Civic Intelligence

Rotary International 5490 Anthem Arizona USA Rotary Club

990EZ • Fiscal year 2016 • EIN 26-0064058

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 15, 2016

Organization ProfileN/A
3655 W Anthem Way PMB 107Anthem, AZ 85086

(623) 551-5457

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

92nd percentile

55%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-9.8%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$1,874

Up $662 (+55%) from 2015

Net Assets

Up

$1,874

Up $662 (+55%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$39,707

Down $4,297 (-9.8%) from 2015

Expenses

Down

$39,050

Down $5,792 (-13%) from 2015

Net Income

Up

$657

Up $1,495 (+178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$20K$10K$0-$10KAssets 2012: $1,080Liabilities 2012: $3,200Net Assets 2012: -$2,1202012Assets 2013: $3,300Net Assets 2013: $3,3002013Assets 2014: $2,000Net Assets 2014: $2,0002014Assets 2015: $1,212Net Assets 2015: $1,2122015Assets 2016: $1,874Net Assets 2016: $1,8742016Assets 2017: $5,627Net Assets 2017: $5,6272017Assets 2018: $241Net Assets 2018: $2412018Assets 2019: $4,945Liabilities 2019: $10,000Net Assets 2019: -$5,0552019Assets 2020: $17,779Liabilities 2020: $10,625Net Assets 2020: $7,1542020Assets 2021: $12,193Net Assets 2021: $12,1932021Assets 2022: $9,197Liabilities 2022: $250Net Assets 2022: $8,9472022Assets 2023: $7,336Liabilities 2023: $480Net Assets 2023: $6,8562023Assets 2024: $5,918Liabilities 2024: $75Net Assets 2024: $5,8432024Assets 2025: $5,251Net Assets 2025: $5,2512025

Highlighted filing

2016

Assets$1,874
Liabilities-
Net Assets$1,874
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $40,923Expenses 2012: $42,499Net Income 2012: -$1,5762012Revenue 2013: $43,412Expenses 2013: $38,995Net Income 2013: $4,4172013Revenue 2014: $45,542Expenses 2014: $45,652Net Income 2014: -$1102014Revenue 2015: $44,004Expenses 2015: $44,842Net Income 2015: -$8382015Revenue 2016: $39,707Expenses 2016: $39,050Net Income 2016: $6572016Revenue 2017: $45,376Expenses 2017: $41,623Net Income 2017: $3,7532017Revenue 2018: $43,815Expenses 2018: $49,201Net Income 2018: -$5,3862018Revenue 2019: $42,136Expenses 2019: $47,432Net Income 2019: -$5,2962019Revenue 2020: $31,391Expenses 2020: $19,182Net Income 2020: $12,2092020Revenue 2021: $18,833Expenses 2021: $13,794Net Income 2021: $5,0392021Revenue 2022: $36,899Expenses 2022: $40,145Net Income 2022: -$3,2462022Revenue 2023: $56,060Expenses 2023: $58,151Net Income 2023: -$2,0912023Revenue 2024: $54,339Expenses 2024: $55,352Net Income 2024: -$1,0132024Revenue 2025: $55,824Expenses 2025: $56,416Net Income 2025: -$5922025

Highlighted filing

2016

Revenue$39,707
Expenses$39,050
Net Income$657
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 15, 2016
Return Version
2015v2.0
Gross Receipts
$46,279
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 humanitarian service, encouraged high ethical standards in all vocations and helped build goodwill and peace in the world.$39,050-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan HalleranVice President-$0--
Lynne KirkmanSecretary-$0--
William BlackPast President-$0--
R Thomas LeydaTreasurer-$0--
Don WhitmanPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
3rd of July Event$7,034$7,034$2,093$4,941
Total Events$7,034$7,034$2,093$4,941
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
26-0064058
Phone
6235515457
Address
3655 W Anthem Way PMB 107, Anthem, AZ 85086

Signing Officer

Name
R Thomas Leyda
Title
Treasurer
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Whitman & Jackson CPAs PC
Address
2222 West Pinnacle Peak Road Suite, Phoenix, AZ 85027
Preparer
Don Whitman CPA
Phone
6234559630
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Happy Dollars/Fines $1654”

Other Revenue.2

“Meals Income $865”

Other Revenue.3

“Initiation Fee Income $798”

Other Revenue.4

“Other Revenue $100”

Other Expenses.1002

“Office Expenses $449”

Other Expenses.1

“Meeting Room Expense $25048”

Other Expenses.2

“Rotary International Dues $3514”

Other Expenses.3

“District Dues $2497”

Other Expenses.4

“Meetings $1728”

Other Expenses.6

“Storage Rental $1201”

Other Expenses.7

“Website Expenses $670”

Other Expenses.8

“PETS Registration $650”

Other Expenses.9

“Interact Clubs Expense $458”

Other Expenses.10

“Hot Dog Cart $290”

Other Expenses.11

“Mexican Conference Expense $289”

Other Expenses.12

“PO Box $204”

Other Expenses.13

“Training Expense $180”

Other Expenses.14

“Bank Service Charges $179”

Other Expenses.15

“District & Other Meetings $80”

Other Expenses.16

“Annual Report Expense $45”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $200”

Raw XML Appendix160 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0R Thomas Leyda
IRS990EZ/BooksInCareOfDetail/PhoneNum07604855549
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01874 N 165th Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Goodyear
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085395
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01212
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01674
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0657
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ryan Halleran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lynne Kirkman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3R Thomas Leyda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Don Whitman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
IRS990EZ/OtherChangesInNetAssetsAmt05
IRS990EZ/OtherExpensesTotalAmt037482
IRS990EZ/OtherRevenueTotalAmt03417
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide humanitarian service, encourage high ethical standards in all vocations and help build goodwill and peace in the world.
IRS990EZ/PrintingPublicationsPostageAmt01243
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided humanitarian service, encouraged high ethical standards in all vocations and helped build goodwill and peace in the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06572
IRS990EZ/SpecialEventsNetIncomeLossAmt010581
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039050
IRS990EZ/TotalProgramServiceExpensesAmt039050
IRS990EZ/TotalRevenueAmt039707
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02093
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm03rd of July Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07034
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Happy Dollars/Fines $1654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals Income $865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Initiation Fee Income $798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Revenue $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meeting Room Expense $25048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rotary International Dues $3514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7District Dues $2497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meetings $1728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Storage Rental $1201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website Expenses $670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PETS Registration $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Interact Clubs Expense $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Hot Dog Cart $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Mexican Conference Expense $289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PO Box $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Training Expense $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Bank Service Charges $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18District & Other Meetings $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Annual Report Expense $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1009
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R Thomas Leyda
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt05490 Anthem Arizona USA Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0260064058
ReturnHeader/Filer/PhoneNum06235515457
ReturnHeader/Filer/USAddress/AddressLine1Txt03655 W Anthem Way PMB 107
ReturnHeader/Filer/USAddress/CityNm0Anthem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whitman & Jackson CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02222 West Pinnacle Peak Road Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085027
ReturnHeader/PreparerPersonGrp/PhoneNum06234559630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Don Whitman CPA
ReturnHeader/ReturnTs02016-08-15T16:53:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,874
Liabilities
-
Net assets
$1,874
Revenue
$39,707
Expenses
$39,050
Net income
$657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.25$5.25$55.8$56.4$0.59
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.08$5.84$54.3$55.4$1.01
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.48$6.86$56.1$58.2$2.09
2022Detailed filing. Detailed filing data is available for this year.$9.20$0.25$8.95$36.9$40.1$3.25
2021Detailed filing. Detailed filing data is available for this year.$12.2$12.2$18.8$13.8$5.04
2020Detailed filing. Detailed filing data is available for this year.$17.8$10.6$7.15$31.4$19.2$12.2
2019Detailed filing. Detailed filing data is available for this year.$4.95$10.0$5.06$42.1$47.4$5.30
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.24$43.8$49.2$5.39
2017Detailed filing. Detailed filing data is available for this year.$5.63$5.63$45.4$41.6$3.75
2016Detailed filing. Detailed filing data is available for this year.$1.87$1.87$39.7$39.1$0.66
2015Detailed filing. Detailed filing data is available for this year.$1.21$1.21$44.0$44.8$0.84
2014Detailed filing. Detailed filing data is available for this year.$2.00$2.00$45.5$45.7$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$3.30$43.4$39.0$4.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$3.20$2.12$40.9$42.5$1.58