Civic Intelligence

Rotary Club of Green Valley

EIN 23-7101470 • 501(c)4 • Green Valley, AZ

Profile

To provide humanitarian service, encourage high ethical standards in all vocations and help build goodwill and peace in the world.

PO Box 701Green Valley, AZ 85622

www.rotaryclubofgreenvalley.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

27th percentile

-13%

Higher net margin than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

17th percentile

-45%

Faster asset growth than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-27%

Faster revenue growth than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$5,458

Down $4,507 (-45%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$5,458

Down $4,507 (-45%) from 2024

Revenue

Down

$34,709

Down $12,904 (-27%) from 2024

Expenses

Down

$39,216

Down $8,615 (-18%) from 2024

Net Income

Down

-$4,507

Down $4,289 (-1967%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $10,219Liabilities 2011: $825Net Assets 2011: $9,3942011Assets 2012: $6,471Liabilities 2012: $1,019Net Assets 2012: $5,4522012Assets 2013: $7,364Liabilities 2013: $2,136Net Assets 2013: $5,2282013Assets 2014: $2,168Net Assets 2014: $2,1682014Assets 2015: $527Net Assets 2015: $5272015Assets 2016: $7,859Net Assets 2016: $7,8592016Assets 2017: $9,578Net Assets 2017: $9,5782017Assets 2018: $8,245Liabilities 2018: $1,230Net Assets 2018: $7,0152018Assets 2019: $10,225Liabilities 2019: $1,490Net Assets 2019: $8,7352019Assets 2020: $9,826Net Assets 2020: $9,8262020Assets 2021: $14,108Net Assets 2021: $14,1082021Assets 2022: $13,187Net Assets 2022: $13,1872022Assets 2023: $10,183Net Assets 2023: $10,1832023Assets 2024: $9,965Net Assets 2024: $9,9652024Assets 2025: $5,458Net Assets 2025: $5,4582025

Highlighted filing

2025

Assets$5,458
Liabilities-
Net Assets$5,458

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $61,720Expenses 2011: $71,751Net Income 2011: -$10,0312011Revenue 2012: $48,862Expenses 2012: $52,804Net Income 2012: -$3,9422012Revenue 2013: $61,759Expenses 2013: $61,983Net Income 2013: -$2242013Revenue 2014: $25,093Expenses 2014: $28,153Net Income 2014: -$3,0602014Revenue 2015: $22,270Expenses 2015: $23,911Net Income 2015: -$1,6412015Revenue 2016: $38,496Expenses 2016: $31,164Net Income 2016: $7,3322016Revenue 2017: $25,147Expenses 2017: $23,428Net Income 2017: $1,7192017Revenue 2018: $39,655Expenses 2018: $42,218Net Income 2018: -$2,5632018Revenue 2019: $44,921Expenses 2019: $43,201Net Income 2019: $1,7202019Revenue 2020: $38,254Expenses 2020: $37,163Net Income 2020: $1,0912020Revenue 2021: $26,476Expenses 2021: $22,194Net Income 2021: $4,2822021Revenue 2022: $45,514Expenses 2022: $46,435Net Income 2022: -$9212022Revenue 2023: $42,147Expenses 2023: $45,151Net Income 2023: -$3,0042023Revenue 2024: $47,613Expenses 2024: $47,831Net Income 2024: -$2182024Revenue 2025: $34,709Expenses 2025: $39,216Net Income 2025: -$4,5072025

Highlighted filing

2025

Revenue$34,709
Expenses$39,216
Net Income-$4,507

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.46$5.46$34.7$39.2$4.51
2024Detailed filing. Detailed filing data is available for this year.$9.97$9.97$47.6$47.8$0.22
2023Detailed filing. Detailed filing data is available for this year.$10.2$10.2$42.1$45.2$3.00
2022Detailed filing. Detailed filing data is available for this year.$13.2$13.2$45.5$46.4$0.92
2021Detailed filing. Detailed filing data is available for this year.$14.1$14.1$26.5$22.2$4.28
2020Detailed filing. Detailed filing data is available for this year.$9.83$9.83$38.3$37.2$1.09
2019Detailed filing. Detailed filing data is available for this year.$10.2$1.49$8.74$44.9$43.2$1.72
2018Detailed filing. Detailed filing data is available for this year.$8.25$1.23$7.02$39.7$42.2$2.56
2017Detailed filing. Detailed filing data is available for this year.$9.58$9.58$25.1$23.4$1.72
2016Detailed filing. Detailed filing data is available for this year.$7.86$7.86$38.5$31.2$7.33
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.53$22.3$23.9$1.64
2014Detailed filing. Detailed filing data is available for this year.$2.17$2.17$25.1$28.2$3.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$2.14$5.23$61.8$62.0$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$1.02$5.45$48.9$52.8$3.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.83$9.39$61.7$71.8$10.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$39,578
Mission and Program Overview

Mission

To provide humanitarian service, encourage high ethical standards in all vocations and help build goodwill and peace in the world.

Program Services

DescriptionGrantsExpenses
Provided meeting place for 45+ members to meet weekly to foster and promote friendship, high ethical standards in business and professions, and community service.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky RobertsTreasurerPT$0--
Phil NobleDirectorPT$0--
Michael PeaseSecretaryPT$0--
JILL LEACHDirector-$0--
DOUG SHUMWAYPresidentPT$0--
Robert ShevlinDirectorPT$0--
eveline eatonDirectorPT$0--
JERRY KRIEBELClub Historian-$0--
merrill ehrmentroutPres ElectPT$0--
ken frahmDirectorPT$0--
pat peaseDirectorPT$0--
josh migdalDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktoberfest$9,561$9,561-$9,561
Spaghetti Spree$9,213$9,213-$9,213
Total Events$18,774$18,774$4,869$13,905
Filing and Contact Details

Filer

Filer Name
Rotary Club of Green Valley
EIN
23-7101470
Phone
5206251289
Address
PO BOX 701, GREEN VALLEY, AZ 85622

Signing Officer

Name
Becky Roberts
Title
Treasurer
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Joseph Lessard CPA PLLC
Address
3280 S Camino Del Sol Unit 124, Green Valley, AZ 85622
Preparer
Joseph Lessard
Phone
5206482990
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Charitable | Donee's Name: Green Valley Rotary Foundation | Donee's Address: PO Box 701 Green Valley, AZ 85614 AZ 85622 | Relationship of Donee: Supported Organization | Cash Amount Given: $11270

Other Expenses.1001

Advertising and Promotion $857

Other Expenses.1002

Office Expenses $189

Other Expenses.1003

Information Technology $1198

Other Expenses.1005

Travel $2569

Other Expenses.1

District Assessment $7293

Other Expenses.2

International Assessment $2355

Other Expenses.3

Meals for Guests $1920

Other Expenses.4

Storage $1404

Other Expenses.5

Recognition $716

Other Expenses.6

Social Activities $680

Other Expenses.7

Officer Installation $560

Other Expenses.8

Membership Expense $464

Other Expenses.9

Supplies $448

Other Expenses.10

Bank Charges $402

Other Expenses.11

tools $323

Other Expenses.12

Dues & Memberships $290

Raw XML Appendix183 raw XML fields

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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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