Civic Intelligence

Rotary International

990EZ • Fiscal year 2018 • EIN 86-6052795

Jul 01, 2017 to Jun 30, 2018 • Filed on May 11, 2019

P O Box 1344Sierra Vista, AZ 85636

(520) 439-9642

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

18th percentile

-17%

Higher net margin than 18% 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

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$105,807

Up $20,826 (+25%) from 2017

Net Assets

Up

$105,807

Up $20,826 (+25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$82,319

Up $13,221 (+19%) from 2017

Expenses

Up

$96,435

Up $33,617 (+54%) from 2017

Net Income

Down

-$14,116

Down $20,396 (-325%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $30,116Liabilities 2011: $02011Assets 2012: $35,721Liabilities 2012: $0Net Assets 2012: $35,7212012Assets 2013: $37,004Liabilities 2013: $0Net Assets 2013: $37,0042013Assets 2014: $37,966Liabilities 2014: $0Net Assets 2014: $37,9662014Assets 2015: $39,288Liabilities 2015: $02015Assets 2016: $51,691Liabilities 2016: $0Net Assets 2016: $51,6912016Assets 2017: $84,981Liabilities 2017: $0Net Assets 2017: $84,9812017Assets 2018: $105,807Liabilities 2018: $0Net Assets 2018: $105,8072018Assets 2019: $123,769Liabilities 2019: $2,4502019Assets 2020: $122,710Liabilities 2020: $356Net Assets 2020: $122,3542020Assets 2021: $135,171Liabilities 2021: $0Net Assets 2021: $135,1712021Assets 2022: $158,475Liabilities 2022: $0Net Assets 2022: $158,4752022Assets 2023: $169,772Liabilities 2023: $0Net Assets 2023: $169,7722023Assets 2024: $184,308Liabilities 2024: $02024Assets 2025: $187,595Liabilities 2025: $0Net Assets 2025: $187,5952025

Highlighted filing

2018

Assets$105,807
Liabilities$0
Net Assets$105,807

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $83,854Expenses 2011: $79,073Net Income 2011: $4,7812011Revenue 2012: $93,643Expenses 2012: $88,037Net Income 2012: $5,6062012Revenue 2013: $85,765Expenses 2013: $84,483Net Income 2013: $1,2822013Revenue 2014: $77,409Expenses 2014: $76,447Net Income 2014: $9622014Revenue 2015: $58,998Expenses 2015: $57,675Net Income 2015: $1,3232015Revenue 2016: $61,937Expenses 2016: $61,374Net Income 2016: $5632016Revenue 2017: $69,098Expenses 2017: $62,818Net Income 2017: $6,2802017Revenue 2018: $82,319Expenses 2018: $96,435Net Income 2018: -$14,1162018Revenue 2019: $81,239Expenses 2019: $84,031Net Income 2019: -$2,7922019Revenue 2020: $57,458Expenses 2020: $56,423Net Income 2020: $1,0352020Revenue 2021: $55,248Expenses 2021: $42,431Net Income 2021: $12,8172021Revenue 2022: $98,758Expenses 2022: $75,202Net Income 2022: $23,5562022Revenue 2023: $73,289Expenses 2023: $61,992Net Income 2023: $11,2972023Revenue 2024: $101,502Expenses 2024: $86,472Net Income 2024: $15,0302024Revenue 2025: $81,252Expenses 2025: $76,964Net Income 2025: $4,2882025

Highlighted filing

2018

Revenue$82,319
Expenses$96,435
Net Income-$14,116
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 11, 2019
Return Version
2017v2.2
Gross Receipts
$124,823
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
TO PROVIDE CHARITABLE DONATIONS TO GROUPS WHICH SUPPORT PUBLIC FUNCTIONS FOR THE LOCAL SIERRA VISTA COMMUNITY$38,854-
TO PROVIDE FUNDS FOR THE PAUL HARRIS FOUNDATION OF ROTARY INTERNATIONAL TO HELP ERADICATE POLIO WORLDWIDE$9,718-
TO SIERRA VISTA ROTARY CHARITIES AN ORGANIZATION THAT HELPS ALL LOCAL ROTARIES ASSIST LOCAL CHARITIES IN THE GREATER SIERRA VISTA AREA$5,472-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY FUSCOPresidentPT$0--
MIKE STRANGESecretary-$0--
MARIA WHITEHURSTTreasurer-$0--
ED SUBIACommunity Service-$0--
CARLOS SOUZAInternational Service-$0--
LES ORCHEKOWSKIRotary Foundation Chair-$0--
JOHN SPENGLERPublic Relations-$0--
FRED SHIRLEYPresident Elect-$0--
DAN CREWSYouth Services Director-$0--
LOU KUTTNERVocational Service-$0--
KEN STICKLERAdministrator-$0--
STEVE JOHNSMembership Services-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
4th of July$33,034$33,034$32,626$408
Baja Beach B$15,350$15,350$6,279$9,071
Total Events$48,384$48,384$42,504$5,880
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
86-6052795
Address
P O BOX 1344, Sierra Vista, AZ 85636

Signing Officer

Name
Maria Whitehurst
Title
Treasurer
Phone
5204399642
Signed
2019-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Liberty Tax Service
Address
999 E FRY BLVD STE 105, Sierra Vista, AZ 85635
Preparer
Richard T Copeland
Phone
5208037353
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity ROTARY INTL Grantee PAUL HARRIS FOUNDATION Street 1 ROTARY CENTER, 1560 SHERMAN AVE City, State, Zip Evanston, IL 60201-3698Relationship NATIONAL OFFICE Amount 9,718Activity NONE OVER $5,000 Grantee VARIOUS LOCAL CHARITIES Relationship NONE Amount 38,854Activity ROTARY Grantee SIERRA VISTA ROTARY CHARITIES Street PO BOX 1344 City, State, Zip Sierra Vista, AZ 85636Relationship LOCAL SISTER ROTARY Amount 5,472

Description of other expenses Part I line 16

Description AmountPGM MEALS 29,702PGM ROTARY INTERNATIONAL DUES 4,401PGM DISTRICT 5500 DUES 2,970MGMT TAX PREPARATION SERVICES 200MGMT SUPPLIES 849MGMT PRESIDENT ELECT TRNG SEMINAR 500PGM STUDENT OF THE MONTH CERTIFICAT 800MGMT ROTARY INTERNATIONAL CONFERENC 760MGMT WEB SITE 551MGMT TREAS ELECTR PYMNT SUPP 109MGMT PO BOX 92ROUNDING 1

Other changes in net assets or fund balances Part I line 20

Description AmountTRANSFER FM CHARITIES SCHOLARSHIPS 13,000TRANSFER FM CHARITIES 4TH OF JULY 5,400PPA AMERIPRISE CERTIFICATES 16,542

Raw XML Appendix200 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/PhoneNum05204399642
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sierra Vista
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY FUSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE STRANGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED SUBIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARLOS SOUZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LES ORCHEKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN SPENGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRED SHIRLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAN CREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LOU KUTTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KEN STICKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STEVE JOHNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNITY SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4INTERNATIONAL SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ROTARY FOUNDATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8YOUTH SERVICES DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VOCATIONAL SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBERSHIP SERVICES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt034942
IRS990EZ/OtherExpensesTotalAmt040935
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt01456
IRS990EZ/ProgramServiceRevenueAmt025289
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CHARITABLE DONATIONS TO GROUPS WHICH SUPPORT PUBLIC FUNCTIONS FOR THE LOCAL SIERRA VISTA COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE FUNDS FOR THE PAUL HARRIS FOUNDATION OF ROTARY INTERNATIONAL TO HELP ERADICATE POLIO WORLDWIDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SIERRA VISTA ROTARY CHARITIES AN ORGANIZATION THAT HELPS ALL LOCAL ROTARIES ASSIST LOCAL CHARITIES IN THE GREATER SIERRA VISTA AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038854
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19718
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25472
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt05880
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096435
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt082319
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYSV.ORG
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042504
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01099
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01099
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BAJA BEACH B
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm04TH OF JULY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033034
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048384
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05880
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038905
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06279
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt032626
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02500
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0AZ
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity ROTARY INTL Grantee PAUL HARRIS FOUNDATION Street 1 ROTARY CENTER, 1560 SHERMAN AVE City, State, Zip Evanston, IL 60201-3698Relationship NATIONAL OFFICE Amount 9,718Activity NONE OVER $5,000 Grantee VARIOUS LOCAL CHARITIES Relationship NONE Amount 38,854Activity ROTARY Grantee SIERRA VISTA ROTARY CHARITIES Street PO BOX 1344 City, State, Zip Sierra Vista, AZ 85636Relationship LOCAL SISTER ROTARY Amount 5,472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPGM MEALS 29,702PGM ROTARY INTERNATIONAL DUES 4,401PGM DISTRICT 5500 DUES 2,970MGMT TAX PREPARATION SERVICES 200MGMT SUPPLIES 849MGMT PRESIDENT ELECT TRNG SEMINAR 500PGM STUDENT OF THE MONTH CERTIFICAT 800MGMT ROTARY INTERNATIONAL CONFERENC 760MGMT WEB SITE 551MGMT TREAS ELECTR PYMNT SUPP 109MGMT PO BOX 92ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountTRANSFER FM CHARITIES SCHOLARSHIPS 13,000TRANSFER FM CHARITIES 4TH OF JULY 5,400PPA AMERIPRISE CERTIFICATES 16,542
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA WHITEHURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05204399642
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0866052795
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1344
ReturnHeader/Filer/USAddress/CityNm0Sierra Vista
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085636
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08600662019135mxfq1j1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.1.46.58
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTm017:38:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260068377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIBERTY TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 E FRY BLVD STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sierra Vista
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085635
ReturnHeader/PreparerPersonGrp/PhoneNum05208037353
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD T COPELAND
ReturnHeader/ReturnTs02019-05-15T17:36:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.81$0.77$0.04
2024Summary only. Only limited summary data is available for this year.$1.84$0.00$1.02$0.86$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.73$0.62$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.99$0.75$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.55$0.42$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.22$0.57$0.56$0.01
2019Summary only. Only limited summary data is available for this year.$1.24$0.02$0.81$0.84$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.82$0.96$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.69$0.63$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.62$0.61$0.01
2015Summary only. Only limited summary data is available for this year.$0.39$0.00$0.59$0.58$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.77$0.76$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.86$0.84$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.94$0.88$0.06
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.84$0.79$0.05