Civic Intelligence

Rotary International 5490 Anthem Arizona USA Rotary Club

990EZ • Fiscal year 2022 • EIN 26-0064058

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 17, 2023

Organization ProfileN/A
3655 W Anthem Way PMB 107 109Anthem, AZ 85086

(813) 735-8419

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

28th percentile

-8.8%

Higher net margin than 28% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-25%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

96%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$9,197

Down $2,996 (-25%) from 2021

Net Assets

Down

$8,947

Down $3,246 (-27%) from 2021

Liabilities

$250

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin28th percentile

Revenue

Up

$36,899

Up $18,066 (+96%) from 2021

Expenses

Up

$40,145

Up $26,351 (+191%) from 2021

Net Income

Down

-$3,246

Down $8,285 (-164%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2022

Assets$9,197
Liabilities$250
Net Assets$8,947
Open 2022 Filing

Operations Trend

Revenue Growth85th 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

2022

Revenue$36,899
Expenses$40,145
Net Income-$3,246
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 17, 2023
Return Version
2021v4.1
Gross Receipts
$37,439
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.-$40,145
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elvira KrausSecretary-$0--
John SalemPresident-$0--
Joseph AlvarezTreasurer-$0--
Manny ChazenPast President-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
26-0064058
Phone
8137358419
Address
3655 W Anthem Way PMB 107 109, Anthem, AZ 85086

Signing Officer

Name
Joseph Alvarez
Title
Treasurer
Signed
2023-01-17
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 $16521”

Other Revenue.2

“Happy Dollars/Fines $3142”

Other Expenses.1001

“Advertising and Promotion $1284”

Other Expenses.1002

“Office Expenses $487”

Other Expenses.1003

“Information Technology $148”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1691”

Other Expenses.1012

“Insurance $1004”

Other Expenses.1

“Meeting Room/Meals $24304”

Other Expenses.2

“Rotary International Dues $3486”

Other Expenses.3

“RI District Dues Exp $2280”

Other Expenses.4

“Debunking Expense $1588”

Other Expenses.5

“International EREY $1200”

Other Expenses.6

“Website Expenses $641”

Other Expenses.7

“Club Operating Expenses $400”

Other Expenses.8

“PETS Exp $325”

Other Expenses.9

“Club Equipment & supplies $307”

Other Expenses.10

“Interact Clubs Expense $238”

Other Expenses.12

“PO Box $225”

Other Assets.1

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

Total Liabilities.1

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

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Joseph Alvarez
IRS990EZ/BooksInCareOfDetail/PhoneNum08137358419
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03655 W Anthem Way PMB 107
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Anthem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08372
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014557
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3246
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09197
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt03219
IRS990EZ/GrossReceiptsAmt037439
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08947
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08947
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elvira Kraus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Salem
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joseph Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Manny Chazen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0825
IRS990EZ/OtherExpensesTotalAmt039608
IRS990EZ/OtherRevenueTotalAmt019663
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/PrintingPublicationsPostageAmt0337
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided humanitarian service, encouraged high ethical standards in all vocations and helped build goodwill and peace in the world.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0540
IRS990EZ/SpecialEventsNetIncomeLossAmt02679
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040145
IRS990EZ/TotalProgramServiceExpensesAmt040145
IRS990EZ/TotalRevenueAmt036899
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals Income $16521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Happy Dollars/Fines $3142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Information Technology $148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $1691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $1004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meeting Room/Meals $24304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rotary International Dues $3486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RI District Dues Exp $2280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Debunking Expense $1588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11International EREY $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Website Expenses $641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Club Operating Expenses $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PETS Exp $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Club Equipment & supplies $307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Interact Clubs Expense $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PO Box $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Due from Foundation - Beginning $0 Due from Foundation - Ending $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Due to Foundation - Beginning $0 Due to Foundation - Ending $250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Alvarez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt05490 Anthem Arizona USA Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0260064058
ReturnHeader/Filer/PhoneNum08137358419
ReturnHeader/Filer/USAddress/AddressLine1Txt03655 W Anthem Way PMB 107 109
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/ReturnTs02023-01-17T12:25:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Alvarez
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,197
Liabilities
$250
Net assets
$8,947
Revenue
$36,899
Expenses
$40,145
Net income
-$3,246
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