Civic Intelligence

Yuma Rotary Club

990 • Fiscal year 2017 • EIN 84-6037675

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

PO Box 1739Yuma, AZ 85366

(928) 343-0551

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

23%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

90th percentile

47%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

40%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$163,995

Up $52,494 (+47%) from 2016

Net Assets

Up

$158,775

Up $47,274 (+42%) from 2016

Liabilities

Up

$5,220

Up $5,220 from 2016

Revenue

Up

$201,226

Up $57,973 (+40%) from 2016

Expenses

Up

$153,953

Up $18,743 (+14%) from 2016

Net Income

Up

$47,273

Up $39,230 (+488%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $135,047Liabilities 2011: $0Net Assets 2011: $135,0472011Assets 2012: $111,100Liabilities 2012: $0Net Assets 2012: $111,1002012Assets 2013: $99,772Liabilities 2013: $0Net Assets 2013: $99,7722013Assets 2014: $103,905Liabilities 2014: $0Net Assets 2014: $103,9052014Assets 2015: $103,155Liabilities 2015: $0Net Assets 2015: $103,1552015Assets 2016: $111,501Liabilities 2016: $0Net Assets 2016: $111,5012016Assets 2017: $163,995Liabilities 2017: $5,220Net Assets 2017: $158,7752017Assets 2018: $200,460Liabilities 2018: $0Net Assets 2018: $200,4602018Assets 2019: $186,151Liabilities 2019: $0Net Assets 2019: $186,1512019Assets 2020: $156,398Liabilities 2020: $4,357Net Assets 2020: $152,0412020Assets 2021: $174,617Liabilities 2021: $21,666Net Assets 2021: $152,9512021Assets 2022: $201,785Liabilities 2022: $22,117Net Assets 2022: $179,6682022Assets 2023: $229,211Liabilities 2023: $18,784Net Assets 2023: $210,4272023Assets 2024: $221,743Liabilities 2024: $22,329Net Assets 2024: $199,4142024

Highlighted filing

2017

Assets$163,995
Liabilities$5,220
Net Assets$158,775

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $132,181Expenses 2011: $148,998Net Income 2011: -$16,8172011Expenses 2012: $149,3092012Expenses 2013: $129,2352013Revenue 2014: $144,121Expenses 2014: $139,988Net Income 2014: $4,1332014Revenue 2015: $151,986Expenses 2015: $152,736Net Income 2015: -$7502015Revenue 2016: $143,253Expenses 2016: $135,210Net Income 2016: $8,0432016Revenue 2017: $201,226Expenses 2017: $153,953Net Income 2017: $47,2732017Revenue 2018: $171,453Expenses 2018: $129,768Net Income 2018: $41,6852018Revenue 2019: $138,285Expenses 2019: $152,594Net Income 2019: -$14,3092019Revenue 2020: $85,827Expenses 2020: $119,937Net Income 2020: -$34,1102020Revenue 2021: $95,657Expenses 2021: $94,747Net Income 2021: $9102021Revenue 2022: $134,333Expenses 2022: $107,565Net Income 2022: $26,7682022Revenue 2023: $147,766Expenses 2023: $118,649Net Income 2023: $29,1172023Revenue 2024: $122,131Expenses 2024: $140,312Net Income 2024: -$18,1812024

Highlighted filing

2017

Revenue$201,226
Expenses$153,953
Net Income$47,273
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$310,464
Mission and Program Overview

Mission

Support for Youth Related Activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$84,346$136,839▲ $52,493
Investments in Publicly Traded Securities$27,156$27,156→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$111,502$163,995▲ $52,493
Other Assets Total-$0-
Liabilities
Other Liabilities-$5,220-
Total Liabilities$0$5,220▲ $5,220
Net Assets / Fund Balance
Unrestricted Net Assets$84,346$131,619▲ $47,273
Temporarily Rstr Net Assets$27,156$27,156→ $0
Total Net Assets Fund Balance$111,502$158,775▲ $47,273
Total Liabilities and Net Assets / Fund Balance$111,502$163,995▲ $52,493

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,949$4,949
Compensation and Service Providers

Board Members and Trustees

NameTitle
Adrian ElderPast President
Melissa ShortPresident & CEO
John EdmundsonPresident Elect
Art MoralesDirector
Fred DammeyerDirector
Jim ConleeDirector
Keith KnappenDirector
Page MisenhimerDirector
Mike MitchellSecretary
Wayne WagnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,300
Program Service Revenue
$80,748
Investment Income
$32
Other Revenue
$112,146
All Other Contributions
$8,300
Change in Net Assets
$47,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,970
Grants and Similar Amounts Paid$35,983
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$50,509--$50,509
Grants to Domestic Orgs$34,483--$34,483
Payments to Affiliates$22,083--$22,083
All Other Expenses$6,652$5,170-$11,822
Other Expenses$3,589--$3,589
Fees for Services Accounting-$1,800-$1,800
Information Technology-$1,593-$1,593
Fees for Services Legal-$1,520-$1,520
Grants to Domestic Individuals$1,500--$1,500
Occupancy-$1,244-$1,244
Total Functional Expenses$142,626$11,327$0$153,953
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of ArizonaTucson, AZ-Educational$9,500
Arizona State UniversityPhoenix, AZ501(c)(3)Educational$7,750
Childrens Museum of YumaYuma, AZ-Educational$7,388
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$215,432
Fundraising Direct Expenses$106,262
Gaming Gross Income$5,952
Gaming Direct Expenses$2,976
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
St. Patrick's Day$84,281$84,281$5,648$78,633
Fair Booth$64,069$64,069$7,204$56,865
Total Events$215,432$215,432$106,262$109,170
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paul Harris Contributions$5,220
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members of the community who have applied for membership with Yuma Rotary Club.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is reviewed by a Board officer prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Requests for copies of governing documents, policies and financial statements should be addressed to the Board of Directors.

Filing and Contact Details

Filer

Filer Name
Yuma Rotary Club
EIN
84-6037675
Phone
9283430551
Address
PO Box 1739, Yuma, AZ 85366

Signing Officer

Name
Page Misenhimer
Title
Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Wagner
Formed
1937
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
150

Preparer

Firm
Misenhimer Aivazian & Tennant Pc
Address
3150 S CATALINA DR SUITE 1, YUMA, AZ 85364-8258
Preparer
Elizabeth Tennant
Phone
9283141488
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IRS990/PrincipalOfficerNm0Wayne Wagner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1Program Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt074339
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16409
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt074339
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16409
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021857
IRS990/PYInvestmentIncomeAmt028
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0113278
IRS990/PYOtherRevenueAmt058202
IRS990/PYProgramServiceRevenueAmt083957
IRS990/PYRevenuesLessExpensesAmt07052
IRS990/PYTotalExpensesAmt0135135
IRS990/PYTotalRevenueAmt0142187
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt047273
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06409
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04949
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04949
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Paul Harris Contributions
IRS990ScheduleD/TotalLiabilityAmt05220
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0106262
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0St. Patrick's Day
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fair Booth
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01513
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt027038
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt021071
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt049622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt084281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt064069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt067082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0215432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt084281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt064069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt067082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0215432
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0109170
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt010782
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt010782
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08539
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021391
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07204
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09937
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09143
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt05387
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt024467
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07750
IRS990ScheduleI/RecipientTable/CashGrantAmt17388
IRS990ScheduleI/RecipientTable/CashGrantAmt29500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Educational
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Educational
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Arizona State University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Childrens Museum of Yuma
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2University of Arizona
IRS990ScheduleI/RecipientTable/RecipientEIN0860196696
IRS990ScheduleI/RecipientTable/RecipientEIN1462286334
IRS990ScheduleI/RecipientTable/RecipientEIN2742652689
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0411 N Central Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 398
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 210066
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Phoenix
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Yuma
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Tucson
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085004
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd185366
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd285721
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Yuma Rotary provides scholarships to community students. The scholarship monies are disbursed directly to the recipients' universities and community colleges for the educational institutions to monitor the distribution of the monies to the students.Monies are donated to community 501(c)(3) nonprofit organizations. Yuma Rotary may provide general contributions to organizations or may specify specific programs for the monies to be spent on by the recipient organizations. The recipient organization agrees to spend the monies as specified by Yuma Rotary.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of the community who have applied for membership with Yuma Rotary Club.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed by a Board officer prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Requests for copies of governing documents, policies and financial statements should be addressed to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Yuma Rotary Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Yuma Rotary Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0813509077
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Community Support
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(3), Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0680 W 8th St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Yuma
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.22$1.99$1.22$1.40$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.19$2.10$1.48$1.19$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.22$1.80$1.34$1.08$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.22$1.53$0.96$0.95$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.04$1.52$0.86$1.20$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$1.38$1.53$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$1.71$1.30$0.42
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.05$1.59$2.01$1.54$0.47
2016Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$1.43$1.35$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.52$1.53$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$1.44$1.40$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$1.49
2011Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$1.32$1.49$0.17