Civic Intelligence

Tempe South Rotary Foundation

990EZ • Fiscal year 2015 • EIN 86-0511343

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 07, 2015

Organization ProfileN/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.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

40th percentile

-0.2%

Higher net margin than 40% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

45th percentile

-0.0%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$131,586

Down $61 (-0.0%) from 2014

Net Assets

Down

$131,586

Down $61 (-0.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin40th percentile

Revenue

Up

$24,775

Up $4,546 (+22%) from 2014

Expenses

Up

$24,836

Up $9,198 (+59%) from 2014

Net Income

Down

-$61

Down $4,652 (-101%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2012: $143,718Liabilities 2012: $02012Assets 2013: $127,056Liabilities 2013: $0Net Assets 2013: $127,0562013Assets 2014: $131,647Liabilities 2014: $0Net Assets 2014: $131,6472014Assets 2015: $131,586Liabilities 2015: $0Net Assets 2015: $131,5862015Assets 2016: $139,114Liabilities 2016: $0Net Assets 2016: $139,1142016Assets 2017: $178,838Liabilities 2017: $0Net Assets 2017: $178,8382017Assets 2018: $152,081Liabilities 2018: $0Net Assets 2018: $152,0812018Assets 2019: $173,125Liabilities 2019: $0Net Assets 2019: $173,1252019Assets 2020: $203,255Liabilities 2020: $02020Assets 2021: $215,474Liabilities 2021: $02021

Highlighted filing

2015

Assets$131,586
Liabilities$0
Net Assets$131,586
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $29,613Expenses 2012: $25,090Net Income 2012: $4,5232012Revenue 2013: $20,185Expenses 2013: $36,847Net Income 2013: -$16,6622013Revenue 2014: $20,229Expenses 2014: $15,638Net Income 2014: $4,5912014Revenue 2015: $24,775Expenses 2015: $24,836Net Income 2015: -$612015Revenue 2016: $35,173Expenses 2016: $27,645Net Income 2016: $7,5282016Revenue 2017: $72,923Expenses 2017: $33,199Net Income 2017: $39,7242017Revenue 2018: $141,633Expenses 2018: $168,390Net Income 2018: -$26,7572018Revenue 2019: $60,547Expenses 2019: $39,503Net Income 2019: $21,0442019Revenue 2020: $56,772Expenses 2020: $42,789Net Income 2020: $13,9832020Revenue 2021: $36,447Expenses 2021: $8,081Net Income 2021: $28,3662021

Highlighted filing

2015

Revenue$24,775
Expenses$24,836
Net Income-$61
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 7, 2015
Return Version
2014v5.0
Gross Receipts
$29,048
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

DescriptionGrantsExpenses
GRANTS WERE MADE TO VARIOUS COMMUNITY CHARITABLE ORGANIZATIONS$5,454$23,655
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLYNN GILCREASEDirector-$0--
JOE V PALMERTreasurer-$0--
DWAYNE KNUTHChairman-$0--
GARY JOHNSONDirector-$0--
KEVIN HERBSTDirector-$0--
CLIFF JONESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tempe South Rotary Foundation
EIN
86-0511343
Phone
4808393810
Address
1 W ELLIOT RD STE 101, TEMPE, AZ 85284

Signing Officer

Name
Dwayne Knuth
Title
Chairman
Signed
2015-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Joe V Palmer CPA
Address
1 W ELLIOT RD STE 101, TEMPE, AZ 85284-1310
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: $21555”

Other Expenses.1

“INSURANCE POLICY $596”

Other Expenses.2

“Internal control review $450”

Other Expenses.3

“TAX PREPARATION $125”

Other Expenses.4

“Corporation commission $10”

Form 990-EZ Part 1 Lines 6 & 6A

“GROSS DIRECT INCOME EXPENSES NETLIGHT/BOAT PARADE 5,990 4,014 1,976ART SHOW 1,080 259 821 JEWELRY AUCTION 1,005 1,005AUCTION - OTHER 245 245 Total 8,320 4,273 4,047”

Raw XML Appendix180 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/CityNm0TEMPE
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0852841310
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0131647
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131647
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131586
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLYNN GILCREASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE V PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DWAYNE KNUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN HERBST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLIFF JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01181
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide funds for community charitable purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS WERE MADE TO VARIOUS COMMUNITY CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05454
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023655
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04273
IRS990EZ/SpecialEventsNetIncomeLossAmt04047
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024836
IRS990EZ/TotalProgramServiceExpensesAmt05454
IRS990EZ/TotalRevenueAmt024775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075145
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07539
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03842
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04078
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt066679
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07539
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027305
IRS990ScheduleA/InvestmentIncomeCYPct00.16140
IRS990ScheduleA/InvestmentIncomePYPct00.13270
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83860
IRS990ScheduleA/PublicSupportPY509Pct00.86730
IRS990ScheduleA/PublicSupportTotal509Amt0141824
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035966
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029048
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052125
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0169129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: $1,000 or Greater | Cash Amount Given: $21555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE POLICY $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNAL CONTROL REVIEW $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX PREPARATION $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CORPORATION COMMISSION $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GROSS DIRECT INCOME EXPENSES NETLIGHT/BOAT PARADE 5,990 4,014 1,976ART SHOW 1,080 259 821 JEWELRY AUCTION 1,005 1,005AUCTION - OTHER 245 245 Total 8,320 4,273 4,047
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ Part 1 Lines 6 & 6a
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DWAYNE KNUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPE SOUTH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0860511343
ReturnHeader/Filer/PhoneNum04808393810
ReturnHeader/Filer/USAddress/AddressLine1Txt01 W ELLIOT RD STE 101
ReturnHeader/Filer/USAddress/CityNm0TEMPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085284
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 W ELLIOT RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852841310
ReturnHeader/PreparerPersonGrp/PhoneNum04808393810
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE V PALMER
ReturnHeader/ReturnTs02015-08-07T09:39:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,586
Liabilities
$0
Net assets
$131,586
Revenue
$24,775
Expenses
$24,836
Net income
-$61
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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