Civic Intelligence

Catalina Rotary Foundation Inc.

990EZ • Fiscal year 2023 • EIN 86-0214607

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 25, 2023

Organization Profilecatalinarotary.org
4011 East Camino MontecilloTucson, AZ 85718-3437

(520) 577-6400

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-54%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$43,414

Down $51,854 (-54%) from 2022

Net Assets

Down

$37,479

Down $45,135 (-55%) from 2022

Liabilities

Down

$5,935

Down $6,719 (-53%) from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin8th percentile

Revenue

Up

$66,342

Up $18,904 (+40%) from 2022

Expenses

Up

$111,477

Up $83,593 (+300%) from 2022

Net Income

Down

-$45,135

Down $64,689 (-331%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150K$100K$50K$0Assets 2012: $61,926Liabilities 2012: $10,2302012Assets 2013: $53,210Liabilities 2013: $6092013Assets 2014: $68,814Liabilities 2014: $1,5012014Assets 2015: $83,273Liabilities 2015: $02015Assets 2016: $52,101Liabilities 2016: $2,3302016Assets 2017: $47,207Liabilities 2017: $2,4352017Assets 2018: $34,718Liabilities 2018: $1,7742018Assets 2022: $95,268Liabilities 2022: $12,654Net Assets 2022: $82,6142022Assets 2023: $43,414Liabilities 2023: $5,935Net Assets 2023: $37,4792023Assets 2024: $50,795Liabilities 2024: $7,864Net Assets 2024: $42,9312024Assets 2025: $129,330Liabilities 2025: $9,240Net Assets 2025: $120,0902025

Highlighted filing

2023

Assets$43,414
Liabilities$5,935
Net Assets$37,479
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $56,261Expenses 2012: $50,337Net Income 2012: $5,9242012Revenue 2013: $36,429Expenses 2013: $35,524Net Income 2013: $9052013Revenue 2014: $56,846Expenses 2014: $42,134Net Income 2014: $14,7122014Revenue 2015: $37,968Expenses 2015: $22,008Net Income 2015: $15,9602015Revenue 2016: $51,152Expenses 2016: $84,654Net Income 2016: -$33,5022016Revenue 2017: $45,564Expenses 2017: $50,563Net Income 2017: -$4,9992017Revenue 2018: $40,001Expenses 2018: $51,829Net Income 2018: -$11,8282018Revenue 2022: $47,438Expenses 2022: $27,884Net Income 2022: $19,5542022Revenue 2023: $66,342Expenses 2023: $111,477Net Income 2023: -$45,1352023Revenue 2024: $66,677Expenses 2024: $61,225Net Income 2024: $5,4522024Revenue 2025: $85,132Expenses 2025: $7,973Net Income 2025: $77,1592025

Highlighted filing

2023

Revenue$66,342
Expenses$111,477
Net Income-$45,135
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 25, 2023
Return Version
2022v5.0
Gross Receipts
$68,574
Mission and Program Overview

Mission

Grants and donations to recognized 501(c)(3) organization

Program Services

DescriptionGrantsExpenses
Grants to 501(c)(3) organizations - See Schedule O$111,372$111,372
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW KERRPresident-$0--
Charles MatthewsonSecretary-$0--
MICHAEL TROUGHTONVice President-$0--
Andrew KerrTreasurer-$0--
MARIA ELENA McELROYDirector-$0--
LIZ WILSONDirector-$0--
Michael TroughtonDirector-$0--
AUDREY TOLOUIANDirector-$0--
JEFF HAMSTRADirector-$0--
IRVING MINDESDirector-$0--
CHARLES MATHEWSONDirector-$0--
Andrew KerrDirector-$0--
PABLO SANDOVALDirector-$0--
RICHARD CARLSONDirector-$0--
STEVEN PENDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Catalina Rotary Foundation Inc
EIN
86-0214607
Phone
5205776400
Address
4011 EAST CAMINO MONTECILLO, TUCSON, AZ 85718-3437

Signing Officer

Name
Andrew Kerr
Title
Treasurer
Phone
5205776400
Signed
2023-09-25

Preparer

Firm
Russell R Murphy Ltd CPA
Address
4011 EAST CAMINO MONTECILLO, TUCSON, AZ 85718
Preparer
Russell R Murphy
Phone
5025776400
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“grant; 501(c)(3); Tucson School District #1: 1010 East 10th Street, Tucson, AZ, 85719; none, Dictionaries 12/04/2022 720. 720. 720.”

Form 990EZ, Part I, Line 10

“grant; 501(c)(3); Sunrise Rotary Club: PO Box 64756, Tucson, AZ, 85728; none, 100.”

Form 990EZ, Part I, Line 10

“grant; 501(c)(3); Rotary District 5500 Foundation: PO Box 65716, Tucson, AZ, 85728; none, 9800.”

Form 990EZ, Part I, Line 10

“grant; 501(c)(3); Integrative Touch (In Touch): 7493 North Oracle Road, Tucson, AZ, 85704; none, 50000.”

Form 990EZ, Part I, Line 10

“grant; 501(c)(3); Capacitar International: Suite B12 2901 Park Avenue, Soquel, CA, 95073; none, 752.”

Form 990EZ, Part I, Line 10

“grant; 501(c)(3); Angel Charity for Children: 3132 North Swan Road, Tucson, AZ, 85712; none, 50000.”

Form 990EZ, Part I, Line 16

“Bank fees 95.”

Form 990EZ, Part I, Line 16

“Arizona Corporation Commission annual fee 10.”

Form 990EZ, Part II, Line 24

“Due from Catalina Rotary Club 342. 3188.”

Form 990EZ, Part II, Line 26

“Due to Rotaract Club 1774. 1774.”

Form 990EZ, Part II, Line 26

“Due to raffle winners 1965. 1216.”

Form 990EZ, Part II, Line 26

“Due to Rotary International 175.”

Form 990EZ, Part II, Line 26

“Unexpended funds from Racial Justice receipts 2770. 2770.”

Form 990EZ, Part II, Line 26

“Unexpended funds from Capacitar program receipts 6145. 0.”

Raw XML Appendix289 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/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charles Matthewson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL TROUGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrew Kerr
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHARLES MATHEWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Andrew Kerr
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13RICHARD CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14STEVEN PENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0grant; 501(c)(3); Tucson School District #1: 1010 East 10th Street, Tucson, AZ, 85719; none, Dictionaries 12/04/2022 720. 720. 720.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1grant; 501(c)(3); Sunrise Rotary Club: PO Box 64756, Tucson, AZ, 85728; none, 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2grant; 501(c)(3); Rotary District 5500 Foundation: PO Box 65716, Tucson, AZ, 85728; none, 9800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3grant; 501(c)(3); Integrative Touch (In Touch): 7493 North Oracle Road, Tucson, AZ, 85704; none, 50000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4grant; 501(c)(3); Capacitar International: Suite B12 2901 Park Avenue, Soquel, CA, 95073; none, 752.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5grant; 501(c)(3); Angel Charity for Children: 3132 North Swan Road, Tucson, AZ, 85712; none, 50000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank fees 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Arizona Corporation Commission annual fee 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Due from Catalina Rotary Club 342. 3188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Due to Rotaract Club 1774. 1774.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Due to raffle winners 1965. 1216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Due to Rotary International 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Unexpended funds from Racial Justice receipts 2770. 2770.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Unexpended funds from Capacitar program receipts 6145. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Kerr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05205776400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATALINA ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CATA
ReturnHeader/Filer/EIN0860214607
ReturnHeader/Filer/PhoneNum05205776400
ReturnHeader/Filer/USAddress/AddressLine1Txt04011 EAST CAMINO MONTECILLO
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857183437
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860532005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL R MURPHY LTD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04011 EAST CAMINO MONTECILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085718
ReturnHeader/PreparerPersonGrp/PhoneNum05025776400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell R Murphy
ReturnHeader/ReturnTs02023-10-02T16:58:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrew
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kerr
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,414
Liabilities
$5,935
Net assets
$37,479
Revenue
$66,342
Expenses
$111,477
Net income
-$45,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.29$0.09$1.20$0.85$0.08$0.77
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.08$0.43$0.67$0.61$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.06$0.37$0.66$1.11$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.13$0.83$0.47$0.28$0.20
2018Summary only. Only limited summary data is available for this year.$0.35$0.02$0.40$0.52$0.12
2017Summary only. Only limited summary data is available for this year.$0.47$0.02$0.46$0.51$0.05
2016Summary only. Only limited summary data is available for this year.$0.52$0.02$0.51$0.85$0.34
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.38$0.22$0.16
2014Summary only. Only limited summary data is available for this year.$0.69$0.02$0.57$0.42$0.15
2013Summary only. Only limited summary data is available for this year.$0.53$0.01$0.36$0.36$0.01
2012Summary only. Only limited summary data is available for this year.$0.62$0.10$0.56$0.50$0.06