Civic Intelligence

Catalina Rotary Club Inc Tucson Az

990EZ • Fiscal year 2019 • EIN 86-6053207

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 08, 2019

4011 East Camino MontecilloTucson, AZ 85718-3437

(520) 577-6400

Siviq Scores

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

Liabilities / Assets

86th percentile

0.28x

Higher debt load relative to assets than 86% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

0.8%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$17,009

Up $330 (+2.0%) from 2018

Net Assets

$12,208

No earlier filing loaded for comparison.

Liabilities

Up

$4,801

Up $51 (+1.1%) from 2018

Revenue

Up

$39,635

Up $329 (+0.8%) from 2018

Expenses

Up

$39,356

Up $4,187 (+12%) from 2018

Net Income

Down

$279

Down $3,858 (-93%) from 2018

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $29,072Liabilities 2012: $7,6032012Assets 2013: $23,812Liabilities 2013: $1,3042013Assets 2014: $19,638Liabilities 2014: $2,8002014Assets 2015: $18,400Liabilities 2015: $1,9312015Assets 2016: $12,470Liabilities 2016: $4,3962016Assets 2017: $10,316Liabilities 2017: $2,2992017Assets 2018: $16,679Liabilities 2018: $4,7502018Assets 2019: $17,009Liabilities 2019: $4,801Net Assets 2019: $12,2082019Assets 2020: $17,581Liabilities 2020: $1,728Net Assets 2020: $15,8532020

Highlighted filing

2019

Assets$17,009
Liabilities$4,801
Net Assets$12,208

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $54,706Expenses 2012: $57,803Net Income 2012: -$3,0972012Revenue 2013: $45,940Expenses 2013: $44,901Net Income 2013: $1,0392013Revenue 2014: $39,508Expenses 2014: $45,178Net Income 2014: -$5,6702014Revenue 2015: $36,061Expenses 2015: $36,430Net Income 2015: -$3692015Revenue 2016: $39,573Expenses 2016: $47,968Net Income 2016: -$8,3952016Revenue 2017: $40,535Expenses 2017: $40,592Net Income 2017: -$572017Revenue 2018: $39,306Expenses 2018: $35,169Net Income 2018: $4,1372018Revenue 2019: $39,635Expenses 2019: $39,356Net Income 2019: $2792019Revenue 2020: $32,196Expenses 2020: $28,551Net Income 2020: $3,6452020

Highlighted filing

2019

Revenue$39,635
Expenses$39,356
Net Income$279
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 8, 2019
Return Version
2018v3.1
Gross Receipts
$39,635
Mission and Program Overview

Mission

Civic club

Program Services

DescriptionGrantsExpenses
Local Rotary Club providing community support through itsfoundation.$0$39,536
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anita McDonaldDirector-$0--
Robert DeLaneyDirector-$0--
Jimmy MunozcanoDirector-$0--
Robert GradyPresident / Director-$0--
Peter PritzDirector-$0--
Michael TroughtonDirector-$0--
Paul BennettPresident Elect / Director-$0--
Andrew KerrTreasurer / Director-$0--
Anthony SpearSecretary / Director-$0--
Filing and Contact Details

Filer

Filer Name
Catalina Rotary Club Inc
EIN
86-6053207
Phone
5205776400
Address
4011 EAST CAMINO MONTECILLO, TUCSON, AZ 85718-3437

Signing Officer

Name
Andrew Kerr
Title
Treasurer
Phone
5205776400
Signed
2019-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Russell R Murphy Ltd CPA
Address
4011 EAST CAMINO MONTECILLO, TUCSON, AZ 85718-3437
Preparer
Russell R Murphy
Phone
5205776400
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Visitor meals 2180.

Form 990EZ, Part I, Line 16

Annual state corporation fee 10.

Form 990EZ, Part I, Line 16

Christmas program entertainment 150.

Form 990EZ, Part I, Line 16

Credit card charges 230.

Form 990EZ, Part I, Line 16

Dues to Rotary parent organizations 7583.

Form 990EZ, Part I, Line 16

Gifts and awards 405.

Form 990EZ, Part I, Line 16

Supplies 1075.

Form 990EZ, Part I, Line 16

Technology costs 200.

Form 990EZ, Part I, Line 16

Training 300.

Form 990EZ, Part I, Line 16

Travel 3508.

Form 990EZ, Part I, Line 16

Website maintenance 923.

Form 990EZ, Part I, Line 16

Marketing and publicity 580.

Form 990EZ, Part II, Line 24

Member receivables 917. 900.

Form 990EZ, Part II, Line 26

Trade Payables 945. 2341.

Form 990EZ, Part II, Line 26

Prepaid member dues 3805. 2135.

Form 990EZ, Part II, Line 26

Due to Rotary International 0. 225.

Form 990EZ, Part II, Line 26

Due to Catalina Club Foundation, Inc. 0. 100.

Raw XML Appendix189 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/BenefitsPaidToOrForMembersAmt024392
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Russell R Murphy CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05205776400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04011 East Camino Montecillo
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tucson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015762
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016109
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0279
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016679
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017009
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt039635
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037455
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011929
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011929
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012208
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anita McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert DeLaney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jimmy Munozcano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Grady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter Pritz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael Troughton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Paul Bennett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Andrew Kerr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Anthony Spear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President / Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President Elect / Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer / Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary / Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0917
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0900
IRS990EZ/OtherExpensesTotalAmt014964
IRS990EZ/OtherRevenueTotalAmt02180
IRS990EZ/PrimaryExemptPurposeTxt0Civic club
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Local Rotary Club providing community support through itsfoundation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039536
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04750
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04801
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039356
IRS990EZ/TotalProgramServiceExpensesAmt039536
IRS990EZ/TotalRevenueAmt039635
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.catalinarotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Visitor meals 2180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual state corporation fee 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Christmas program entertainment 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Credit card charges 230.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues to Rotary parent organizations 7583.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Gifts and awards 405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies 1075.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Technology costs 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Training 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Travel 3508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website maintenance 923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Marketing and publicity 580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Member receivables 917. 900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Trade Payables 945. 2341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid member dues 3805. 2135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Due to Rotary International 0. 225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Due to Catalina Club Foundation, Inc. 0. 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Kerr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05205776400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATALINA ROTARY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0CATA
ReturnHeader/Filer/EIN0866053207
ReturnHeader/Filer/PhoneNum05205776400
ReturnHeader/Filer/USAddress/AddressLine1Txt04011 EAST CAMINO MONTECILLO
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857183437
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06CE4A6B9D712C9B949E5ED0756CC932C958A5DD8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06CE4A6B9D712C9B949E5ED0756CC932C958A5DD8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.24.185.227
ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:39:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL R MURPHY LTD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04011 EAST CAMINO MONTECILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857183437
ReturnHeader/PreparerPersonGrp/PhoneNum05205776400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell R Murphy
ReturnHeader/ReturnTs02019-08-15T13:39:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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