Civic Intelligence

Rotary Club of Coral Gables Inc

990EZ • Fiscal year 2024 • EIN 59-6152307

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 25, 2024

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

88th percentile

0.36x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.45x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$66,394

Down $10,372 (-14%) from 2023

Net Assets

Down

$42,583

Down $25,741 (-38%) from 2023

Liabilities

Up

$23,811

Up $15,369 (+182%) from 2023

Revenue

Down

$53,077

Down $32,067 (-38%) from 2023

Expenses

Down

$63,172

Down $14,572 (-19%) from 2023

Net Income

Down

-$10,095

Down $17,495 (-236%) from 2023

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 2024: $66,394Liabilities 2024: $23,811Net Assets 2024: $42,5832024Assets 2025: $63,914Liabilities 2025: $30,753Net Assets 2025: $33,1612025

Highlighted filing

2024

Assets$66,394
Liabilities$23,811
Net Assets$42,583

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 2024: $53,077Expenses 2024: $63,172Net Income 2024: -$10,0952024Revenue 2025: $60,812Expenses 2025: $70,014Net Income 2025: -$9,2022025

Highlighted filing

2024

Revenue$53,077
Expenses$63,172
Net Income-$10,095
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$56,035
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 SKINNERPresidentPT$0--
SALLY BAUMGARTNERClub Exec SecretaryPT$0--
WILLIAM F QUESENBERRY IIITreasurerPT$0--
YOLANDA VIRGINIA WOODBRIDGEDirector-$0--
FRANCIS X SEXTON JRPast PresidentPT$0--
ANA FOURNARISDirectorPT$0--
PHILLIP BOSWELLDirectorPT$0--
DIPAK JOSHIDiretor-$0--
GREG PETRINOPresident ElectPT$0--
JENNIFER KILADirectorPT$0--
CAROL BROCKDirectorPT$0--
FELIX PARDODirectorPT$0--
LLOYD MILLERDirector-$0--
CHRISTINE CONSTANTINIDirector-$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
2024-09-25
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 41,591

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

Conferences, conventions, and meetings 46,499

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

Administrative Expenses 7,009

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

Rotary Dues 5,169

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

Community Service 200

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

Bank Charge 90

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

Trophies, Badges, etc 758

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

Gifts 69

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

Software 414

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

Advertising and marketing 1,200

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

Prior years prepaid income nt properly reported -15,646

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

DUE FROM CG CHARITABLE FUND Beginning of year 2,513, End of year 2,488

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

ACCOUNTS RECEIVABLE - DUES Beginning of year 6,730, End of year 7,923

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

ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 3,500, End of year 0

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

DEFERRED REVENUE Beginning of year 4,942, End of year 23,811

Raw XML Appendix176 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/PhoneNum03054418063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 14-1446
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORAL GABLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042583
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13000.00
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/PersonNm0JAMES SKINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY BAUMGARTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM F QUESENBERRY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YOLANDA VIRGINIA WOODBRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANCIS X SEXTON JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANA FOURNARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHILLIP BOSWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIPAK JOSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GREG PETRINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JENNIFER KILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CAROL BROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11FELIX PARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12LLOYD MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13CHRISTINE CONSTANTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CLUB EXEC SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRETOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09243
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010411
IRS990EZ/OtherChangesInNetAssetsAmt0-15646
IRS990EZ/OtherExpensesTotalAmt061408
IRS990EZ/OtherRevenueTotalAmt041591
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE BUSINESS AND PROVIDE COMMUNITY SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt0269
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP MEETINGS TO PROMOTE BUSINESS AND COMMUNITY SERVICES, DISTRICT AND INTERNATIONAL CONFERENCES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02958
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2488
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08442
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023811
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063172
IRS990EZ/TotalRevenueAmt053077
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CORALGABLESROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEEKLY LUNCH MEETINGS 41,591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 46,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative Expenses 7,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary Dues 5,169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Service 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charge 90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Trophies, Badges, etc 758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Gifts 69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Software 414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Advertising and marketing 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRIOR YEARS PREPAID INCOME NT PROPERLY REPORTED -15,646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUE FROM CG CHARITABLE FUND Beginning of year 2,513, End of year 2,488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACCOUNTS RECEIVABLE - DUES Beginning of year 6,730, End of year 7,923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACCOUNTS PAYABLE AND ACCRUED EXPENSES Beginning of year 3,500, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DEFERRED REVENUE Beginning of year 4,942, End of year 23,811
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F QUESENBERRY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CORAL GABLES INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596152307
ReturnHeader/Filer/InCareOfNm0% WILLIAM F QUESENBERRY III
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14-1446
ReturnHeader/Filer/USAddress/CityNm0Coral Gables
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650296084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXPERT BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 PONCE DE LEON BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03055672885
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIO N ARROYO
ReturnHeader/ReturnTs02024-09-25T11:47:47-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.24$0.43$0.53$0.63$0.10
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