Civic Intelligence

Rotary Club of Phoenix Arizona

990 • Fiscal year 2014 • EIN 86-0052135

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 08, 2014

501 East Osborn RoadPhoenix, AZ 85012

(602) 604-8221

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

96th percentile

$54,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

25th percentile

-9.9%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-2.9%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$37,998

Down $4,152 (-9.9%) from 2013

Net Assets

Up

$37,070

Up $5,072 (+16%) from 2013

Liabilities

Down

$928

Down $9,224 (-91%) from 2013

Revenue

Down

$258,721

Down $7,719 (-2.9%) from 2013

Expenses

Down

$253,649

Down $27,549 (-9.8%) from 2013

Net Income

Up

$5,072

Up $19,830 (+134%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $82,334Liabilities 2011: $30,677Net Assets 2011: $51,6572011Assets 2012: $84,200Liabilities 2012: $37,444Net Assets 2012: $46,7562012Assets 2013: $42,150Liabilities 2013: $10,152Net Assets 2013: $31,9982013Assets 2014: $37,998Liabilities 2014: $928Net Assets 2014: $37,0702014Assets 2015: $41,418Liabilities 2015: $792Net Assets 2015: $40,6262015Assets 2016: $50,986Liabilities 2016: $403Net Assets 2016: $50,5832016Assets 2017: $50,950Liabilities 2017: $982Net Assets 2017: $49,9682017Assets 2018: $52,643Liabilities 2018: $716Net Assets 2018: $51,9272018Assets 2020: $54,480Liabilities 2020: $0Net Assets 2020: $54,4802020Assets 2021: $65,905Liabilities 2021: $0Net Assets 2021: $65,9052021Assets 2022: $69,697Liabilities 2022: $0Net Assets 2022: $69,6972022Assets 2023: $101,881Liabilities 2023: $5,210Net Assets 2023: $96,6712023Assets 2024: $124,516Liabilities 2024: $5,831Net Assets 2024: $118,6852024Assets 2025: $106,498Liabilities 2025: $2,936Net Assets 2025: $103,5622025

Highlighted filing

2014

Assets$37,998
Liabilities$928
Net Assets$37,070

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $301,268Expenses 2011: $306,654Net Income 2011: -$5,3862011Expenses 2012: $308,7062012Revenue 2013: $266,440Expenses 2013: $281,198Net Income 2013: -$14,7582013Revenue 2014: $258,721Expenses 2014: $253,649Net Income 2014: $5,0722014Revenue 2015: $228,452Expenses 2015: $231,073Net Income 2015: -$2,6212015Revenue 2016: $241,580Expenses 2016: $231,623Net Income 2016: $9,9572016Revenue 2017: $232,802Expenses 2017: $233,417Net Income 2017: -$6152017Revenue 2018: $232,850Expenses 2018: $230,985Net Income 2018: $1,8652018Revenue 2020: $174,426Expenses 2020: $167,611Net Income 2020: $6,8152020Revenue 2021: $133,324Expenses 2021: $121,899Net Income 2021: $11,4252021Revenue 2022: $139,486Expenses 2022: $135,694Net Income 2022: $3,7922022Revenue 2023: $172,419Expenses 2023: $145,445Net Income 2023: $26,9742023Revenue 2024: $161,217Expenses 2024: $139,203Net Income 2024: $22,0142024Revenue 2025: $143,314Expenses 2025: $158,437Net Income 2025: -$15,1232025

Highlighted filing

2014

Revenue$258,721
Expenses$253,649
Net Income$5,072
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 8, 2014
Return Version
2013v3.1
Gross Receipts
$258,721
Mission and Program Overview

Mission

The rotary club of phoenix is a membership organization dedicated to serving the community of phoenix, arizona

Community service projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,133$16,353▲ $13,220
Accounts Receivable$26,857$13,739▼ $13,118
Land, Buildings, and Equipment, Net$3,639$3,639→ $0
Prepaid Expenses and Deferred Charges$300$2,725▲ $2,425
Savings and Temporary Cash Investments$7,856$1,379▼ $6,477
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$42,150$37,998▼ $4,152
Other Assets Total$365$163▼ $202
Liabilities
Other Liabilities$8,101$575▼ $7,526
Accounts Payable and Accrued Expenses$2,051$353▼ $1,698
Total Liabilities$10,152$928▼ $9,224
Net Assets / Fund Balance
Unrestricted Net Assets$31,998$37,070▲ $5,072
Total Net Assets Fund Balance$31,998$37,070▲ $5,072
Total Liabilities and Net Assets / Fund Balance$42,150$37,998▼ $4,152

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,639$26,838$30,477
Equipment-$8,578$8,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Beth BaldacchinoExecutive DirectorFT$54,000$54,000

Board Members and Trustees

NameTitle
Brendan KennedyPAST President
Jerry OliverPresident
Carl PetersonVice President
Anthony MiaDirector
Barb KatzDirector
Chris MillsapDirector
Joe PrewittDirector
Joseph WolfeDirector
Karny StefanDirector
Phil GeigerDirector
Randy LongDirector
Terry GilbertDirector
Clayton JansonSecretary
Nicole PudneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$258,718
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$0
All Other Contributions
$6,177
Change in Net Assets
$5,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,841
Salaries, Compensation, and Employee Benefits$59,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$115,676--$115,676
Other Salaries and Wages-$50,200-$50,200
Occupancy-$15,000-$15,000
All Other Expenses$428$12,326-$12,754
Fees for Services Accounting-$6,177-$6,177
Payroll Taxes-$5,198-$5,198
Office Expenses-$4,888-$4,888
Other Employee Benefits-$4,410-$4,410
Other Expenses-$3,500-$3,500
Insurance-$2,368-$2,368
Total Functional Expenses$116,104$137,545$0$253,649
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
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
Deferred Roster Income$575
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 are business owners or executives prominent in the community

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

Minutes of all meetings officers and board of directors monthly

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

Treasurer of the club is a cpa, experianced in tax filings

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All officers and directors are required to sign a non conflict of interest statement

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Board of directors reviews and approves annual conpensation of ex. Directorbeth baldacchino

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

ON WEB SITE

Filing and Contact Details

Filer

EIN
86-0052135
Phone
6026048221

Signing Officer

Name
Nicole Pudney
Title
Treasurer
Signed
2014-12-08
Discuss with paid preparer
Yes

Organization Details

Formed
1914
Legal Domicile
Az
Voting Board Members
14
Independent Board Members
0
Employees
1
Volunteers
296

Preparer

Preparer
Richard Karpinski
Phone
6022448411
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0248829
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COMMUNITY SERVICE PROJECTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt031998
IRS990/NetAssetsOrFundBalancesEOYAmt037070
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt06177
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt015000
IRS990/OccupancyGrp/TotalAmt015000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04888
IRS990/OfficeExpensesGrp/TotalAmt04888
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0365
IRS990/OtherAssetsTotalGrp/EOYAmt0163
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04410
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04410
IRS990/OtherExpensesGrp/Desc0ROTARY INTERNATIONAL
IRS990/OtherExpensesGrp/Desc1DISTRICT DUES
IRS990/OtherExpensesGrp/Desc2BUILDING EXPENSE
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016238
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33500
IRS990/OtherExpensesGrp/TotalAmt016238
IRS990/OtherExpensesGrp/TotalAmt112821
IRS990/OtherExpensesGrp/TotalAmt24419
IRS990/OtherExpensesGrp/TotalAmt33500
IRS990/OtherLiabilitiesGrp/BOYAmt08101
IRS990/OtherLiabilitiesGrp/EOYAmt0575
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050200
IRS990/OtherSalariesAndWagesGrp/TotalAmt050200
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05198
IRS990/PayrollTaxesGrp/TotalAmt05198
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0300
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02725
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EVENT COSTS FOR MEETINGS AND SPECIAL PROJECTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01156
IRS990/ProgSrvcAccomActy3Grp/Desc0NEW PRESIDENTS TRAINING PROGRAM COST, other cost to promote rotary
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0428
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0266429
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0211241
IRS990/PYRevenuesLessExpensesAmt0-14758
IRS990/PYSalariesCompEmpBnftPaidAmt069957
IRS990/PYTotalExpensesAmt0281198
IRS990/PYTotalRevenueAmt0266440
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05072
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt03712
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07856
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01379
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08578
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08578
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03639
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt026838
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030477
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED ROSTER INCOME
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03639
IRS990ScheduleD/TotalLiabilityAmt0575
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE BUSINESS OWNERS OR EXECUTIVES PROMINENT IN THE COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES OF ALL MEETINGS OFFICERS AND BOARD OF DIRECTORS MONTHLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREASURER OF THE CLUB IS A CPA, EXPERIANCED IN TAX FILINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A NON CONFLICT OF INTEREST STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD OF DIRECTORS REVIEWS AND APPROVES ANNUAL CONPENSATION OF EX. DIRECTORBETH BALDACCHINO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ON WEB SITE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10PHOENIX ROTARY CULB 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PHOENIX ROTARY CLUB CHARITIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0866057676
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TAX EXEMPT CHARITABLE ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10501 E OSBORN RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode085012
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.04$1.43$1.58$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.06$1.19$1.61$1.39$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.05$0.97$1.72$1.45$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$1.39$1.36$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.33$1.22$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$1.74$1.68$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.01$0.52$2.33$2.31$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.01$0.50$2.33$2.33$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$2.42$2.32$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.41$2.28$2.31$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$2.59$2.54$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.10$0.32$2.66$2.81$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.37$0.47$3.09
2011Summary only. Only limited summary data is available for this year.$0.82$0.31$0.52$3.01$3.07$0.05