Phoenix West Rotary Club

Nonprofit profile at a glance

EIN
866052621
IRS 990-EZ coverage
2014–2018
Forms available
Form 990-EZ 2018
Location
Phoenix, AZ, USA
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$26,810
Expenses
$27,971
Assets
$13,772

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • ELLEN TURNER (PRESIDENT EL)
  • GARY DRUMMOND (PRESIDENT)

People named in this filing

  • SHAWN PETREE (DIRECTOR)
  • DAVID CAPLAN (TREASURER)
  • ELLEN TURNER (PRESIDENT EL)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Rotary club. Affiliated with rotary international and district 5495. Weekly lunchon meetings; fundraiser projects with local 501(c)3; money raised used to support rotary foundation and other rotary related programs and local school and school district.

What it reported doing in 2018

Funds donated by members; and received via fundraiser programs. Money used to help support rotary related projects; rotary international; local school and school district.

Operating model

Revenue model
Membership-supported. 85% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 33
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.1%; rating input score 96
  • Program expense ratio: 92.1%; rating input score 92

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -4.3%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.49; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -23.1% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -17.7% per year; rating input score 0; 17th percentile among comparable filings
  • Asset growth: -33.9% per year; rating input score 0; 6th percentile among comparable filings

Details

  • Where the money goes: 96.1% of revenue deployed · 92.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $26K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2014 to 2018
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.