Civic Intelligence

Rotary International Tucson Sunrise Rotary Club

990EZ • Fiscal year 2015 • EIN 86-0323061

Jul 01, 2014 to Jun 30, 2015 • Filed on May 10, 2016

PO Box 64756Tucson, AZ 85728-4756

(520) 544-0486

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

54th percentile

4.8%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

98th percentile

290%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$4,221

Up $3,138 (+290%) from 2014

Net Assets

Up

$4,221

Up $3,138 (+290%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$65,064

Up $9,982 (+18%) from 2014

Expenses

Up

$61,926

Up $3,506 (+6.0%) from 2014

Net Income

Up

$3,138

Up $6,476 (+194%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0Assets 2010: $1,136Liabilities 2010: $0Net Assets 2010: $1,1362010Assets 2011: $2,456Liabilities 2011: $0Net Assets 2011: $2,4562011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $4,421Liabilities 2013: $0Net Assets 2013: $4,4212013Assets 2014: $1,083Liabilities 2014: $0Net Assets 2014: $1,0832014Assets 2015: $4,221Liabilities 2015: $0Net Assets 2015: $4,2212015Assets 2016: $3,649Liabilities 2016: $0Net Assets 2016: $3,6492016Assets 2017: $4,219Liabilities 2017: $0Net Assets 2017: $4,2192017Assets 2018: $3,553Liabilities 2018: $0Net Assets 2018: $3,5532018Assets 2019: $4,892Liabilities 2019: $0Net Assets 2019: $4,8922019

Highlighted filing

2015

Assets$4,221
Liabilities$0
Net Assets$4,221

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $59,324Expenses 2010: $61,849Net Income 2010: -$2,5252010Revenue 2011: $51,625Expenses 2011: $50,305Net Income 2011: $1,3202011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $62,052Expenses 2013: $62,553Net Income 2013: -$5012013Revenue 2014: $55,082Expenses 2014: $58,420Net Income 2014: -$3,3382014Revenue 2015: $65,064Expenses 2015: $61,926Net Income 2015: $3,1382015Revenue 2016: $53,890Expenses 2016: $54,462Net Income 2016: -$5722016Revenue 2017: $53,388Expenses 2017: $52,818Net Income 2017: $5702017Revenue 2018: $53,484Expenses 2018: $54,150Net Income 2018: -$6662018Revenue 2019: $50,781Expenses 2019: $49,442Net Income 2019: $1,3392019

Highlighted filing

2015

Revenue$65,064
Expenses$61,926
Net Income$3,138
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 10, 2016
Return Version
2014v6.0
Gross Receipts
$65,924
Mission and Program Overview

Mission

Tucson sunrise rotary is a tucson chapter of a national organization in which members raise money and contribute to local charities.

Program Services

DescriptionGrantsExpenses
PROGRAM SERVICES INCLUDING CONTRIBUTIONS TO BETTER THE GENERAL PUBLIC AND EDUCATE MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
T JAY DIALLOPresident-$0--
STEVE COXPresident-Elect-$0--
CARYN BUSTOSImmediate Past-President-$0--
MARY GUSSSecretary-$0--
TOM CARISEOTreasurer-$0--
RAYMOND NAYLORDirector-$0--
DOUGLAS ROPERDirector-$0--
THOMAS T TILTONDirector-$0--
REBECCA CRAIGDirector-$0--
TEREE BERGMANDirector-$0--
JOE SIMMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Tucson Sunrise Rotary Club
EIN
86-0323061
Phone
5205440486
Address
PO BOX 64756, TUCSON, AZ 85728-4756

Signing Officer

Name
Tom Cariseo
Title
Treasurer
Phone
5205440486
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Regier Carr & Monroe Llp
Address
4801 E BROADWAY BLVD STE 501, TUCSON, AZ 85711-3648
Preparer
David B Barber Cpacfe
Phone
5206248229
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other revenue. Amount: 4,297.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: rotary international foundation. Amount given: 2,839.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: az inn holiday gifts. Amount: 300. Description: badges and pins. Amount: 89. Description: board meeting expense. Amount: 491. Description: club runner expense. Amount: 479. Description: community services. Amount: 1,409. Description: conference. Amount: 5,739. Description: program speakers. Amount: 170. Description: dues. Amount: 6,957. Description: engraving and plaques. Amount: 845. Description: hail & farewell. Amount: 1,035. Description: holiday party. Amount: 2,257. Description: meals. Amount: 36,631. Description: miscellaneous expenses. Amount: 638. Description: youth service. Amount: 860. Total to form 990-ez, line 16: 57,900.

Raw XML Appendix163 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/BooksInCareOfDetail/USAddress/CityNm0TUCSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0T JAY DIALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARYN BUSTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY GUSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM CARISEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAYMOND NAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOUGLAS ROPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS T TILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8REBECCA CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TEREE BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOE SIMMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt057900
IRS990EZ/OtherRevenueTotalAmt04297
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TUCSON SUNRISE ROTARY IS A TUCSON CHAPTER OF A NATIONAL ORGANIZATION IN WHICH MEMBERS RAISE MONEY AND CONTRIBUTE TO LOCAL CHARITIES.
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM SERVICES INCLUDING CONTRIBUTIONS TO BETTER THE GENERAL PUBLIC AND EDUCATE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0860
IRS990EZ/SpecialEventsNetIncomeLossAmt09406
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061926
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065064
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TUCSONSUNRISEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER REVENUE. AMOUNT: 4,297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY INTERNATIONAL FOUNDATION. AMOUNT GIVEN: 2,839.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: AZ INN HOLIDAY GIFTS. AMOUNT: 300. DESCRIPTION: BADGES AND PINS. AMOUNT: 89. DESCRIPTION: BOARD MEETING EXPENSE. AMOUNT: 491. DESCRIPTION: CLUB RUNNER EXPENSE. AMOUNT: 479. DESCRIPTION: COMMUNITY SERVICES. AMOUNT: 1,409. DESCRIPTION: CONFERENCE. AMOUNT: 5,739. DESCRIPTION: PROGRAM SPEAKERS. AMOUNT: 170. DESCRIPTION: DUES. AMOUNT: 6,957. DESCRIPTION: ENGRAVING AND PLAQUES. AMOUNT: 845. DESCRIPTION: HAIL & FAREWELL. AMOUNT: 1,035. DESCRIPTION: HOLIDAY PARTY. AMOUNT: 2,257. DESCRIPTION: MEALS. AMOUNT: 36,631. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 638. DESCRIPTION: YOUTH SERVICE. AMOUNT: 860. TOTAL TO FORM 990-EZ, LINE 16: 57,900.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM CARISEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05205440486
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL TUCSON SUNRISE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0860323061
ReturnHeader/Filer/PhoneNum05205440486
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64756
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857284756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480573184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGIER CARR & MONROE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 E BROADWAY BLVD STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857113648
ReturnHeader/PreparerPersonGrp/PhoneNum05206248229
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B BARBER CPACFE
ReturnHeader/ReturnTs02016-05-12T11:05:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings