Civic Intelligence

Rotary Foundation of South Miami Inc.

990EZ • Fiscal year 2018 • EIN 65-0366159

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.1%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$196,381

Up $14,696 (+8.1%) from 2017

Net Assets

Up

$196,381

Up $14,696 (+8.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$32,985

Up $45,654 (+360%) from 2017

Expenses

Up

$18,289

Up $5,229 (+40%) from 2017

Net Income

Up

$14,696

Up $40,425 (+157%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$196,381
Liabilities-
Net Assets$196,381
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue$32,985
Expenses$18,289
Net Income$14,696
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$123,154
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$18,080$18,289
SEE SCHEDULE FOR PAGE 1, LINE 1--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID JACOBSPresident El-$0--
FELIPE VIDALPresident-$0--
JULIO DOMINGUEZTreasurer-$0--
SUBRATAT BASUVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Artfest$80,083$80,083$90,169$-10,086
Total Events$80,083$80,083$90,169$-10,086
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
Subratat Basu
Title
Vice President
Phone
3052741200
Signed
2018-11-15

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 10

“Class of activity: scholarships name: new world school of the arts address: 25 ne 2 ave miami, fl 33132 cash contribution: 10,000 name: city of south miami address: 6130 sunset drive south miami, fl 33143 cash contribution: 6,000”

Form 990-ez, Part I, Line 16

“Expenses office 209 total 209”

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 Appendix157 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/PersonNm0DAVID JACOBS
IRS990EZ/BooksInCareOfDetail/PhoneNum03052741200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06401 SW 87 AVE STE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0196381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043071
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014696
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0196381
IRS990EZ/FundraisingGrossIncomeAmt080083
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018080
IRS990EZ/GrossReceiptsAmt0123154
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181685
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196381
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181685
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196381
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/PersonNm0DAVID JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FELIPE VIDAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIO DOMINGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUBRATAT BASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0209
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/GrantsAndAllocationsAmt018080
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018289
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt090169
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10086
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018289
IRS990EZ/TotalProgramServiceExpensesAmt018289
IRS990EZ/TotalRevenueAmt032985
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt090169
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080083
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10086
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt090169
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt090169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOLARSHIPS NAME: NEW WORLD SCHOOL OF THE ARTS ADDRESS: 25 NE 2 AVE MIAMI, FL 33132 CASH CONTRIBUTION: 10,000 NAME: CITY OF SOUTH MIAMI ADDRESS: 6130 SUNSET DRIVE SOUTH MIAMI, FL 33143 CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 209 TOTAL 209
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUBRATAT BASU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03052741200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01618C365E138562C69B3FC7F55FA067C75EEB320
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01988DFADF70E1C4BCAE76FEA0F45CD39915B1E59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:36:17
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/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L JACOBS CPA
ReturnHeader/ReturnTs02018-11-14T09:36:17-05:00
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
$196,381
Liabilities
-
Net assets
$196,381
Revenue
$32,985
Expenses
$18,289
Net income
$14,696
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
2018Detailed filing. Detailed filing data is available for this year.$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