Rotary Club of Phoenix Arizona

Nonprofit profile at a glance

EIN
860052135
IRS 990-EZ coverage
2022–2024
Forms available
Form 990 2020, Form 990-EZ 2024
Location
Phoenix, AZ, USA
Phone
6026048221
Rating
42
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$143,314
Expenses
$158,437
Assets
$106,498
Liabilities
$2,936

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • DAN CAPOTE (PAST PRESIDENT)
  • DAVID HOWELL JR (Vice President)
  • KATHY MITCHELL (PRESIDENT)

People named in this filing

  • DAN CAPOTE (PAST PRESIDENT)
  • DAVID HOWELL JR (Vice President)
  • RONALD J BROIDA (Director)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The rotary club of phoenix is a membership organization dedicated to serving the community of phoenix, Arizona

What it reported doing in 2024

The rotary club of phoenix, Arizona, is a membership organization dedicated to serving its community.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 14
  • Transparency & Controls: 82
  • Sustainability: 32
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 22.5%; rating input score 23
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -10.6%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 0.67; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -5.4% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 7.1% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 22.5% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • 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 — Financial Efficiency: Mission deployment rate scored 23/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.