Civic Intelligence

Saddlebrooke Rotarty Club Foundatio

990EZ • Fiscal year 2017 • EIN 86-0956361

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

PO Box 8388Catalina, AZ 85738

(520) 825-4677

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$124,246

Up $21,691 (+21%) from 2016

Net Assets

Up

$124,246

Up $21,691 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$50,300

Up $21,230 (+73%) from 2016

Expenses

Up

$28,609

Up $14,915 (+109%) from 2016

Net Income

Up

$21,691

Up $6,315 (+41%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $82,054Net Assets 2012: $82,0542012Assets 2013: $77,765Net Assets 2013: $77,7652013Assets 2014: $70,284Liabilities 2014: $0Net Assets 2014: $70,2842014Assets 2015: $89,055Liabilities 2015: $0Net Assets 2015: $89,0552015Assets 2016: $102,555Liabilities 2016: $0Net Assets 2016: $102,5552016Assets 2017: $124,246Liabilities 2017: $0Net Assets 2017: $124,2462017Assets 2018: $147,479Liabilities 2018: $0Net Assets 2018: $147,4792018Assets 2019: $147,093Liabilities 2019: $0Net Assets 2019: $147,0932019Assets 2020: $179,610Liabilities 2020: $0Net Assets 2020: $179,6102020Assets 2021: $274,768Liabilities 2021: $0Net Assets 2021: $274,7682021Assets 2022: $292,095Liabilities 2022: $0Net Assets 2022: $292,0952022Assets 2023: $269,989Liabilities 2023: $0Net Assets 2023: $269,9892023Assets 2024: $368,289Net Assets 2024: $368,2892024Assets 2025: $391,366Liabilities 2025: $4,129Net Assets 2025: $387,2372025

Highlighted filing

2017

Assets$124,246
Liabilities$0
Net Assets$124,246

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $16,904Expenses 2012: $7,600Net Income 2012: $9,3042012Revenue 2013: $44,999Expenses 2013: $49,288Net Income 2013: -$4,2892013Revenue 2014: $32,218Expenses 2014: $23,204Net Income 2014: $9,0142014Revenue 2015: $45,627Expenses 2015: $26,856Net Income 2015: $18,7712015Revenue 2016: $29,070Expenses 2016: $13,694Net Income 2016: $15,3762016Revenue 2017: $50,300Expenses 2017: $28,609Net Income 2017: $21,6912017Revenue 2018: $58,711Expenses 2018: $35,478Net Income 2018: $23,2332018Revenue 2019: $43,710Expenses 2019: $44,096Net Income 2019: -$3862019Revenue 2020: $42,562Expenses 2020: $10,045Net Income 2020: $32,5172020Revenue 2021: $127,914Expenses 2021: $32,756Net Income 2021: $95,1582021Revenue 2022: $68,506Expenses 2022: $32,884Net Income 2022: $35,6222022Revenue 2023: $37,819Expenses 2023: $68,409Net Income 2023: -$30,5902023Revenue 2024: $107,594Expenses 2024: $26,709Net Income 2024: $80,8852024Revenue 2025: $93,292Expenses 2025: $61,744Net Income 2025: $31,5482025

Highlighted filing

2017

Revenue$50,300
Expenses$28,609
Net Income$21,691
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$64,856
Mission and Program Overview

Mission

Community Service

Program Services

DescriptionGrantsExpenses
2014 Golf Tournament--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John RulandPresident-$0--
George CorriganVice President-$0--
George CorriganSecretary-$0--
Ed TreickTreasurer-$0--
Tom TurriffDirector-$0--
Mike PennerDirector-$0--
Doug MayDirector-$0--
Gary TerrellDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$40,476$40,476$14,556$25,920
Total Events$40,476$40,476$14,556$25,920
Filing and Contact Details

Filer

Filer Name
Saddlebrooke Rotary Club Foundation
EIN
86-0956361
Address
PO Box 8388, Catalina, AZ 85738

Signing Officer

Name
John Ruland
Title
Treasurer
Phone
5208254677
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ramsier Tax & Business Services
Address
1870 W Orange Grove Rd, Tucson, AZ 85704
Preparer
Barbara A Ramsier
Phone
5203233800
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountClub Charity 5,295Unrealized Gains 10,747Miscellaneous Income 1,800

List of grants and similar amounts paid Part I line 10

Grantee Various Grants and Scholarships Street all less than $3000 City, State, Zip Catalina, AZ 85738Amount 18,221Grantee Ronald McDonald House Street 2155 E Allen Rd City, State, Zip Tucson, AZ 85719Amount 4,000Grantee VOSH Arizona Street 38135 S Rolling Hills Dr City, State, Zip Tucson, AZ 85739Amount 3,500

Description of other expenses Part I line 16

Description AmountAZ Corp Commission 10Contract Services 255Accounting Fees 69Business Expenses 2,554

Raw XML Appendix186 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/PersonNm6Doug May
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Gary Terrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleG/EmailSolicitationsInd0X
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IRS990ScheduleG/LicensedStatesCd0AZ
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountClub Charity 5,295Unrealized Gains 10,747Miscellaneous Income 1,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grantee Various Grants and Scholarships Street all less than $3000 City, State, Zip Catalina, AZ 85738Amount 18,221Grantee Ronald McDonald House Street 2155 E Allen Rd City, State, Zip Tucson, AZ 85719Amount 4,000Grantee VOSH Arizona Street 38135 S Rolling Hills Dr City, State, Zip Tucson, AZ 85739Amount 3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountAZ Corp Commission 10Contract Services 255Accounting Fees 69Business Expenses 2,554
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0John Ruland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05208254677
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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ReturnHeader/Filer/EIN0860956361
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 8388
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085738
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ReturnHeader/FilingSecurityInformation/IPTm013:41:11
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ReturnHeader/PreparerPersonGrp/PhoneNum05203233800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara A Ramsier
ReturnHeader/ReturnTs02017-11-14T13:39:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.91$0.04$3.87$0.93$0.62$0.32
2024Detailed filing. Detailed filing data is available for this year.$3.68$3.68$1.08$0.27$0.81
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.38$0.68$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.69$0.33$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.28$0.33$0.95
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.43$0.10$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.44$0.44$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.59$0.35$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.50$0.29$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.29$0.14$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.46$0.27$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.32$0.23$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.78$0.45$0.49$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.82$0.17$0.08$0.09