STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

OC HAUBER ROTARY FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OC HAUBER ROTARY FOUNDATION INC (EIN 71-6052690)
Tax period
2013-04-01 to 2014-03-31
Filed
2014-08-06
IRS object ID
201412189349301061
Schema version
2013v3.1
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)
Return2014-08-06T13:17:41-05:00ReturnTs
Tax Period End2014-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN710662924PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NEWTON OWEN BOYD & SMOKE LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6669AddressLine1
CityPINE BLUFFCity
StateARState
ZIP Code716116669ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN716052690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OC HAUBER ROTARY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlOCHABusinessNameControlTxt
Phone8702474770PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1513 DEAN STAddressLine1
CityWHITE HALLCity
StateARState
ZIP Code71602ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE W CLEMENT IIIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8702474770PhoneNum
Signature2014-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL H KUYKENDALLPreparerPersonNm
PTINP00450690PTIN
Phone8705351510PhoneNum
Preparation2014-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOE W CLEMENT IIIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 MAIN STAddressLine1
CityPINE BLUFFCity
StateARState
ZIP Code71601ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$121,538GrossReceiptsAmt
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$4,957PYProgramServiceRevenueAmt
CY Program Service Revenue$3,210CYProgramServiceRevenueAmt
PY Investment Income$9,744PYInvestmentIncomeAmt
CY Investment Income$41,218CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$14,701PYTotalRevenueAmt
CY Total Revenue$44,428CYTotalRevenueAmt
PY Grants And Similar Paid$1,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,000CYGrantsAndSimilarPaidAmt
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$8,806PYOtherExpensesAmt
CY Other Expenses$8,840CYOtherExpensesAmt
PY Total Expenses$9,806PYTotalExpensesAmt
CY Total Expenses$19,840CYTotalExpensesAmt
PY Revenues Less Expenses$4,895PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$24,588CYRevenuesLessExpensesAmt
Total Assets BOY$507,016TotalAssetsBOYAmt
Total Assets EOY$531,604TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$507,016NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$531,604NetAssetsOrFundBalancesEOYAmt
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$19,840ExpenseAmt
Grant$11,000GrantAmt
DescSERVICE LOANS TO 18 STUDENTS OR LOANS MADE WHILE INDIVIDUALS WERE STUDENTS. THIS NUMBER INCLUDES TWO LOANS MADE TO NEW STUDENTS DURING THE YEAR AND ADDITIONAL LOANS TO EXISTING STUDENTS. IN ADDITION SCHOLARSHIPS WERE AWARDED TO QUALIFIED STUDENTS.Desc
Total Program Service Expenses$19,840TotalProgramServiceExpensesAmt
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)
PersonEARLENE SMITHPersonNm
Phone8702474770PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1513 DEAN STAddressLine1
CityWHITE HALLCity
StateARState
ZIP Code71602ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TERRY M SMITH
DIRECTORYes (X)$0$0$0
JOE W CLEMENT III
SECRETARYYes (X)$0$0$0Yes (X)
FREDERICK H REED
PRESIDENTYes (X)$0$0$0Yes (X)
GARY D KELLY
DIRECTORYes (X)$0$0$0
CARY E YOUNG
DIRECTORYes (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

FieldValueIRS element (for citing)
DescINTEREST - STUDENT LOANSDesc
Total Revenue Column$3,210TotalRevenueColumnAmt
Related Or Exempt Func Income$3,210RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,210TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,931TotalRevenueColumnAmt
Exclusion$10,931ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$107,397SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,110SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$30,287SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,287TotalRevenueColumnAmt
Exclusion$30,287ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,428TotalRevenueColumnAmt
Related Or Exempt Func Income$3,210RelatedOrExemptFuncIncomeAmt
Exclusion$41,218ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,500TotalAmt
Program Services$10,500ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,607TotalAmt
Program Services$3,607ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,825TotalAmt
Program Services$3,825ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$88TotalAmt
Program Services$88ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$820TotalAmt
Program Services$820ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$19,840TotalAmt
Program Services$19,840ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,612BOYAmt
EOY$6,344EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,978BOYAmt
EOY$6,412EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$165,369BOYAmt
EOY$174,614EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$327,057BOYAmt
EOY$344,234EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$507,016BOYAmt
EOY$531,604EOYAmt

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$507,016BOYAmt
EOY$531,604EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$507,016BOYAmt
EOY$531,604EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$507,016BOYAmt
EOY$531,604EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$24,588ReconcilationRevenueExpnssAmt
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
CertificationYes (X)CertificationInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (2 entries)

Business Name Line2SupportedOrganizationName/BusinessNameLine2EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupported Org NotifiedSupportedOrgNotifiedIndUS OrganizedUSOrganizedIndSupportSupportAmt
PINE BLUFF ROTARY CLUB
PINE BLUFF ROTARY CLUB716057647501(C)(4)falsefalseYes (true)$0
WEST PINE BLUFF ROTARY CLUB
WEST PINE BLUFF ROTARY CLUB710457866501(C)(4)falsefalseYes (true)$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ARKANSAS COMMUNITY FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 W MARKHAM SUITE 206AddressLine1
CityLITTLE ROCKCity
StateARState
ZIP Code72201ZIPCode
FieldValueIRS element (for citing)
Recipient EIN521055743RecipientEIN
IRC Section501(C)IRCSectionDesc
Cash Grant$10,500CashGrantAmt
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.