Civic Intelligence

Rotary Club of Homestead Inc

990EZ • Fiscal year 2020 • EIN 59-6155191

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

Organization Profilewww.homesteadrotary.org
PO Box 901215Homestead, FL 33090-1215

(305) 248-6311

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

156%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$64,848

Up $17,461 (+37%) from 2019

Net Assets

Up

$64,848

Up $17,461 (+37%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Up

$40,803

Up $24,875 (+156%) from 2019

Expenses

Down

$23,342

Down $11,120 (-32%) from 2019

Net Income

Up

$17,461

Up $35,995 (+194%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2020

Assets$64,848
Liabilities$0
Net Assets$64,848
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$40,803
Expenses$23,342
Net Income$17,461
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.1
Gross Receipts
$40,803
Mission and Program Overview

Mission

Funding for community events & scholarships

Funding for Community Events and Schlarships

Program Services

DescriptionGrantsExpenses
NA$0$0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry DiehlSecretary-$0--
Phil MarracciniPresident-$0--
Richard GlosserTreasurer-$0--
Dale MachesicDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Homestead Inc
EIN
59-6155191
Phone
3052486311
Address
PO Box 901215, Homestead, FL 33090-1215

Signing Officer

Name
Richard Glosser
Title
Secretary
Phone
3052486311
Signed
2020-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Scott Fane CPA PA
Address
555 SE 6th Ave 8E, Delray Beach, FL 33483
Preparer
Scott Fane
Phone
3054391481
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Funding for community Events”

Form 990EZ, Part I, Line 16

“Cont Ed”

Form 990EZ, Part I, Line 16

“Event Expenses 998.”

Form 990EZ, Part I, Line 16

“Office 458.”

Form 990EZ, Part I, Line 16

“Printing”

Form 990EZ, Part I, Line 16

“Taxes”

Form 990EZ, Part I, Line 16

“Meals 12393.”

Form 990EZ, Part I, Line 16

“Rotary Int'l Dues 5368.”

Form 990EZ, Part I, Line 16

“Awards,Plaques 124.”

Form 990EZ, Part I, Line 16

“Bad Debt 670.”

Form 990EZ, Part I, Line 16

“Gifts 1217.”

Form 990EZ, Part I, Line 16

“CC Fees 545.”

Form 990EZ, Part I, Line 16

“Other 569.”

Form 990EZ, Part II, Line 24

“Accounts Receivable”

Raw XML Appendix149 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/PersonNm0Richard Glosser
IRS990EZ/BooksInCareOfDetail/PhoneNum03052486311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0941 N Krome Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Homestead
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062588
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017461
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047387
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064848
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040803
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040803
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047387
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047387
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064848
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Larry Diehl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Phil Marraccini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard Glosser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dale Machesic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03734
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02260
IRS990EZ/OtherExpensesTotalAmt022342
IRS990EZ/PrimaryExemptPurposeTxt0Funding for Community Events and Schlarships
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023342
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt040803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.homesteadrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Funding for community Events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Cont Ed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Event Expenses 998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office 458.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Printing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meals 12393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotary Int'l Dues 5368.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Awards,Plaques 124.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bad Debt 670.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Gifts 1217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CC Fees 545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other 569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Glosser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum03052486311
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Homestead Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0596155191
ReturnHeader/Filer/PhoneNum03052486311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 901215
ReturnHeader/Filer/USAddress/CityNm0Homestead
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0330901215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0240845FA83A22A0247201AB4D135B62C22E56C87
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0240845FA83A22A0247201AB4D135B62C22E56C87
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.206.178.178
ReturnHeader/FilingSecurityInformation/IPDt02020-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:09:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Scott Fane CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 SE 6th Ave 8E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Delray Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033483
ReturnHeader/PreparerPersonGrp/PhoneNum03054391481
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Fane
ReturnHeader/ReturnTs02020-12-04T12:09:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,848
Liabilities
$0
Net assets
$64,848
Revenue
$40,803
Expenses
$23,342
Net income
$17,461
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