Civic Intelligence

Rotary Club of Homestead Inc

990EZ • Fiscal year 2013 • EIN 59-6155191

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 28, 2013

Organization ProfileHOMESTEADROTARY.ORG
PO Box 901215Homestead, FL 33090-1215
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-78%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

7th percentile

-37%

Faster asset growth than 7% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

60th percentile

4.5%

Faster revenue growth than 60% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$58,443

Down $34,431 (-37%) from 2012

Net Assets

Down

$58,443

Down $34,431 (-37%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Up

$44,161

Up $1,921 (+4.5%) from 2012

Expenses

Up

$78,593

Up $37,660 (+92%) from 2012

Net Income

Down

-$34,432

Down $35,739 (-2734%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$100K$50K$0Assets 2011: $91,568Net Assets 2011: $91,5682011Assets 2012: $92,874Net Assets 2012: $92,8742012Assets 2013: $58,443Liabilities 2013: $0Net Assets 2013: $58,4432013Assets 2014: $66,071Liabilities 2014: $0Net Assets 2014: $66,0712014Assets 2015: $72,218Liabilities 2015: $0Net Assets 2015: $72,2182015Assets 2016: $78,062Liabilities 2016: $584Net Assets 2016: $77,4782016Assets 2017: $89,214Liabilities 2017: $0Net Assets 2017: $89,2142017Assets 2018: $65,921Liabilities 2018: $0Net Assets 2018: $65,9212018Assets 2019: $47,387Liabilities 2019: $0Net Assets 2019: $47,3872019Assets 2020: $64,848Liabilities 2020: $0Net Assets 2020: $64,8482020Assets 2021: $65,645Liabilities 2021: $0Net Assets 2021: $65,6452021Assets 2022: $72,343Liabilities 2022: $1,079Net Assets 2022: $71,2642022Assets 2023: $47,633Liabilities 2023: $3,285Net Assets 2023: $44,3482023Assets 2024: $58,043Liabilities 2024: $2,366Net Assets 2024: $55,6772024

Highlighted filing

2013

Assets$58,443
Liabilities$0
Net Assets$58,443
Open 2013 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2011: $52,683Expenses 2011: $67,814Net Income 2011: -$15,1312011Revenue 2012: $42,240Expenses 2012: $40,933Net Income 2012: $1,3072012Revenue 2013: $44,161Expenses 2013: $78,593Net Income 2013: -$34,4322013Revenue 2014: $37,759Expenses 2014: $30,131Net Income 2014: $7,6282014Revenue 2015: $42,345Expenses 2015: $36,198Net Income 2015: $6,1472015Revenue 2016: $40,607Expenses 2016: $35,347Net Income 2016: $5,2602016Revenue 2017: $36,596Expenses 2017: $24,860Net Income 2017: $11,7362017Revenue 2018: $13,490Expenses 2018: $36,783Net Income 2018: -$23,2932018Revenue 2019: $15,928Expenses 2019: $34,462Net Income 2019: -$18,5342019Revenue 2020: $40,803Expenses 2020: $23,342Net Income 2020: $17,4612020Revenue 2021: $25,790Expenses 2021: $25,013Net Income 2021: $7772021Revenue 2022: $33,742Expenses 2022: $28,123Net Income 2022: $5,6192022Revenue 2023: $29,821Expenses 2023: $56,737Net Income 2023: -$26,9162023Revenue 2024: $32,485Expenses 2024: $22,796Net Income 2024: $9,6892024

Highlighted filing

2013

Revenue$44,161
Expenses$78,593
Net Income-$34,432
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 28, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Funding for community events & scholarships

Filing and Contact Details

Filer

EIN
59-6155191
Raw XML Appendix120 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
CompensationExplanation/Compensation/PersonName0STEVEN LOSNER
CompensationExplanation/Compensation/PersonName1ROBERT CHAPLIN
CompensationExplanation/Compensation/PersonName2LARRY DIEHL
CompensationExplanation/Compensation/PersonName3DALE MACHESIC
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY087671
IRS990EZ/CashSavingsAndInvestments/EOY054911
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-34432
IRS990EZ/FeesAndOthPymtToIndContractors02738
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid045794
IRS990EZ/GrossReceipts044161
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0169
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues08900
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY092875
IRS990EZ/NetAssetsOrFundBalancesBOY092875
IRS990EZ/NetAssetsOrFundBalances/EOY058443
IRS990EZ/NetAssetsOrFundBalancesEOY058443
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STEVEN LOSNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROBERT CHAPLIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LARRY DIEHL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3DALE MACHESIC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY05204
IRS990EZ/OtherAssetsTotal/EOY03532
IRS990EZ/OtherExpensesTotal030061
IRS990EZ/PrimaryExemptPurpose0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations040279
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses057164
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses120694
IRS990EZ/ProgramServiceRevenue035092
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0FL
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 901215
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0HOMESTEAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode033090
IRS990EZ/TheBooksAreInCareOf/NamePerson0ROBERT CHAPLIN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03052457088
IRS990EZ/TotalAssets/BOY092875
IRS990EZ/TotalAssets/EOY058443
IRS990EZ/TotalExpenses078593
IRS990EZ/TotalProgramServiceExpenses077858
IRS990EZ/TotalRevenue044161
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0HOMESTEADROTARY.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0ROTARY CLUB DUES 5,515
IRS990ScheduleO/GeneralExplanation/Explanation1HOMESTEAD HOSPITAL MEDICAL 09/19/2012 975 BAPTIST WAY HOMESTEAD, FL 33033 40,000 0 0
IRS990ScheduleO/GeneralExplanation/Explanation2LUNCHEONS MEALS EXPENSES 18,765 EXPENSES BOARD MEETING 1,779 CONFERENCE EXPENSE 150 ADVERTISING 240 AWARDS, PLAQUES, ETC 366 BAD DEBT 355 BANK FEES 4 EVENT EXPENSE 7,826 GIFTS 200 POSTAGE 86 REIMBURSED EXPENSES 229 TAXES & LICENSES 61 TOTAL 30,061
IRS990ScheduleO/GeneralExplanation/Explanation3ACCOUNTS RECEIVABLE 5,204 3,532 TOTAL 5,204 3,532
IRS990ScheduleO/GeneralExplanation/Explanation4FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990ScheduleO/GeneralExplanation/Identifier0PAYMENTS TO AFFILIATES
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0596155191
ReturnHeader/Filer/Name/BusinessNameLine10ROTARY CLUB OF HOMESTEAD INC
ReturnHeader/Filer/NameControl0ROTA
ReturnHeader/Filer/Phone03052452627
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 901215
ReturnHeader/Filer/USAddress/City0HOMESTEAD
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0330901215
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-28
ReturnHeader/Officer/Name0ROBERT CHAPLIN
ReturnHeader/Officer/Phone03052452627
ReturnHeader/Officer/Title0VICE PRES
ReturnHeader/Preparer/DatePrepared02013-08-29
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LOPEZ LEVI & ASSOCIATES PA CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1044 NE 16TH ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOMESTEAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0330304511
ReturnHeader/Preparer/Name0JAMES R PIERCE JR CPA
ReturnHeader/Preparer/Phone03052465141
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-11T14:16:43-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$58,443
Liabilities
$0
Net assets
$58,443
Revenue
$44,161
Expenses
$78,593
Net income
-$34,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.0$2.37$55.7$32.5$22.8$9.69
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$3.29$44.3$29.8$56.7$26.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.3$1.08$71.3$33.7$28.1$5.62
2021Detailed filing. Detailed filing data is available for this year.$65.6$0.00$65.6$25.8$25.0$0.78
2020Detailed filing. Detailed filing data is available for this year.$64.8$0.00$64.8$40.8$23.3$17.5
2019Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$15.9$34.5$18.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.9$0.00$65.9$13.5$36.8$23.3
2017Detailed filing. Detailed filing data is available for this year.$89.2$0.00$89.2$36.6$24.9$11.7
2016Detailed filing. Detailed filing data is available for this year.$78.1$0.58$77.5$40.6$35.3$5.26
2015Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$42.3$36.2$6.15
2014Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$37.8$30.1$7.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$0.00$58.4$44.2$78.6$34.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.9$92.9$42.2$40.9$1.31
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.6$91.6$52.7$67.8$15.1