Civic Intelligence

Mesa Rotary Foundation

990EZ • Fiscal year 2018 • EIN 86-0688658

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 09, 2019

Organization ProfileN/A
PO Box 1326Mesa, AZ 85211

(480) 832-5728

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$125,032

Flat from 2018

Net Assets

Flat

$125,032

Flat from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$15,293

Flat from 2018

Expenses

Flat

$7,967

Flat from 2018

Net Income

Flat

$7,326

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$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 2018: $125,032Net Assets 2018: $125,0322018Assets 2019: $122,522Net Assets 2019: $122,5222019Assets 2020: $112,008Net Assets 2020: $112,0082020

Highlighted filing

2018

Assets$125,032
Liabilities-
Net Assets$125,032
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2018

Revenue$15,293
Expenses$7,967
Net Income$7,326
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 9, 2019
Return Version
2017v2.2
Gross Receipts
$157,787
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDE DICTIONARIES TO ALL 3RD GRADE STUDENTS IN THE MESA SCHOOL DISTRICT.$4,372$4,372
PROVIDE FUNDS TO NON-PROFIT ORGANIZATIONS THAT APPLIED FOR FUNDS. ORGANIZATIONS AND GRANTS ARE APPROVED BY THE BOARD.$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARED COXPresident-$0--
STEVE BECKVice President-$0--
DOUGLAS A GRAYTreasurer-$0--
SALLY DOWNEYDirector-$0--
ERIC JACKSONDirector-$0--
SUSAN CARLANDDirector-$0--
CHARLES WIRKENDirector-$0--
PAT ESPARZADirector-$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
2019-01-09
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

“Awards and grants; contributions; various donations: various, mesa, az, ; non related, 1000.”

Form 990EZ, Part I, Line 10

“Gifting dictionaries; contributions; various third graders in mesa public schools: various, mesa, az”

Form 990EZ, Part I, Line 16

“REGISTRATION FEES 10.”

Form 990EZ, Part I, Line 16

“Legal and professional fees 1225.”

Form 990EZ, Part I, Line 16

“INVESTMENT FEES 1360.”

Form 990EZ, Part I, Line 20

“Unrealized gains and losses on investments carried at market value 4455.”

Form 990EZ, Part II, Line 24

“RECEIVABLES 3273.”

Raw XML Appendix184 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DOUGLAS A GRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum04808325728
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1326
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02813
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03808
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0140449
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07326
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113251
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125032
IRS990EZ/FundraisingGrossIncomeAmt04460
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04198
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05372
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0157787
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04872
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113251
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125032
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113251
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125032
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JARED COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUGLAS A GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SALLY DOWNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIC JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN CARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHARLES WIRKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAT ESPARZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0110438
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03273
IRS990EZ/OtherChangesInNetAssetsAmt04455
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02595
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE COMMUNITY SERVICE AND CHARITABLE ACTIVITIES ON LOCAL, STATE, NATIONAL, AND INTERNATIONAL LEVELS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS TO NON-PROFIT ORGANIZATIONS THAT APPLIED FOR FUNDS. ORGANIZATIONS AND GRANTS ARE APPROVED BY THE BOARD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE DICTIONARIES TO ALL 3RD GRADE STUDENTS IN THE MESA SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14372
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14372
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0144647
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02045
IRS990EZ/SpecialEventsNetIncomeLossAmt02415
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07967
IRS990EZ/TotalProgramServiceExpensesAmt05372
IRS990EZ/TotalRevenueAmt015293
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt041126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04005
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07468
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023670
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63470
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.65490
IRS990ScheduleA/PublicSupportTotal170Amt041126
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014375
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041126
IRS990ScheduleA/TotalSupportAmt064796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AWARDS AND GRANTS; CONTRIBUTIONS; VARIOUS DONATIONS: VARIOUS, MESA, AZ, ; NON RELATED, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFTING DICTIONARIES; CONTRIBUTIONS; VARIOUS THIRD GRADERS IN MESA PUBLIC SCHOOLS: VARIOUS, MESA, AZ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REGISTRATION FEES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEGAL AND PROFESSIONAL FEES 1225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENT FEES 1360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAINS AND LOSSES ON INVESTMENTS CARRIED AT MARKET VALUE 4455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RECEIVABLES 3273.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS A GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04808325728
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MESA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MESA
ReturnHeader/Filer/EIN0860688658
ReturnHeader/Filer/PhoneNum04808325728
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1326
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A5B2AABD82FC641322B1F34FBE8588FD4D4A47D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06B7D0E2EBB9370463AE21E3E455D7F97EDE5103F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.194.154.188
ReturnHeader/FilingSecurityInformation/IPDt02019-01-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:07:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T CARMICHAEL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 E UNIVERSITY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085203
ReturnHeader/PreparerPersonGrp/PhoneNum04806499550
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA A CARMICHAEL
ReturnHeader/ReturnTs02019-01-22T17:07:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,032
Liabilities
-
Net assets
$125,032
Revenue
$15,293
Expenses
$7,967
Net income
$7,326
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
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