Civic Intelligence

Rotary Club of Homestead Inc

990EZ • Fiscal year 2018 • EIN 59-6155191

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 19, 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-173%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-26%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$65,921

Down $23,293 (-26%) from 2017

Net Assets

Down

$65,921

Down $23,293 (-26%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$13,490

Down $23,106 (-63%) from 2017

Expenses

Up

$36,783

Up $11,923 (+48%) from 2017

Net Income

Down

-$23,293

Down $35,029 (-298%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2018

Assets$65,921
Liabilities$0
Net Assets$65,921
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$13,490
Expenses$36,783
Net Income-$23,293
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 19, 2018
Return Version
2017v2.3
Gross Receipts
$13,490
Mission and Program Overview

Mission

Funding for community events & scholarships

Program Services

DescriptionGrantsExpenses
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS$160$24,160
FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS-$8,098
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
2018-07-19
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 6,939”

Form 990-ez, Part I, Line 16

“Luncheons christmas party 2,647 expenses office supplies 546 board meeting 904 meals expenses 14,482 advertising 255 travel 3,556 installation dinner 2,831 postage 210 printing 938 total 26,369”

Form 990-ez, Part II, Line 24

“Accounts receivable 29,085 17,665 total 29,085 17,665”

Form 990-ez, Part III, Line 31

“Funding for community events & scholarships”

Raw XML Appendix130 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/BOYAmt060129
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048256
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23293
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03315
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089214
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065921
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07099
IRS990EZ/GrossReceiptsAmt013490
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt037
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011584
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089214
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065921
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089214
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065921
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/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/BOYAmt029085
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017665
IRS990EZ/OtherExpensesTotalAmt026369
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt01869
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR COMMUNITY EVENTS & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0160
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08098
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124160
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036783
IRS990EZ/TotalProgramServiceExpensesAmt032258
IRS990EZ/TotalRevenueAmt013490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HOMESTEADROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES AND SUBSCRIPTIONS DUES 6,939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEONS CHRISTMAS PARTY 2,647 EXPENSES OFFICE SUPPLIES 546 BOARD MEETING 904 MEALS EXPENSES 14,482 ADVERTISING 255 TRAVEL 3,556 INSTALLATION DINNER 2,831 POSTAGE 210 PRINTING 938 TOTAL 26,369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 29,085 17,665 TOTAL 29,085 17,665
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE MACHESIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03052452627
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-19
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/AtSubmissionCreationDeviceId03FCB3BB775CDB757F3DF41DA38BAB8637854602C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FCB3BB775CDB757F3DF41DA38BAB8637854602C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0170.199.233.78
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:47:03
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/PreparationDt02018-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R PIERCE JR CPA
ReturnHeader/ReturnTs02018-11-15T08:47:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,921
Liabilities
$0
Net assets
$65,921
Revenue
$13,490
Expenses
$36,783
Net income
-$23,293
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
2018Detailed filing. Detailed filing data is available for this year.$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