yes (X)$0$0$0
LARRY HOFFMAN
TRUSTEE0.000.00Yes (X)$0$0$0
BLAKE FARRIS
TRUSTEE0.000.00Yes (X)$0$0$0
TRAVIS REEVES
TRUSTEE0.000.00Yes (X)$0$0$0
JOHN NEWBY
TRUSTEE0.000.00Yes (X)$0$0$0
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
All Other Contributions$35,497AllOtherContributionsAmt
Total Contributions$35,497TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,287TotalRevenueColumnAmt
Related Or Exempt Func Income$6,287RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFUNDRAISERSDesc
Business561499BusinessCd
Total Revenue Column$70,980TotalRevenueColumnAmt
Related Or Exempt Func Income$70,980RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$70,980OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,764TotalRevenueColumnAmt
Related Or Exempt Func Income$77,267RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FUNDRAISING EXPENSES$51,692$51,692
OTHER EXPENSES$73,672$73,672

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$125,364TotalAmt
Program Services$125,364ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$98,904BOYAmt
EOY$58,055EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$2,278EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$114BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$98,929BOYAmt
EOY$115,299EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$198,047BOYAmt
EOY$175,632EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,200BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,200BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$79,834BOYAmt
EOY$60,333EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,013BOYAmt
EOY$115,299EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$188,847BOYAmt
EOY$175,632EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$198,047BOYAmt
EOY$175,632EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$12,600ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$615PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,335CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,215CurrentTaxYearMinus1YearAmt
Current Tax Year$35,497CurrentTaxYearAmt
Total$228,893TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,335CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,215CurrentTaxYearMinus1YearAmt
Current Tax Year$35,497CurrentTaxYearAmt
Total$228,893TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$228,893PublicSupportTotal170Amt
Total Support$228,893TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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$104,824BeginningYearBalanceAmt
Contributions$10,084ContributionsAmt
End Year Balance$114,908EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$91,900BeginningYearBalanceAmt
End Year Balance$91,900EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$80,451BeginningYearBalanceAmt
Contributions$14,387ContributionsAmt
End Year Balance$94,838EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,567BeginningYearBalanceAmt
Investment Earnings Or Losses$7,263InvestmentEarningsOrLossesAmt
End Year Balance$64,830EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 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.

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