Civic Intelligence

Rotary International District 7870 C/O Alan Kanegsberg Treasurer

990EZ • Fiscal year 2020 • EIN 02-0464951

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

9171 Cold River RoadShrewsbury, VT 05738

(917) 498-7933

Siviq Scores

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

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.11x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

70th percentile

17%

Higher net margin than 70% 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

90th percentile

54%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

27th percentile

-39%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$92,975

Up $32,526 (+54%) from 2019

Net Assets

Up

$80,019

Up $19,863 (+33%) from 2019

Liabilities

Up

$12,956

Up $12,663 (+4322%) from 2019

Revenue

Down

$118,072

Down $76,380 (-39%) from 2019

Expenses

Down

$98,209

Down $121,982 (-55%) from 2019

Net Income

Up

$19,863

Up $45,602 (+177%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $47,371Liabilities 2011: $0Net Assets 2011: $47,3712011Assets 2012: $55,525Liabilities 2012: $0Net Assets 2012: $55,5252012Assets 2013: $62,544Liabilities 2013: $0Net Assets 2013: $62,5442013Assets 2014: $113,454Liabilities 2014: $0Net Assets 2014: $113,4542014Assets 2015: $69,782Liabilities 2015: $0Net Assets 2015: $69,7822015Assets 2016: $70,673Liabilities 2016: $0Net Assets 2016: $70,6732016Assets 2017: $97,689Liabilities 2017: $0Net Assets 2017: $97,6892017Assets 2018: $85,895Liabilities 2018: $0Net Assets 2018: $85,8952018Assets 2019: $60,449Liabilities 2019: $293Net Assets 2019: $60,1562019Assets 2020: $92,975Liabilities 2020: $12,956Net Assets 2020: $80,0192020Assets 2021: $116,235Liabilities 2021: $18,929Net Assets 2021: $97,3062021Assets 2022: $104,441Liabilities 2022: $4,406Net Assets 2022: $100,0352022Assets 2023: $120,467Liabilities 2023: $14,106Net Assets 2023: $106,3612023Assets 2024: $140,431Liabilities 2024: $35,106Net Assets 2024: $105,3252024Assets 2025: $118,897Liabilities 2025: $25,172Net Assets 2025: $93,7252025

Highlighted filing

2020

Assets$92,975
Liabilities$12,956
Net Assets$80,019

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $131,630Expenses 2011: $135,107Net Income 2011: -$3,4772011Expenses 2012: $249,7022012Revenue 2013: $471,752Expenses 2013: $464,733Net Income 2013: $7,0192013Revenue 2014: $307,469Expenses 2014: $256,559Net Income 2014: $50,9102014Revenue 2015: $210,228Expenses 2015: $253,900Net Income 2015: -$43,6722015Revenue 2016: $226,385Expenses 2016: $225,494Net Income 2016: $8912016Revenue 2017: $217,164Expenses 2017: $190,148Net Income 2017: $27,0162017Revenue 2018: $240,215Expenses 2018: $252,009Net Income 2018: -$11,7942018Revenue 2019: $194,452Expenses 2019: $220,191Net Income 2019: -$25,7392019Revenue 2020: $118,072Expenses 2020: $98,209Net Income 2020: $19,8632020Revenue 2021: $391,981Expenses 2021: $374,694Net Income 2021: $17,2872021Revenue 2022: $139,288Expenses 2022: $135,582Net Income 2022: $3,7062022Revenue 2023: $141,404Expenses 2023: $135,054Net Income 2023: $6,3502023Revenue 2024: $138,252Expenses 2024: $139,288Net Income 2024: -$1,0362024Revenue 2025: $141,151Expenses 2025: $152,751Net Income 2025: -$11,6002025

Highlighted filing

2020

Revenue$118,072
Expenses$98,209
Net Income$19,863
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$132,478
Mission and Program Overview

Mission

Promotion of social and humanitarian projects and assistance - local and worldwide.

To take action on our world's most persistent issues: promote peace, fight disease, provide clean water/sanitation/hygiene, save mothers and children, support education, grow local economies.

Program Services

DescriptionGrantsExpenses
The Rotary International Foundation provides the District with grant funds to be distributed to Rotary clubs within the District to assist them with their local community projects.-$20,000
The Rotary International Youth Exchange Program Brings 20+ high school students from foreign countries to attend high school in our geographic area, sponsored by local Rotary Clubs and sending a similar number of local students to study at high schools in foreign countries. Both exchanges are for a full school year,--
The Northeast President-Elect Training Seminar NEPETS is Rotary's training program for Club Presidents-Elect and Assistant Governors throughout New England and parts of Canada. The Goal of NEPETS is to prepare Presidents-Elect and Assistant Governors for their upcoming roles through provocative plenary speakers, in-depth breakout sessions, discussions with peers from various districts and informal fellowship and networking with other Rotarians. NEPETS is a collaborative effort of eight Rotary Districts and includes the states of CT, RI, MA, VT, NH, Southern Maine and Southern Quebec. District level Conferences in turn help with local training, support the Youth Exchange Program and provide a venue for coordinating projects at the District and Local levels.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Randell BarclayTreasurerPT$0--
Nancy Russell Dist GovDirectorPT$0--
John Siemienowicz Dist Gov NomineeDirectorPT$0--
Alice BoucherSecretaryPT$0--
Stephen Puderbaugh Dist Gov ElectDirectorPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Governance and Compliance

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by a CPA and is reviewed in detail by the District Treasurer prior to filing the return.

Form 990, Part VI Section C Line 18:

Available on Request

Form 990, Part VI Section C Line 19

The District does not make Governing Documents, Conflict of Interest Policies or Financial Statements available to the Public.

Filing and Contact Details

Filer

Filer Name
Rotary International District 7870
EIN
02-0464951
Phone
9174987933
Address
9171 Cold River Road, Shrewsbury, VT 05738

Signing Officer

Name
John Randell Barclay
Title
Treasurer
Signed
2020-11-09
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $20000

Other Expenses.1001

Advertising and Promotion $450

Other Expenses.1002

Office Expenses $2612

Other Expenses.1005

Travel $1053

Other Expenses.1007

Conferences, Conventions, and Meetings $30011

Other Expenses.1012

Insurance $3365

Other Expenses.1

Youth Exchange $24493

Other Expenses.2

Rotary Dues and Fees $16225

Other Assets.1010

Inventories - Beginning $893 Inventories - Ending $869

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1800 Prepaid Expenses and Deferred Charges - Ending $3683

Total Liabilities.1

Misc Deferred Income - Beginning $293 Misc Deferred Income - Ending $1350

Total Liabilities.2

Reserve for DGE Expenses - Beginning $0 Reserve for DGE Expenses - Ending $5700

Total Liabilities.3

YE Refund Reserve - Beginning $0 YE Refund Reserve - Ending $5906

Raw XML Appendix143 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shrewsbury
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Randell Barclay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nancy Russell Dist Gov
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Siemienowicz Dist Gov Nominee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alice Boucher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen Puderbaugh Dist Gov Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt02693
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04552
IRS990EZ/OtherExpensesTotalAmt078209
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0To take action on our world's most persistent issues: promote peace, fight disease, provide clean water/sanitation/hygiene, save mothers and children, support education, grow local economies.
IRS990EZ/ProgramServiceRevenueAmt017256
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Rotary International Foundation provides the District with grant funds to be distributed to Rotary clubs within the District to assist them with their local community projects.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Northeast President-Elect Training Seminar NEPETS is Rotary's training program for Club Presidents-Elect and Assistant Governors throughout New England and parts of Canada. The Goal of NEPETS is to prepare Presidents-Elect and Assistant Governors for their upcoming roles through provocative plenary speakers, in-depth breakout sessions, discussions with peers from various districts and informal fellowship and networking with other Rotarians. NEPETS is a collaborative effort of eight Rotary Districts and includes the states of CT, RI, MA, VT, NH, Southern Maine and Southern Quebec. District level Conferences in turn help with local training, support the Youth Exchange Program and provide a venue for coordinating projects at the District and Local levels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Part III-A Dues/Assessments are received from local Rotary clubs within the District. Rotary does not engage in political or lobbying activities.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $30011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $3365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Youth Exchange $24493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotary Dues and Fees $16225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $893 Inventories - Ending $869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses and Deferred Charges - Beginning $1800 Prepaid Expenses and Deferred Charges - Ending $3683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Misc Deferred Income - Beginning $293 Misc Deferred Income - Ending $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Reserve for DGE Expenses - Beginning $0 Reserve for DGE Expenses - Ending $5700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12YE Refund Reserve - Beginning $0 YE Refund Reserve - Ending $5906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13The form 990 is prepared by a CPA and is reviewed in detail by the District Treasurer prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Available on Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15The District does not make Governing Documents, Conflict of Interest Policies or Financial Statements available to the Public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part VI Section C Line 18:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part VI Section C Line 19
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Randell Barclay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International District 7870
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0020464951
ReturnHeader/Filer/PhoneNum09174987933
ReturnHeader/Filer/USAddress/AddressLine1Txt09171 Cold River Road
ReturnHeader/Filer/USAddress/CityNm0Shrewsbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005738
ReturnHeader/ReturnTs02020-11-09T11:05:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.25$0.94$1.41$1.53$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.35$1.05$1.38$1.39$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.14$1.06$1.41$1.35$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.04$1.00$1.39$1.36$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.19$0.97$3.92$3.75$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.13$0.80$1.18$0.98$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$1.94$2.20$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$2.40$2.52$0.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$2.17$1.90$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$2.26$2.25$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$2.10$2.54$0.44
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$3.07$2.57$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$4.72$4.65$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$2.50
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$1.32$1.35$0.03