Civic Intelligence

Rotary Foundation Of

EIN 65-0366159 • 501(c)3 • Miami, FL

Profile

Support of the activities of the rotary club of south miami and the ideals of rotary international

6401 SW 87 Ave Suite 115Miami, FL 33173

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

3.6%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

424%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$244,476

Up $8,347 (+3.5%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$11,928

Down $2,489 (-17%) from 2022

Expenses

Down

$3,581

Down $600 (-14%) from 2022

Net Income

Down

$8,347

Down $1,889 (-18%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $94,708Net Assets 2011: $94,7082011Assets 2012: $129,813Net Assets 2012: $129,8132012Assets 2013: $134,174Net Assets 2013: $134,1742013Assets 2014: $165,690Net Assets 2014: $165,6902014Assets 2015: $189,127Net Assets 2015: $189,1272015Assets 2016: $207,414Liabilities 2016: $02016Assets 2017: $181,685Net Assets 2017: $181,6852017Assets 2018: $196,381Net Assets 2018: $196,3812018Assets 2019: $227,425Net Assets 2019: $227,4252019Assets 2020: $220,851Net Assets 2020: $220,8512020Assets 2021: $225,893Net Assets 2021: $225,8932021Assets 2022: $236,129Net Assets 2022: $236,1292022Assets 2023: $244,476Liabilities 2023: $02023

Highlighted filing

2023

Assets$244,476
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $48,634Expenses 2011: $24,138Net Income 2011: $24,4962011Revenue 2012: $54,699Expenses 2012: $18,594Net Income 2012: $36,1052012Revenue 2013: $46,439Expenses 2013: $42,078Net Income 2013: $4,3612013Revenue 2014: $54,212Expenses 2014: $22,664Net Income 2014: $31,5482014Revenue 2015: $42,307Expenses 2015: $18,870Net Income 2015: $23,4372015Revenue 2016: $29,473Expenses 2016: $11,186Net Income 2016: $18,2872016Revenue 2017: -$12,669Expenses 2017: $13,060Net Income 2017: -$25,7292017Revenue 2018: $32,985Expenses 2018: $18,289Net Income 2018: $14,6962018Revenue 2019: $41,043Expenses 2019: $9,999Net Income 2019: $31,0442019Revenue 2020: $30,663Expenses 2020: $36,576Net Income 2020: -$5,9132020Revenue 2021: $10,498Expenses 2021: $6,108Net Income 2021: $4,3902021Revenue 2022: $14,417Expenses 2022: $4,181Net Income 2022: $10,2362022Revenue 2023: $11,928Expenses 2023: $3,581Net Income 2023: $8,3472023

Highlighted filing

2023

Revenue$11,928
Expenses$3,581
Net Income$8,347
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$244,476
Liabilities
$0
Net assets
-
Revenue
$11,928
Expenses
$3,581
Net income
$8,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.44$0.00$0.12$0.04$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.36$2.36$0.14$0.04$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.10$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.21$2.21$0.31$0.37$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$2.27$0.41$0.10$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$1.96$0.33$0.18$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.82$1.82$0.13$0.13$0.26
2016Summary only. Only limited summary data is available for this year.$2.07$0.00$0.29$0.11$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.42$0.19$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.54$0.23$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$1.34$0.46$0.42$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.30$0.55$0.19$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$0.49$0.24$0.24
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.0
Gross Receipts
$93,997
Mission and Program Overview

Mission

Support of the activities of the rotary club of south miami and the ideals of rotary international

Program Services

DescriptionGrantsExpenses
OTHER$4,000$4,181
SEE SCHEDULE FOR PAGE 1, LINE 1--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENE NEGRONVice Preside-$0--
MIA CORRADINOSecretary-$0--
KEVIN GRACETreasurer-$0--
LISA CARSONPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Artfest$57,900$57,900$79,580$-21,680
Total Events$57,900$57,900$79,580$-21,680
Filing and Contact Details

Filer

Filer Name
Rotary Foundation of
EIN
65-0366159
Phone
3052741200
Address
6401 SW 87 AVE SUITE 115, MIAMI, FL 33173

Signing Officer

Name
Kevin Grace
Title
Treasurer
Phone
3052741200
Signed
2023-08-14

Preparer

Firm
Jacobs Nones & Company Cpas Llp
Address
6401 SW 87TH AVE SUITE 115, MIAMI, FL 33173-2520
Preparer
David L Jacobs CPA
Phone
3052741200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 120 corporate annual report 61 total 181”

Form 990-ez, Part I, Line 20

“Unrealized loss on investments 0 rounding 0”

Form 990-ez, Part III

“Support of the activities of the rotary club of south miami and the ideals of rotary international”

Form 990-ez, Part III, Line 31

“OTHER”

Raw XML Appendix158 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/PersonNm0KEVIN GRACE
IRS990EZ/BooksInCareOfDetail/PhoneNum03052741200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05561 SW 82 AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033143
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0225893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0236129
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036097
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010236
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0225893
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0236129
IRS990EZ/FundraisingGrossIncomeAmt057900
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt093997
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0225893
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0236129
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0225893
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0236129
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RENE NEGRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIA CORRADINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN GRACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0181
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF THE ACTIVITIES OF THE ROTARY CLUB OF SOUTH MIAMI AND THE IDEALS OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE FOR PAGE 1, LINE 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04181
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt079580
IRS990EZ/SpecialEventsNetIncomeLossAmt0-21680
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04181
IRS990EZ/TotalProgramServiceExpensesAmt04181
IRS990EZ/TotalRevenueAmt014417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590065992
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF SOUTH MIAMI INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt079580
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057900
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-21680
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt079580
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt079580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 120 CORPORATE ANNUAL REPORT 61 TOTAL 181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS 0 ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT OF THE ACTIVITIES OF THE ROTARY CLUB OF SOUTH MIAMI AND THE IDEALS OF ROTARY INTERNATIONAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN GRACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03052741200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTH MIAMI INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0650366159
ReturnHeader/Filer/PhoneNum03052741200
ReturnHeader/Filer/USAddress/AddressLine1Txt06401 SW 87 AVE SUITE 115
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033173
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590642174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBS NONES & COMPANY CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06401 SW 87TH AVE SUITE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331732520
ReturnHeader/PreparerPersonGrp/PhoneNum03052741200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L JACOBS CPA
ReturnHeader/ReturnTs02023-08-14T14:56:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRACE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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