Civic Intelligence

Rotary International 5490 Anthem Arizona USA Rotary Club

990EZ • Fiscal year 2023 • EIN 26-0064058

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 03, 2023

3655 W Anthem Way PMB 107 109Anthem, AZ 85086

(907) 688-6020

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

36th percentile

-3.7%

Higher net margin than 36% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

52%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$7,336

Down $1,861 (-20%) from 2022

Net Assets

Down

$6,856

Down $2,091 (-23%) from 2022

Liabilities

Up

$480

Up $230 (+92%) from 2022

Revenue

Up

$56,060

Up $19,161 (+52%) from 2022

Expenses

Up

$58,151

Up $18,006 (+45%) from 2022

Net Income

Up

-$2,091

Up $1,155 (+36%) from 2022

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

2023

Assets$7,336
Liabilities$480
Net Assets$6,856

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

2023

Revenue$56,060
Expenses$58,151
Net Income-$2,091
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$56,630
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.-$58,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elvira KrausSecretary-$0--
Tonya GambleTreasurer-$0--
Edward John SalemPast President-$0--
Joseph AlvarezOfficer-$0--
Steve DemarPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
26-0064058
Phone
9076886020
Address
3655 W Anthem Way PMB 107 109, Anthem, AZ 85086

Signing Officer

Name
Tonya Gamble
Title
Treasurer
Signed
2023-11-03
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 $21660

Other Revenue.2

Happy Dollars/Fines $4885

Other Revenue.3

Advertising Income $3195

Other Revenue.4

Unapplied Cash Payment Income $350

Other Expenses.1001

Advertising and Promotion $2129

Other Expenses.1002

Office Expenses $200

Other Expenses.1007

Conferences, Conventions, and Meetings $7245

Other Expenses.1012

Insurance $1004

Other Expenses.1

Meeting Room/Meals $28941

Other Expenses.2

Rotary International Dues $5502

Other Expenses.3

RI District Dues Exp $3560

Other Expenses.4

Debunking Expense $2931

Other Expenses.5

International EREY $1775

Other Expenses.6

Pins-badges-banners $1344

Other Expenses.7

Website Expenses $763

Other Expenses.8

PETS Exp $753

Other Expenses.9

Club Equipment & supplies $423

Other Expenses.10

Committee/Board Meeting $288

Other Expenses.11

RI District Training $250

Other Expenses.12

PO Box $208

Other Expenses.13

Chamber Membership $200

Other Expenses.14

Interact Clubs Expense $196

Other Expenses.15

Bank Fees $25

Other Assets.1

Due from Foundation - Beginning $825 Due from Foundation - Ending $0

Total Liabilities.1

Due to Foundation - Beginning $250 Due to Foundation - Ending $0

Raw XML Appendix171 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/PersonNm0Tonya Gamble
IRS990EZ/BooksInCareOfDetail/PhoneNum09076886020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026339 Eklutna Village Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chugiak
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099567
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07336
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2091
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt07336
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt04680
IRS990EZ/GrossReceiptsAmt056630
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021860
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08947
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08947
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06856
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elvira Kraus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tonya Gamble
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edward John Salem
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joseph Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Steve Demar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0825
IRS990EZ/OtherExpensesTotalAmt057737
IRS990EZ/OtherRevenueTotalAmt030090
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/PrintingPublicationsPostageAmt014
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided humanitarian service, encouraged high ethical standards in all vocations and helped build goodwill and peace in the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0570
IRS990EZ/SpecialEventsNetIncomeLossAmt04110
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0250
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0480
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt058151
IRS990EZ/TotalProgramServiceExpensesAmt058150
IRS990EZ/TotalRevenueAmt056060
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals Income $21660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Happy Dollars/Fines $4885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising Income $3195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unapplied Cash Payment Income $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $2129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conferences, Conventions, and Meetings $7245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance $1004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meeting Room/Meals $28941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Rotary International Dues $5502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10RI District Dues Exp $3560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Debunking Expense $2931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12International EREY $1775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Pins-badges-banners $1344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Website Expenses $763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PETS Exp $753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Club Equipment & supplies $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Committee/Board Meeting $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18RI District Training $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PO Box $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Chamber Membership $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Interact Clubs Expense $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Bank Fees $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Due from Foundation - Beginning $825 Due from Foundation - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Due to Foundation - Beginning $250 Due to Foundation - 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.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tonya Gamble
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt05490 Anthem Arizona USA Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0260064058
ReturnHeader/Filer/PhoneNum09076886020
ReturnHeader/Filer/USAddress/AddressLine1Txt03655 W Anthem Way PMB 107 109
ReturnHeader/Filer/USAddress/CityNm0Anthem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085086
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270553680
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085085
ReturnHeader/PreparerPersonGrp/PhoneNum06234559630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Don Whitman CPA
ReturnHeader/ReturnTs02023-11-03T10:12:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tonya
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gamble
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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