Civic Intelligence

Anthem Rotary Foundation

990EZ • Fiscal year 2018 • EIN 47-0930766

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 10, 2018

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

(623) 551-5457

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$113,521

Up $12,337 (+12%) from 2017

Net Assets

Up

$113,521

Up $13,587 (+14%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$63,772

Up $7,347 (+13%) from 2017

Expenses

Up

$50,185

Up $3,942 (+8.5%) from 2017

Net Income

Up

$13,587

Up $3,405 (+33%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2012: $70,631Net Assets 2012: $70,6312012Assets 2013: $84,680Liabilities 2013: $02013Assets 2014: $79,610Net Assets 2014: $79,6102014Assets 2015: $83,349Net Assets 2015: $83,3492015Assets 2016: $91,002Liabilities 2016: $1,250Net Assets 2016: $89,7522016Assets 2017: $101,184Liabilities 2017: $1,250Net Assets 2017: $99,9342017Assets 2018: $113,521Net Assets 2018: $113,5212018Assets 2019: $113,323Net Assets 2019: $113,3232019Assets 2020: $122,771Net Assets 2020: $122,7712020Assets 2021: $165,943Net Assets 2021: $165,9432021Assets 2022: $174,033Liabilities 2022: $825Net Assets 2022: $173,2082022Assets 2023: $200,385Liabilities 2023: $2,330Net Assets 2023: $198,0552023Assets 2024: $161,625Liabilities 2024: $0Net Assets 2024: $161,6252024Assets 2025: $180,561Liabilities 2025: $0Net Assets 2025: $180,5612025

Highlighted filing

2018

Assets$113,521
Liabilities-
Net Assets$113,521
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $33,947Expenses 2012: $30,572Net Income 2012: $3,3752012Revenue 2013: $34,709Expenses 2013: $20,660Net Income 2013: $14,0492013Revenue 2014: $28,576Expenses 2014: $33,646Net Income 2014: -$5,0702014Revenue 2015: $49,258Expenses 2015: $45,519Net Income 2015: $3,7392015Revenue 2016: $54,635Expenses 2016: $48,232Net Income 2016: $6,4032016Revenue 2017: $56,425Expenses 2017: $46,243Net Income 2017: $10,1822017Revenue 2018: $63,772Expenses 2018: $50,185Net Income 2018: $13,5872018Revenue 2019: $50,561Expenses 2019: $50,759Net Income 2019: -$1982019Revenue 2020: $40,227Expenses 2020: $30,779Net Income 2020: $9,4482020Revenue 2021: $77,963Expenses 2021: $34,791Net Income 2021: $43,1722021Revenue 2022: $107,747Expenses 2022: $118,410Net Income 2022: -$10,6632022Revenue 2023: $161,421Expenses 2023: $134,206Net Income 2023: $27,2152023Revenue 2024: $187,779Expenses 2024: $225,458Net Income 2024: -$37,6792024Revenue 2025: $200,176Expenses 2025: $182,678Net Income 2025: $17,4982025

Highlighted filing

2018

Revenue$63,772
Expenses$50,185
Net Income$13,587
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 10, 2018
Return Version
2017v2.2
Gross Receipts
$107,607
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

DescriptionGrantsExpenses
Special events were held throughout the year to raise money for various charities and individuals$2,985$31,754
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Milt MorrisPast President-$0--
Hunter MerrillPresident-$0--
Krista SolomonPresident-Elect-$0--
Judi MorrisTreasurer-$0--
Jennifer MerrillSecretary-$0--
Barbara PattersonDirector-$0--
Sam CrumpDirector-$0--
Steve DeMarDirector-$0--
Tim MakiDirector-$0--
Francisco TortDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$41,740$41,740$14,339$27,401
Good Evening Anthem$25,335$25,335$15,517$9,818
Total Events$73,702$73,702$37,387$36,315
Filing and Contact Details

Filer

Filer Name
Anthem Rotary Foundation
EIN
47-0930766
Phone
6235515457
Address
3655 W Anthem WaySte A-109 PMB 107, Anthem, AZ 85086

Signing Officer

Name
Judi Morris
Title
Treasurer
Signed
2018-08-10
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

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

“| Donee's Name: Various Donations for Youth Services | Cash Amount Given: $13053”

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

“| Donee's Name: Various Restricted Income Donations | Cash Amount Given: $15446”

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

“| Donee's Name: Various Community Service Donations | Cash Amount Given: $12001”

Other Expenses.1

“Storage Rental $1350”

Other Expenses.2

“Bank Fees $1010”

Other Assets.1010

“Inventories - Beginning $3809 Inventories - Ending $3809”

Other Assets.1

“Deposit for Future Event - Beginning $0 Deposit for Future Event - Ending $1500”

Total Liabilities.1

“Walmart 1/2 grant to TOF - Beginning $1250 Walmart 1/2 grant to TOF - Ending $0”

Raw XML Appendix198 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/USAddress/CityNm0Anthem
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085086
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Milt Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Hunter Merrill
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Judi Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Merrill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Barbara Patterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sam Crump
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Steve DeMar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tim Maki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Francisco Tort
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03809
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05309
IRS990EZ/OtherExpensesTotalAmt02360
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02985
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt041603
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050185
IRS990EZ/TotalProgramServiceExpensesAmt02985
IRS990EZ/TotalRevenueAmt063772
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0107607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt097475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt086741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0447585
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt097475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077901
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0447585
IRS990ScheduleA/TotalSupportAmt0447585
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037387
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Good Evening Anthem
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01081
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06627
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073702
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036315
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01450
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031306
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014339
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Donations for Youth Services | Cash Amount Given: $13053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Various Restricted Income Donations | Cash Amount Given: $15446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Various Community Service Donations | Cash Amount Given: $12001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Storage Rental $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees $1010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Inventories - Beginning $3809 Inventories - Ending $3809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deposit for Future Event - Beginning $0 Deposit for Future Event - Ending $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Walmart 1/2 grant to TOF - Beginning $1250 Walmart 1/2 grant to TOF - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judi Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anthem Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0470930766
ReturnHeader/Filer/PhoneNum06235515457
ReturnHeader/Filer/USAddress/AddressLine1Txt03655 W Anthem WaySte A-109 PMB 107
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/ReturnTs02018-08-10T09:33:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,521
Liabilities
-
Net assets
$113,521
Revenue
$63,772
Expenses
$50,185
Net income
$13,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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