Civic Intelligence

Rotary Foundation

EIN 59-1757549 • 501(c)3 • Coral Gables, FL

Profile

Scholarship awards, elder care programs, youth education activities,clean water programs, and other charitable programs.

PO Box 14-1446Coral Gables, FL 33114

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

95th percentile

1.17x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

9th percentile

-114%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

38th percentile

-10%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$150,639

Down $35,501 (-19%) from 2023

Liabilities

Down

$17,275

Down $559 (-3.1%) from 2023

Net Assets

Down

$133,364

Down $34,942 (-21%) from 2023

Revenue

Down

$14,715

Down $27,522 (-65%) from 2023

Expenses

Down

$31,470

Down $34,940 (-53%) from 2023

Net Income

Up

-$16,755

Up $7,418 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $113,498Liabilities 2012: $17,258Net Assets 2012: $96,2402012Assets 2013: $115,243Liabilities 2013: $14,020Net Assets 2013: $101,2232013Assets 2014: $132,073Liabilities 2014: $26,038Net Assets 2014: $106,0352014Assets 2015: $153,282Liabilities 2015: $30,535Net Assets 2015: $122,7472015Assets 2016: $165,393Liabilities 2016: $8,661Net Assets 2016: $156,7322016Assets 2017: $194,406Liabilities 2017: $3,755Net Assets 2017: $190,6512017Assets 2018: $224,911Liabilities 2018: $615Net Assets 2018: $224,2962018Assets 2020: $226,653Liabilities 2020: $2,976Net Assets 2020: $223,6772020Assets 2021: $201,501Liabilities 2021: $6,352Net Assets 2021: $195,1492021Assets 2022: $210,450Liabilities 2022: $17,971Net Assets 2022: $192,4792022Assets 2023: $186,140Liabilities 2023: $17,834Net Assets 2023: $168,3062023Assets 2025: $150,639Liabilities 2025: $17,275Net Assets 2025: $133,3642025

Highlighted filing

2025

Assets$150,639
Liabilities$17,275
Net Assets$133,364

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $25,747Expenses 2012: $17,270Net Income 2012: $8,4772012Revenue 2013: $29,856Expenses 2013: $27,487Net Income 2013: $2,3692013Revenue 2014: $32,041Expenses 2014: $35,228Net Income 2014: -$3,1872014Revenue 2015: $88,296Expenses 2015: $64,826Net Income 2015: $23,4702015Revenue 2016: $60,274Expenses 2016: $44,659Net Income 2016: $15,6152016Revenue 2017: $73,131Expenses 2017: $51,309Net Income 2017: $21,8222017Revenue 2018: $78,818Expenses 2018: $51,432Net Income 2018: $27,3862018Revenue 2020: $71,963Expenses 2020: $64,826Net Income 2020: $7,1372020Revenue 2021: $58,395Expenses 2021: $68,909Net Income 2021: -$10,5142021Revenue 2022: $51,817Expenses 2022: $49,799Net Income 2022: $2,0182022Revenue 2023: $42,237Expenses 2023: $66,410Net Income 2023: -$24,1732023Revenue 2025: $14,715Expenses 2025: $31,470Net Income 2025: -$16,7552025

Highlighted filing

2025

Revenue$14,715
Expenses$31,470
Net Income-$16,755

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.17$1.33$0.15$0.31$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.18$1.68$0.42$0.66$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.18$1.92$0.52$0.50$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.06$1.95$0.58$0.69$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.03$2.24$0.72$0.65$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.01$2.24$0.79$0.51$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.04$1.91$0.73$0.51$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.09$1.57$0.60$0.45$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.31$1.23$0.88$0.65$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.26$1.06$0.32$0.35$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.14$1.01$0.30$0.27$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.17$0.96$0.26$0.17$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$14,715
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
CIVIC AND CHARITY CONTRIBUTIONS TO ELDER CARE PROGRAMS, YOUTH EDUCATION ACTIVITIES, AND OTHER CHARITABLE PROGRAMS--
SCHOLARSHIP AWARDS TO QUALIFIED INDIVIDUALS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SKINNERPresident-$0--
FRANK SEXTONPast President-$0--
WILLIAM F QUESENBERRY IIITreasurer-$0--
JENNIFER KILADirector-$0--
YOLANDA WOODBRIDGEDirector-$0--
SALLY BAUMGARTNERSecretary-$0--
GREG PETRINOPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Coral Gables Inc
EIN
59-1757549
Address
PO BOX 14-1446, Coral Gables, FL 33114

Signing Officer

Name
William F Quesenberry Iii
Title
Treasurer
Signed
2025-08-13
Discuss with paid preparer
No

Preparer

Firm
Expert Business Services Inc
Address
2525 PONCE DE LEON BLVD SUITE 300, CORAL GABLES, FL 33134
Preparer
Antonio N Arroyo
Phone
3055672885
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Administrative expenses 2,308

Form 990-EZ, Part II, Line 26, Liabilities

ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 5,225, End of year 7,913

Form 990-EZ, Part II, Line 26, Liabilities

UNREALIZED GAINS Beginning of year 7,646, End of year 9,362

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM F QUESENBERRY III
IRS990EZ/BooksInCareOfDetail/PhoneNum03054418063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 14-1446
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORAL GABLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0162990
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014348
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16755
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162990
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150639
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028237
IRS990EZ/GrossReceiptsAmt014715
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0367
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0150119
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133364
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0150119
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SKINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRANK SEXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM F QUESENBERRY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER KILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4YOLANDA WOODBRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SALLY BAUMGARTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GREG PETRINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02308
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CIVIC AND CHARITY CONTRIBUTIONS TO ELDER CARE PROGRAMS, YOUTH EDUCATION ACTIVITIES, AND OTHER CHARITABLE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP AWARDS TO QUALIFIED INDIVIDUALS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012871
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017275
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt031470
IRS990EZ/TotalRevenueAmt014715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182410
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.36250
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.63750
IRS990ScheduleA/PublicSupportTotal509Amt0182410
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052803
IRS990ScheduleA/Total509Grp/TotalAmt0182410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052803
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0182410
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Administrative expenses 2,308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 5,225, End of year 7,913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS Beginning of year 7,646, End of year 9,362
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F QUESENBERRY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF CORAL GABLES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0591757549
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14-1446
ReturnHeader/Filer/USAddress/CityNm0Coral Gables
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650296084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXPERT BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 PONCE DE LEON BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03055672885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIO N ARROYO
ReturnHeader/ReturnTs02025-08-13T10:33:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.