Civic Intelligence

Rotary Club of Phoenix Arizona

990 • Fiscal year 2020 • EIN 86-0052135

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2021

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

50th percentile

3.9%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

1.7%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2020

Assets

Up

$54,480

Up $1,837 (+3.5%) from 2018

Net Assets

Up

$54,480

Up $2,553 (+4.9%) from 2018

Liabilities

Down

$0

Down $716 (-100%) from 2018

Revenue

Down

$174,426

Down $58,424 (-25%) from 2018

Expenses

Down

$167,611

Down $63,374 (-27%) from 2018

Net Income

Up

$6,815

Up $4,950 (+265%) from 2018

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

2020

Assets$54,480
Liabilities$0
Net Assets$54,480

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

2020

Revenue$174,426
Expenses$167,611
Net Income$6,815
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2021
Return Version
2019v5.1
Gross Receipts
$174,426
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,942$33,078▲ $14,136
Accounts Receivable$24,637$17,589▼ $7,048
Land, Buildings, and Equipment, Net$4,008$3,813▼ $195
Total Assets$47,587$54,480▲ $6,893
Liabilities
Deferred Revenue$250--
Total Liabilities$250$0▼ $250
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$47,337$54,480▲ $7,143
Total Net Assets Fund Balance$47,337$54,480▲ $7,143
Total Liabilities and Net Assets / Fund Balance$47,587$54,480▲ $6,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,813$36,220$40,033
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randy LongImmediate Past President
Monte LangePresident
Andrea MoseleyVice President
Angela LopezDirector
April MillerDirector
Duncan FindlayDirector
Jay CiullaDirector
Jay MurphhyDirector
Jim KorinekDirector
Steve JohnsonDirector
Mike StohlerDsc Member
Ralph TapscottFormer Treasurer
Zach WestwoodFormer Treasurer
Elizabeth WisthoffSecretary
Jason EbeSergeant at Arms
Gene SeifertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,096
Program Service Revenue
$41,930
Investment Income
$0
Other Revenue
$3,400
All Other Contributions
$3,140
Change in Net Assets
$6,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,722
Salaries, Compensation, and Employee Benefits$62,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$48,077-$48,077
Conferences and Meetings$44,697--$44,697
Payments to Affiliates$23,132--$23,132
Office Expenses$4,017$13,888-$17,905
Occupancy-$10,046-$10,046
Other Employee Benefits-$8,642-$8,642
Payroll Taxes-$6,170-$6,170
Fees for Services Other-$4,478-$4,478
Other Expenses$195$1,381-$1,576
Depreciation Depletion-$195-$195
Total Functional Expenses$74,404$93,207$0$167,611
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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

Members or stockholder classes and rights Part VI line 6

The members of the club elect the board of directors

Member election for additional members Part VI line 7A

The board of directors elect other members of the board of directors when necessary

Form 990 governing body review Part VI line 11

The board reviews and votes to approve the clubs form 990 prior to filing

Conflict of interest policy compliance Part VI line 12C

The board has a conflict of interest policy

CEO executive director top management comp Part VI line 15A

The personnel committee submits to the board of directors a reccomendation for the administrative directors salary which is then voted on by the board

Governing documents etc available to public Part VI line 19

The clubs governing documents and form 990 are available upon requst

Filing and Contact Details

Filer

Filer Name
Rotary Club of Phoenix Arizona
EIN
86-0052135
Address
501 EAST OSBORN ROAD, PHOENIX, AZ 85012

Signing Officer

Name
Gene Seifert
Title
Treasurer
Phone
6026048221
Signed
2021-10-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Monte Lange
Formed
1914
Legal Domicile
Az
Voting Board Members
15
Independent Board Members
15
Employees
1

Preparer

Firm
Tess L Ridgway CPA
Address
6350 N 78th Street Unit 295, Scottsdale, AZ 85250
Preparer
Tess L Ridgway CPA
Phone
4806148008
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Adjustment due to accounting system change

Raw XML AppendixShowing 400 of 439 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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IRS990/OtherExpensesGrp/Desc0AWARDS
IRS990/OtherExpensesGrp/Desc1ROTARY LEARDERSHIP TRAINING
IRS990/OtherExpensesGrp/Desc2WRITE OFF DUES RECEIVABLE
IRS990/OtherExpensesGrp/Desc3OTHER MISC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0330
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11381
IRS990/OtherExpensesGrp/ProgramServicesAmt02083
IRS990/OtherExpensesGrp/ProgramServicesAmt1280
IRS990/OtherExpensesGrp/ProgramServicesAmt2195
IRS990/OtherExpensesGrp/TotalAmt02083
IRS990/OtherExpensesGrp/TotalAmt1280
IRS990/OtherExpensesGrp/TotalAmt2330
IRS990/OtherExpensesGrp/TotalAmt31576
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0DUES LATE CHARGES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02700
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1700
IRS990/OtherRevenueTotalAmt03400
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt023132
IRS990/PaymentsToAffiliatesGrp/TotalAmt023132
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06170
IRS990/PayrollTaxesGrp/TotalAmt06170
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MONTE LANGE
IRS990/PriorPeriodAdjustmentsAmt0328
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041930
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0128791
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0159027
IRS990/PYOtherRevenueAmt06549
IRS990/PYProgramServiceRevenueAmt076200
IRS990/PYRevenuesLessExpensesAmt0-7215
IRS990/PYSalariesCompEmpBnftPaidAmt059728
IRS990/PYTotalExpensesAmt0218755
IRS990/PYTotalRevenueAmt0211540
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06815
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt028200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03813
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036220
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040033
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03813
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RALPH TAPSCOTT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ZACH WESTWOOD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RANDY LONG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FORMER TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE CLUB ELECT THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ELECT OTHER MEMBERS OF THE BOARD OF DIRECTORS WHEN NECESSARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND VOTES TO APPROVE THE CLUBS FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD HAS A CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PERSONNEL COMMITTEE SUBMITS TO THE BOARD OF DIRECTORS A RECCOMENDATION FOR THE ADMINISTRATIVE DIRECTORS SALARY WHICH IS THEN VOTED ON BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CLUBS GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADJUSTMENT DUE TO ACCOUNTING SYSTEM CHANGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHOENIX ROTARY CLUB CHARITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0866057676
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTS COMMUNITY SERVICE NONPROFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 E OSBORN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085012
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt047587
IRS990/TotalAssetsEOYAmt054480
IRS990/TotalAssetsGrp/BOYAmt047587
IRS990/TotalAssetsGrp/EOYAmt054480
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0129096
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093207
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074404
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167611
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0250
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0250
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047337
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054480
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt074404
IRS990/TotalProgramServiceRevenueAmt041930
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045330
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174426
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

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
2020Detailed filing. Detailed filing data is available for this year.$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