Civic Intelligence

Rotary International Mesa Rotary Club

990EZ • Fiscal year 2018 • EIN 86-6003870

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 10, 2019

Organization Profilemesarotary.com
PO Box 1326Mesa, AZ 85211

(480) 216-9829

Siviq Scores

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

Liabilities / Assets

99th percentile

7.98x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.13x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-96%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$835

Down $21,060 (-96%) from 2017

Net Assets

Down

-$5,830

Down $27,725 (-127%) from 2017

Liabilities

Up

$6,665

Up $6,665 from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin11th percentile

Revenue

Down

$50,841

Down $8,294 (-14%) from 2017

Expenses

Up

$66,380

Up $7,755 (+13%) from 2017

Net Income

Down

-$15,539

Down $16,049 (-3147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$60K$40K$20K$0-$20KAssets 2011: $5,882Liabilities 2011: $1,5602011Assets 2012: $30,120Liabilities 2012: $14,8502012Assets 2013: $28,589Liabilities 2013: $4502013Assets 2014: $37,513Liabilities 2014: $2,9732014Assets 2015: $24,509Liabilities 2015: $02015Assets 2016: $21,385Liabilities 2016: $0Net Assets 2016: $21,3852016Assets 2017: $21,895Liabilities 2017: $0Net Assets 2017: $21,8952017Assets 2018: $835Liabilities 2018: $6,665Net Assets 2018: -$5,8302018Assets 2019: $2,172Liabilities 2019: $0Net Assets 2019: $2,1722019Assets 2020: $5,235Liabilities 2020: $0Net Assets 2020: $5,2352020Assets 2021: $28,213Liabilities 2021: $229Net Assets 2021: $27,9842021Assets 2022: $42,260Liabilities 2022: $3,379Net Assets 2022: $38,8812022

Highlighted filing

2018

Assets$835
Liabilities$6,665
Net Assets-$5,830
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$100K$50K$0-$50KRevenue 2011: $77,627Expenses 2011: $75,380Net Income 2011: $2,2472011Revenue 2012: $81,060Expenses 2012: $69,712Net Income 2012: $11,3482012Revenue 2013: $68,668Expenses 2013: $55,799Net Income 2013: $12,8692013Revenue 2014: $66,231Expenses 2014: $59,430Net Income 2014: $6,8012014Revenue 2015: $63,651Expenses 2015: $65,609Net Income 2015: -$1,9582015Revenue 2016: $61,875Expenses 2016: $64,999Net Income 2016: -$3,1242016Revenue 2017: $59,135Expenses 2017: $58,625Net Income 2017: $5102017Revenue 2018: $50,841Expenses 2018: $66,380Net Income 2018: -$15,5392018Revenue 2019: $60,956Expenses 2019: $52,954Net Income 2019: $8,0022019Revenue 2020: $59,568Expenses 2020: $56,505Net Income 2020: $3,0632020Revenue 2021: $41,289Expenses 2021: $18,540Net Income 2021: $22,7492021Revenue 2022: $42,850Expenses 2022: $31,953Net Income 2022: $10,8972022

Highlighted filing

2018

Revenue$50,841
Expenses$66,380
Net Income-$15,539
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 10, 2019
Return Version
2017v2.2
Gross Receipts
$50,841
Mission and Program Overview

Mission

To invite community leaders to our meetings to discuss and educate members of community needs and projects that the club could participate in or do for the betterment of the community.

Program Services

DescriptionGrantsExpenses
CONDUCT MONTHLY MEETINGS AND SERVE THE COMMUNITY.$500$52,762
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OTTO SHILLPresident-$0--
CRAIG HENRYPresident Elect-$0--
RICHARD CURTISTreasurer-$0--
JON SCOTT WILLIAMSSecretary-$0--
CAROL LAINDirector-$0--
BRAD TENNISONDirector-$0--
THOMAS SCHILDGENDirector-$0--
JOE O'REILLYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Mesa Rotary Club
EIN
86-6003870
Phone
4802169829
Address
PO BOX 1326, MESA, AZ 85211

Signing Officer

Name
Richard Curtis
Title
Treasurer
Phone
4802169829
Signed
2019-01-10
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

“Contribution; contribution; mesa sisters cities: po box 5572, mesa, az, 85211; non related, 500.”

Form 990EZ, Part I, Line 16

“Payments to affiliates 9911.”

Form 990EZ, Part I, Line 16

“TRAINING 595.”

Form 990EZ, Part I, Line 16

“Conferences, conventions, and meetings 52262.”

Form 990EZ, Part I, Line 16

“SUPPLIES 1238.”

Form 990EZ, Part I, Line 16

“MERCHANT FEES 1133.”

Form 990EZ, Part I, Line 20

“Prior period adjustment to correct accounting errors -12186.”

Form 990EZ, Part II, Line 26

“DUE TO AFFILIATES 6665.”

Raw XML Appendix146 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD CURTIS
IRS990EZ/BooksInCareOfDetail/PhoneNum04802169829
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1326
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021895
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0351
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15539
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0741
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-5830
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-5830
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OTTO SHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JON SCOTT WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROL LAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD TENNISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6THOMAS SCHILDGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOE O'REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-12186
IRS990EZ/OtherExpensesTotalAmt065139
IRS990EZ/PrimaryExemptPurposeTxt0TO INVITE COMMUNITY LEADERS TO OUR MEETINGS TO DISCUSS AND EDUCATE MEMBERS OF COMMUNITY NEEDS AND PROJECTS THAT THE CLUB COULD PARTICIPATE IN OR DO FOR THE BETTERMENT OF THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt02620
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCT MONTHLY MEETINGS AND SERVE THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052762
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06665
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066380
IRS990EZ/TotalProgramServiceExpensesAmt052762
IRS990EZ/TotalRevenueAmt050841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://mesarotary.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONTRIBUTION; CONTRIBUTION; MESA SISTERS CITIES: PO BOX 5572, MESA, AZ, 85211; NON RELATED, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYMENTS TO AFFILIATES 9911.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAINING 595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFERENCES, CONVENTIONS, AND MEETINGS 52262.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 1238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MERCHANT FEES 1133.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR PERIOD ADJUSTMENT TO CORRECT ACCOUNTING ERRORS -12186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUE TO AFFILIATES 6665.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04802169829
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MESA ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0866003870
ReturnHeader/Filer/PhoneNum04802169829
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.194.154.188
ReturnHeader/FilingSecurityInformation/IPDt02019-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:15:00
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085203
ReturnHeader/PreparerPersonGrp/PhoneNum04806499550
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA A CARMICHAEL
ReturnHeader/ReturnTs02019-01-30T17:15:07-08:00
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
$835
Liabilities
$6,665
Net assets
-$5,830
Revenue
$50,841
Expenses
$66,380
Net income
-$15,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$42.3$3.38$38.9$42.9$32.0$10.9
2021Detailed filing. Detailed filing data is available for this year.$28.2$0.23$28.0$41.3$18.5$22.7
2020Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$59.6$56.5$3.06
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$61.0$53.0$8.00
2018Detailed filing. Detailed filing data is available for this year.$0.84$6.67$5.83$50.8$66.4$15.5
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$59.1$58.6$0.51
2016Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$61.9$65.0$3.12
2015Summary only. Only limited summary data is available for this year.$24.5$0.00$63.7$65.6$1.96
2014Summary only. Only limited summary data is available for this year.$37.5$2.97$66.2$59.4$6.80
2013Summary only. Only limited summary data is available for this year.$28.6$0.45$68.7$55.8$12.9
2012Summary only. Only limited summary data is available for this year.$30.1$14.9$81.1$69.7$11.3
2011Summary only. Only limited summary data is available for this year.$5.88$1.56$77.6$75.4$2.25