Civic Intelligence

Rotary Foundation of Coral Gables Inc.

990EZ • Fiscal year 2017 • EIN 59-1757549

Jul 01, 2016 to Jun 30, 2017 • Filed on May 03, 2018

P O Box 14-1446Coral Gables, FL 33114

(305) 441-0123

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$194,406

Up $29,013 (+18%) from 2016

Net Assets

Up

$190,651

Up $33,919 (+22%) from 2016

Liabilities

Down

$3,755

Down $4,906 (-57%) from 2016

Revenue

Up

$73,131

Up $12,857 (+21%) from 2016

Expenses

Up

$51,309

Up $6,650 (+15%) from 2016

Net Income

Up

$21,822

Up $6,207 (+40%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$194,406
Liabilities$3,755
Net Assets$190,651

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$73,131
Expenses$51,309
Net Income$21,822
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 3, 2018
Return Version
2016v3.1
Gross Receipts
$90,025
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP AWARDS TO QUALIFIED INDIVIDUALS. A TOTAL OF 13 STUDENTS WERE AWARDED SCHOLARSHIPS IN FISCAL YEAR 2017. THE TOTAL AMOUNT OF THE AWARDS WAS 27,000.$27,000$27,000
CIVIC & CHARITY CONTRIBUTIONS TO ELDER CARE PROGRAMS, YOUTH EDUCATION ACTIVITIES, AND OTHER CHARITABLE PROGRAMS.$20,715$20,715
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN PORROPresidentPT$0--
STEVEN SPANNPast Preside-$0--
SALLY BAUMGARTNERVice Preside-$0--
BILL MARTINEZSecretary-$0--
DEBBIE SWAINTreasurerPT$0--
CAROL ALEXANDERDirector-$0--
GEORGE REEVESDirector-$0--
PHIL BOSWELLDirector-$0--
YOLI WOODBRIDGEDirector-$0--
REBECCA KIBBEDirector-$0--
SUSAN FORNARISPresident El-$0--
DAVID MITCHELLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Cookoff$15,975$15,975$8,455$7,520
Major Fundraise$11,739$11,739$6,480$5,259
Total Events$27,714$27,714$14,935$12,779
Filing and Contact Details

Filer

Filer Name
Rotary Foundation
EIN
59-1757549
Phone
3054410123
Address
P O BOX 14-1446, CORAL GABLES, FL 33114

Signing Officer

Name
Debbie Swain
Title
Treasurer
Phone
3054418063
Signed
2018-05-03

Preparer

Firm
Forshee & Lockwood Pa
Address
2600 SOUTH DOUGLAS ROAD STE 406, CORAL GABLES, FL 33134-6134
Preparer
William H Forshee
Phone
3054470777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

SCHOLARSHIPS 27,000 0 0

Form 990-ez, Part I, Line 16

Expenses admin expenses 1,761 civic & charity expenses 455 other expenses 1,378 total 3,594

Form 990-ez, Part I, Line 20

Prior period adjustments 276 unrealized gain/loss 11,821

Form 990-ez, Part II, Line 24

Accounts receivable 225 0 total 225 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 884 1,069 permanent funds 353 2,540 sales tax payable 0 146 due to rotary club 7,424 0

Form 990-ez, Part III

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

Raw XML Appendix220 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0225
IRS990EZ/OtherChangesInNetAssetsAmt012097
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt02180
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialConditionDesc0EXTENSION GRANTED TO 51518
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IRS990EZ/SpecialEventsNetIncomeLossAmt012779
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08661
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0111439
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IRS990ScheduleA/PublicSupportCY509Pct00.95490
IRS990ScheduleA/PublicSupportPY509Pct00.96010
IRS990ScheduleA/PublicSupportTotal509Amt0440864
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082790
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0106516
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0123997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068461
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014935
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI COOKOFF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MAJOR FUNDRAISE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015975
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08455
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IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS 27,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMIN EXPENSES 1,761 CIVIC & CHARITY EXPENSES 455 OTHER EXPENSES 1,378 TOTAL 3,594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENTS 276 UNREALIZED GAIN/LOSS 11,821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 225 0 TOTAL 225 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 884 1,069 PERMANENT FUNDS 353 2,540 SALES TAX PAYABLE 0 146 DUE TO ROTARY CLUB 7,424 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP AWARDS, ELDER CARE PROGRAMS, YOUTH EDUCATION ACTIVITIES,CLEAN WATER PROGRAMS, AND OTHER CHARITABLE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE SWAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03054418063
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF CORAL GABLES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0591757549
ReturnHeader/Filer/PhoneNum03054410123
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 14-1446
ReturnHeader/Filer/USAddress/CityNm0CORAL GABLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03C7B68B3EF2F083E7E0E12A769FB4358154195C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C7B68B3EF2F083E7E0E12A769FB4358154195C6
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650282278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORSHEE & LOCKWOOD PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 SOUTH DOUGLAS ROAD STE 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331346134
ReturnHeader/PreparerPersonGrp/PhoneNum03054470777
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H FORSHEE
ReturnHeader/ReturnTs02018-05-07T15:57:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2017Detailed filing. Detailed filing data is available for this year.$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