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OC HAUBER ROTARY FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OC HAUBER ROTARY FOUNDATION INC (EIN 71-6052690)
Tax period
2017-04-01 to 2018-03-31
Filed
2018-08-14
IRS object ID
201842269349301874
Schema version
2017v2.3
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)
Return2018-08-14T14:08:11-05:00ReturnTs
Tax Period End2018-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN710650689PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUDSON CISNE & COLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17300 DOLLARWAY RD SUITE 103AddressLine1Txt
CityWHITE HALLCityNm
State AbbreviationARStateAbbreviationCd
ZIP71602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN716052690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OC HAUBER ROTARY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOCHABusinessNameControlTxt
Phone8702671371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17300 DOLLARWAY RD SUITE 103AddressLine1Txt
CityWHITE HALLCityNm
State AbbreviationARStateAbbreviationCd
ZIP71602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE W CLEMENT IIIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8702474770PhoneNum
Signature2018-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA C HEIRDPreparerPersonNm
PTINP00450696PTIN
Phone8705351510PhoneNum
Preparation2018-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOE W CLEMENT IIIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 MAIN STAddressLine1Txt
CityPINE BLUFFCityNm
State AbbreviationARStateAbbreviationCd
ZIP71601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$72,197GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateARLegalDomicileStateCd
Activity Or MissionORGANIZATION HAS AS ITS PRIMARY EXEMPT PURPOSE THE MAKING OF EDUCATIONAL LOANS AND SCHOLARSHIPS TO NEEDY AND QUALIFIED STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$8,152PYProgramServiceRevenueAmt
CY Program Service Revenue$8,053CYProgramServiceRevenueAmt
PY Investment Income$22,169PYInvestmentIncomeAmt
CY Investment Income$484CYInvestmentIncomeAmt
PY Other Revenue$50PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$30,371PYTotalRevenueAmt
CY Total Revenue$8,537CYTotalRevenueAmt
PY Grants And Similar Paid$13,700PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$23,698CYGrantsAndSimilarPaidAmt
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$10,163PYOtherExpensesAmt
CY Other Expenses$10,544CYOtherExpensesAmt
PY Total Expenses$23,863PYTotalExpensesAmt
CY Total Expenses$34,242CYTotalExpensesAmt
PY Revenues Less Expenses$6,508PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$25,705CYRevenuesLessExpensesAmt
Total Assets BOY$555,196TotalAssetsBOYAmt
Total Assets EOY$529,491TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$555,196NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$529,491NetAssetsOrFundBalancesEOYAmt
MissionORGANIZATION HAS AS ITS PRIMARY EXEMPT PURPOSE THE MAKING OF EDUCATIONAL LOANS AND SCHOLARSHIPS TO NEEDY AND QUALIFIED STUDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$34,242ExpenseAmt
Grant$23,698GrantAmt
Revenue$8,053RevenueAmt
DescSERVICE LOANS TO 18 STUDENTS OR LOANS MADE WHILE INDIVIDUALS WERE STUDENTS. THIS NUMBER INCLUDES NO LOANS MADE TO NEW STUDENTS DURING THE YEAR AND ADDITIONAL LOANS TO ONE EXISTING STUDENT. IN ADDITION SCHOLARSHIPS WERE AWARDED TO QUALIFIED STUDENTS.Desc
Total Program Service Expenses$34,242TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 OrganizationsYes (true)GrantsToOrganizationsInd
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
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
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 PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJO BETH WOODSPersonNm
Phone8702671371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17300 DOLLARWAY RD SUITE 103AddressLine1Txt
CityWHITE HALLCityNm
State AbbreviationARStateAbbreviationCd
ZIP71602ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ROY FERRELL
DIRECTOR0.000.00Yes (X)$0$0$0
JOE W CLEMENT III
SECRETARY0.000.00Yes (X)$0$0$0Yes (X)
FREDERICK H REED
PRESIDENT0.000.00Yes (X)$0$0$0
GARY D KELLY
DIRECTOR0.000.00Yes (X)$0$0$0Yes (X)
CARY E YOUNG
TREASURER0.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ACCRUED INT- STUDENT LOANS$5,903$5,903
INTEREST - STUDENT LOANS$2,150$2,150
FieldValueIRS element (for citing)
Total Program Service Revenue$8,053TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,599TotalRevenueColumnAmt
Exclusion$14,599ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$49,545SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$63,660SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$14,115SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$14,115TotalRevenueColumnAmt
Related Or Exempt Func Income-$14,115RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,537TotalRevenueColumnAmt
Related Or Exempt Func Income-$6,062RelatedOrExemptFuncIncomeAmt
Exclusion$14,599ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,998TotalAmt
Program Services$20,998ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,700TotalAmt
Program Services$2,700ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,900TotalAmt
Program Services$3,900ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,800TotalAmt
Program Services$5,800ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$78TotalAmt
Program Services$78ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$766TotalAmt
Program Services$766ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,242TotalAmt
Program Services$34,242ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,541BOYAmt
EOY$10,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,649BOYAmt
EOY$38,895EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$180,684BOYAmt
EOY$170,935EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$334,322BOYAmt
EOY$309,661EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$555,196BOYAmt
EOY$529,491EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$555,196BOYAmt
EOY$529,491EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$555,196BOYAmt
EOY$529,491EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$555,196BOYAmt
EOY$529,491EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$25,705ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

Business Name Line2SupportedOrganizationName/BusinessNameLine2TxtEINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
PINE BLUFF ROTARY CLUB
PINE BLUFF ROTARY CLUB7160576477false$0$0
WEST PINE BLUFF ROTARY CLUB
WEST PINE BLUFF ROTARY CLUB7104578667false$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 3BTHE BOARD OF DIRECTORS OF THE O.C. HAUBER ROTARY FOUNDATION INC. IS MADE UP OF REPRESENTATIVES FROM THE TWO LOCAL ROTARY CLUBS AND ARE AWARE OF THE TAX STATUS OF THEIR INDIVIDUAL CLUBS. THE ONLY SUPPORT FROM THESE CLUBS IS BY MEMBER REPRESENTATION ON THE BOARD.
PART IV, SECTION A, LINE 3CTHERE IS NO FINANCIAL SUPPORT. THE ONLY INVOLVEMENT IS THE LOCAL ROTARY CLUBS PROVIDING REPRESENTATION ON O.C. HAUBER ROTARY FOUNDATION'S BOARD OF DIRECTORS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ARKANSAS COMMUNITY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 W MARKHAM SUITE 206AddressLine1Txt
CityLITTLE ROCKCityNm
State AbbreviationARStateAbbreviationCd
ZIP72201ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521055743RecipientEIN
IRC Section501(C)IRCSectionDesc
Cash Grant$10,998CashGrantAmt
Purpose Of GrantSCHOLARSHIPSPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationREVIEW USE OF PRIOR FUNDS AT BOARD OF DIRECTORS MEETINGS PRIOR TO THE ISSUANCE OF ADDITIONAL FUNDING.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 7APINE BLUFF ROTARY CLUB AND THE WEST PINE BLUFF ROTARY CLUB ELECT MEMBERS TO THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS REVIEWED AT BOARD OF DIRECTORS MEETING.
FORM 990, PAGE 6, PART VI, LINE 12CACTIONS ARE REVIEWED AT BOARD OF DIRECTORS MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST.