Civic Intelligence

Rotary Club of Coral Gables Inc

990EZ • Fiscal year 2016 • EIN 59-6152307

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

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

91st percentile

0.47x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.47x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-6.5%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$123,730

Down $2,510 (-2.0%) from 2015

Net Assets

Down

$65,181

Down $10,695 (-14%) from 2015

Liabilities

Up

$58,549

Up $8,185 (+16%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin25th percentile

Revenue

Down

$125,400

Down $8,730 (-6.5%) from 2015

Expenses

Down

$136,095

Down $18,480 (-12%) from 2015

Net Income

Up

-$10,695

Up $9,750 (+48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$123,730
Liabilities$58,549
Net Assets$65,181
Open 2016 Filing

Operations Trend

Revenue Growth36th 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

2016

Revenue$125,400
Expenses$136,095
Net Income-$10,695
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$125,400
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-$136,095
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN SPANNPresidentPT$0--
JOHN PORROPresident El-$0--
GREG MARTINIPast Preside-$0--
FRED BADDOURVice PresidePT$0--
DEBBIE SWAINSecretaryPT$0--
GLORIA A BURNSDirector-$0--
CAROL ALEXANDERDirector-$0--
PHIL BOSWELLDirector-$0--
SALLY BAUMGARTNERDirector-$0--
WILLIAM QUESENBERRY IIITreasurerPT$0--
REBECCA KIBBEDirector-$0--
GEORGE REEVESDirector-$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
2017-05-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses rotary meetings & events 82,792 rotary dues 14,343 community service 4,066 miscellaneous 966 admin expenses 5,928 total 108,095”

Form 990-ez, Part II, Line 24

“Due from rotary foundation 0 7,456 total 0 7,456”

Form 990-ez, Part II, Line 26

“Deferred revenue 50,364 58,549”

Form 990-ez, Part III

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

Raw XML Appendix141 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/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/BOYAmt0126240
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10695
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028000
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0123518
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075876
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065181
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075876
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065181
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN SPANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN PORRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG MARTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRED BADDOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBBIE SWAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLORIA A BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROL ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PHIL BOSWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SALLY BAUMGARTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WILLIAM QUESENBERRY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10REBECCA KIBBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GEORGE REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07456
IRS990EZ/OtherExpensesTotalAmt0108095
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO PROMOTE BUSINESS AND PROVIDE COMMUNITY SERVICES.
IRS990EZ/ProgramServiceRevenueAmt01547
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP MEETINGS TO PROMOTE BUSINESS AND COMMUNITY SERVICES, DISTRICT AND INTERNATIONAL CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0136095
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialConditionDesc0EXTENSION GRANTED TO 51517
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050364
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt058549
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0136095
IRS990EZ/TotalProgramServiceExpensesAmt0136095
IRS990EZ/TotalRevenueAmt0125400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CORALGABLESROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ROTARY MEETINGS & EVENTS 82,792 ROTARY DUES 14,343 COMMUNITY SERVICE 4,066 MISCELLANEOUS 966 ADMIN EXPENSES 5,928 TOTAL 108,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE FROM ROTARY FOUNDATION 0 7,456 TOTAL 0 7,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 50,364 58,549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO PROMOTE BUSINESS AND PROVIDE COMMUNITY SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM QUESENBERRY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03054418063
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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 SOUTH DOUGLAS ROAD STE 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331346134
ReturnHeader/PreparerPersonGrp/PhoneNum03054470777
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H FORSHEE
ReturnHeader/ReturnTs02017-05-12T12:33:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,730
Liabilities
$58,549
Net assets
$65,181
Revenue
$125,400
Expenses
$136,095
Net income
-$10,695
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