Civic Intelligence

Rotary Foundation of South Miami Inc.

990EZ • Fiscal year 2015 • EIN 65-0366159

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

Organization ProfileN/A
6401 SW 87 Ave Suite 115Miami, FL 33173

(305) 274-1200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$189,127

Up $23,437 (+14%) from 2014

Net Assets

Up

$189,127

Up $23,437 (+14%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$42,307

Down $11,905 (-22%) from 2014

Expenses

Down

$18,870

Down $3,794 (-17%) from 2014

Net Income

Down

$23,437

Down $8,111 (-26%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$189,127
Liabilities-
Net Assets$189,127
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$42,307
Expenses$18,870
Net Income$23,437
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$110,210
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$11,500$12,970
SEE SCHEDULE FOR PAGE 1, LINE 1$5,900$5,900
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FELIPE VIDALSecretary-$0--
LUIS WILLY ESPINOSAPresident El-$0--
MIKE SUTTAPresident-$0--
GABRIEL DEARMASVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Artfest$72,532$72,532$67,903$4,629
Total Events$72,532$72,532$67,903$4,629
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
Fabio Fernandez
Title
Treasurer
Phone
3052741200
Signed
2016-05-15

Preparer

Preparer
David L Jacobs CPA
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Big brothers big sisters scholarships 701 sw 27 ave ste 800 miami, fl 33135 7,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses office expenses 264 corporate annual report 161 bank fees 20 shirts 1,025 total 1,470”

Form 990-ez, Part I, Line 20

“Prior period adjustment 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 Appendix154 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/PersonNm0JULIO DOMINGUEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03052702220
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06501 SW 127 PATH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033183
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165690
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0189127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037678
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023437
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0189127
IRS990EZ/FundraisingGrossIncomeAmt072532
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017400
IRS990EZ/GrossReceiptsAmt0110210
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0189127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0189127
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/PersonNm0FELIPE VIDAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LUIS WILLY ESPINOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE SUTTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GABRIEL DEARMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01470
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/GrantsAndAllocationsAmt05900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112970
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt067903
IRS990EZ/SpecialEventsNetIncomeLossAmt04629
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018870
IRS990EZ/TotalProgramServiceExpensesAmt018870
IRS990EZ/TotalRevenueAmt042307
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/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF SOUTH MIAMI INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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/DirectExpenseSummaryEventsAmt067903
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072532
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04629
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt067903
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt067903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BIG BROTHERS BIG SISTERS SCHOLARSHIPS 701 SW 27 AVE STE 800 MIAMI, FL 33135 7,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 264 CORPORATE ANNUAL REPORT 161 BANK FEES 20 SHIRTS 1,025 TOTAL 1,470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORT OF THE ACTIVITIES OF THE ROTARY CLUB OF SOUTH MIAMI AND THE IDEALS OF ROTARY INTERNATIONAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FABIO FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03052741200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
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/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L JACOBS CPA
ReturnHeader/ReturnTs02016-05-13T12:33:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,127
Liabilities
-
Net assets
$189,127
Revenue
$42,307
Expenses
$18,870
Net income
$23,437
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits