Civic Intelligence

Rotary International Yuma Foothills Rotary

990EZ • Fiscal year 2021 • EIN 86-0885883

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 30, 2022

Organization ProfileN/A
PO Box 25162Yuma, AZ 85367

(928) 342-3003

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.18x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

17%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

2.7%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$37,803

Up $5,493 (+17%) from 2020

Net Assets

Up

$31,571

Up $5,799 (+23%) from 2020

Liabilities

Down

$6,232

Down $306 (-4.7%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin64th percentile

Revenue

Up

$33,958

Up $887 (+2.7%) from 2020

Expenses

Up

$28,159

Up $1,733 (+6.6%) from 2020

Net Income

Down

$5,799

Down $846 (-13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$60K$40K$20K$0Assets 2012: $23,193Liabilities 2012: $1,809Net Assets 2012: $21,3842012Assets 2013: $17,174Liabilities 2013: $600Net Assets 2013: $16,5742013Assets 2014: $23,056Liabilities 2014: $724Net Assets 2014: $22,3322014Assets 2015: $19,651Liabilities 2015: $1,859Net Assets 2015: $17,7922015Assets 2016: $16,201Liabilities 2016: $846Net Assets 2016: $15,3552016Assets 2017: $13,959Liabilities 2017: $556Net Assets 2017: $13,4032017Assets 2018: $16,728Liabilities 2018: $927Net Assets 2018: $15,8012018Assets 2019: $20,480Liabilities 2019: $1,353Net Assets 2019: $19,1272019Assets 2020: $32,310Liabilities 2020: $6,538Net Assets 2020: $25,7722020Assets 2021: $37,803Liabilities 2021: $6,232Net Assets 2021: $31,5712021Assets 2022: $47,598Liabilities 2022: $748Net Assets 2022: $46,8502022Assets 2023: $15,211Liabilities 2023: $200Net Assets 2023: $15,0112023Assets 2024: $40,378Liabilities 2024: $1,402Net Assets 2024: $38,9762024

Highlighted filing

2021

Assets$37,803
Liabilities$6,232
Net Assets$31,571
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

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

$100K$50K$0-$50KRevenue 2012: $35,578Expenses 2012: $37,193Net Income 2012: -$1,6152012Revenue 2013: $24,622Expenses 2013: $29,432Net Income 2013: -$4,8102013Revenue 2014: $31,748Expenses 2014: $25,990Net Income 2014: $5,7582014Revenue 2015: $25,241Expenses 2015: $29,781Net Income 2015: -$4,5402015Revenue 2016: $24,472Expenses 2016: $28,330Net Income 2016: -$3,8582016Revenue 2017: $39,068Expenses 2017: $41,221Net Income 2017: -$2,1532017Revenue 2018: $29,680Expenses 2018: $27,582Net Income 2018: $2,0982018Revenue 2019: $30,108Expenses 2019: $26,780Net Income 2019: $3,3282019Revenue 2020: $33,071Expenses 2020: $26,426Net Income 2020: $6,6452020Revenue 2021: $33,958Expenses 2021: $28,159Net Income 2021: $5,7992021Revenue 2022: $47,067Expenses 2022: $32,783Net Income 2022: $14,2842022Revenue 2023: $35,175Expenses 2023: $67,014Net Income 2023: -$31,8392023Revenue 2024: $60,812Expenses 2024: $36,848Net Income 2024: $23,9642024

Highlighted filing

2021

Revenue$33,958
Expenses$28,159
Net Income$5,799
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 30, 2022
Return Version
2020v4.0
Gross Receipts
$43,072
Mission and Program Overview

Mission

To provide service to others, promote high ethical standards, and to advance world understanding, goodwill and peace.

Program Services

DescriptionGrantsExpenses
CASH ASSITANCE TO VARIOUS LOCAL, NATIONAL & INTERNATIONAL COMMUNITY PROJECTS AND ORGANIZATIONS.$7,720-
ROTARY YOUTH Scholarships$4,000-
CASH ASSISTANCE TO ROTARY WORLD-WIDE POLIO ERADICATION PROGRAM.$7-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL MCLEODTreasurer-$0--
Frank HulmePresidentPT$0--
Jeff McCloudSeargent @ Arms-$0--
Susan JorgensenSecretary-$0--
Millie BaycroftPresident Elect-$0--
Doreen CaldwellPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,417$23,417$877$22,540
Total Events$23,417$23,417$7,977$15,440
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
86-0885883
Phone
9283423003
Address
PO BOX 25162, YUMA, AZ 85367

Signing Officer

Name
Paul McLeod
Title
Treasurer
Signed
2022-01-30
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Meal Revenue $741”

Other Revenue.2

“Fines $723”

Other Expenses.1009

“Depreciation $60”

Other Expenses.1

“Meal costs $10451”

Other Expenses.2

“Dues - Rotary Int'nl $1667”

Other Expenses.3

“Installation $1480”

Other Expenses.4

“Dues - District 5500 $1108”

Other Expenses.5

“Club secretary supplies $745”

Other Expenses.6

“Storage $600”

Other Expenses.7

“Miscellaneous $194”

Other Assets.1004

“Miscellaneous - Beginning $524 Miscellaneous - Ending $464”

Other Assets.1005

“Accounts Receivable - Beginning $1700 Accounts Receivable - Ending $1480”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $538 Accounts Payable and Accrued Expenses - Ending $467”

Total Liabilities.1

“Grant payable - Beginning $6000 Grant payable - Ending $5765”

Raw XML Appendix162 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/PersonNm0Paul McLeod Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum09283423003
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011487 S Fortuna Rd Suite 6
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Yuma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085367
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030086
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt05799
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IRS990EZ/GrossReceiptsAmt043072
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016202
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025772
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031571
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL MCLEOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Frank Hulme
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeff McCloud
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susan Jorgensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Millie Baycroft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Doreen Caldwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Seargent @ Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02224
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01944
IRS990EZ/OtherExpensesTotalAmt016305
IRS990EZ/OtherRevenueTotalAmt01464
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE.
IRS990EZ/PrintingPublicationsPostageAmt0134
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CASH ASSISTANCE TO ROTARY WORLD-WIDE POLIO ERADICATION PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROTARY YOUTH Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CASH ASSITANCE TO VARIOUS LOCAL, NATIONAL & INTERNATIONAL COMMUNITY PROJECTS AND ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09114
IRS990EZ/SpecialEventsNetIncomeLossAmt016292
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06538
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06232
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028159
IRS990EZ/TotalProgramServiceExpensesAmt011727
IRS990EZ/TotalRevenueAmt033958
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07977
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0660
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023417
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015440
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0877
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0877
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06440
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meal Revenue $741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fines $723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meal costs $10451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues - Rotary Int'nl $1667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Installation $1480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues - District 5500 $1108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Club secretary supplies $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Storage $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous $194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous - Beginning $524 Miscellaneous - Ending $464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Receivable - Beginning $1700 Accounts Receivable - Ending $1480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $538 Accounts Payable and Accrued Expenses - Ending $467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Grant payable - Beginning $6000 Grant payable - Ending $5765
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul McLeod
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0YUMA FOOTHILLS ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0860885883
ReturnHeader/Filer/PhoneNum09283423003
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 25162
ReturnHeader/Filer/USAddress/CityNm0YUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085367
ReturnHeader/ReturnTs02022-01-30T14:36:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McLeod
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,803
Liabilities
$6,232
Net assets
$31,571
Revenue
$33,958
Expenses
$28,159
Net income
$5,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.4$1.40$39.0$60.8$36.8$24.0
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.20$15.0$35.2$67.0$31.8
2022Detailed filing. Detailed filing data is available for this year.$47.6$0.75$46.9$47.1$32.8$14.3
2021Detailed filing. Detailed filing data is available for this year.$37.8$6.23$31.6$34.0$28.2$5.80
2020Detailed filing. Detailed filing data is available for this year.$32.3$6.54$25.8$33.1$26.4$6.65
2019Detailed filing. Detailed filing data is available for this year.$20.5$1.35$19.1$30.1$26.8$3.33
2018Detailed filing. Detailed filing data is available for this year.$16.7$0.93$15.8$29.7$27.6$2.10
2017Detailed filing. Detailed filing data is available for this year.$14.0$0.56$13.4$39.1$41.2$2.15
2016Detailed filing. Detailed filing data is available for this year.$16.2$0.85$15.4$24.5$28.3$3.86
2015Detailed filing. Detailed filing data is available for this year.$19.7$1.86$17.8$25.2$29.8$4.54
2014Detailed filing. Detailed filing data is available for this year.$23.1$0.72$22.3$31.7$26.0$5.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.60$16.6$24.6$29.4$4.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$1.81$21.4$35.6$37.2$1.62
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits