Civic Intelligence

Rotary International Mesa West Rotary Club

990EZ • Fiscal year 2020 • EIN 42-1747396

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 29, 2021

Organization ProfileWWW.MESAWESTROTARY.ORG
PO Box 2790Mesa, AZ 85214

(928) 486-4328

Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

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

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

Liabilities / Revenue

74th percentile

0.08x

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

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

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

91st percentile

$7,200

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

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

Asset Growth

98th percentile

392%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

54th percentile

-11%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$17,221

Up $13,720 (+392%) from 2019

Net Assets

Up

$13,141

Up $10,238 (+353%) from 2019

Liabilities

Up

$4,080

Up $3,482 (+582%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin75th percentile

Revenue

Down

$49,729

Down $5,945 (-11%) from 2019

Expenses

Down

$39,491

Down $15,182 (-28%) from 2019

Net Income

Up

$10,238

Up $9,237 (+923%) 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$15K$10K$5.0K$0Assets 2013: $19,678Liabilities 2013: $9,649Net Assets 2013: $10,0292013Assets 2018: $8,466Liabilities 2018: $6,564Net Assets 2018: $1,9022018Assets 2019: $3,501Liabilities 2019: $598Net Assets 2019: $2,9032019Assets 2020: $17,221Liabilities 2020: $4,080Net Assets 2020: $13,1412020Assets 2025: $3,495Net Assets 2025: $3,4952025

Highlighted filing

2020

Assets$17,221
Liabilities$4,080
Net Assets$13,141
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2013: $46,541Expenses 2013: $44,960Net Income 2013: $1,5812013Revenue 2018: $54,637Expenses 2018: $58,966Net Income 2018: -$4,3292018Revenue 2019: $55,674Expenses 2019: $54,673Net Income 2019: $1,0012019Revenue 2020: $49,729Expenses 2020: $39,491Net Income 2020: $10,2382020Revenue 2025: $62,596Expenses 2025: $64,847Net Income 2025: -$2,2512025

Highlighted filing

2020

Revenue$49,729
Expenses$39,491
Net Income$10,238
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 29, 2021
Return Version
2019v5.2
Gross Receipts
$49,729
Mission and Program Overview

Mission

Service club which donates time and funds to charitable organizations and community programs.

Program Services

DescriptionGrantsExpenses
CLUB, DISTRICT, & INTERNATIONAL EXPENSES-TO PROVIDE SERVICE TO & INVOLVEMENT OF MEMBERS IN THE COMMUNITY$0$23,676
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUBREY LUNAExecutive SecretaryPT$7,200-$7,200
JAMES SCHMIDTPresident-$0--
DAN COONSPresident-Elect-$0--
DONNA GOETZENBERGERSecretary-$0--
LUCINDA GENERALTreasurer-$0--
POLLY CADYDirector-$0--
PAM COHENDirector-$0--
CHUCK FLINTDirector-$0--
MELODIE JACKSONDirector-$0--
JEANIE MORGANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Mesa West
EIN
42-1747396
Phone
9284864328
Address
PO BOX 2790, MESA, AZ 85214

Signing Officer

Name
Dan Coons
Title
President
Phone
9284864328
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Schmidt Westergard & Company Pllc
Address
77 WEST UNIVERSITY DRIVE, MESA, AZ 85201-5830
Preparer
Kelly M White
Phone
4808346030
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative expenses. Amount: 3,038. Description: international & district dues. Amount: 8,991. Description: supplies. Amount: 56. Total to form 990-ez, line 16: 12,085.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: total current liabilities. Beg. Of year amount: 598. End of year amount: 4,080.”

Raw XML Appendix154 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/PhoneNum04804864328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2790
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03501
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt010238
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt97200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN COONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA GOETZENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUCINDA GENERAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4POLLY CADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAM COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUCK FLINT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELODIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEANIE MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AUBREY LUNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012085
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB WHICH DONATES TIME AND FUNDS TO CHARITABLE ORGANIZATIONS AND COMMUNITY PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt0130
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04080
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039491
IRS990EZ/TotalProgramServiceExpensesAmt023676
IRS990EZ/TotalRevenueAmt049729
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.MESAWESTROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 3,038. DESCRIPTION: INTERNATIONAL & DISTRICT DUES. AMOUNT: 8,991. DESCRIPTION: SUPPLIES. AMOUNT: 56. TOTAL TO FORM 990-EZ, LINE 16: 12,085.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TOTAL CURRENT LIABILITIES. BEG. OF YEAR AMOUNT: 598. END OF YEAR AMOUNT: 4,080.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN COONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09284864328
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MESA WEST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0421747396
ReturnHeader/Filer/PhoneNum09284864328
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2790
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860271207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHMIDT WESTERGARD & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WEST UNIVERSITY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852015830
ReturnHeader/PreparerPersonGrp/PhoneNum04808346030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY M WHITE
ReturnHeader/ReturnTs02021-05-10T13:20:09-05:00
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
$17,221
Liabilities
$4,080
Net assets
$13,141
Revenue
$49,729
Expenses
$39,491
Net income
$10,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.50$3.50$62.6$64.8$2.25
2020Detailed filing. Detailed filing data is available for this year.$17.2$4.08$13.1$49.7$39.5$10.2
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.60$2.90$55.7$54.7$1.00
2018Detailed filing. Detailed filing data is available for this year.$8.47$6.56$1.90$54.6$59.0$4.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$9.65$10.0$46.5$45.0$1.58