Civic Intelligence

Mesa Rotary Foundation

990EZ • Fiscal year 2019 • EIN 86-0688658

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

PO Box 1326Mesa, AZ 85211

(480) 832-5728

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$122,522

Down $2,510 (-2.0%) from 2018

Net Assets

Down

$122,522

Down $2,510 (-2.0%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$13,093

Down $2,200 (-14%) from 2018

Expenses

Up

$16,631

Up $8,664 (+109%) from 2018

Net Income

Down

-$3,538

Down $10,864 (-148%) 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 2019: $122,522Net Assets 2019: $122,5222019Assets 2020: $112,008Net Assets 2020: $112,0082020

Highlighted filing

2019

Assets$122,522
Liabilities-
Net Assets$122,522

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 2019: $13,093Expenses 2019: $16,631Net Income 2019: -$3,5382019Revenue 2020: $11,049Expenses 2020: $19,489Net Income 2020: -$8,4402020

Highlighted filing

2019

Revenue$13,093
Expenses$16,631
Net Income-$3,538
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$156,660
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, FOCUSING ON STEM CURRICULUM$6,847$6,847
PROVIDE DICTIONARIES TO ALL 3RD GRADE STUDENTS IN THEMESA SCHOOL DISTRICT.$6,065$6,065
PROVIDE FUNDS TO NON-PROFIT ORGANIZATIONS THAT APPLIED FOR FUNDS. ORGANIZATIONS AND GRANTS ARE APPROVED BY THE BOARD.$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OTTO SHILLPresident-$0--
STEVE BECKVice President-$0--
DOUGLAS A GRAYTreasurer-$0--
SUSAN CARLANDDirector-$0--
CHARLES WIRKENDirector-$0--
JARED COXDirector-$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
2019-11-13
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; : , , , ; , 14912.

Form 990EZ, Part I, Line 16

REGISTRATION FEES 10.

Form 990EZ, Part I, Line 20

Change in unrealized gains (losses) on investments 1028.

Form 990EZ, Part II, Line 24

RECEIVABLES 3273.

Raw XML Appendix191 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/PersonNm4CHARLES WIRKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JARED COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/TotalSupportAmt057225
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS GRANTS-NONE EXCEEDING $5,000; GRANTS; : , , , ; , 14912.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGISTRATION FEES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS (LOSSES) ON INVESTMENTS 1028.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECEIVABLES 3273.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04808325728
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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ReturnHeader/FilingSecurityInformation/IPTm011:08:40
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 E UNIVERSITY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MESA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085203
ReturnHeader/PreparerPersonGrp/PhoneNum04806499550
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA A CARMICHAEL
ReturnHeader/ReturnTs02019-12-16T11:08:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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