Civic Intelligence

Rotary Club of Homestead Inc

990EZ • Fiscal year 2016 • EIN 59-6155191

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

Organization ProfileHOMESTEADROTARY.ORG
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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-4.1%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$78,062

Up $5,844 (+8.1%) from 2015

Net Assets

Up

$77,478

Up $5,260 (+7.3%) from 2015

Liabilities

Up

$584

Up $584 from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin70th percentile

Revenue

Down

$40,607

Down $1,738 (-4.1%) from 2015

Expenses

Down

$35,347

Down $851 (-2.4%) from 2015

Net Income

Down

$5,260

Down $887 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2016

Assets$78,062
Liabilities$584
Net Assets$77,478
Open 2016 Filing

Operations Trend

Revenue Growth40th 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

2016

Revenue$40,607
Expenses$35,347
Net Income$5,260
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$40,607
Mission and Program Overview

Mission

Funding for community events & scholarships

Program Services

DescriptionGrantsExpenses
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS-$26,145
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS-$7,663
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE MACHESICPresident-$0--
JOSE M ROMEROTreasurer-$0--
MELISSA AGUILARSecretary-$0--
ROBERT CHAPLINDirector-$0--
CHRIS DOHERTYDirector-$0--
ERIK TIETIGDirector-$0--
MICHAEL HARTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Homestead Inc
EIN
59-6155191
Phone
3052452627
Address
PO BOX 901215, HOMESTEAD, FL 33090-1215

Signing Officer

Name
Dale Machesic
Title
President
Phone
3052452627
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Lopez Levi & Associates Pa Cpas
Address
44 NE 16TH ST, HOMESTEAD, FL 33030-4511
Preparer
James R Pierce Jr CPA
Phone
3052465141
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Dues and subscriptions dues 6,089”

Form 990-ez, Part I, Line 16

“Luncheons christmas party 1,350 expenses office supplies 873 board meeting 1,334 meals expenses 21,065 advertising 240 bank fees 21 postage 98 taxes & licenses 61 continuing education 190 printing 296 total 25,528”

Form 990-ez, Part II, Line 24

“Accounts receivable 5,411 16,841 total 5,411 16,841”

Form 990-ez, Part II, Line 26

“Due to rotary foundation 0 584”

Form 990-ez, Part III, Line 31

“Funding for community events & scholarships”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PHILLIP MARRACCINI
IRS990EZ/BooksInCareOfDetail/PhoneNum03052465141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 901215
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOMESTEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066807
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0905
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05260
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03730
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072218
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078062
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06089
IRS990EZ/GrossReceiptsAmt040607
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt085
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037611
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077478
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077478
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE MACHESIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSE M ROMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT CHAPLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIK TIETIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05411
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016841
IRS990EZ/OtherExpensesTotalAmt025528
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt02006
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07663
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0584
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035347
IRS990EZ/TotalProgramServiceExpensesAmt033808
IRS990EZ/TotalRevenueAmt040607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HOMESTEADROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES AND SUBSCRIPTIONS DUES 6,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEONS CHRISTMAS PARTY 1,350 EXPENSES OFFICE SUPPLIES 873 BOARD MEETING 1,334 MEALS EXPENSES 21,065 ADVERTISING 240 BANK FEES 21 POSTAGE 98 TAXES & LICENSES 61 CONTINUING EDUCATION 190 PRINTING 296 TOTAL 25,528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 5,411 16,841 TOTAL 5,411 16,841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO ROTARY FOUNDATION 0 584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDING 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE MACHESIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03052452627
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF HOMESTEAD INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596155191
ReturnHeader/Filer/PhoneNum03052452627
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 901215
ReturnHeader/Filer/USAddress/CityNm0HOMESTEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0330901215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460792248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOPEZ LEVI & ASSOCIATES PA CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 NE 16TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOMESTEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0330304511
ReturnHeader/PreparerPersonGrp/PhoneNum03052465141
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R PIERCE JR CPA
ReturnHeader/ReturnTs02016-11-14T15:51:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,062
Liabilities
$584
Net assets
$77,478
Revenue
$40,607
Expenses
$35,347
Net income
$5,260
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