Civic Intelligence

Rotary Club of Coral Gables Inc

990EZ • Fiscal year 2015 • EIN 59-6152307

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 26, 2016

Organization ProfileWWW.CORALGABLESROTARY.ORG
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

89th percentile

0.40x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

0.38x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-2.7%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$126,240

Down $42,211 (-25%) from 2013

Net Assets

Down

$75,876

Down $18,438 (-20%) from 2013

Liabilities

Down

$50,364

Down $23,773 (-32%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin17th percentile

Revenue

Down

$134,130

Down $13,978 (-9.4%) from 2013

Expenses

Up

$154,575

Up $8,707 (+6.0%) from 2013

Net Income

Down

-$20,445

Down $22,685 (-1013%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$200K$150K$100K$50K$0Assets 2012: $176,505Liabilities 2012: $84,431Net Assets 2012: $92,0742012Assets 2013: $168,451Liabilities 2013: $74,137Net Assets 2013: $94,3142013Assets 2015: $126,240Liabilities 2015: $50,364Net Assets 2015: $75,8762015Assets 2016: $123,730Liabilities 2016: $58,549Net Assets 2016: $65,1812016Assets 2017: $111,467Liabilities 2017: $45,004Net Assets 2017: $66,4632017Assets 2018: $128,062Liabilities 2018: $50,642Net Assets 2018: $77,4202018Assets 2019: $112,049Liabilities 2019: $36,351Net Assets 2019: $75,6982019Assets 2020: $97,204Liabilities 2020: $20,839Net Assets 2020: $76,3652020Assets 2021: $112,852Liabilities 2021: $30,647Net Assets 2021: $82,2052021Assets 2022: $82,971Liabilities 2022: $21,973Net Assets 2022: $60,9982022Assets 2023: $76,766Liabilities 2023: $8,442Net Assets 2023: $68,3242023Assets 2025: $63,914Liabilities 2025: $30,753Net Assets 2025: $33,1612025

Highlighted filing

2015

Assets$126,240
Liabilities$50,364
Net Assets$75,876
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $138,412Expenses 2012: $136,444Net Income 2012: $1,9682012Revenue 2013: $148,108Expenses 2013: $145,868Net Income 2013: $2,2402013Revenue 2015: $134,130Expenses 2015: $154,575Net Income 2015: -$20,4452015Revenue 2016: $125,400Expenses 2016: $136,095Net Income 2016: -$10,6952016Revenue 2017: $122,189Expenses 2017: $120,907Net Income 2017: $1,2822017Revenue 2018: $84,359Expenses 2018: $73,402Net Income 2018: $10,9572018Revenue 2019: $88,214Expenses 2019: $89,936Net Income 2019: -$1,7222019Revenue 2020: $60,052Expenses 2020: $59,385Net Income 2020: $6672020Revenue 2021: $37,879Expenses 2021: $32,039Net Income 2021: $5,8402021Revenue 2022: $40,722Expenses 2022: $61,929Net Income 2022: -$21,2072022Revenue 2023: $85,144Expenses 2023: $77,744Net Income 2023: $7,4002023Revenue 2025: $60,812Expenses 2025: $70,014Net Income 2025: -$9,2022025

Highlighted filing

2015

Revenue$134,130
Expenses$154,575
Net Income-$20,445
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 26, 2016
Return Version
2014v6.0
Gross Receipts
$134,130
Mission and Program Overview

Mission

Form 990-ez, part iii, primary exempt purpose - to promote business and provide community services.

Program Services

DescriptionGrantsExpenses
MEMBERSHIP MEETINGS TO PROMOTE BUSINESS AND COMMUNITY SERVICES, DISTRICT AND INTERNATIONAL CONFERENCES$20,000$154,575
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG MARTINIPresidentPT$0--
STEVEN SPANNPresident El-$0--
CARLOS BOLADOPast Preside-$0--
YOLI WOODBRIDGEVice PresidePT$0--
FRED BADDOURSecretaryPT$0--
WILLIAM QUESENBERRY IIITreasurerPT$0--
DONALD TROMBLYDirector-$0--
SUSAN FORNARISDirector-$0--
BILL MARTINEZDirector-$0--
JUDY PANTOJADirector-$0--
REBECCA KIBBEDirector-$0--
ANA FORNARISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Coral Gables Inc
EIN
59-6152307
Phone
3054418063
Address
PO BOX 14-1446, CORAL GABLES, FL 33114

Signing Officer

Name
William Quesenberry Iii
Title
Treasurer
Phone
3054418063
Signed
2016-04-26

Preparer

Firm
Forshee & Lockwood Pa
Address
2600 S DOUGLAS RD STE 406, CORAL GABLES, FL 33134-6134
Preparer
William H Forshee
Phone
3054470777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary foundation 09/18/2014 of coral gables po box 14-1446 20,000 0 coral gables, fl 33114 0”

Form 990-ez, Part I, Line 16

“Expenses rotary meetings & events 83,452 rotary dues 14,856 community service 1,447 miscellaneous 45 admin expenses 8,025 total 107,825”

Form 990-ez, Part II, Line 24

“Undeposited funds 5,592 0 total 5,592 0”

Form 990-ez, Part II, Line 26

“Deferred revenue 59,539 50,364”

Form 990-ez, Part III

“Form 990-ez, part iii, primary exempt purpose - to promote business and provide community services.”

Raw XML Appendix144 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 QUESENBERRY III
IRS990EZ/BooksInCareOfDetail/PhoneNum03054482507
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 14-1446
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORAL GABLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0150268
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0126240
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20445
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026750
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt0134130
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0358
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0132213
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096321
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075876
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096321
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075876
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG MARTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN SPANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLOS BOLADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YOLI WOODBRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRED BADDOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM QUESENBERRY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONALD TROMBLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN FORNARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BILL MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JUDY PANTOJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10REBECCA KIBBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANA FORNARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05592
IRS990EZ/OtherExpensesTotalAmt0107825
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO PROMOTE BUSINESS AND PROVIDE COMMUNITY SERVICES.
IRS990EZ/ProgramServiceRevenueAmt01559
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP MEETINGS TO PROMOTE BUSINESS AND COMMUNITY SERVICES, DISTRICT AND INTERNATIONAL CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0154575
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialConditionDesc0EXTENSION GRANTED UNTIL 051516
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt059539
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt050364
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0154575
IRS990EZ/TotalProgramServiceExpensesAmt0154575
IRS990EZ/TotalRevenueAmt0134130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CORALGABLESROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOUNDATION 09/18/2014 OF CORAL GABLES PO BOX 14-1446 20,000 0 CORAL GABLES, FL 33114 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ROTARY MEETINGS & EVENTS 83,452 ROTARY DUES 14,856 COMMUNITY SERVICE 1,447 MISCELLANEOUS 45 ADMIN EXPENSES 8,025 TOTAL 107,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNDEPOSITED FUNDS 5,592 0 TOTAL 5,592 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 59,539 50,364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO PROMOTE BUSINESS AND PROVIDE COMMUNITY SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM QUESENBERRY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03054418063
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CORAL GABLES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596152307
ReturnHeader/Filer/PhoneNum03054418063
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14-1446
ReturnHeader/Filer/USAddress/CityNm0CORAL GABLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650282278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORSHEE & LOCKWOOD PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 S DOUGLAS RD STE 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331346134
ReturnHeader/PreparerPersonGrp/PhoneNum03054470777
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H FORSHEE
ReturnHeader/ReturnTs02016-04-29T10:57:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,240
Liabilities
$50,364
Net assets
$75,876
Revenue
$134,130
Expenses
$154,575
Net income
-$20,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.31$0.33$0.61$0.70$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.08$0.68$0.85$0.78$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.22$0.61$0.41$0.62$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.31$0.82$0.38$0.32$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.21$0.76$0.60$0.59$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.36$0.76$0.88$0.90$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.51$0.77$0.84$0.73$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.45$0.66$1.22$1.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.59$0.65$1.25$1.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.50$0.76$1.34$1.55$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.74$0.94$1.48$1.46$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.84$0.92$1.38$1.36$0.02