Civic Intelligence

Rotary Club of Coral Gables Inc

990EZ • Fiscal year 2023 • EIN 59-6152307

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

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

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

8.7%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-7.5%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

109%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$76,766

Down $6,205 (-7.5%) from 2022

Net Assets

Up

$68,324

Up $7,326 (+12%) from 2022

Liabilities

Down

$8,442

Down $13,531 (-62%) from 2022

Revenue

Up

$85,144

Up $44,422 (+109%) from 2022

Expenses

Up

$77,744

Up $15,815 (+26%) from 2022

Net Income

Up

$7,400

Up $28,607 (+135%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$76,766
Liabilities$8,442
Net Assets$68,324

Operations Trend

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

2023

Revenue$85,144
Expenses$77,744
Net Income$7,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$87,550
Mission and Program Overview

Mission

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

To promote business and provide community services.

Program Services

DescriptionGrantsExpenses
MEMBERSHIP MEETINGS TO PROMOTE BUSINESS AND COMMUNITY SERVICES, DISTRICT AND INTERNATIONAL CONFERENCES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SKINNERPresident-Elect-$0--
SALLY BAUMGARTNERClub Exec SecretaryPT$0--
GLORIA ANN BURNSDirector-$0--
WILLIAM F QUESENBERRY IIITreasurerPT$0--
TERRY C LONGDirector-$0--
YOLANDA VIRGINIA WOODBRIDGEDirector-$0--
THOMAS DIXONDirector-$0--
HENRYKA MANESDirector-$0--
GREGORY MARTINIDirector-$0--
FRANCIS X SEXTON JRPresidentPT$0--
ANA FOURNARISDirector-$0--
AARON GLASSERDirector-$0--
PHILLIP BOSWELLDirector-$0--
DIPAK JOSHIDiretor-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Coral Gables Inc
EIN
59-6152307
In Care Of
% WILLIAM F QUESENBERRY III
Address
PO BOX 14-1446, Coral Gables, FL 33114

Signing Officer

Name
William F Quesenberry Iii
Title
Treasurer
Signed
2023-11-06
Discuss with paid preparer
No

Preparer

Firm
Expert Business Services Inc
Address
2525 PONCE DE LEON BLVD SUITE 300, CORAL GABLES, FL 33134
Preparer
Antonio N Arroyo
Phone
3055672885
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Weekly lunch meetings 51,808

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 56,025

Form 990-EZ, Part I, Line 16, Other Expenses

Administrative Expenses 7,822

Form 990-EZ, Part I, Line 16, Other Expenses

Rotary Dues 6,840

Form 990-EZ, Part I, Line 16, Other Expenses

Community Service 2,656

Form 990-EZ, Part I, Line 16, Other Expenses

Public Relations 68

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Charge 65

Form 990-EZ, Part I, Line 16, Other Expenses

Trophies, Badges, etc 346

Form 990-EZ, Part I, Line 16, Other Expenses

Gifts 506

Form 990-EZ, Part I, Line 16, Other Expenses

Software 410

Form 990-EZ, Part I, Line 16, Other Expenses

Civic and Charity 289

Form 990-EZ, Part I, Line 20, Net Assets

Unreconciled difference -74

Form 990-EZ, Part II, Line 24, Other Assets

DUE FROM CG CHARITABLE FUND Beginning of year 166, End of year 2,513

Form 990-EZ, Part II, Line 24, Other Assets

ACCOUNTS RECEIVABLE - DUES Beginning of year 5,239, End of year 6,730

Form 990-EZ, Part II, Line 26, Liabilities

ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 1,703, End of year 3,500

Form 990-EZ, Part II, Line 26, Liabilities

DEFERRED REVENUE Beginning of year 20,270, End of year 4,942

Raw XML Appendix182 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13DIPAK JOSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT-ELECT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-74
IRS990EZ/OtherExpensesTotalAmt075027
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-985
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08442
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077744
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CORALGABLESROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEEKLY LUNCH MEETINGS 51,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 56,025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative Expenses 7,822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary Dues 6,840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Service 2,656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Public Relations 68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charge 65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Trophies, Badges, etc 346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Gifts 506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Software 410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Civic and Charity 289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11UNRECONCILED DIFFERENCE -74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUE FROM CG CHARITABLE FUND Beginning of year 166, End of year 2,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACCOUNTS RECEIVABLE - DUES Beginning of year 5,239, End of year 6,730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 1,703, End of year 3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DEFERRED REVENUE Beginning of year 20,270, End of year 4,942
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CORAL GABLES INC
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ReturnHeader/Filer/EIN0596152307
ReturnHeader/Filer/InCareOfNm0% WILLIAM F QUESENBERRY III
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ReturnHeader/Filer/USAddress/CityNm0Coral Gables
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650296084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXPERT BUSINESS SERVICES INC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIO N ARROYO
ReturnHeader/ReturnTs02023-11-06T04:20:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0QUESENBERRY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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