Civic Intelligence

Rotary Club of Homestead Inc

990EZ • Fiscal year 2017 • EIN 59-6155191

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 18, 2017

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

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

32%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-9.9%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$89,214

Up $11,152 (+14%) from 2016

Net Assets

Up

$89,214

Up $11,736 (+15%) from 2016

Liabilities

Down

$0

Down $584 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Down

$36,596

Down $4,011 (-9.9%) from 2016

Expenses

Down

$24,860

Down $10,487 (-30%) from 2016

Net Income

Up

$11,736

Up $6,476 (+123%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2017

Assets$89,214
Liabilities$0
Net Assets$89,214
Open 2017 Filing

Operations Trend

Revenue Growth31st 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

2017

Revenue$36,596
Expenses$24,860
Net Income$11,736
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 18, 2017
Return Version
2016v3.0
Gross Receipts
$36,596
Mission and Program Overview

Mission

Funding for community events & scholarships

Program Services

DescriptionGrantsExpenses
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS$117$18,917
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS-$5,155
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE MACHESICPresident-$0--
MELISSA AGUILARSecretary-$0--
ROBERT CHAPLINDirector-$0--
CHRIS DOHERTYDirector-$0--
ERIK TIETIGDirector-$0--
MICHAEL HARTDirector-$0--
LAWRENCE DIEHLDirector-$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
2017-08-18
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 4,462”

Form 990-ez, Part I, Line 16

“Expenses office supplies 727 board meeting 570 meals expenses 15,840 awards, plaques, etc 123 taxes & licenses 61 total 17,321”

Form 990-ez, Part II, Line 24

“Accounts receivable 16,841 29,085 total 16,841 29,085”

Form 990-ez, Part II, Line 26

“Due to rotary foundation 584 0”

Form 990-ez, Part III, Line 31

“Funding for community events & scholarships”

Raw XML Appendix129 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/BOYAmt061221
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060129
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011736
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02960
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089214
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04579
IRS990EZ/GrossReceiptsAmt036596
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034376
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089214
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089214
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
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/PersonNm1MELISSA AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT CHAPLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIK TIETIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAWRENCE DIEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016841
IRS990EZ/OtherAssetsTotalDetail/EOYAmt029085
IRS990EZ/OtherExpensesTotalAmt017321
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt02166
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0117
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05155
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118917
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0584
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024860
IRS990EZ/TotalProgramServiceExpensesAmt024072
IRS990EZ/TotalRevenueAmt036596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HOMESTEADROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES AND SUBSCRIPTIONS DUES 4,462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 727 BOARD MEETING 570 MEALS EXPENSES 15,840 AWARDS, PLAQUES, ETC 123 TAXES & LICENSES 61 TOTAL 17,321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 16,841 29,085 TOTAL 16,841 29,085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO ROTARY FOUNDATION 584 0
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/SignatureDt02017-08-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0016AB99DBA6C49ACA12B3B00D2B0746F1103E77A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04EDE6FC420B5435B5AEA37B228F3CF7EAA27F94A
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/PreparationDt02017-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R PIERCE JR CPA
ReturnHeader/ReturnTs02017-08-23T16:49:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,214
Liabilities
$0
Net assets
$89,214
Revenue
$36,596
Expenses
$24,860
Net income
$11,736
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