Civic Intelligence

Paradise Valley Rotary Foundation

990EZ • Fiscal year 2016 • EIN 94-2885087

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 25, 2016

Organization ProfileN/A
PO Box 31928Phoenix, AZ 85046

(480) 860-2644

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-38%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-30%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$407,445

Down $6,167 (-1.5%) from 2015

Net Assets

Down

$407,445

Down $6,167 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$16,080

Down $6,807 (-30%) from 2015

Expenses

Up

$22,247

Up $2,106 (+10%) from 2015

Net Income

Down

-$6,167

Down $8,913 (-325%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2011: $371,309Liabilities 2011: $2,2502011Assets 2012: $349,951Liabilities 2012: $02012Assets 2013: $382,873Liabilities 2013: $02013Assets 2014: $436,355Liabilities 2014: $02014Assets 2015: $413,612Liabilities 2015: $0Net Assets 2015: $413,6122015Assets 2016: $407,445Liabilities 2016: $0Net Assets 2016: $407,4452016Assets 2021: $318,736Liabilities 2021: $02021

Highlighted filing

2016

Assets$407,445
Liabilities$0
Net Assets$407,445
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KRevenue 2011: $61,531Expenses 2011: $7,458Net Income 2011: $54,0732011Revenue 2012: -$5,992Expenses 2012: $13,116Net Income 2012: -$19,1082012Revenue 2013: $44,937Expenses 2013: $12,015Net Income 2013: $32,9222013Revenue 2014: $70,424Expenses 2014: $16,942Net Income 2014: $53,4822014Revenue 2015: $22,887Expenses 2015: $20,141Net Income 2015: $2,7462015Revenue 2016: $16,080Expenses 2016: $22,247Net Income 2016: -$6,1672016Revenue 2021: $2,650Expenses 2021: $25,777Net Income 2021: -$23,1272021

Highlighted filing

2016

Revenue$16,080
Expenses$22,247
Net Income-$6,167
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$16,080
Mission and Program Overview

Mission

Raise money for community purposes

Program Services

DescriptionGrantsExpenses
TO RAISE MONEY FOR VARIOUS YOUTH ACTIVITIES, EDUCATION, SCHOLARSHIPS AND RELIEF ACTIVITIES$21,573$21,573
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BERRYPresident-$0--
FRED GORRELLTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Paradise Valley Rotary Foundation
EIN
94-2885087
Phone
4808602644
Address
PO BOX 31928, PHOENIX, AZ 85046

Signing Officer

Name
Fred Gorrell
Title
Treasurer
Phone
4808602644
Signed
2016-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Marsha Brooks CPA PC
Address
6002 E Thunderbird Rd, Scottsdale, AZ 85254-3861
Preparer
Marsha Brooks
Phone
4809915850
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Community service; donations; christmas baskets: various, phoenix, , ; none, 3563.”

Form 990EZ, Part I, Line 10

“Community service; donation; neighborhood ministries: 1918 w van buren st, phoenix, az, 85009; none,”

Form 990EZ, Part I, Line 10

“Community service; donations; the rotary foundation: 14280 collections center dr, chicago, il, 60693”

Form 990EZ, Part I, Line 10

“Community service; donation; junior achievement of az: 636 w southern ave, tempe, az, 85282; none, 5”

Form 990EZ, Part I, Line 10

“Community service; donation; the dictionary project: p.o. Box 1845, charleston, sc, 29402; none, 666”

Form 990EZ, Part I, Line 10

“Community service; donation; rotarian microcredit: c/o 13374 e cannon dr, scottsdale, az, 85259; non”

Form 990EZ, Part I, Line 10

“Community service; donation; ballet az: 2835 e washington, phoenix, az, 85034; none, 1000.”

Form 990EZ, Part I, Line 10

“Community service; donation; mesa west rotary club: 1011 w holmes ave, mesa az 85210, , ; none, 200.”

Form 990EZ, Part I, Line 10

“Community service; donation; rotary club of springerville: po box 355, springerville az 85938, , ; n”

Form 990EZ, Part I, Line 10

“Community service; donation; paradise valley emergency food bank: 10862 n 32nd st, phoenix, az, 8502”

Form 990EZ, Part I, Line 10

“Community service; donation; miscellaneous: various, phoenix, az, ; none, 2500.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 35.”

Form 990EZ, Part II, Line 24

“Temporary cash investments 413452. 388452.”

Raw XML Appendix123 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/PersonNm0FRED GORRELL
IRS990EZ/BooksInCareOfDetail/PhoneNum04809988415
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 31928
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085046
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0407445
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021573
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt016080
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt080
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0413612
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0407445
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0413612
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0407445
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED GORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0413452
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0388452
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY FOR COMMUNITY PURPOSES
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE MONEY FOR VARIOUS YOUTH ACTIVITIES, EDUCATION, SCHOLARSHIPS AND RELIEF ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021573
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021573
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022247
IRS990EZ/TotalProgramServiceExpensesAmt021573
IRS990EZ/TotalRevenueAmt016080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SERVICE; DONATIONS; CHRISTMAS BASKETS: VARIOUS, PHOENIX, , ; NONE, 3563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICE; DONATION; NEIGHBORHOOD MINISTRIES: 1918 W VAN BUREN ST, PHOENIX, AZ, 85009; NONE,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY SERVICE; DONATIONS; THE ROTARY FOUNDATION: 14280 COLLECTIONS CENTER DR, CHICAGO, IL, 60693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY SERVICE; DONATION; JUNIOR ACHIEVEMENT OF AZ: 636 W SOUTHERN AVE, TEMPE, AZ, 85282; NONE, 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY SERVICE; DONATION; THE DICTIONARY PROJECT: P.O. BOX 1845, CHARLESTON, SC, 29402; NONE, 666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY SERVICE; DONATION; ROTARIAN MICROCREDIT: C/O 13374 E CANNON DR, SCOTTSDALE, AZ, 85259; NON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY SERVICE; DONATION; BALLET AZ: 2835 E WASHINGTON, PHOENIX, AZ, 85034; NONE, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMUNITY SERVICE; DONATION; MESA WEST ROTARY CLUB: 1011 W HOLMES AVE, MESA AZ 85210, , ; NONE, 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMUNITY SERVICE; DONATION; ROTARY CLUB OF SPRINGERVILLE: PO BOX 355, SPRINGERVILLE AZ 85938, , ; N
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMUNITY SERVICE; DONATION; PARADISE VALLEY EMERGENCY FOOD BANK: 10862 N 32ND ST, PHOENIX, AZ, 8502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMMUNITY SERVICE; DONATION; MISCELLANEOUS: VARIOUS, PHOENIX, AZ, ; NONE, 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEMPORARY CASH INVESTMENTS 413452. 388452.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED GORRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04808602644
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARADISE VALLEY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PARA
ReturnHeader/Filer/EIN0942885087
ReturnHeader/Filer/PhoneNum04808602644
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31928
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marsha Brooks CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06002 E Thunderbird Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852543861
ReturnHeader/PreparerPersonGrp/PhoneNum04809915850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARSHA BROOKS
ReturnHeader/ReturnTs02016-11-14T06:53:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$407,445
Liabilities
$0
Net assets
$407,445
Revenue
$16,080
Expenses
$22,247
Net income
-$6,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$3.19$0.00$0.03$0.26$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.16$0.22$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.23$0.20$0.03
2014Summary only. Only limited summary data is available for this year.$4.36$0.00$0.70$0.17$0.53
2013Summary only. Only limited summary data is available for this year.$3.83$0.00$0.45$0.12$0.33
2012Summary only. Only limited summary data is available for this year.$3.50$0.00$0.06$0.13$0.19
2011Summary only. Only limited summary data is available for this year.$3.71$0.02$0.62$0.07$0.54