Civic Intelligence

Mcclelland Tb

990 • Fiscal year 2024 • EIN 59-2133612

Feb 01, 2023 to Jan 31, 2024 • Filed on Dec 09, 2024

Organization ProfileN/A
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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$51,181

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-1.7%

Faster asset growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

1.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$4,315,830

Down $76,289 (-1.7%) from 2023

Net Assets

Down

$4,315,830

Down $76,289 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin10th percentile

Revenue

Up

$241,317

Up $2,333 (+1.0%) from 2023

Expenses

Down

$316,313

Down $16,779 (-5.0%) from 2023

Net Income

Up

-$74,996

Up $19,112 (+20%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2024

Assets$4,315,830
Liabilities$0
Net Assets$4,315,830
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

2024

Revenue$241,317
Expenses$316,313
Net Income-$74,996
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Dec 9, 2024
Return Version
2023v5.1
Gross Receipts
$648,253
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$4,311,854$4,137,518▼ $174,336
Savings and Temporary Cash Investments$80,265$178,312▲ $98,047
Total Assets$4,392,119$4,315,830▼ $76,289
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,392,119$4,315,830▼ $76,289
Total Net Assets Fund Balance$4,392,119$4,315,830▼ $76,289
Total Liabilities and Net Assets / Fund Balance$4,392,119$4,315,830▼ $76,289
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$51,181$51,181
Rotary Club of MiamiTrusteeFT$18,000$18,000

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
$105,593
Program Service Revenue
$0
Investment Income
$135,724
Other Revenue
$0
All Other Contributions
$105,593
Change in Net Assets
$-74,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$243,500
Salaries, Compensation, and Employee Benefits$69,181
Other Expenses$3,632
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$243,500--$243,500
Current Officers, Directors, Trustees, and Key Employees-$69,181-$69,181
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$243,500$72,813$0$316,313
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida International UniversityMiami, FL501(c)(3)Medical School Scholarships$180,000
University of MiamiCoral Gables, FL501(c)(3)Medical School Scholarships$17,000
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
2024-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
1980
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
8558340350
Supplemental Narrative

Additional Explanations

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

“VARIOUS UNIVERSITIES”

Explanation for Form 990, Part XI, Line 9

“Return of capital adjustment ($785), 2022 transaction posted in 2023 of $138, 2023 transactions posted in 2024 of ($599), tax cost adjustment (47)”

Raw XML Appendix382 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MEDICAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FLORIDA INTERNATIONAL UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF MIAMI
IRS990ScheduleI/RecipientTable/RecipientEIN0237047106
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1CORAL GABLES
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS UNIVERSITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETURN OF CAPITAL ADJUSTMENT ($785), 2022 TRANSACTION POSTED IN 2023 OF $138, 2023 TRANSACTIONS POSTED IN 2024 OF ($599), TAX COST ADJUSTMENT (47)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCCLELLAND TB
ReturnHeader/Filer/BusinessNameControlTxt0MCCL
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ReturnHeader/Filer/PhoneNum03126306000
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum08558340350
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02024-12-11T16:01:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-02-01
ReturnHeader/TaxPeriodEndDt02024-01-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,315,830
Liabilities
$0
Net assets
$4,315,830
Revenue
$241,317
Expenses
$316,313
Net income
-$74,996
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