Civic Intelligence

Scottsdale Rotary Club Foundation

EIN 86-6054024 • 501(c)3 • Scottsdale, AZ

Profile

Serving youth and others in the community with scholarships and other opportunities for growth and education.

PO Box 5633Scottsdale, AZ 85261-5633

scottsdalerotaryfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.06x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.34x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

58th percentile

6.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$867,963

Up $53,745 (+6.6%) from 2024

Liabilities

Down

$52,899

Down $12,601 (-19%) from 2024

Net Assets

Up

$815,064

Up $66,346 (+8.9%) from 2024

Revenue

Down

$155,147

Down $24,745 (-14%) from 2024

Expenses

Up

$88,802

Up $857 (+1.0%) from 2024

Net Income

Down

$66,345

Down $25,602 (-28%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $324,440Liabilities 2010: $625Net Assets 2010: $323,8152010Assets 2011: $353,975Liabilities 2011: $2,6592011Assets 2012: $404,753Liabilities 2012: $200Net Assets 2012: $404,5532012Assets 2013: $454,209Liabilities 2013: $0Net Assets 2013: $454,2092013Assets 2014: $507,271Liabilities 2014: $0Net Assets 2014: $507,2712014Assets 2015: $513,042Liabilities 2015: $0Net Assets 2015: $513,0422015Assets 2016: $552,608Liabilities 2016: $0Net Assets 2016: $552,6082016Assets 2017: $660,428Liabilities 2017: $0Net Assets 2017: $660,4282017Assets 2018: $688,891Liabilities 2018: $0Net Assets 2018: $688,8912018Assets 2019: $682,300Liabilities 2019: $83,000Net Assets 2019: $599,3002019Assets 2020: $656,035Liabilities 2020: $90,000Net Assets 2020: $566,0352020Assets 2021: $796,257Liabilities 2021: $83,221Net Assets 2021: $713,0362021Assets 2022: $748,831Liabilities 2022: $124,698Net Assets 2022: $624,1332022Assets 2023: $793,219Liabilities 2023: $136,448Net Assets 2023: $656,7712023Assets 2024: $814,218Liabilities 2024: $65,500Net Assets 2024: $748,7182024Assets 2025: $867,963Liabilities 2025: $52,899Net Assets 2025: $815,0642025

Highlighted filing

2025

Assets$867,963
Liabilities$52,899
Net Assets$815,064

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $76,232Expenses 2010: $45,321Net Income 2010: $30,9112010Revenue 2011: $77,209Expenses 2011: $49,708Net Income 2011: $27,5012011Revenue 2012: $118,517Expenses 2012: $65,280Net Income 2012: $53,2372012Revenue 2013: $103,346Expenses 2013: $53,690Net Income 2013: $49,6562013Revenue 2014: $132,126Expenses 2014: $79,064Net Income 2014: $53,0622014Revenue 2015: $57,406Expenses 2015: $51,635Net Income 2015: $5,7712015Revenue 2016: $85,069Expenses 2016: $63,550Net Income 2016: $21,5192016Revenue 2017: $197,314Expenses 2017: $89,494Net Income 2017: $107,8202017Revenue 2018: $124,540Expenses 2018: $95,098Net Income 2018: $29,4422018Revenue 2019: $116,364Expenses 2019: $78,087Net Income 2019: $38,2772019Revenue 2020: $150,612Expenses 2020: $183,877Net Income 2020: -$33,2652020Revenue 2021: $225,972Expenses 2021: $78,971Net Income 2021: $147,0012021Revenue 2022: $36,804Expenses 2022: $125,707Net Income 2022: -$88,9032022Revenue 2023: $164,121Expenses 2023: $131,458Net Income 2023: $32,6632023Revenue 2024: $179,892Expenses 2024: $87,945Net Income 2024: $91,9472024Revenue 2025: $155,147Expenses 2025: $88,802Net Income 2025: $66,3452025

Highlighted filing

2025

Revenue$155,147
Expenses$88,802
Net Income$66,345

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$0.53$8.15$1.55$0.89$0.66
2024Summary only. Only limited summary data is available for this year.$8.14$0.66$7.49$1.80$0.88$0.92
2023Summary only. Only limited summary data is available for this year.$7.93$1.36$6.57$1.64$1.31$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$1.25$6.24$0.37$1.26$0.89
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$0.83$7.13$2.26$0.79$1.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.90$5.66$1.51$1.84$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.83$5.99$1.16$0.78$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$1.25$0.95$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$1.97$0.89$1.08
2016Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.85$0.64$0.22
2015Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.57$0.52$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$1.32$0.79$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.00$4.54$1.03$0.54$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.00$4.05$1.19$0.65$0.53
2011Summary only. Only limited summary data is available for this year.$3.54$0.03$0.77$0.50$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.01$3.24$0.76$0.45$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 14, 2026
Return Version
2024v5.0
Gross Receipts
$155,147
Mission and Program Overview

Mission

Serving youth and others in the community with scholarships and other opportunities for growth and education.

Serving youth and others in the community with scolkarships and other opportunities for growth and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$707,050$770,110▲ $63,060
Cash and Non-Interest-Bearing Accounts$103,853$75,769▼ $28,084
Pledges and Grants Receivable$3,315$12,084▲ $8,769
Total Assets$814,218$867,963▲ $53,745
Other Assets Total-$10,000-
Liabilities
Accounts Payable and Accrued Expenses$65,500$52,899▼ $12,601
Total Liabilities$65,500$52,899▼ $12,601
Net Assets / Fund Balance
Net Assets With Donor Restrictions$672,099$735,120▲ $63,021
Net Assets Without Donor Restrictions$76,619$79,944▲ $3,325
Total Net Assets Fund Balance$748,718$815,064▲ $66,346
Total Liabilities and Net Assets / Fund Balance$814,218$867,963▲ $53,745

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$707,050-▲ $73,060-$770,110
2023$653,708$3,655▲ $83,829-$707,050
Compensation and Service Providers

Board Members and Trustees

NameTitle
Darin ShebestaPresident
Gary ChontosBoard Member
Tom MayerSecretary
Jay FranzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$76,352
Program Service Revenue
$0
Investment Income
$78,795
Other Revenue
$0
All Other Contributions
$30,000
Change in Net Assets
$66,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,802
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$70,391--$70,391
Fees for Services Accounting-$11,750-$11,750
Fees for Services Management-$4,818-$4,818
Insurance-$1,353-$1,353
Office Expenses-$490-$490
Total Functional Expenses$70,391$18,411$0$88,802
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members consist of the members of the scottsdale rotary club in good standing.

Form 990, Page 6, Part VI, Line 7A

Officeers and board members are elected annually by the members of the foundatiion

Form 990, Page 6, Part VI, Line 7B

Decisiions of the board of directors are not subject to review by the members of the foundation.

Form 990, Page 6, Part VI, Line 11B

President and treasurer review the form 990 before it is filed.

Form 990, Page 6, Part VI, Line 15A

There are no paid officers directors or staff of any kind.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Scottsdale Rotary Club Foundation
EIN
86-6054024
Phone
4809456158
Address
PO BOX 5633, SCOTTSDALE, AZ 85261-5633

Signing Officer

Name
Darin Shebesta
Title
President
Phone
4803831861
Signed
2026-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darin Shebesta
Formed
1957
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
Haga Kommer Ltd
Address
8111 E INDIAN BEND ROAD, SCOTTSDALE, AZ 85250
Preparer
Scott H Miller
Phone
6022795050
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers are all members of the rotary club of scottsdale.

Form 990, Page 2, Part III, Line 4D

Other programs including youth salute and support for rotary park in city of scottsdale.

Form 990, Page 5, Part V, Line 3B

There was no unrelated business taxable income so form 990-t is not required to be filed.

Form 990, Part IX, Line 11G

Scholarships 58,400 0 0 local community servicer 4,913 0 0 rotary internatiional 4,900 0 0 other program services 2,178 0 0 total 70,391 0 0

Raw XML Appendix339 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.

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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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0707050
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0770110
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt073060
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0653708
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03655
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0707050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt030486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083829
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.32460
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.67540
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ARE ALL MEMBERS OF THE ROTARY CLUB OF SCOTTSDALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER PROGRAMS INCLUDING YOUTH SALUTE AND SUPPORT FOR ROTARY PARK IN CITY OF SCOTTSDALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME SO FORM 990-T IS NOT REQUIRED TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS CONSIST OF THE MEMBERS OF THE SCOTTSDALE ROTARY CLUB IN GOOD STANDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICEERS AND BOARD MEMBERS ARE ELECTED ANNUALLY BY THE MEMBERS OF THE FOUNDATIION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DECISIIONS OF THE BOARD OF DIRECTORS ARE NOT SUBJECT TO REVIEW BY THE MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRESIDENT AND TREASURER REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE ARE NO PAID OFFICERS DIRECTORS OR STAFF OF ANY KIND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOLARSHIPS 58,400 0 0 LOCAL COMMUNITY SERVICER 4,913 0 0 ROTARY INTERNATIIONAL 4,900 0 0 OTHER PROGRAM SERVICES 2,178 0 0 TOTAL 70,391 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0814218
IRS990/TotalAssetsEOYAmt0867963
IRS990/TotalAssetsGrp/BOYAmt0814218
IRS990/TotalAssetsGrp/EOYAmt0867963
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076352
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018411
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070391
IRS990/TotalFunctionalExpensesGrp/TotalAmt088802
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065500
IRS990/TotalLiabilitiesEOYAmt052899
IRS990/TotalLiabilitiesGrp/BOYAmt065500
IRS990/TotalLiabilitiesGrp/EOYAmt052899
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0748718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0815064
IRS990/TotalOtherProgSrvcExpenseAmt02178
IRS990/TotalProgramServiceExpensesAmt070391
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt078795
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155147
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0814218
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0867963
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5633
IRS990/USAddress/CityNm0SCOTTSDALE
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085261
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0SCOTTSDALEROTARYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARIN SHEBESTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04803831861
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTSDALE ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0866054024
ReturnHeader/Filer/PhoneNum04809456158
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5633
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0852615633
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204028013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAGA KOMMER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08111 E INDIAN BEND ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085250
ReturnHeader/PreparerPersonGrp/PhoneNum06022795050
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT H MILLER
ReturnHeader/ReturnTs02026-01-15T16:23:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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