Civic Intelligence

Rotary Foundation of Coral Gables Inc.

990EZ • Fiscal year 2024 • EIN 59-1757549

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 25, 2024

Organization ProfileN/A
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

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$162,990

Down $23,150 (-12%) from 2023

Net Assets

Down

$150,119

Down $18,187 (-11%) from 2023

Liabilities

Down

$12,871

Down $4,963 (-28%) from 2023

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin9th percentile

Revenue

Down

$32,227

Down $10,010 (-24%) from 2023

Expenses

Down

$50,414

Down $15,996 (-24%) from 2023

Net Income

Up

-$18,187

Up $5,986 (+25%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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 2024: $162,990Liabilities 2024: $12,871Net Assets 2024: $150,1192024Assets 2025: $150,639Liabilities 2025: $17,275Net Assets 2025: $133,3642025

Highlighted filing

2024

Assets$162,990
Liabilities$12,871
Net Assets$150,119
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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 2024: $32,227Expenses 2024: $50,414Net Income 2024: -$18,1872024Revenue 2025: $14,715Expenses 2025: $31,470Net Income 2025: -$16,7552025

Highlighted filing

2024

Revenue$32,227
Expenses$50,414
Net Income-$18,187
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$51,760
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
Top Officer Pay79th percentile

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
2024-09-25
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 3,307”

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

“ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 14,600, End of year 5,225”

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

“UNREALIZED GAINS Beginning of year 3,234, End of year 7,646”

Raw XML Appendix166 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/BOYAmt0186140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162990
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028823
IRS990EZ/CostOrOtherBasisExpenseSaleAmt019533
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18187
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186140
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162990
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0447
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047107
IRS990EZ/GrossReceiptsAmt051760
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02957
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0168306
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150119
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0168306
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150119
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/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03307
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/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt019980
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017834
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012871
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt050414
IRS990EZ/TotalRevenueAmt032227
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0194182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0116797
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0116797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0116797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0116797
IRS990ScheduleA/InvestmentIncomeCYPct00.36250
IRS990ScheduleA/InvestmentIncomePYPct00.33050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63750
IRS990ScheduleA/PublicSupportPY509Pct00.66950
IRS990ScheduleA/PublicSupportTotal509Amt0205432
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051259
IRS990ScheduleA/Total509Grp/TotalAmt0205432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0168056
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0322229
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 3,307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 14,600, End of year 5,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS Beginning of year 3,234, End of year 7,646
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F QUESENBERRY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-25
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/PreparationDt02024-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIO N ARROYO
ReturnHeader/ReturnTs02024-09-25T11:48:35-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,990
Liabilities
$12,871
Net assets
$150,119
Revenue
$32,227
Expenses
$50,414
Net income
-$18,187
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
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.13$1.50$0.32$0.50$0.18
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