Phoenix Rotary Club Charities Inc
- Assets
- $1.2m
- Revenue
- $197.4k
- Investments
- $0.0
- Employees
- 0
- Location
- Phoenix, AZ
- Founding
- 12/1967
- Data as of
- 06/2024
- EIN
- 86-6057676
Organization Overview
Phoenix Rotary Club Charities Inc is located in Phoenix, AZ. The organization was established in 1967. According to its NTEE Classification (S80) the organization is classified as: Community Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phoenix Rotary Club Charities Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, Phoenix Rotary Club Charities Inc generated $197.4k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $189.2k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
PHOENIX ROTARY CLUB CHARITIES SUPPORTS THE HUMANITARIAN, EDUCATIONAL AND OTHER COMMUNITY SERVICE PROJECTS AND PROGRAMS OF PHOENIX ROTARY 100.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVDE FUNDING FOR COMMUNITY SERVICE PROJECTS AND CHARITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Craig Wilson Director | Trustee | 2 | $0 |
Andrea Mosley Director | Trustee | 2 | $0 |
Angela Lopez Prior President | Trustee | 2 | $0 |
Fred Goldman Director | Trustee | 2 | $0 |
Mike Stohler Pr100 Director | Trustee | 2 | $0 |
Roger Marce Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $38,190 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $116,094 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $154,284 |
| Total Program Service Revenue | $0 |
| Investment income | $19,062 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $12,000 |
| Net Gain/Loss on Asset Sales | -$1,737 |
| Net Income from Fundraising Events | $1,566 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $197,350 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $68,745 |
| Grants and other assistance to domestic individuals. | $10,500 |
| Grants and other assistance to Foreign Orgs/Individuals | $5,500 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $10,310 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,719 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $8,495 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $1,415 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $4,827 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,941 |
| Insurance | $0 |
| All other expenses | $4,385 |
| Total functional expenses | $189,172 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $97,357 |
| Savings and temporary cash investments | $100,000 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $7,785 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $101,921 |
| Investments—publicly traded securities | $934,954 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | -$103 |
| Total assets | $1,241,914 |
| Accounts payable and accrued expenses | $27,750 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $27,750 |
| Net assets without donor restrictions | $1,158,166 |
| Net assets with donor restrictions | $55,998 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,241,914 |
Grants Awarded
Over the last fiscal year, Phoenix Rotary Club Charities Inc has awarded $89,871 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
WHEELCHAIR FOUNDATION PURPOSE: NAVAJO WHEELCHAIR PROJECT | $15,500 |
KITCHEN ON THE STREET PURPOSE: ELIMINATE LOCAL HUNGER | $12,000 |
ADOPT A NATIVE ELDER PURPOSE: PROVIDE MEDICINE FABRIC YARNS TO ELDERS | $5,000 |
COMMUNITY INFORMATION AND REFERRAL PURPOSE: ASSISTANCE TO VETERANS PROJECT 211 | $9,000 |
FAMILY PROMISE PURPOSE: PROVIDE SHELTER TO FAMILIES | $7,500 |
HOMELESS YOUTH CONNECTION PURPOSE: ASSIST HOMELESS YOUTH | $6,500 |