Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
990EZ • Fiscal year 2020 • EIN 02-0464951
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
79th percentile
Higher debt load relative to assets than 79% of similar nonprofits.
Liabilities / Revenue
76th percentile
Higher debt load relative to revenue than 76% of similar nonprofits.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
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
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.
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| John Randell Barclay | Treasurer | PT | $0 | - | - |
| Nancy Russell Dist Gov | Director | PT | $0 | - | - |
| John Siemienowicz Dist Gov Nominee | Director | PT | $0 | - | - |
| Alice Boucher | Secretary | PT | $0 | - | - |
| Stephen Puderbaugh Dist Gov Elect | Director | PT | $0 | - | - |
“The form 990 is prepared by a CPA and is reviewed in detail by the District Treasurer prior to filing the return.”
“Available on Request”
“The District does not make Governing Documents, Conflict of Interest Policies or Financial Statements available to the Public.”
“| Cash Amount Given: $20000”
“Advertising and Promotion $450”
“Office Expenses $2612”
“Travel $1053”
“Conferences, Conventions, and Meetings $30011”
“Insurance $3365”
“Youth Exchange $24493”
“Rotary Dues and Fees $16225”
“Inventories - Beginning $893 Inventories - Ending $869”
“Prepaid Expenses and Deferred Charges - Beginning $1800 Prepaid Expenses and Deferred Charges - Ending $3683”
“Misc Deferred Income - Beginning $293 Misc Deferred Income - Ending $1350”
“Reserve for DGE Expenses - Beginning $0 Reserve for DGE Expenses - Ending $5700”
“YE Refund Reserve - Beginning $0 YE Refund Reserve - Ending $5906”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Randell Barclay |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9174987933 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 9171 Cold River Road |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Shrewsbury |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 05738 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 57756 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 88423 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 100112 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 19863 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 60449 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 92975 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 14896 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 20000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 132478 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 214 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 60156 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 80019 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 60156 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 80019 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | John Randell Barclay |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Nancy Russell Dist Gov |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | John Siemienowicz Dist Gov Nominee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Alice Boucher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Stephen Puderbaugh Dist Gov Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2693 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4552 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 78209 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 17256 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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, |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 20000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 14406 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 490 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 293 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 12956 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 98209 |
| IRS990EZ/TotalRevenueAmt | 0 | 118072 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.rotary7870.org |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | true |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | true |
| IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt | 0 | Part III-A Dues/Assessments are received from local Rotary clubs within the District. Rotary does not engage in political or lobbying activities. |
| IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part II-B, Line 1i - Other Activities Description |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Cash Amount Given: $20000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Advertising and Promotion $450 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Office Expenses $2612 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Travel $1053 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences, Conventions, and Meetings $30011 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $3365 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Youth Exchange $24493 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Rotary Dues and Fees $16225 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Inventories - Beginning $893 Inventories - Ending $869 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Prepaid Expenses and Deferred Charges - Beginning $1800 Prepaid Expenses and Deferred Charges - Ending $3683 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Misc Deferred Income - Beginning $293 Misc Deferred Income - Ending $1350 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Reserve for DGE Expenses - Beginning $0 Reserve for DGE Expenses - Ending $5700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | YE Refund Reserve - Beginning $0 YE Refund Reserve - Ending $5906 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | The form 990 is prepared by a CPA and is reviewed in detail by the District Treasurer prior to filing the return. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Available on Request |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | The District does not make Governing Documents, Conflict of Interest Policies or Financial Statements available to the Public. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1010 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Total Liabilities.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Total Liabilities.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990, Part VI, Section B, Line 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990, Part VI Section C Line 18: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990, Part VI Section C Line 19 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | John Randell Barclay |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rotary International District 7870 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 020464951 |
| ReturnHeader/Filer/PhoneNum | 0 | 9174987933 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 9171 Cold River Road |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Shrewsbury |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 05738 |
| ReturnHeader/ReturnTs | 0 | 2020-11-09T11:05:48-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.