Civic Intelligence

Rotary International 5490 Anthem Arizona USA Rotary Club

990EZ • Fiscal year 2019 • EIN 26-0064058

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

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

(719) 334-5425

Siviq Scores

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

Liabilities / Assets

98th percentile

2.02x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.24x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

100th percentile

1952%

Faster asset growth than 100% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-3.8%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$4,945

Up $4,704 (+1952%) from 2018

Net Assets

Down

-$5,055

Down $5,296 (-2198%) from 2018

Liabilities

$10,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin21st percentile

Revenue

Down

$42,136

Down $1,679 (-3.8%) from 2018

Expenses

Down

$47,432

Down $1,769 (-3.6%) from 2018

Net Income

Up

-$5,296

Up $90 (+1.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2019

Assets$4,945
Liabilities$10,000
Net Assets-$5,055
Open 2019 Filing

Operations Trend

Revenue Growth41st 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

2019

Revenue$42,136
Expenses$47,432
Net Income-$5,296
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$42,936
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.$47,432-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer MerrillSecretary-$0--
Manny ChazenPresident Elect-$0--
Hunter MerrillPast President-$0--
Frank SobolikTreasurerPT$0--
Krista SolomonPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
26-0064058
Phone
7193345425
Address
3655 W Anthem Way PMB 107, Anthem, AZ 85086

Signing Officer

Name
Frank Sobolik
Title
Treasurer
Signed
2019-11-08
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.2

“Meals Income $1020”

Other Revenue.3

“Other Income $944”

Other Revenue.4

“Debunking Income-Prior Ye $50”

Other Expenses.1

“Meeting Room/Meals $35886”

Other Expenses.2

“Rotary International Dues $4028”

Other Expenses.3

“RI District Dues Exp $2850”

Other Expenses.4

“Storage Rental $1200”

Other Expenses.5

“Website Expenses $579”

Other Expenses.6

“Other RI District Exp $425”

Other Expenses.7

“Club Equipment & supplies $362”

Other Expenses.8

“PETS Exp $325”

Other Expenses.9

“RI District Training $300”

Other Expenses.10

“Reconciliation Discrepancy $225”

Other Expenses.11

“club operating exp $206”

Other Expenses.12

“Committee/Board Meeting $168”

Other Expenses.13

“Org Memembership fees and dues $150”

Other Expenses.14

“Memembership purchase expense $108”

Other Expenses.15

“Pins-badges-banners $106”

Other Expenses.16

“Bank Fees $85”

Other Expenses.17

“Event Catering $75”

Other Expenses.19

“Debunking Expense $31”

Other Expenses.21

“Happy Dollar exp $-70”

Total Liabilities.1

“Due from Foundation - Beginning $0 Due from Foundation - Ending $10000”

Raw XML Appendix157 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/PersonNm0Frank Sobolik
IRS990EZ/BooksInCareOfDetail/PhoneNum07193345425
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt040534 N Union Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Anthem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0241
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04945
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037860
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5296
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0241
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-5055
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-5055
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Merrill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Manny Chazen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hunter Merrill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Frank Sobolik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Krista Solomon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047039
IRS990EZ/OtherRevenueTotalAmt03605
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/PrintingPublicationsPostageAmt068
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt047432
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0800
IRS990EZ/SpecialEventsNetIncomeLossAmt0671
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047432
IRS990EZ/TotalProgramServiceExpensesAmt047432
IRS990EZ/TotalRevenueAmt042136
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals Income $1020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Income $944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Debunking Income-Prior Ye $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting Room/Meals $35886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rotary International Dues $4028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RI District Dues Exp $2850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Storage Rental $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website Expenses $579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other RI District Exp $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Club Equipment & supplies $362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PETS Exp $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RI District Training $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Reconciliation Discrepancy $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13club operating exp $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Committee/Board Meeting $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Org Memembership fees and dues $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Memembership purchase expense $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Pins-badges-banners $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Bank Fees $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Event Catering $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Debunking Expense $31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Happy Dollar exp $-70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Due from Foundation - Beginning $0 Due from Foundation - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Total Liabilities.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank Sobolik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt05490 Anthem Arizona USA Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0260064058
ReturnHeader/Filer/PhoneNum07193345425
ReturnHeader/Filer/USAddress/AddressLine1Txt03655 W Anthem Way PMB 107
ReturnHeader/Filer/USAddress/CityNm0Anthem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085086
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270553680
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/ReturnTs02019-11-08T09:09:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,945
Liabilities
$10,000
Net assets
-$5,055
Revenue
$42,136
Expenses
$47,432
Net income
-$5,296
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