Tempe South Rotary Foundation

990EZ • Fiscal year 2014 • EIN 86-0511343

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 05, 2014

Organization Profile N/A

1 W Elliot Rd Ste 101Tempe, AZ 85284

(480) 839-3810

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

23%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

3.6%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

0.2%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$131,647

Up $4,591 (+3.6%) from 2013

Net Assets

$131,647

Up $4,591 (+3.6%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin79th percentile

Revenue

$20,229

Up $44 (+0.2%) from 2013

Expenses

Down

$15,638

Down $21,209 (-58%) from 2013

Net Income

$4,591

Up $21,253 (+128%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

Highlighted filing

2014

Assets$131,647

Liabilities$0

Net Assets$131,647

Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

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

Highlighted filing

2014

Revenue$20,229

Expenses$15,638

Net Income$4,591

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Sep 5, 2014
Return Version: 2013v3.1
Gross Receipts: $23,274

Mission and Program Overview

Mission

The main objective is service in the community and throughout the world in keeping with the Rotary motto which is Service Above Self.

Provide funds for community charitable purposes

Program Services

Description	Grants	Expenses
GRANTS WERE MADE TO VARIOUS COMMUNITY CHARITABLE ORGANIZATIONS	$3,185	$15,498

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CAROLYN JOHNSON	Chairman	-	$0	-	-
JOE V PALMER	Treasurer	-	$0	-	-
DWAYNE KNUTH	Director	-	$0	-	-
GARY JOHNSON	Director	-	$0	-	-
KEVIN HERBST	Director	-	$0	-	-
CLIFF JONES	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 86-0511343
Phone: 4808393810

Signing Officer

Name: Carolyn Johnson
Title: Chairman
Signed: 2014-09-05
Discuss with paid preparer: Yes

Preparer

Preparer: Joe V Palmer
Phone: 4808393810

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: $1,000 or Greater | Cash Amount Given: $12118”

Other Expenses.1

“TAX PREPARATION $130”

Other Expenses.2

“Corporation commission $10”

Form 990-EZ Part 1 Lines 6 & 6A

“Gross direct income expenses netlight/boat parade 5,135 3,045 2,090football 100 100 golf 1,400 1,400 jewelry auction 738 738dna testing 100 100 7,473 3,045 4,428”

Raw XML Appendix174 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.

Path	#	Value
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IRS990EZ/BooksInCareOfDetail/PersonNm	0	JOE PALMER CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4808393810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1 W ELLIOT STE 101 TEMPE AZ
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	TEMPE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	852841310
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	127056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	131647
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	8331
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	4591
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	127056
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	131647
IRS990EZ/FundraisingGrossIncomeAmt	0	7473
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	15498
IRS990EZ/GrossReceiptsAmt	0	23274
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	7470
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	127056
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	131647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	127056
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	131647
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CAROLYN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JOE V PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DWAYNE KNUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	GARY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	KEVIN HERBST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	CLIFF JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	140
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Provide funds for community charitable purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	GRANTS WERE MADE TO VARIOUS COMMUNITY CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	3185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	15498
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	3045
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	4428
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	15638
IRS990EZ/TotalProgramServiceExpensesAmt	0	3185
IRS990EZ/TotalRevenueAmt	0	20229
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	8337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	9860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	18606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	25153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	10296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	72252
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	7470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	4376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	3842
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	4078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	2641
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	22407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	7473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	10632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	17360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	22894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	15868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	74227
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	7470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	4376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	3842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	4078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	2641
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	22407
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.13270
IRS990ScheduleA/InvestmentIncomePYPct	0	0.08740
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.86730
IRS990ScheduleA/PublicSupportPY509Pct	0	0.91260
IRS990ScheduleA/PublicSupportTotal509Amt	0	146479
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	15810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	20492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	35966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	48047
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	26164
IRS990ScheduleA/Total509Grp/TotalAmt	0	146479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	23280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	24868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	39808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	52125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	28805
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	168886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	\| Donee's Name: $1,000 or Greater \| Cash Amount Given: $12118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	TAX PREPARATION $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	CORPORATION COMMISSION $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	GROSS DIRECT INCOME EXPENSES NETLIGHT/BOAT PARADE 5,135 3,045 2,090FOOTBALL 100 100 GOLF 1,400 1,400 JEWELRY AUCTION 738 738DNA TESTING 100 100 7,473 3,045 4,428
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ Part 1 Lines 6 & 6a
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CAROLYN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	TEMPE SOUTH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	TEMP
ReturnHeader/Filer/EIN	0	860511343
ReturnHeader/Filer/PhoneNum	0	4808393810
ReturnHeader/Filer/USAddress/AddressLine1	0	1 W ELLIOT RD STE 101
ReturnHeader/Filer/USAddress/City	0	TEMPE
ReturnHeader/Filer/USAddress/State	0	AZ
ReturnHeader/Filer/USAddress/ZIPCode	0	85284
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	JOE V PALMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1 W ELLIOT RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	852841310
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4808393810
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOE V PALMER
ReturnHeader/ReturnTs	0	2014-09-05T11:00:19-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $131,647
Liabilities: $0
Net assets: $131,647
Revenue: $20,229
Expenses: $15,638
Net income: $4,591

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Summary only. Only limited summary data is available for this year.	$2.15	$0.00		$0.36	$0.08	$0.28
2020Summary only. Only limited summary data is available for this year.	$2.03	$0.00		$0.57	$0.43	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73	$0.61	$0.40	$0.21
2018Detailed filing. Detailed filing data is available for this year.	$1.52	$0.00	$1.52	$1.42	$1.68	$0.27
2017Detailed filing. Detailed filing data is available for this year.	$1.79	$0.00	$1.79	$0.73	$0.33	$0.40
2016Detailed filing. Detailed filing data is available for this year.	$1.39	$0.00	$1.39	$0.35	$0.28	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32	$0.25	$0.25	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32	$0.20	$0.16	$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.27	$0.00	$1.27	$0.20	$0.37	$0.17
2012Summary only. Only limited summary data is available for this year.	$1.44	$0.00		$0.30	$0.25	$0.05