Civic Intelligence

Mesa Rotary Foundation

EIN 86-0688658 • 501(c)3 • Mesa, AZ

Profile

To promote community service and charitable activities on local, state, national, and international levels.

PO Box 1326Mesa, AZ 85211

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

11th percentile

-76%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-8.6%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$112,008

Down $10,514 (-8.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$112,008

Down $10,514 (-8.6%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$11,049

Down $2,044 (-16%) from 2019

Expenses

Up

$19,489

Up $2,858 (+17%) from 2019

Net Income

Down

-$8,440

Down $4,902 (-139%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $156,354Liabilities 2011: $39,9502011Assets 2012: $158,040Liabilities 2012: $39,9502012Assets 2013: $159,769Liabilities 2013: $39,9502013Assets 2014: $165,460Liabilities 2014: $39,9502014Assets 2015: $122,455Liabilities 2015: $13,469Net Assets 2015: $108,9862015Assets 2016: $117,810Liabilities 2016: $6,936Net Assets 2016: $110,8742016Assets 2017: $113,251Liabilities 2017: $0Net Assets 2017: $113,2512017Assets 2018: $125,032Net Assets 2018: $125,0322018Assets 2019: $122,522Net Assets 2019: $122,5222019Assets 2020: $112,008Net Assets 2020: $112,0082020

Highlighted filing

2020

Assets$112,008
Liabilities-
Net Assets$112,008
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $23,132Expenses 2011: $5,660Net Income 2011: $17,4722011Revenue 2012: $6,062Expenses 2012: $4,376Net Income 2012: $1,6862012Revenue 2013: $21,054Expenses 2013: $19,324Net Income 2013: $1,7302013Revenue 2014: $23,235Expenses 2014: $17,545Net Income 2014: $5,6902014Revenue 2015: $2,502Expenses 2015: $19,026Net Income 2015: -$16,5242015Revenue 2016: $1,782Expenses 2016: $2,632Net Income 2016: -$8502016Revenue 2017: $7,084Expenses 2017: $2,314Net Income 2017: $4,7702017Revenue 2018: $15,293Expenses 2018: $7,967Net Income 2018: $7,3262018Revenue 2019: $13,093Expenses 2019: $16,631Net Income 2019: -$3,5382019Revenue 2020: $11,049Expenses 2020: $19,489Net Income 2020: -$8,4402020

Highlighted filing

2020

Revenue$11,049
Expenses$19,489
Net Income-$8,440
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,008
Liabilities
-
Net assets
$112,008
Revenue
$11,049
Expenses
$19,489
Net income
-$8,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.11$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.13$0.17$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.02$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.07$1.11$0.02$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$1.22$0.13$1.09$0.03$0.19$0.17
2014Summary only. Only limited summary data is available for this year.$1.65$0.40$0.23$0.18$0.06
2013Summary only. Only limited summary data is available for this year.$1.60$0.40$0.21$0.19$0.02
2012Summary only. Only limited summary data is available for this year.$1.58$0.40$0.06$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$1.56$0.40$0.23$0.06$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 30, 2020
Return Version
2019v5.1
Gross Receipts
$91,229
Mission and Program Overview

Mission

To promote community service and charitable activities on local, state, national, and international levels

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL SUPPLIES AND FUNDING TO SUPPORT A LOCAL ELEMENTARY SCHOOL$7,012$7,012
0$5,968$5,968
PROVIDE DICTIONARIES TO ALL 3RD GRADE STUDENTS IN THEMESA SCHOOL DISTRICT.$2,970$2,970
SUPPORT THE ROTARY INTERNATIONAL FOREIGNYOUTH EXCHANGE PROGRAM.$2,375$2,375
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG HENRYPresident-$0--
STEVE BECKVice President-$0--
DOUGLAS A GRAYTreasurer-$0--
SUSAN CARLANDDirector-$0--
CHARLES WIRKENDirector-$0--
JARED COXDirector-$0--
RANDY DANIELSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mesa Rotary Foundation
EIN
86-0688658
Phone
4808325728
Address
PO BOX 1326, MESA, AZ 85211

Signing Officer

Name
Douglas a Gray
Title
Treasurer
Phone
4808325728
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
T Carmichael Pc
Address
421 E UNIVERSITY DR, MESA, AZ 85203
Preparer
Theresa a Carmichael
Phone
4806499550
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Various grants-none exceeding $5,000; grants; : , , , ; , 18325.”

Form 990EZ, Part I, Line 20

“Change in unrealized gains (losses) on investments -2074.”

Raw XML Appendix188 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/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS GRANTS-NONE EXCEEDING $5,000; GRANTS; : , , , ; , 18325.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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