Civic Intelligence

Key West Rotary Club Foundation Inc.

990EZ • Fiscal year 2011 • EIN 59-2826669

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 26, 2012

819 Peacock Plaza Box 82233040
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Assets

$229,036

No earlier filing loaded for comparison.

Net Assets

$229,036

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$41,192

No earlier filing loaded for comparison.

Expenses

$29,648

No earlier filing loaded for comparison.

Net Income

$11,544

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $229,036Net Assets 2011: $229,0362011Assets 2012: $296,513Liabilities 2012: $0Net Assets 2012: $296,5132012Assets 2013: $426,762Liabilities 2013: $0Net Assets 2013: $426,7622013Assets 2014: $543,589Liabilities 2014: $0Net Assets 2014: $543,5892014Assets 2015: $595,595Liabilities 2015: $0Net Assets 2015: $595,5952015Assets 2016: $619,072Liabilities 2016: $0Net Assets 2016: $619,0722016Assets 2017: $681,536Liabilities 2017: $0Net Assets 2017: $681,5362017Assets 2018: $666,680Liabilities 2018: $0Net Assets 2018: $666,6802018Assets 2019: $660,368Liabilities 2019: $0Net Assets 2019: $660,3682019Assets 2020: $781,075Liabilities 2020: $0Net Assets 2020: $781,0752020Assets 2021: $835,988Liabilities 2021: $0Net Assets 2021: $835,9882021Assets 2022: $784,998Liabilities 2022: $0Net Assets 2022: $784,9982022Assets 2023: $869,731Liabilities 2023: $12,876Net Assets 2023: $856,8552023Assets 2024: $945,088Liabilities 2024: $0Net Assets 2024: $945,0882024

Highlighted filing

2011

Assets$229,036
Liabilities-
Net Assets$229,036

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $41,192Expenses 2011: $29,648Net Income 2011: $11,5442011Revenue 2012: $111,414Expenses 2012: $44,700Net Income 2012: $66,7142012Revenue 2013: $161,294Expenses 2013: $62,284Net Income 2013: $99,0102013Revenue 2014: $196,265Expenses 2014: $87,359Net Income 2014: $108,9062014Revenue 2015: $79,517Expenses 2015: $28,323Net Income 2015: $51,1942015Revenue 2016: $104,257Expenses 2016: $84,167Net Income 2016: $20,0902016Revenue 2017: $117,955Expenses 2017: $73,936Net Income 2017: $44,0192017Revenue 2018: $108,375Expenses 2018: $136,813Net Income 2018: -$28,4382018Revenue 2019: $80,028Expenses 2019: $100,901Net Income 2019: -$20,8732019Revenue 2020: $189,586Expenses 2020: $85,843Net Income 2020: $103,7432020Revenue 2021: $66,093Expenses 2021: $94,449Net Income 2021: -$28,3562021Revenue 2022: $86,916Expenses 2022: $75,817Net Income 2022: $11,0992022Revenue 2023: $127,928Expenses 2023: $97,863Net Income 2023: $30,0652023Revenue 2024: $136,947Expenses 2024: $88,364Net Income 2024: $48,5832024

Highlighted filing

2011

Revenue$41,192
Expenses$29,648
Net Income$11,544
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 26, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To administer funds for the educational and charitable programs of the Rotary Club of Key West, Florida, Inc.

Filing and Contact Details

Filer

EIN
59-2826669
Raw XML Appendix217 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
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IRS990EZ/CashSavingsAndInvestments/BOY0215159
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IRS990EZ/ContributionsGiftsGrantsEtc023753
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear011544
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10P O BOX 5247
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1122 DRIFTWOOD DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine121218 16TH tERRACE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine131605 N Roosevelt Blvd
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0KEY WEST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1KEY WEST
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1FL
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode033045
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode133040
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode233040
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode333040
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode433040
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode533040
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ANA MADRUGA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JANICE LONG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ROBERT WALKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ROBIN LOCKWOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4ALTON WEEKLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5TIM ESQUINALDO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2President & CEO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Treasurer
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY04442
IRS990EZ/OtherAssetsTotal/EOY052664
IRS990EZ/OtherChangesInNetAssets0-2109
IRS990EZ/OtherExpensesTotal02432
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Educational Scholarships
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Prepaid college tuition paid on behalf of three (3) key west students.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Scholarships provided to six (6) Key West High School graduates.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses06000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses121000
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SpecialEventsDirectExpenses012672
IRS990EZ/SpecialEventsNetIncomeLoss014265
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10819 PEACOCK PLAZA BOX 822
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0KEY WEST
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode033040
IRS990EZ/TheBooksAreInCareOf/NamePerson0JANICE LONG
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03052941049
IRS990EZ/TotalAssets/BOY0219601
IRS990EZ/TotalAssets/EOY0229036
IRS990EZ/TotalExpenses029648
IRS990EZ/TotalRevenue041192
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear023753
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year019819
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years022927
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years020754
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years020828
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0108081
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear03174
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year03491
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years09940
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years05085
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years08444
IRS990ScheduleA/GrossInvestmentIncome170/Total030134
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.78200
IRS990ScheduleA/PublicSupportPertcentPriorYear00.74630
IRS990ScheduleA/PublicSupportTotal1700108081
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear023753
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year019819
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years022927
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years020754
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years020828
IRS990ScheduleA/Total170/Total0108081
IRS990ScheduleA/TotalSupport0138215
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents012672
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1017437
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent209500
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal026937
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1017437
IRS990ScheduleG/EventsInformation/GrossRevenueEvent209500
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents026937
IRS990ScheduleG/EventsInformation/NameOfEvent10Conchfest
IRS990ScheduleG/EventsInformation/NameOfEvent20Sailfish Tournament Proceeds
IRS990ScheduleG/EventsInformation/NetIncomeSummary014265
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1012672
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents012672
IRS990ScheduleO/GeneralExplanation/Explanation0INVESTMENT IN CFFK - Beginning $0 INVESTMENT IN CFFK - Ending $50000
IRS990ScheduleO/GeneralExplanation/Explanation1Machinery and Equipment - Beginning $4442 Machinery and Equipment - Ending $2664
IRS990ScheduleO/GeneralExplanation/Explanation2Net Unrealized Gains and Losses on Investments $-2109
IRS990ScheduleO/GeneralExplanation/Explanation3FOREIGN TAX $2
IRS990ScheduleO/GeneralExplanation/Explanation4TAXES $652
IRS990ScheduleO/GeneralExplanation/Explanation5Depreciation $1778
IRS990ScheduleO/GeneralExplanation/Explanation6Class of Activity: SCHOLARSHIPS | Donee's Name: SONAL SONI | Donee's Address: 3655 Seaside Drive Key West, FL 33040 | Relationship of Donee: NONE | Cash Amount Given: $10000
IRS990ScheduleO/GeneralExplanation/Explanation7Class of Activity: SCHOLARSHIPS | Donee's Name: MONROE COUNTY EDUCATION FOUNDATION | Donee's Address: 241 TRUMBO ROAD KEY WEST, FL 33040 | Relationship of Donee: NONE | Cash Amount Given: $6000
IRS990ScheduleO/GeneralExplanation/Explanation8Client Note 1 - FORM 990-PF PART II BALANCE SHEETLINE 10B - INVESTMENTS - CORPORATE STOCK SECURITIES HELD AT END-OF-YEAR LISTED AT COSTRAYMOND JAMES INVESTMENT ACCOUNT1,374.363 SH DIAMOND HILL LARGE CAP FUND CLASS C M/F $18,8791,027.174 SH HARTFORD DIVIDEND & GROWTH FUND CLASS A M/F $17,4241,065.868 SH PRINCIPAL EQUITY INCOME FUND CLASS C M/F $21,455946.015 SH VAN KAMPEN GROWTH & INCOME FUND CLASS C M/F $20,110
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 20.1001
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 10.7
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 10.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Changes In Net Assets Or Fund Balances.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference6Grants and Similar Amounts Paid In Excess of $5,000.7
IRS990ScheduleO/GeneralExplanation/ReturnReference7Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0592826669
ReturnHeader/Filer/Name/BusinessNameLine10KEY WEST ROTARY FOUNDATION INC
ReturnHeader/Filer/NameControl0KEYW
ReturnHeader/Filer/Phone03052941049
ReturnHeader/Filer/USAddress/AddressLine10819 PEACOCK PLAZA BOX 822
ReturnHeader/Filer/USAddress/City0KEY WEST
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033040
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-03-26
ReturnHeader/Officer/Name0TIMOTHY ESQUINALDO
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Oropeza & Parks CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10815 Peacock Plz
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Key West
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033040
ReturnHeader/Preparer/Name0John G Parks Jr CPA PA
ReturnHeader/Preparer/Phone03052941040
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-26T06:27:30-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$0.00$9.45$1.37$0.88$0.49
2023Summary only. Only limited summary data is available for this year.$8.70$0.13$8.57$1.28$0.98$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$0.00$7.85$0.87$0.76$0.11
2021Summary only. Only limited summary data is available for this year.$8.36$0.00$8.36$0.66$0.94$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.81$0.00$7.81$1.90$0.86$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.80$1.01$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$1.08$1.37$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.00$6.82$1.18$0.74$0.44
2016Summary only. Only limited summary data is available for this year.$6.19$0.00$6.19$1.04$0.84$0.20
2015Summary only. Only limited summary data is available for this year.$5.96$0.00$5.96$0.80$0.28$0.51
2014Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$1.96$0.87$1.09
2013Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$1.61$0.62$0.99
2012Summary only. Only limited summary data is available for this year.$2.97$0.00$2.97$1.11$0.45$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$2.29$0.41$0.30$0.12