Civic Intelligence

Rotary Club of Coral Gables Inc

990EZ • Fiscal year 2020 • EIN 59-6152307

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 29, 2021

Organization ProfileWWW.CORALGABLESROTARY.ORG
PO Box 14-1446Coral Gables, FL 33134

(305) 441-8063

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.35x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-32%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$97,204

Down $14,845 (-13%) from 2019

Net Assets

Up

$76,365

Up $667 (+0.9%) from 2019

Liabilities

Down

$20,839

Down $15,512 (-43%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin45th percentile

Revenue

Down

$60,052

Down $28,162 (-32%) from 2019

Expenses

Down

$59,385

Down $30,551 (-34%) from 2019

Net Income

Up

$667

Up $2,389 (+139%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$97,204
Liabilities$20,839
Net Assets$76,365
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$60,052
Expenses$59,385
Net Income$667
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 29, 2021
Return Version
2019v5.0
Gross Receipts
$60,052
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-$59,385
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SKINNERPast Preside-$0--
KELLEY GARCESPresidentPT$0--
SALLY BAUMGARTNERClub Exec SePT$0--
GLORIA ANN BURNSDirector-$0--
WILLIAM F QUESENBERRY IIITreasurerPT$0--
NICOLAS ETEROVICPresident El-$0--
WALTER ALVAREZPublic Relat-$0--
TERRY C LONGDirector-$0--
YOLANDA VIRGINIA WOODBRIDGEDirector-$0--
RUDFORD HAMONSecretaryPT$0--
ELISABETTA BELLDirector-$0--
THOMAS DIXONDirector-$0--
HENRYKA MANESDirector-$0--
GREGORY MARTINIDirector-$0--
FRANCIS X SEXTON JRDirector-$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 33134

Signing Officer

Name
William F Quesenberry Iii
Title
Treasurer
Phone
3054418063
Signed
2021-04-29
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 40,240 rotary dues 9,952 community service 1,649 miscellaneous 321 admin expenses 5,051 public relations 2,172 total 59,385”

Form 990-ez, Part II, Line 24

“Due from cg charitable fund 35 35 total 35 35”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 4,620 405 deferred revenue 31,731 20,434”

Form 990-ez, Part III

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

Raw XML Appendix153 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 F QUESENBERRY III
IRS990EZ/BooksInCareOfDetail/PhoneNum03054418063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 14-1446
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORAL GABLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033134
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0667
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075698
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SKINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLEY GARCES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SALLY BAUMGARTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLORIA ANN BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM F QUESENBERRY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLAS ETEROVIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WALTER ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERRY C LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8YOLANDA VIRGINIA WOODBRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RUDFORD HAMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ELISABETTA BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11THOMAS DIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12HENRYKA MANES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13GREGORY MARTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14FRANCIS X SEXTON JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLUB EXEC SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PUBLIC RELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035
IRS990EZ/OtherExpensesTotalAmt059385
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO PROMOTE BUSINESS AND PROVIDE COMMUNITY SERVICES.
IRS990EZ/ProgramServiceRevenueAmt01365
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP MEETINGS TO PROMOTE BUSINESS AND COMMUNITY SERVICES, DISTRICT AND INTERNATIONAL CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059385
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialConditionDesc0EXTENSION GRANTED TO 51721
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt036351
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059385
IRS990EZ/TotalProgramServiceExpensesAmt059385
IRS990EZ/TotalRevenueAmt060052
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CORALGABLESROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ROTARY MEETINGS & EVENTS 40,240 ROTARY DUES 9,952 COMMUNITY SERVICE 1,649 MISCELLANEOUS 321 ADMIN EXPENSES 5,051 PUBLIC RELATIONS 2,172 TOTAL 59,385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE FROM CG CHARITABLE FUND 35 35 TOTAL 35 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,620 405 DEFERRED REVENUE 31,731 20,434
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F QUESENBERRY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03054418063
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
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/ZIPCd033134
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/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H FORSHEE
ReturnHeader/ReturnTs02021-05-03T09:50:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,204
Liabilities
$20,839
Net assets
$76,365
Revenue
$60,052
Expenses
$59,385
Net income
$667
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits