Civic Intelligence

Rotary International 5490 Anthem Arizona USA Rotary Club

990EZ • Fiscal year 2020 • EIN 26-0064058

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 17, 2020

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

92nd percentile

0.60x

Higher debt load relative to assets than 92% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.34x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

260%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-26%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$17,779

Up $12,834 (+260%) from 2019

Net Assets

Up

$7,154

Up $12,209 (+242%) from 2019

Liabilities

Up

$10,625

Up $625 (+6.3%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin88th percentile

Revenue

Down

$31,391

Down $10,745 (-26%) from 2019

Expenses

Down

$19,182

Down $28,250 (-60%) from 2019

Net Income

Up

$12,209

Up $17,505 (+331%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2020

Assets$17,779
Liabilities$10,625
Net Assets$7,154
Open 2020 Filing

Operations Trend

Revenue Growth38th 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

2020

Revenue$31,391
Expenses$19,182
Net Income$12,209
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 17, 2020
Return Version
2019v5.0
Gross Receipts
$31,721
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.$18,802-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elvira KrausSecretary-$0--
Edward John SalemPresident Elect-$0--
Krista SolomonPast President-$0--
Frank SobolikTreasurer-$0--
Manny ChazenPresident-$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
2020-12-17
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

“Meals Income $12482”

Other Revenue.2

“Happy Dollars/Fines $1528”

Other Expenses.1

“Meeting Room/Meals $9991”

Other Expenses.2

“Rotary International Dues $3489”

Other Expenses.3

“RI District Dues Exp $2060”

Other Expenses.4

“Club Operating Expenses $644”

Other Expenses.5

“Pins-badges-banners $536”

Other Expenses.6

“Website Expenses $519”

Other Expenses.7

“Club Equipment & supplies $439”

Other Expenses.8

“Bank Fees $327”

Other Expenses.9

“PETS Exp $325”

Other Expenses.10

“PO Box $209”

Other Expenses.11

“Chamber Membership $163”

Other Expenses.12

“Miscellaneous Expense $100”

Total Liabilities.1

“Due from Foundation - Beginning $10000 Due from Foundation - Ending $10625”

Raw XML Appendix143 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/BOYAmt04945
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017779
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IRS990EZ/ContributionsGiftsGrantsEtcAmt016713
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt0998
IRS990EZ/GrossReceiptsAmt031721
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-5055
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07154
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-5055
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07154
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elvira Kraus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Edward John Salem
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Krista Solomon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Frank Sobolik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Manny Chazen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018802
IRS990EZ/OtherRevenueTotalAmt014010
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/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided humanitarian service, encouraged high ethical standards in all vocations and helped build goodwill and peace in the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018802
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0330
IRS990EZ/SpecialEventsNetIncomeLossAmt0668
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010625
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019182
IRS990EZ/TotalProgramServiceExpensesAmt018802
IRS990EZ/TotalRevenueAmt031391
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals Income $12482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Happy Dollars/Fines $1528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Room/Meals $9991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary International Dues $3489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RI District Dues Exp $2060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Club Operating Expenses $644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pins-badges-banners $536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website Expenses $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Club Equipment & supplies $439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Fees $327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PETS Exp $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PO Box $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Chamber Membership $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Miscellaneous Expense $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Due from Foundation - Beginning $10000 Due from Foundation - Ending $10625
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank Sobolik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-17
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/ReturnTs02020-12-17T09:54:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,779
Liabilities
$10,625
Net assets
$7,154
Revenue
$31,391
Expenses
$19,182
Net income
$12,209
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