Civic Intelligence

Rotary Club of Homestead Inc

990EZ • Fiscal year 2014 • EIN 59-6155191

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 03, 2014

PO Box 901215Homestead, FL 33090-1215

(305) 245-2627

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$66,071

Up $7,628 (+13%) from 2013

Net Assets

Up

$66,071

Up $7,628 (+13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$37,759

Down $6,402 (-14%) from 2013

Expenses

Down

$30,131

Down $48,462 (-62%) from 2013

Net Income

Up

$7,628

Up $42,060 (+122%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$66,071
Liabilities$0
Net Assets$66,071

Operations Trend

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

2014

Revenue$37,759
Expenses$30,131
Net Income$7,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 3, 2014
Return Version
2013v3.1
Gross Receipts
$37,759
Mission and Program Overview

Mission

Funding for community events & scholarships

Program Services

DescriptionGrantsExpenses
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS-$17,214
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS-$9,744
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE DIEHLPresident-$0--
JOSE M ROMEROTreasurer-$0--
ROBERT CHAPLINDirector-$0--
DALE MACHESICDirector-$0--
STEVEN LOSNERDirector-$0--
Filing and Contact Details

Filer

EIN
59-6155191
Phone
3052452627

Signing Officer

Name
Lawrence Diehl
Title
President
Phone
3052452627
Signed
2014-10-03
Discuss with paid preparer
Yes

Preparer

Preparer
James R Pierce Jr CPA
Phone
3052465141
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rotary international dues dues 5,745

Form 990-ez, Part I, Line 16

Luncheons meals expenses 17,214 expenses office supplies 135 board meeting 151 conference expense 150 advertising 240 awards, plaques, etc 1,632 bank fees 17 event expense 1,682 gifts 144 postage 88 reimbursed expenses 217 taxes & licenses 61 total 21,731

Form 990-ez, Part II, Line 24

Accounts receivable 3,532 5,469 total 3,532 5,469

Form 990-ez, Part III, Line 31

Funding for community events & scholarships

Raw XML Appendix119 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/CompensationExplanationGrp/PersonNm0LAWRENCE DIEHL
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOSE M ROMERO
CompensationExplanation/CompensationExplanationGrp/PersonNm2ROBERT CHAPLIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3DALE MACHESIC
CompensationExplanation/CompensationExplanationGrp/PersonNm4STEVEN LOSNER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAWRENCE DIEHL
IRS990EZ/BooksInCareOfDetail/PhoneNum03052457088
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 901215
IRS990EZ/BooksInCareOfDetail/USAddress/City0HOMESTEAD
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054911
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060602
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07628
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02655
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058443
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066071
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05745
IRS990EZ/GrossReceiptsAmt037759
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0138
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08385
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066071
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066071
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAWRENCE DIEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSE M ROMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT CHAPLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DALE MACHESIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN LOSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03532
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05469
IRS990EZ/OtherExpensesTotalAmt021731
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt029236
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09744
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117214
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030131
IRS990EZ/TotalProgramServiceExpensesAmt026958
IRS990EZ/TotalRevenueAmt037759
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HOMESTEADROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL DUES DUES 5,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEONS MEALS EXPENSES 17,214 EXPENSES OFFICE SUPPLIES 135 BOARD MEETING 151 CONFERENCE EXPENSE 150 ADVERTISING 240 AWARDS, PLAQUES, ETC 1,632 BANK FEES 17 EVENT EXPENSE 1,682 GIFTS 144 POSTAGE 88 REIMBURSED EXPENSES 217 TAXES & LICENSES 61 TOTAL 21,731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 3,532 5,469 TOTAL 3,532 5,469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE DIEHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03052452627
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF HOMESTEAD INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596155191
ReturnHeader/Filer/PhoneNum03052452627
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 901215
ReturnHeader/Filer/USAddress/City0HOMESTEAD
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0330901215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460792248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LOPEZ LEVI & ASSOCIATES PA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1044 NE 16TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOMESTEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0330304511
ReturnHeader/PreparerPersonGrp/PhoneNum03052465141
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R PIERCE JR CPA
ReturnHeader/ReturnTs02014-10-15T14:37:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits