Anthem Rotary Foundation

990EZ • Fiscal year 2015 • EIN 47-0930766

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 03, 2015

Organization Profile N/A

3655 W Anthem WaySte A-109 PMB 107Anthem, AZ 85086

(760) 485-5549

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

7.6%

Higher net margin than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

4.7%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

72%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$83,349

Up $3,739 (+4.7%) from 2014

Net Assets

$83,349

Up $3,739 (+4.7%) from 2014

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin59th percentile

Revenue

$49,258

Up $20,682 (+72%) from 2014

Expenses

$45,519

Up $11,873 (+35%) from 2014

Net Income

$3,739

Up $8,809 (+174%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2015

Assets$83,349

Liabilities-

Net Assets$83,349

Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

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

Highlighted filing

2015

Revenue$49,258

Expenses$45,519

Net Income$3,739

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Aug 3, 2015
Return Version: 2014v5.0
Gross Receipts: $77,861

Mission and Program Overview

Mission

The character of affairs of the corporation will be: providing services and raising funds for charitable, scientific, literary, and education purposes, including, relief of the poor and distressed, advancement of education or science, supporting education, scholarships, and elimination of prejudice and discrimination, and combating community deterioration and juvenile delinquency.

Program Services

Description	Grants	Expenses
Special events were held throughout the year to raise money for various charities and individuals	$900	$37,619

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Don Whitman	President	-	$0	-	-
Bill Black	Past President	-	$0	-	-
Ryan Halleran	Vice President	-	$0	-	-
R Thomas Leyda	Treasurer	-	$0	-	-
Lynne Kirkman	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Anthem Rotary Foundation
EIN: 47-0930766
Address: 3655 W Anthem WaySte A-109 PMB 107, Anthem, AZ 85086

Signing Officer

Name: R Thomas Leyda
Title: Treasurer
Signed: 2015-08-03
Discuss with paid preparer: Yes

Preparer

Firm: Whitman & Jackson CPAs PC
Address: 2222 West Pinnacle Peak Road Suite, Phoenix, AZ 85027
Preparer: Don Whitman CPA
Phone: 6234559630

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Various Donations to Charities $5,000 | Cash Amount Given: $5550”

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: Various Donations - Scholarships | Cash Amount Given: $6000”

Grants and Similar Amounts Paid In Excess of $5,000.6

“| Donee's Name: Various Donations for Youth Services | Cash Amount Given: $10264”

Grants and Similar Amounts Paid In Excess of $5,000.7

“| Donee's Name: Various Restricted Income Donations | Cash Amount Given: $11805”

Grants and Similar Amounts Paid In Excess of $5,000.8

“| Donee's Name: Rotary International | Donee's Address: 3655 W. Anthem Way, PMB 107 Ste 109 Anthem, AZ 85086 | Cash Amount Given: $7000”

Other Expenses.1

“Bank Fees $575”

Other Assets.1010

“Inventories - Beginning $0 Inventories - Ending $836”

Raw XML Appendix175 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7604855549
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	40328 N Lytham Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Anthem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	85086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	79610
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	82513
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	16736
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	3739
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	325
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	79610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	83349
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	61125
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	44619
IRS990EZ/GrossReceiptsAmt	0	77861
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	79610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	83349
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	79610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	83349
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Don Whitman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Bill Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Ryan Halleran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	R Thomas Leyda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Lynne Kirkman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	836
IRS990EZ/OtherExpensesTotalAmt	0	575
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	The character of affairs of the corporation will be: providing services and raising funds for charitable, scientific, literary, and education purposes, including, relief of the poor and distressed, advancement of education or science, supporting education, scholarships, and elimination of prejudice and discrimination, and combating community deterioration and juvenile delinquency.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Special events were held throughout the year to raise money for various charities and individuals
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	37619
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	28603
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	32522
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	45519
IRS990EZ/TotalProgramServiceExpensesAmt	0	900
IRS990EZ/TotalRevenueAmt	0	49258
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	77861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	77901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	74865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	5425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	7170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	243222
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	21
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	195
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	66996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	69615
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	136611
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.64000
IRS990ScheduleA/PublicSupportPY170Pct	0	0.38320
IRS990ScheduleA/PublicSupportTotal170Amt	0	243222
IRS990ScheduleA/SubstantialContributorsTotAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	77861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	77901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	74865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	5425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	7170
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	243222
IRS990ScheduleA/TotalSupportAmt	0	380028
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleG/CharitableDistributionRqrInd	0	false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd	0	false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt	0	5000
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt	0	5000
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt	0	17181
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt	0	61125
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt	0	61125
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt	0	43944
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt	0	10946
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt	0	10946
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt	0	1235
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt	0	1235
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd	0	false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd	0	false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd	0	false
IRS990ScheduleG/GamingOtherFacilityPct	0	1.00000
IRS990ScheduleG/GamingWithNonmembersInd	0	false
IRS990ScheduleG/LicensedInd	0	true
IRS990ScheduleG/LicenseSuspendedEtcInd	0	false
IRS990ScheduleG/MemberOfOtherEntityInd	0	false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	\| Donee's Name: Various Donations to Charities $5,000 \| Cash Amount Given: $5550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	\| Donee's Name: Various Donations - Scholarships \| Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	\| Donee's Name: Various Donations for Youth Services \| Cash Amount Given: $10264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	\| Donee's Name: Various Restricted Income Donations \| Cash Amount Given: $11805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	\| Donee's Name: Rotary International \| Donee's Address: 3655 W. Anthem Way, PMB 107 Ste 109 Anthem, AZ 85086 \| Cash Amount Given: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Bank Fees $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Inventories - Beginning $0 Inventories - Ending $836
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Assets.1010
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	R Thomas Leyda
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Anthem Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ANTH
ReturnHeader/Filer/EIN	0	470930766
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3655 W Anthem WaySte A-109 PMB 107
ReturnHeader/Filer/USAddress/CityNm	0	Anthem
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AZ
ReturnHeader/Filer/USAddress/ZIPCd	0	85086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Whitman & Jackson CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2222 West Pinnacle Peak Road Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	85027
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6234559630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Don Whitman CPA
ReturnHeader/ReturnTs	0	2015-08-03T15:39:01-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $83,349
Liabilities: -
Net assets: $83,349
Revenue: $49,258
Expenses: $45,519
Net income: $3,739

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.81	$0.00	$1.81	$2.00	$1.83	$0.17
2024Detailed filing. Detailed filing data is available for this year.	$1.62	$0.00	$1.62	$1.88	$2.25	$0.38
2023Detailed filing. Detailed filing data is available for this year.	$2.00	$0.02	$1.98	$1.61	$1.34	$0.27
2022Detailed filing. Detailed filing data is available for this year.	$1.74	$0.01	$1.73	$1.08	$1.18	$0.11
2021Detailed filing. Detailed filing data is available for this year.	$1.66		$1.66	$0.78	$0.35	$0.43
2020Detailed filing. Detailed filing data is available for this year.	$1.23		$1.23	$0.40	$0.31	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$1.13		$1.13	$0.51	$0.51	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$1.14		$1.14	$0.64	$0.50	$0.14
2017Detailed filing. Detailed filing data is available for this year.	$1.01	$0.01	$1.00	$0.56	$0.46	$0.10
2016Detailed filing. Detailed filing data is available for this year.	$0.91	$0.01	$0.90	$0.55	$0.48	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$0.83		$0.83	$0.49	$0.46	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$0.80		$0.80	$0.29	$0.34	$0.05
2013Summary only. Only limited summary data is available for this year.	$0.85	$0.00		$0.35	$0.21	$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.71		$0.71	$0.34	$0.31	$0.03