Civic Intelligence

The Valle Verde Rotary Club Foundation Inc.

EIN 46-3664879 • 501(c)3 • Green Valley, AZ

Pub. 78 Eligible

Profile

Charitable Organization

PO Box 311Green Valley, AZ 85622

valleverderotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

44th percentile

-0.2%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

-5.3%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$417,997

Up $42,432 (+11%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$417,997

Up $42,432 (+11%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$61,487

Down $3,424 (-5.3%) from 2024

Expenses

Down

$61,621

Down $5,430 (-8.1%) from 2024

Net Income

Up

-$134

Up $2,006 (+94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $25,316Liabilities 2014: $02014Assets 2016: $185,272Liabilities 2016: $0Net Assets 2016: $185,2722016Assets 2017: $182,182Net Assets 2017: $182,1822017Assets 2018: $218,034Liabilities 2018: $2,000Net Assets 2018: $216,0342018Assets 2019: $237,620Liabilities 2019: $35Net Assets 2019: $237,5852019Assets 2020: $269,557Net Assets 2020: $269,5572020Assets 2021: $312,161Net Assets 2021: $312,1612021Assets 2022: $303,981Net Assets 2022: $303,9812022Assets 2023: $334,318Net Assets 2023: $334,3182023Assets 2024: $375,565Net Assets 2024: $375,5652024Assets 2025: $417,997Net Assets 2025: $417,9972025

Highlighted filing

2025

Assets$417,997
Liabilities-
Net Assets$417,997
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $30,813Expenses 2014: $20,794Net Income 2014: $10,0192014Revenue 2016: $42,325Expenses 2016: $44,511Net Income 2016: -$2,1862016Revenue 2017: $24,614Expenses 2017: $27,704Net Income 2017: -$3,0902017Revenue 2018: $46,417Expenses 2018: $53,324Net Income 2018: -$6,9072018Revenue 2019: $43,153Expenses 2019: $44,717Net Income 2019: -$1,5642019Revenue 2020: $53,123Expenses 2020: $31,878Net Income 2020: $21,2452020Revenue 2021: $40,636Expenses 2021: $40,360Net Income 2021: $2762021Revenue 2022: $87,297Expenses 2022: $65,699Net Income 2022: $21,5982022Revenue 2023: $137,305Expenses 2023: $136,281Net Income 2023: $1,0242023Revenue 2024: $64,911Expenses 2024: $67,051Net Income 2024: -$2,1402024Revenue 2025: $61,487Expenses 2025: $61,621Net Income 2025: -$1342025

Highlighted filing

2025

Revenue$61,487
Expenses$61,621
Net Income-$134
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,997
Liabilities
-
Net assets
$417,997
Revenue
$61,487
Expenses
$61,621
Net income
-$134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.18$4.18$0.61$0.62$0.00
2024Detailed filing. Detailed filing data is available for this year.$3.76$3.76$0.65$0.67$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.34$3.34$1.37$1.36$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.04$3.04$0.87$0.66$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.12$3.12$0.41$0.40$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.53$0.32$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.43$0.45$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.02$2.16$0.46$0.53$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.82$1.82$0.25$0.28$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.42$0.45$0.02
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$0.31$0.21$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$123,871
Mission and Program Overview

Mission

Charitable Organization

Program Services

DescriptionGrantsExpenses
Support for local jazz bands, scholarships for local students-$21,750
Support utilizing a shelter box to provide assistance around the world, following disaters and humanitarian crisis.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim RuskPresident-$0--
Charlotte GatesTreasurer-$0--
Ronald DarrahSecretary-$0--
Tom CookeVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jazz in the Desert$70,576$70,576$22,495$48,081
Community Fire Relief Fund$23,349$23,349$25,849$-2,500
Total Events$99,570$99,570$53,989$45,581
Filing and Contact Details

Filer

Filer Name
Valle Verde Rotary Club Foundation
EIN
46-3664879
Phone
5204254335
Address
PO Box 311, Green Valley, AZ 85622

Signing Officer

Name
Charlotte Gates
Title
Treasurer
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
David Oase CPA Pc
Address
7802 E Escalante Rd, Tucson, AZ 85730-3402
Preparer
Shiela Mae Mendoza-Pacia
Phone
5207902738
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Scholarships | Cash Amount Given: $9000”

Grants and Similar Amounts Paid In Excess of $5,000.9

“| Donee's Name: District 5500 Grants | Cash Amount Given: $8125”

Grants and Similar Amounts Paid In Excess of $5,000.20

“| Donee's Name: Jazz Fest Bands | Cash Amount Given: $21750”

Other Expenses.1

“Square Fee $517”

Other Expenses.2

“Website $432”

Other Expenses.3

“Fees $119”

Other Expenses.4

“Postage, Mailing Service $33”

Other Assets.1005

“Accounts Receivable - Beginning $-2036 Accounts Receivable - Ending $0”

Other Assets.1

“Eichman Fund - Beginning $347215 Eichman Fund - Ending $390420”

Raw XML Appendix176 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/PersonNm0Charlotte Gates
IRS990EZ/BooksInCareOfDetail/PhoneNum05204254335
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 311
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Green Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085622
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030386
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027577
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09069
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-134
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0375565
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0417997
IRS990EZ/FundraisingGrossIncomeAmt0112546
IRS990EZ/GrantsAndSimilarAmountsPaidAmt059714
IRS990EZ/GrossReceiptsAmt0123871
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02256
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0375565
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0417997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0375565
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0417997
IRS990EZ/OccupancyRentUtltsAndMaintAmt0806
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Rusk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charlotte Gates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ronald Darrah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tom Cooke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0345179
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0390420
IRS990EZ/OtherChangesInNetAssetsAmt042566
IRS990EZ/OtherExpensesTotalAmt01101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support for local jazz bands, scholarships for local students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support utilizing a shelter box to provide assistance around the world, following disaters and humanitarian crisis.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt062384
IRS990EZ/SpecialEventsNetIncomeLossAmt050162
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061621
IRS990EZ/TotalProgramServiceExpensesAmt021750
IRS990EZ/TotalRevenueAmt061487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0valleverderotary.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt093646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0430505
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0430505
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041128
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0430505
IRS990ScheduleA/TotalSupportAmt0430524
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053989
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jazz in the Desert
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Community Fire Relief Fund
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt070576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099570
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045581
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05645
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053989
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022495
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt025849
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Scholarships | Cash Amount Given: $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: District 5500 Grants | Cash Amount Given: $8125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Jazz Fest Bands | Cash Amount Given: $21750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Square Fee $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website $432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fees $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Postage, Mailing Service $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $-2036 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Eichman Fund - Beginning $347215 Eichman Fund - Ending $390420
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlotte Gates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valle Verde Rotary Club Foundation
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0463664879
ReturnHeader/Filer/PhoneNum05204254335
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 311
ReturnHeader/Filer/USAddress/CityNm0Green Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085622
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860645419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID OASE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07802 E Escalante Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857303402
ReturnHeader/PreparerPersonGrp/PhoneNum05207902738
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shiela Mae Mendoza-Pacia
ReturnHeader/ReturnTs02025-11-06T16:03:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.