Civic Intelligence

Phoenix West Rotary Club

990EZ • Fiscal year 2018 • EIN 86-6052621

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

50th percentile

3.1%

Higher net margin than 50% 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

63rd percentile

6.7%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$14,933

Up $932 (+6.7%) from 2017

Net Assets

Up

$14,933

Up $932 (+6.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$30,186

Down $42,724 (-59%) from 2017

Expenses

Down

$29,254

Down $55,436 (-65%) from 2017

Net Income

Up

$932

Up $12,712 (+108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$14,933
Liabilities-
Net Assets$14,933
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$30,186
Expenses$29,254
Net Income$932
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$30,186
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.-$12,063
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN PETREEDirector-$0--
GUNTHER BAUERTreasurer-$0--
SHAUNA SUMMPresident El-$0--
CHRISTIAN LEHRSecretary-$0--
SANDY PETERSONPresident-$0--
GARY DRUMMONDDirector-$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
2018-10-25

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 1,332 ri & related programs 6,033 transfer to foundation 6,030 meals and fees 12,464 ri dues 2,806 total 28,665”

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 Appendix110 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/PhoneNum04805022731
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAVE CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085331
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014001
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IRS990EZ/GrossReceiptsAmt030186
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MembershipDuesAmt025055
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWN PETREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GUNTHER BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAUNA SUMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIAN LEHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDY PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY DRUMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028665
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/ProgramServiceExpensesAmt012063
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029254
IRS990EZ/TotalProgramServiceExpensesAmt012063
IRS990EZ/TotalRevenueAmt030186
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,332 RI & RELATED PROGRAMS 6,033 TRANSFER TO FOUNDATION 6,030 MEALS AND FEES 12,464 RI DUES 2,806 TOTAL 28,665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY 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 III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX WEST ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0866052621
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 35010
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.184.93.5
ReturnHeader/FilingSecurityInformation/IPDt02018-10-30
ReturnHeader/FilingSecurityInformation/IPTm011:06:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860966198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NANCY J TEFF CPA PC
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/PreparationDt02018-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY J TEFF CPA PC
ReturnHeader/ReturnTs02018-10-30T11:07:49-07:00
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
$14,933
Liabilities
-
Net assets
$14,933
Revenue
$30,186
Expenses
$29,254
Net income
$932
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