MUSKOGEE ROTARY CLUB NO 87FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MUSKOGEE ROTARY CLUB NO 87FOUNDATION INC (EIN 20-8702113)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201731359349312068
Schema version
2015v3.0
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)
Return2017-05-15T16:54:55-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2016-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAM R FOWLERPreparerPersonNm
PTINP00081501PTIN
Phone9186827622PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDARRELL L WARDPrincipalOfficerNm
Gross Receipts$79,755GrossReceiptsAmt
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$22,335CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income-$6,394CYInvestmentIncomeAmt
CY Other Revenue$63,814CYOtherRevenueAmt
CY Total Revenue$79,755CYTotalRevenueAmt
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$110,510CYOtherExpensesAmt
CY Total Expenses$110,510CYTotalExpensesAmt
CY Revenues Less Expenses-$30,755CYRevenuesLessExpensesAmt
Total Assets BOY$172,477TotalAssetsBOYAmt
Total Assets EOY$146,698TotalAssetsEOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$172,477NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$141,698NetAssetsOrFundBalancesEOYAmt
MissionMUSKOGEE ROTARY CLUB NO 87 FOUNDATION INCS PURPOSE IS TO SERVE MUSKOGEE COMMUNITY BASED CHARITIES AND BENEVOLENT ACTIVITIES.MissionDesc
Expense$110,510ExpenseAmt
Revenue$79,755RevenueAmt
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$110,510TotalProgramServiceExpensesAmt
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 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 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
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
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 BodyfalseForm990ProvidedToGvrnBodyInd
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 DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DARRELL L WARD
CHAIRMAN1.000.00Yes (X)Yes (X)$0$0$0
TRAVIS REEVES
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
SAM R FOWLER
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
CATHERINE CLAY
TRUSTEE0.000.00Yes (X)$0$0$0
JOEL N COUSINS
TRUSTEE0.000.00Yes (X)$0$0$0
WILLIAM T TURNER
TRUSTEE0.000.00Yes (X)$0$0$0
LARRY HOFFMAN
TRUSTEE0.000.00Yes (X)$0$0$0
DYLAN LUCHT
TRUSTEE0.000.00Yes (X)$0$0$0
MICHAEL GILPIN
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$22,335AllOtherContributionsAmt
Total Contributions$22,335TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$6,394TotalRevenueColumnAmt
Related Or Exempt Func Income-$6,394RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescFUNDRAISERSDesc
Business561499BusinessCd
Total Revenue Column$63,814TotalRevenueColumnAmt
Related Or Exempt Func Income$63,814RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$63,814OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,755TotalRevenueColumnAmt
Related Or Exempt Func Income$57,420RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$45TotalAmt
Program Services$45ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FUNDRAISING EXPENSES$24,057$24,057
OTHER EXPENSES$84,008$84,008

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$110,510TotalAmt
Program Services$110,510ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$91,925BOYAmt
EOY$58,140EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$114EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$80,452BOYAmt
EOY$88,444EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$172,477BOYAmt
EOY$146,698EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$5,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$77,638BOYAmt
EOY$49,798EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$94,839BOYAmt
EOY$91,900EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$172,477BOYAmt
EOY$141,698EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$172,477BOYAmt
EOY$146,698EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$30,755ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$24PriorPeriodAdjustmentsAmt
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$22,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,917CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,115CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,731CurrentTaxYearMinus1YearAmt
Current Tax Year$22,335CurrentTaxYearAmt
Total$199,692TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,917CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,115CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,731CurrentTaxYearMinus1YearAmt
Current Tax Year$22,335CurrentTaxYearAmt
Total$199,692TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$199,692PublicSupportTotal170Amt
Total Support$199,692TotalSupportAmt
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$64,830BeginningYearBalanceAmt
Contributions$30,240ContributionsAmt
Investment Earnings Or Losses-$6,626InvestmentEarningsOrLossesAmt
End Year Balance$88,444EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEDWARD JONES ACCOUNTDesc
Book Value$88,444BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$88,444TotalBookValueSecuritiesAmt

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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.