Civic Intelligence

Mcclelland Tb

990 • Fiscal year 2020 • EIN 59-2133612

Feb 01, 2019 to Jan 31, 2020 • Filed on Jun 04, 2020

PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-166%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$49,059

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 48.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

55th percentile

7.9%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,363,817

Up $318,497 (+7.9%) from 2019

Net Assets

Up

$4,363,817

Up $318,497 (+7.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$100,711

Down $507,968 (-83%) from 2019

Expenses

Up

$267,631

Up $14,243 (+5.6%) from 2019

Net Income

Down

-$166,920

Down $522,211 (-147%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,742,877Liabilities 2012: $0Net Assets 2012: $3,742,8772012Assets 2013: $3,948,195Liabilities 2013: $0Net Assets 2013: $3,948,1952013Assets 2014: $4,556,074Liabilities 2014: $0Net Assets 2014: $4,556,0742014Assets 2015: $4,639,132Liabilities 2015: $0Net Assets 2015: $4,639,1322015Assets 2016: $4,145,542Liabilities 2016: $0Net Assets 2016: $4,145,5422016Assets 2017: $4,028,386Liabilities 2017: $0Net Assets 2017: $4,028,3862017Assets 2018: $4,034,140Liabilities 2018: $0Net Assets 2018: $4,034,1402018Assets 2019: $4,045,320Liabilities 2019: $0Net Assets 2019: $4,045,3202019Assets 2020: $4,363,817Liabilities 2020: $0Net Assets 2020: $4,363,8172020Assets 2021: $4,460,241Liabilities 2021: $0Net Assets 2021: $4,460,2412021Assets 2022: $4,487,572Liabilities 2022: $0Net Assets 2022: $4,487,5722022Assets 2023: $4,392,119Liabilities 2023: $0Net Assets 2023: $4,392,1192023Assets 2024: $4,315,830Liabilities 2024: $0Net Assets 2024: $4,315,8302024Assets 2025: $4,386,924Liabilities 2025: $0Net Assets 2025: $4,386,9242025

Highlighted filing

2020

Assets$4,363,817
Liabilities$0
Net Assets$4,363,817

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $221,860Expenses 2012: $203,035Net Income 2012: $18,8252012Revenue 2013: $415,960Expenses 2013: $212,034Net Income 2013: $203,9262013Revenue 2014: $699,928Expenses 2014: $219,820Net Income 2014: $480,1082014Revenue 2015: $193,729Expenses 2015: $233,358Net Income 2015: -$39,6292015Revenue 2016: $141,601Expenses 2016: $228,762Net Income 2016: -$87,1612016Revenue 2017: $118,801Expenses 2017: $233,763Net Income 2017: -$114,9622017Revenue 2018: $165,700Expenses 2018: $221,130Net Income 2018: -$55,4302018Revenue 2019: $608,679Expenses 2019: $253,388Net Income 2019: $355,2912019Revenue 2020: $100,711Expenses 2020: $267,631Net Income 2020: -$166,9202020Revenue 2021: $291,545Expenses 2021: $193,301Net Income 2021: $98,2442021Revenue 2022: $422,129Expenses 2022: $391,887Net Income 2022: $30,2422022Revenue 2023: $238,984Expenses 2023: $333,092Net Income 2023: -$94,1082023Revenue 2024: $241,317Expenses 2024: $316,313Net Income 2024: -$74,9962024Revenue 2025: $405,947Expenses 2025: $334,301Net Income 2025: $71,6462025

Highlighted filing

2020

Revenue$100,711
Expenses$267,631
Net Income-$166,920
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Jun 4, 2020
Return Version
2019v5.0
Gross Receipts
$1,108,394
Mission and Program Overview

Mission

Support the rotary foundation of miami, fl to accomplish charitable, scientific, educational and literary purposes which are within the objectives of the civic club known as rotary club of miami.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,930,958$4,199,216▲ $268,258
Savings and Temporary Cash Investments$114,362$164,601▲ $50,239
Total Assets$4,045,320$4,363,817▲ $318,497
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,045,320$4,363,817▲ $318,497
Total Net Assets Fund Balance$4,045,320$4,363,817▲ $318,497
Total Liabilities and Net Assets / Fund Balance$4,045,320$4,363,817▲ $318,497
Compensation and Service Providers

Employees

NameTitleBaseTotal
Northern Trust CompanyTrustee$49,059$49,059

Board Members and Trustees

NameTitle
Dave SkinnerDirector
Diane LandsbergDirector
R Philip SeippDirector
Robert BullDirector
Scott RicheyDirector
Tim RyanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$8,429
Program Service Revenue
$0
Investment Income
$92,282
Other Revenue
$0
All Other Contributions
$8,429
Change in Net Assets
$-166,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$194,000
Salaries, Compensation, and Employee Benefits$49,059
Other Expenses$24,572
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$194,000--$194,000
Current Officers, Directors, Trustees, and Key Employees-$49,059-$49,059
Office Expenses-$1,950-$1,950
Other Expenses-$30-$30
Total Functional Expenses$194,000$73,631$0$267,631
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida International UniversityMiami, FL501(c)(3)Medical School Scholarships$79,000
University of MiamiCoral Gables, FL501(c)(3)Medical School Scholarships$52,000
Morehouse School of MedicineAtlanta, GA501(c)(3)Medical School Scholarships$8,000
University of PittsburghPittsburgh, PA501(c)(3)Medical School Scholarships$8,000
John Hopkins UniversityBaltimore, MD501(c)(3)Medical School Scholarships$7,000
University of FloridaGainesville, FL501(c)(3)Medical School Scholarships$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Copy of tax return sent to trustee for review and comment

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

ANNUAL ACKNOWLEDGEMENT

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Mcclelland Tb
EIN
59-2133612
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
James Ciarlette
Title
Vice President
Phone
3126306000
Signed
2020-06-04

Organization Details

Principal Officer
Na
Formed
1980
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

VARIOUS UNIVERSITIES

Raw XML AppendixShowing 400 of 484 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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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd13false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd14false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd15false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd16false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd25
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd35
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd45
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd55
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd65
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd75
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd85
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd95
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd105
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd115
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd125
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd135
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd145
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd155
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd165
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt100
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt120
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt130
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt140
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt150
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt160
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt152000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt26000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt38000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt48000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt54000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt63000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt779000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt87000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt133000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt143000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt153000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt163000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF CENTRAL FLORIDA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF MIAMI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2UNIVERSITY OF FLORIDA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3MOREHOUSE SCHOOL OF MEDICINE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4UNIVERSITY OF PITTSBURGH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5COLUMBIA UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6HARVARD UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7FLORIDA INTERNATIONAL UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8JOHN HOPKINS UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9UNIVERSITY OF NORTH CAROLINA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt10FLORIDA STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt11FLORIDA ATLANTIC UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt12BOSTON UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt13DUKE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt14TUFTS UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt15UNIVERSITY OF MASSACHUSETTS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt16UNIVERSITY OF MARYLAND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0194000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt079000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt252000
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt48000
IRS990ScheduleI/RecipientTable/CashGrantAmt58000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEDICAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MEDICAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MEDICAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3MEDICAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4MEDICAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5MEDICAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FLORIDA INTERNATIONAL UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JOHN HOPKINS UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MIAMI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF FLORIDA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MOREHOUSE SCHOOL OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF PITTSBURGH
IRS990ScheduleI/RecipientTable/RecipientEIN0237047106
IRS990ScheduleI/RecipientTable/RecipientEIN1520595110
IRS990ScheduleI/RecipientTable/RecipientEIN2590624458
IRS990ScheduleI/RecipientTable/RecipientEIN3590974739
IRS990ScheduleI/RecipientTable/RecipientEIN4581438873
IRS990ScheduleI/RecipientTable/RecipientEIN5113708851
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011200 SW 8TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13910 KESWICK ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 248106
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 14425
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4720 WESTVIEW DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5116 ATWOOD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIAMI
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CORAL GABLES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3GAINESVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5PITTSBURGH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033199
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121211

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.$4.39$0.00$4.39$0.41$0.33$0.07
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.24$0.32$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.24$0.33$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.42$0.39$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.29$0.19$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.10$0.27$0.17
2019Summary only. Only limited summary data is available for this year.$4.05$0.00$4.05$0.61$0.25$0.36
2018Summary only. Only limited summary data is available for this year.$4.03$0.00$4.03$0.17$0.22$0.06
2017Summary only. Only limited summary data is available for this year.$4.03$0.00$4.03$0.12$0.23$0.11
2016Summary only. Only limited summary data is available for this year.$4.15$0.00$4.15$0.14$0.23$0.09
2015Summary only. Only limited summary data is available for this year.$4.64$0.00$4.64$0.19$0.23$0.04
2014Summary only. Only limited summary data is available for this year.$4.56$0.00$4.56$0.70$0.22$0.48
2013Summary only. Only limited summary data is available for this year.$3.95$0.00$3.95$0.42$0.21$0.20
2012Summary only. Only limited summary data is available for this year.$3.74$0.00$3.74$0.22$0.20$0.02