Civic Intelligence

Rotary International

990EZ • Fiscal year 2022 • EIN 86-6052795

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 19, 2022

P O Box 1344Sierra Vista, AZ 85636

(520) 227-0596

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

79%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$158,475

Up $23,304 (+17%) from 2021

Net Assets

Up

$158,475

Up $23,304 (+17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$98,758

Up $43,510 (+79%) from 2021

Expenses

Up

$75,202

Up $32,771 (+77%) from 2021

Net Income

Up

$23,556

Up $10,739 (+84%) from 2021

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

2022

Assets$158,475
Liabilities$0
Net Assets$158,475

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

2022

Revenue$98,758
Expenses$75,202
Net Income$23,556
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 19, 2022
Return Version
2021v4.2
Gross Receipts
$140,265
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.--
TO PROVIDE FUNDS FOR THE PAUL HARRIS FOUNDATION OF ROTARY INTERNATIONAL TO HELP ERADICATE POLIO WORLDWIDE. TO PROVIDE FUNDS FOR OTHER ROTARY INTERNATIONAL CHARITABLE PROJECTS.--
TO SIERRA VISTA ROTARY CHARITIES, AN ORGANIZATION THAT HELPS ALL LOCAL ROTARIES ASSIST LOCAL CHARITIES IN THE GREATER SIERRA VISTA AREA.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY FUSCOClub Administration-$0--
JOSEPH PRUETTSecretaryPT$0--
ELSIE MACMILLANTreasurerPT$0--
KEN STICKLERPresidentPT$0--
JERRY REGANInternational Service-$0--
ROBERT FUSCOSergeant-At-Arms-$0--
LES ORCHEKOWSKIRotary Foundation-$0--
SARAH MORGANS V Satellite Evening Club Director-$0--
CANDYCE PARDEEPast President-$0--
DAN CREWSYouth Services Director-$0--
ERNIE GARCIAVocational Service-$0--
FRANK GONZALEZCommunity Service-$0--
NATHAN WILLIAMSPresident Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Baja Beach B----
Filing and Contact Details

Filer

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

Signing Officer

Name
Elsie Macmillan
Title
Treasurer
Phone
5202270596
Signed
2022-10-19
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 ROTARY FOUNDATION Street 1 ROTARY CENTER, 1560 SHERMAN AVE City, State, Zip Evanston, IL 60201-3698Relationship NATIONAL OFFICE Amount 10,072Activity NONE OVER $5,000 Grantee VARIOUS CHARITIES Relationship NONE Amount 8,095

Description of other expenses Part I line 16

Description AmountPGM SCHOLARSHIPS 3,000PGM PROJECT GRADUATION 1,354PGM MEALS 21,687PGM ROTARY INTERNATIONAL DUES 5,675PGM DISTRICT 5500 DUES 3,420MGMT TAX PREPARATION SERVICES 775PGM DISTRICT MATCH GRANT EXP 12,700MGMT SUPPLIES 949MGMT PRESIDENT ELECT TRNG SEMINAR 597PGM STUDENT OF THE MONTH 1,000MGMT PRESIDENT TRAINING/CONFERENCE 225MGMT SQUARE FEES 443PGM 4 WAY SPEECH CONTEST 25PGM ROTARY YOUTH EXCHANGE 2,350MGMT BANK FEES 30MGMT CHAMBER DUES 150MGMT CLUBRUNNER 600MGMT PO BOX 182MGMT OTHER 30MGMT STORAGE RENTAL 702MGMT ROUNDING (4)PGM DEPRECIATION 1,134

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

Description AmountPRIOR PERIOD ADJUSTMENT (252)

Description of other assets Part II line 24

Category Beginning of Year End of YearACCOUNTS RECEIVABLE 71 0JULY 4 TRLR POST ACC DEP 0 21,537

Raw XML Appendix194 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/CityNm0Sierra Vista
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085636
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IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY FUSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH PRUETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELSIE MACMILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEN STICKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERRY REGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT FUSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LES ORCHEKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SARAH MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CANDYCE PARDEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DAN CREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ERNIE GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11FRANK GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12NATHAN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CLUB ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4INTERNATIONAL SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SERGEANT-AT-ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ROTARY FOUNDATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7S V SATELLITE EVENING CLUB DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9YOUTH SERVICES DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VOCATIONAL SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11COMMUNITY SERVICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt071
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021537
IRS990EZ/OtherChangesInNetAssetsAmt0-252
IRS990EZ/OtherExpensesTotalAmt057024
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramServiceRevenueAmt030933
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. TO PROVIDE FUNDS FOR OTHER ROTARY INTERNATIONAL CHARITABLE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SIERRA VISTA ROTARY CHARITIES, AN ORGANIZATION THAT HELPS ALL LOCAL ROTARIES ASSIST LOCAL CHARITIES IN THE GREATER SIERRA VISTA AREA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt040930
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075202
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt098758
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYSV.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BAJA BEACH B
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity ROTARY INTL Grantee ROTARY FOUNDATION Street 1 ROTARY CENTER, 1560 SHERMAN AVE City, State, Zip Evanston, IL 60201-3698Relationship NATIONAL OFFICE Amount 10,072Activity NONE OVER $5,000 Grantee VARIOUS CHARITIES Relationship NONE Amount 8,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPGM SCHOLARSHIPS 3,000PGM PROJECT GRADUATION 1,354PGM MEALS 21,687PGM ROTARY INTERNATIONAL DUES 5,675PGM DISTRICT 5500 DUES 3,420MGMT TAX PREPARATION SERVICES 775PGM DISTRICT MATCH GRANT EXP 12,700MGMT SUPPLIES 949MGMT PRESIDENT ELECT TRNG SEMINAR 597PGM STUDENT OF THE MONTH 1,000MGMT PRESIDENT TRAINING/CONFERENCE 225MGMT SQUARE FEES 443PGM 4 WAY SPEECH CONTEST 25PGM ROTARY YOUTH EXCHANGE 2,350MGMT BANK FEES 30MGMT CHAMBER DUES 150MGMT CLUBRUNNER 600MGMT PO BOX 182MGMT OTHER 30MGMT STORAGE RENTAL 702MGMT ROUNDING (4)PGM DEPRECIATION 1,134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPRIOR PERIOD ADJUSTMENT (252)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearACCOUNTS RECEIVABLE 71 0JULY 4 TRLR POST ACC DEP 0 21,537
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELSIE MACMILLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05202270596
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-19
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
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/PreparationDt02022-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD T COPELAND
ReturnHeader/ReturnTs02022-10-19T13:56:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELSIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACMILLAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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