Civic Intelligence

Phoenix West Rotary Club

EIN 86-6052621 • 501(c)4 • Phoenix, AZ

Profile

Rotary club. Affiliated with rotary international and district 5490. Weekly meetings; fundraiser projects with local 501(c)3; money raised used to support rotary foundation and other rotary related programs and local school and school district.

PO Box 35010Phoenix, AZ 85069-5010

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

37th percentile

-4.3%

Higher net margin than 37% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-7.8%

Faster asset growth than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-11%

Faster revenue growth than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,772

Down $1,161 (-7.8%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$13,772

Down $1,161 (-7.8%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Down

$26,810

Down $3,376 (-11%) from 2018

Expenses

Down

$27,971

Down $1,283 (-4.4%) from 2018

Net Income

Down

-$1,161

Down $2,093 (-225%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2015: $47,814Net Assets 2015: $47,8142015Assets 2016: $25,781Net Assets 2016: $25,7812016Assets 2017: $14,001Net Assets 2017: $14,0012017Assets 2018: $14,933Net Assets 2018: $14,9332018Assets 2019: $13,772Net Assets 2019: $13,7722019

Highlighted filing

2019

Assets$13,772
Liabilities-
Net Assets$13,772
Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $66,548Expenses 2015: $42,595Net Income 2015: $23,9532015Revenue 2016: $31,230Expenses 2016: $53,263Net Income 2016: -$22,0332016Revenue 2017: $72,910Expenses 2017: $84,690Net Income 2017: -$11,7802017Revenue 2018: $30,186Expenses 2018: $29,254Net Income 2018: $9322018Revenue 2019: $26,810Expenses 2019: $27,971Net Income 2019: -$1,1612019

Highlighted filing

2019

Revenue$26,810
Expenses$27,971
Net Income-$1,161
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,772
Liabilities
-
Net assets
$13,772
Revenue
$26,810
Expenses
$27,971
Net income
-$1,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$13.8$13.8$26.8$28.0$1.16
2018Detailed filing. Detailed filing data is available for this year.$14.9$14.9$30.2$29.3$0.93
2017Detailed filing. Detailed filing data is available for this year.$14.0$14.0$72.9$84.7$11.8
2016Detailed filing. Detailed filing data is available for this year.$25.8$25.8$31.2$53.3$22.0
2015Detailed filing. Detailed filing data is available for this year.$47.8$47.8$66.5$42.6$24.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 17, 2019
Return Version
2018v3.1
Gross Receipts
$26,810
Mission and Program Overview

Mission

Rotary club. Affiliated with rotary international and district 5490. Weekly meetings; fundraiser projects with local 501(c)3; money raised used to support rotary foundation and other rotary related programs and local school and school district.

Rotary club. Affiliated with rotary international and district 5495. Weekly lunchon meetings; fundraiser projects with local 501(c)3; money raised used to support rotary foundation and other rotary related programs and local school and school district.

Program Services

DescriptionGrantsExpenses
FUNDS DONATED BY MEMBERS; AND RECEIVED VIA FUNDRAISER PROGRAMS. MONEY USED TO HELP SUPPORT ROTARY RELATED PROJECTS; ROTARY INTERNATIONAL; LOCAL SCHOOL AND SCHOOL DISTRICT.-$25,760
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN PETREEDirector-$0--
DAVID CAPLANTreasurer-$0--
ELLEN TURNERPresident El-$0--
RUSTY PILESecretary-$0--
SHERYL GOODWINDirector-$0--
GARY DRUMMONDPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Phoenix West Rotary Club
EIN
86-6052621
Address
PO BOX 35010, PHOENIX, AZ 85069-5010

Signing Officer

Name
Gary Drummond
Title
President
Phone
6026159945
Signed
2019-12-17

Preparer

Firm
Nancy J Teff CPA Pc
Address
1130 E MISSOURI AVE STE 600, PHOENIX, AZ 85014-2725
Preparer
Nancy J Teff CPA Pc
Phone
6022359296
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 1,661 ri & related programs 2,938 transfer to foundation 3,925 ri dues 4,948 meals and fees 13,098 awards, plaques 851 total 27,421”

Form 990-ez, Part III

“Rotary club. Affiliated with rotary international and district 5495. Weekly lunchon meetings; fundraiser projects with local 501(c)3; money raised used to support rotary foundation and other rotary related programs and local school and school district.”

Raw XML Appendix111 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/USAddress/CityNm0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID CAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUSTY PILE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERYL GOODWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY DRUMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt027421
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY CLUB. AFFILIATED WITH ROTARY INTERNATIONAL AND DISTRICT 5495. WEEKLY LUNCHON MEETINGS; FUNDRAISER PROJECTS WITH LOCAL 501(C)3; MONEY RAISED USED TO SUPPORT ROTARY FOUNDATION AND OTHER ROTARY RELATED PROGRAMS AND LOCAL SCHOOL AND SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS DONATED BY MEMBERS; AND RECEIVED VIA FUNDRAISER PROGRAMS. MONEY USED TO HELP SUPPORT ROTARY RELATED PROJECTS; ROTARY INTERNATIONAL; LOCAL SCHOOL AND SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025760
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027971
IRS990EZ/TotalProgramServiceExpensesAmt025760
IRS990EZ/TotalRevenueAmt026810
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,661 RI & RELATED PROGRAMS 2,938 TRANSFER TO FOUNDATION 3,925 RI DUES 4,948 MEALS AND FEES 13,098 AWARDS, PLAQUES 851 TOTAL 27,421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY CLUB. AFFILIATED WITH ROTARY INTERNATIONAL AND DISTRICT 5495. WEEKLY LUNCHON MEETINGS; FUNDRAISER PROJECTS WITH LOCAL 501(C)3; MONEY RAISED USED TO SUPPORT ROTARY FOUNDATION AND OTHER ROTARY RELATED PROGRAMS AND LOCAL SCHOOL AND SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06026159945
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ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0866052621
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01130 E MISSOURI AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850142725
ReturnHeader/PreparerPersonGrp/PhoneNum06022359296
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY J TEFF CPA PC
ReturnHeader/ReturnTs02019-12-17T14:31:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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