Civic Intelligence

Casa Grande Rotary Foundation

990 • Fiscal year 2017 • EIN 20-0708413

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileN/A
PO Box 11301Casa Grande, AZ 85130

(520) 242-9072

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

9.4%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

10%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$820,667

Up $70,339 (+9.4%) from 2016

Net Assets

Up

$820,667

Up $70,339 (+9.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin74th percentile

Revenue

Up

$90,102

Up $8,551 (+10%) from 2016

Expenses

Down

$74,986

Down $76 (-0.1%) from 2016

Net Income

Up

$15,116

Up $8,627 (+133%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $555,289Liabilities 2010: $0Net Assets 2010: $555,2892010Assets 2011: $612,559Liabilities 2011: $0Net Assets 2011: $612,5592011Assets 2012: $604,482Liabilities 2012: $7,080Net Assets 2012: $597,4022012Assets 2013: $660,508Liabilities 2013: $0Net Assets 2013: $660,5082013Assets 2014: $764,193Liabilities 2014: $0Net Assets 2014: $764,1932014Assets 2015: $809,689Liabilities 2015: $0Net Assets 2015: $809,6892015Assets 2016: $750,328Liabilities 2016: $0Net Assets 2016: $750,3282016Assets 2017: $820,667Liabilities 2017: $0Net Assets 2017: $820,6672017Assets 2018: $852,577Liabilities 2018: $0Net Assets 2018: $852,5772018Assets 2019: $875,601Liabilities 2019: $0Net Assets 2019: $875,6012019Assets 2020: $891,426Liabilities 2020: $0Net Assets 2020: $891,4262020Assets 2021: $1,146,702Liabilities 2021: $0Net Assets 2021: $1,146,7022021Assets 2022: $933,437Liabilities 2022: $0Net Assets 2022: $933,4372022Assets 2023: $930,061Liabilities 2023: $0Net Assets 2023: $930,0612023Assets 2024: $1,092,753Liabilities 2024: $0Net Assets 2024: $1,092,7532024

Highlighted filing

2017

Assets$820,667
Liabilities$0
Net Assets$820,667
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2010: $76,583Expenses 2010: $80,950Net Income 2010: -$4,3672010Expenses 2011: $74,5482011Expenses 2012: $86,2352012Expenses 2013: $83,9262013Revenue 2014: $89,047Expenses 2014: $76,866Net Income 2014: $12,1812014Revenue 2015: $119,365Expenses 2015: $66,566Net Income 2015: $52,7992015Revenue 2016: $81,551Expenses 2016: $75,062Net Income 2016: $6,4892016Revenue 2017: $90,102Expenses 2017: $74,986Net Income 2017: $15,1162017Revenue 2018: $46,156Expenses 2018: $59,631Net Income 2018: -$13,4752018Revenue 2019: $61,467Expenses 2019: $47,207Net Income 2019: $14,2602019Revenue 2020: $45,321Expenses 2020: $29,496Net Income 2020: $15,8252020Revenue 2021: $376,607Expenses 2021: $121,331Net Income 2021: $255,2762021Revenue 2022: $144,655Expenses 2022: $357,919Net Income 2022: -$213,2642022Revenue 2023: $106,693Expenses 2023: $110,069Net Income 2023: -$3,3762023Revenue 2024: $238,427Expenses 2024: $75,735Net Income 2024: $162,6922024

Highlighted filing

2017

Revenue$90,102
Expenses$74,986
Net Income$15,116
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$124,286
Mission and Program Overview

Mission

Community service, supporting the education of the youth of casa grande

Community Service, Supporting the education of the youth of Casa Grende

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$696,452$795,237▲ $98,785
Cash and Non-Interest-Bearing Accounts$53,876$25,430▼ $28,446
Total Assets$750,328$820,667▲ $70,339
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$750,328$820,667▲ $70,339
Total Net Assets Fund Balance$750,328$820,667▲ $70,339
Total Liabilities and Net Assets / Fund Balance$750,328$820,667▲ $70,339
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Shannon GoodsellPresident
Julia MontoyaSecretary
Kimberly HughesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,540
Program Service Revenue
$0
Investment Income
$73,562
Other Revenue
$0
Change in Net Assets
$15,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,500
Other Expenses$2,486
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$67,500--$67,500
Grants to Domestic Orgs$5,000--$5,000
Advertising$1,870--$1,870
Office Expenses$616--$616
Total Functional Expenses$74,986$0$0$74,986
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Treasurer reviews the form 990 in conjuction with the financial statements before submission to the IRS”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy requires all members of the board of directors to disclose any conflicts of interest as they arise. Any conflicts disclosed are discussed by the board to ensure enforcement of the policy.”

Governing documents etc available to public Part VI line 19

“The organizations form 1023, 990 and financial statements are available upon request. The organizations 990 is made available through the internet on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Casa Grande Rotary Foundation
EIN
20-0708413
Address
PO Box 11301, Casa Grande, AZ 85130

Signing Officer

Name
Steven DiMuzio
Title
Current Treasur
Phone
5202429072
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Goodsell
Formed
2003
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
20

Preparer

Firm
Mikkelsen CPA LLC
Address
Po Box 11246, Casa Grande, AZ 85130
Preparer
Robert Mikkelsen
Phone
5204776272
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0750328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0820667
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0750328
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0820667
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven DiMuzio
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current Treasur
ReturnHeader/BusinessOfficerGrp/PhoneNum05202429072
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA GRANDE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0200708413
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 11301
ReturnHeader/Filer/USAddress/CityNm0Casa Grande
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085130
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C2626E45B5A2A1FAD73D966FB97AEC55B348BA8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C2626E45B5A2A1FAD73D966FB97AEC55B348BA8B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08617012018135efmwnoy
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.255.61.114
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTm020:04:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814388470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mikkelsen CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Po Box 11246
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Casa Grande
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085130
ReturnHeader/PreparerPersonGrp/PhoneNum05204776272
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Mikkelsen
ReturnHeader/ReturnTs02018-05-15T20:03:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$820,667
Liabilities
$0
Net assets
$820,667
Revenue
$90,102
Expenses
$74,986
Net income
$15,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.24$0.08$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.11$0.11$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.14$0.36$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.38$0.12$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.09$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.12$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.09$0.08$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.01$0.60$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.08$0.08$0.00