Civic Intelligence

Rotary International 5490 Anthem Arizona USA Rotary Club

990EZ • Fiscal year 2017 • EIN 26-0064058

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 25, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

62nd percentile

8.3%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

98th percentile

200%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

14%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,627

Up $3,753 (+200%) from 2016

Net Assets

Up

$5,627

Up $3,753 (+200%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$45,376

Up $5,669 (+14%) from 2016

Expenses

Up

$41,623

Up $2,573 (+6.6%) from 2016

Net Income

Up

$3,753

Up $3,096 (+471%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$5,627
Liabilities-
Net Assets$5,627

Operations Trend

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

2017

Revenue$45,376
Expenses$41,623
Net Income$3,753
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 25, 2017
Return Version
2016v3.0
Gross Receipts
$50,844
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.$41,623-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan HalleranPast President-$0--
Jennifer MerrillSecretary-$0--
Hunter MerrillPresident-Elect-$0--
Ernie WongTreasurer-$0--
Milt MorrisPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
3rd of July Event$6,789$6,789$1,148$5,641
Anthem Days$5,281$5,281$2,066$3,215
Total Events$12,070$12,070$3,214$8,856
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
Ernie Wong
Title
Treasurer
Signed
2017-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Whitman & Jackson CPAs PC
Address
2040 W Whispering Wind Dr Ste 149, Phoenix, AZ 85085
Preparer
Don Whitman CPA
Phone
6234559630
Supplemental Narrative

Additional Explanations

Other Revenue.1

Happy Dollars/Fines $1998

Other Revenue.2

Meals Income $610

Other Revenue.3

Initiation Fee Income $300

Other Revenue.4

Other Revenue $294

Other Expenses.1

Meeting Room Expense $26722

Other Expenses.2

Rotary International Dues $3923

Other Expenses.3

District Dues $2325

Other Expenses.4

Storage Rental $1201

Other Expenses.5

Debunking Expense $879

Other Expenses.6

PETS Registration $650

Other Expenses.7

Supplies $599

Other Expenses.8

Training Expense $555

Other Expenses.9

Speaker Gifts Expense $549

Other Expenses.10

Website Expenses $479

Other Expenses.11

President's Expense $390

Other Expenses.12

Hot Dog Cart $290

Other Expenses.13

PO Box $204

Other Expenses.14

Interact Clubs Expense $162

Other Expenses.15

Bank Service Charges $148

Other Expenses.16

Meetings $120

Other Expenses.17

Club Equipment $55

Other Assets.1009

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

Raw XML Appendix168 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/PersonNm0Ernie Wong
IRS990EZ/BooksInCareOfDetail/PhoneNum06235511114
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02034 W Whitman Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Anthem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01674
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05627
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029764
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03753
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05627
IRS990EZ/FundraisingGrossIncomeAmt015135
IRS990EZ/GamingGrossIncomeAmt02743
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt050844
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05627
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ryan Halleran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Merrill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hunter Merrill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ernie Wong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Milt Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherExpensesTotalAmt039251
IRS990EZ/OtherRevenueTotalAmt03202
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/PrintingPublicationsPostageAmt047
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided humanitarian service, encouraged high ethical standards in all vocations and helped build goodwill and peace in the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041623
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05468
IRS990EZ/SpecialEventsNetIncomeLossAmt012410
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041623
IRS990EZ/TotalProgramServiceExpensesAmt041623
IRS990EZ/TotalRevenueAmt045376
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03214
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm03rd of July Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Anthem Days
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012070
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08856
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03214
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01148
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Happy Dollars/Fines $1998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals Income $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Initiation Fee Income $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Revenue $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting Room Expense $26722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rotary International Dues $3923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6District Dues $2325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Storage Rental $1201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Debunking Expense $879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PETS Registration $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Supplies $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Training Expense $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Speaker Gifts Expense $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Website Expenses $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14President's Expense $390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Hot Dog Cart $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PO Box $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Interact Clubs Expense $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Bank Service Charges $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Meetings $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Club Equipment $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Notes and Loans Receivable - Beginning $200 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
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 Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1009
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ernie Wong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-25
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/AddressLine1Txt02040 W Whispering Wind Dr Ste 149
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085085
ReturnHeader/PreparerPersonGrp/PhoneNum06234559630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Don Whitman CPA
ReturnHeader/ReturnTs02017-08-25T10:40:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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