Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 86-6052622

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization ProfileN/A
PO Box 1683Sun City, AZ 85372

(602) 710-0800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

9.4%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$9,196

Up $788 (+9.4%) from 2014

Net Assets

Up

$9,196

Up $788 (+9.4%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin52nd percentile

Revenue

Down

$20,530

Down $18,960 (-48%) from 2014

Expenses

Down

$19,742

Down $12,363 (-39%) from 2014

Net Income

Down

$788

Down $6,597 (-89%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10K$5.0K$0Assets 2011: $7,466Liabilities 2011: $02011Assets 2012: $3,080Liabilities 2012: $02012Assets 2013: $1,023Liabilities 2013: $02013Assets 2014: $8,408Net Assets 2014: $8,4082014Assets 2015: $9,196Liabilities 2015: $0Net Assets 2015: $9,1962015

Highlighted filing

2015

Assets$9,196
Liabilities$0
Net Assets$9,196
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $47,462Expenses 2011: $47,837Net Income 2011: -$3752011Revenue 2012: $31,077Expenses 2012: $35,463Net Income 2012: -$4,3862012Revenue 2013: $25,045Expenses 2013: $27,102Net Income 2013: -$2,0572013Revenue 2014: $39,490Expenses 2014: $32,105Net Income 2014: $7,3852014Revenue 2015: $20,530Expenses 2015: $19,742Net Income 2015: $7882015

Highlighted filing

2015

Revenue$20,530
Expenses$19,742
Net Income$788
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$24,682
Mission and Program Overview

Mission

Support community service projects

Program Services

DescriptionGrantsExpenses
VARIOUS YOUTH PROGRAMS$2,626$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLIE GREENPresident-$0--
JAMES HARGRAVESecretary/TreasurerPT$0--
DEAN POKRANDTDirector-$0--
JIM GREENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International of Sun City
EIN
86-6052622
Phone
6027100800
Address
PO BOX 1683, SUN CITY, AZ 85372

Signing Officer

Name
Treasurer
Title
Treasurer
Phone
6027100800
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Kendal T Mueldener CPA Pllc
Address
13540 CAMINO DEL SOL SUITE 14, SUN CITY WEST, AZ 85375-4472
Preparer
Kendal T Mueldener CPA
Phone
6235468103
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: rotary international. Affiliate address: 1560 sherman ave evanston, il 60201. Purpose of payment: dues. Amount of payment: 1,705.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: rotary district 5490. Affiliate address: 1130 e missouri, #600 phoenix, az 85014. Purpose of payment: dues. Amount of payment: 1,332. Total included on form 990-ez, line 10: 3,037.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: youth services. Grantee name: challenger middle school. Grantee address: 6905 w maryland ave glendale, az 85303. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 600.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: youth services. Grantee name: (ryla) rotary youth leadership awards. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 983.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: youth service. Grantee name: rotary international of sun city. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 1,043.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: internation service. Grantee name: rotary international of sun city. Grantee relationship: none. Property description: cash. Date of gift: 03/14/15. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community service. Grantee name: soilder's best friend. Grantee relationship: none. Property description: cash. Date of gift: 02/26/15. Amount given: 250. Total included on form 990-ez, line 10: 3,876.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 224. Description: bank fees. Amount: 21. Description: meeting meal expense. Amount: 10,366. Description: website. Amount: 299. Description: office supplies. Amount: 458. Description: meal and entertainment. Amount: 88. Description: travel. Amount: 252. Total to form 990-ez, line 16: 11,708.”

Raw XML Appendix130 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JIM HARGRAVE - TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06024395407
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1683
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUN CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085372
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09196
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03414
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0788
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01035
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08408
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09196
IRS990EZ/FundraisingGrossIncomeAmt05650
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06913
IRS990EZ/GrossReceiptsAmt024682
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt015618
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08408
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09196
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08408
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09196
IRS990EZ/OccupancyRentUtltsAndMaintAmt086
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLIE GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES HARGRAVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEAN POKRANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011708
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS YOUTH PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02626
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04152
IRS990EZ/SpecialEventsNetIncomeLossAmt01498
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019742
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020530
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 1,705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROTARY DISTRICT 5490. AFFILIATE ADDRESS: 1130 E MISSOURI, #600 PHOENIX, AZ 85014. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 1,332. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,037.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: CHALLENGER MIDDLE SCHOOL. GRANTEE ADDRESS: 6905 W MARYLAND AVE GLENDALE, AZ 85303. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: YOUTH SERVICES. GRANTEE NAME: (RYLA) ROTARY YOUTH LEADERSHIP AWARDS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 983.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: YOUTH SERVICE. GRANTEE NAME: ROTARY INTERNATIONAL OF SUN CITY. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 1,043.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: INTERNATION SERVICE. GRANTEE NAME: ROTARY INTERNATIONAL OF SUN CITY. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/14/15. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: COMMUNITY SERVICE. GRANTEE NAME: SOILDER'S BEST FRIEND. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/26/15. AMOUNT GIVEN: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: ADVERTISING. AMOUNT: 224. DESCRIPTION: BANK FEES. AMOUNT: 21. DESCRIPTION: MEETING MEAL EXPENSE. AMOUNT: 10,366. DESCRIPTION: WEBSITE. AMOUNT: 299. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 458. DESCRIPTION: MEAL AND ENTERTAINMENT. AMOUNT: 88. DESCRIPTION: TRAVEL. AMOUNT: 252. TOTAL TO FORM 990-EZ, LINE 16: 11,708.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06027100800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OF SUN CITY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0866052622
ReturnHeader/Filer/PhoneNum06027100800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1683
ReturnHeader/Filer/USAddress/CityNm0SUN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085372
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208342887
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENDAL T MUELDENER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013540 CAMINO DEL SOL SUITE 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUN CITY WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0853754472
ReturnHeader/PreparerPersonGrp/PhoneNum06235468103
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENDAL T MUELDENER CPA
ReturnHeader/ReturnTs02015-11-16T14:32:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,196
Liabilities
$0
Net assets
$9,196
Revenue
$20,530
Expenses
$19,742
Net income
$788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$20.5$19.7$0.79
2014Detailed filing. Detailed filing data is available for this year.$8.41$8.41$39.5$32.1$7.39
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$25.0$27.1$2.06
2012Summary only. Only limited summary data is available for this year.$3.08$0.00$31.1$35.5$4.39
2011Summary only. Only limited summary data is available for this year.$7.47$0.00$47.5$47.8$0.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits