Civic Intelligence

Phoenix West Rotary Club

990EZ • Fiscal year 2017 • EIN 86-6052621

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization ProfileN/A
PO Box 35010Phoenix, AZ 85069-5010

(480) 502-2731

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-46%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

133%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,001

Down $11,780 (-46%) from 2016

Net Assets

Down

$14,001

Down $11,780 (-46%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$72,910

Up $41,680 (+133%) from 2016

Expenses

Up

$84,690

Up $31,427 (+59%) from 2016

Net Income

Up

-$11,780

Up $10,253 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2017

Assets$14,001
Liabilities-
Net Assets$14,001
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$72,910
Expenses$84,690
Net Income-$11,780
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$72,910
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.

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.-$61,039
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ANGELOPast Preside-$0--
SHAWN PETREEDirector-$0--
GUNTHER BAUERTreasurer-$0--
SHAUNA SUMMSecretary-$0--
CHRISTIAN LEHRSecretary-$0--
SANDY PETERSONVice Preside-$0--
JOHN MCBRIDEPresident-$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
Gunther Bauer
Title
Treasurer
Signed
2017-11-06

Preparer

Firm
Nancy J Teff CPA Pc
Address
1130 E MISSOURI AVE STE 600, PHOENIX, AZ 85014-2714
Preparer
Nancy J Teff CPA Pc
Phone
6022359296
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 2,566 travel 325 ri & related programs 10,422 support for school & dist 17,132 transfer to foundation 33,485 meals and fees 16,155 ri dues 4,255 total 84,340”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,368 0 total 1,368 0”

Form 990-ez, Part III

“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.”

Raw XML Appendix114 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/BooksInCareOfDetail/PhoneNum04805022731
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAVE CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085331
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024413
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014001
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN ANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWN PETREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GUNTHER BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAUNA SUMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTIAN LEHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SANDY PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN MCBRIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt01368
IRS990EZ/OtherExpensesTotalAmt084340
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ROTARY 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.
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/ProgramServiceExpensesAmt061039
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084690
IRS990EZ/TotalProgramServiceExpensesAmt061039
IRS990EZ/TotalRevenueAmt072910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 2,566 TRAVEL 325 RI & RELATED PROGRAMS 10,422 SUPPORT FOR SCHOOL & DIST 17,132 TRANSFER TO FOUNDATION 33,485 MEALS AND FEES 16,155 RI DUES 4,255 TOTAL 84,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,368 0 TOTAL 1,368 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PersonNm0GUNTHER BAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01130 E MISSOURI AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850142714
ReturnHeader/PreparerPersonGrp/PhoneNum06022359296
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY J TEFF CPA PC
ReturnHeader/ReturnTs02017-11-07T09:05:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,001
Liabilities
-
Net assets
$14,001
Revenue
$72,910
Expenses
$84,690
Net income
-$11,780
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