Civic Intelligence

Rotary Foundation of Coral Gables Inc.

990EZ • Fiscal year 2022 • EIN 59-1757549

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 10, 2023

PO Box 14-1446Coral Gables, FL 33114

(305) 441-8063

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

4.4%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-11%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$210,450

Up $8,949 (+4.4%) from 2021

Net Assets

Down

$192,479

Down $2,670 (-1.4%) from 2021

Liabilities

Up

$17,971

Up $11,619 (+183%) from 2021

Revenue

Down

$51,817

Down $6,578 (-11%) from 2021

Expenses

Down

$49,799

Down $19,110 (-28%) from 2021

Net Income

Up

$2,018

Up $12,532 (+119%) from 2021

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

2022

Assets$210,450
Liabilities$17,971
Net Assets$192,479

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

2022

Revenue$51,817
Expenses$49,799
Net Income$2,018
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 10, 2023
Return Version
2021v4.2
Gross Receipts
$51,817
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP AWARDS TO QUALIFIED INDIVIDUALS-$27,809
CIVIC AND CHARITY CONTRIBUTIONS TO ELDER CARE PROGRAMS, YOUTH EDUCATION ACTIVITIES, AND OTHER CHARITABLE PROGRAMS-$18,648
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SKINNERPast President-$0--
KELLEY GARCESPresident-$0--
SALLY BAUMGARTNERFoudation Chair-$0--
GLORIA ANN BURNSDirector-$0--
WILLIAM F QUESENBERRY IIITreasurer-$0--
NICOLAS ETEROVICPresident Elect-$0--
TERRY C LONGDirector-$0--
RUDFORD HAMONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Coral Gables Inc
EIN
59-1757549
Phone
3054418063
Address
PO BOX 14-1446, Coral Gables, FL 33114

Signing Officer

Name
William F Quesenberry Iii
Title
Treasurer
Phone
3054418063
Signed
2023-02-10
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

Advertising 521

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

Dues and Subscriptions 540

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

Administrative expenses 1,531

Form 990-EZ, Part I, Line 20, Net Assets

UNREALIZED LOSSES -4,688

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

ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 6,352, End of year 17,971

Raw XML Appendix191 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/PersonNm7RUDFORD HAMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt02592
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0130469
IRS990ScheduleA/InvestmentIncomeCYPct00.29840
IRS990ScheduleA/InvestmentIncomePYPct00.28760
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0437260
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues and Subscriptions 540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative expenses 1,531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSSES -4,688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 6,352, End of year 17,971
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/BusinessOfficerGrp/PhoneNum03054418063
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-10
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ReturnHeader/Filer/EIN0591757549
ReturnHeader/Filer/PhoneNum03054418063
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650296084
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-10
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0QUESENBERRY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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