Civic Intelligence

Rotary International District 7770

990 • Fiscal year 2015 • EIN 02-0782792

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 19, 2015

PO Box 2044West Columbia, SC 29171-2044

(803) 775-3000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.06x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Net Margin

57th percentile

8.3%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$310,826

Up $52,232 (+20%) from 2014

Net Assets

Up

$292,793

Up $46,640 (+19%) from 2014

Liabilities

Up

$18,033

Up $5,592 (+45%) from 2014

Revenue

Down

$559,757

Down $164,297 (-23%) from 2014

Expenses

Down

$513,117

Down $165,941 (-24%) from 2014

Net Income

Up

$46,640

Up $1,644 (+3.7%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $200,676Liabilities 2011: $2,636Net Assets 2011: $198,0402011Assets 2012: $175,350Liabilities 2012: $13,739Net Assets 2012: $161,6112012Assets 2013: $217,199Liabilities 2013: $16,042Net Assets 2013: $201,1572013Assets 2014: $258,594Liabilities 2014: $12,441Net Assets 2014: $246,1532014Assets 2015: $310,826Liabilities 2015: $18,033Net Assets 2015: $292,7932015Assets 2016: $349,546Liabilities 2016: $19,860Net Assets 2016: $329,6862016Assets 2017: $394,738Liabilities 2017: $40,215Net Assets 2017: $354,5232017Assets 2018: $329,232Liabilities 2018: $10,971Net Assets 2018: $318,2612018Assets 2019: $342,857Liabilities 2019: $52,914Net Assets 2019: $289,9432019Assets 2020: $345,631Liabilities 2020: $49,229Net Assets 2020: $296,4022020Assets 2021: $371,464Liabilities 2021: $39,785Net Assets 2021: $331,6792021Assets 2022: $326,010Liabilities 2022: $24,577Net Assets 2022: $301,4332022Assets 2023: $221,515Liabilities 2023: $4,872Net Assets 2023: $216,6432023Assets 2024: $267,356Liabilities 2024: $28,506Net Assets 2024: $238,8502024Assets 2025: $266,430Liabilities 2025: $384Net Assets 2025: $266,0462025

Highlighted filing

2015

Assets$310,826
Liabilities$18,033
Net Assets$292,793

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $410,1242011Expenses 2012: $338,8522012Revenue 2013: $367,647Expenses 2013: $328,101Net Income 2013: $39,5462013Revenue 2014: $724,054Expenses 2014: $679,058Net Income 2014: $44,9962014Revenue 2015: $559,757Expenses 2015: $513,117Net Income 2015: $46,6402015Revenue 2016: $544,761Expenses 2016: $507,868Net Income 2016: $36,8932016Revenue 2017: $591,806Expenses 2017: $566,969Net Income 2017: $24,8372017Revenue 2018: $528,888Expenses 2018: $506,794Net Income 2018: $22,0942018Revenue 2019: $507,368Expenses 2019: $535,186Net Income 2019: -$27,8182019Revenue 2020: $460,417Expenses 2020: $454,456Net Income 2020: $5,9612020Revenue 2021: $358,328Expenses 2021: $323,053Net Income 2021: $35,2752021Revenue 2022: $462,299Expenses 2022: $492,545Net Income 2022: -$30,2462022Revenue 2023: $465,769Expenses 2023: $550,559Net Income 2023: -$84,7902023Revenue 2024: $477,093Expenses 2024: $454,882Net Income 2024: $22,2112024Revenue 2025: $406,867Expenses 2025: $379,671Net Income 2025: $27,1962025

Highlighted filing

2015

Revenue$559,757
Expenses$513,117
Net Income$46,640
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 19, 2015
Return Version
2014v5.0
Gross Receipts
$559,757
Mission and Program Overview

Mission

SEE SCH O

Rotary international district 7770 (the district) represents rotary international in providing leadership and administrative support to the individual rotary clubs that are members of the district. Rotary international is an organization of business and professional leaders worldwide, who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$156,804$162,266▲ $5,462
Cash and Non-Interest-Bearing Accounts$93,322$142,660▲ $49,338
Total Assets$258,594$310,826▲ $52,232
Other Assets Total$8,468$5,900▼ $2,568
Liabilities
Other Liabilities$12,441$18,033▲ $5,592
Total Liabilities$12,441$18,033▲ $5,592
Net Assets / Fund Balance
Unrestricted Net Assets$246,153$292,793▲ $46,640
Total Net Assets Fund Balance$246,153$292,793▲ $46,640
Total Liabilities and Net Assets / Fund Balance$258,594$310,826▲ $52,232
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rod FunderburkDistr Govern
Sandee L BrooksDistr Govern
James C WilliamsonDistrict Gov
Larry D MontagueDistrict Tre
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$559,913
Investment Income
$-156
Other Revenue
$0
Change in Net Assets
$46,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$505,277
Salaries, Compensation, and Employee Benefits$7,840
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$81,410$5,632-$87,042
Other Expenses$23,237--$23,237
Other Salaries and Wages-$7,200-$7,200
Fees for Services Accounting-$1,800-$1,800
Payroll Taxes-$640-$640
Total Functional Expenses$497,845$15,272$0$513,117
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Disaster Relief$11,121
Trf Club Support Fund$4,948
Peace Symposium Conference$1,964
Rounding-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Rotary International District 7770
EIN
02-0782792
Phone
8037753000
Address
PO BOX 2044, WEST COLUMBIA, SC 29171-2044

Signing Officer

Name
Larry D Montague Jr CPA
Title
Treasurer
Phone
8037753000
Signed
2015-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James C Williamson
Voting Board Members
0
Independent Board Members
0
Employees
1

Preparer

Firm
Van Bulck and Company Cpas
Address
15 BROAD ST, SUMTER, SC 29150-4224
Preparer
Hendrikus E Van Bulck
Phone
8037753000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Rotary international district 7770 (the district) represents rotary international in providing leadership and administrative support to the individual rotary clubs that are members of the district. Rotary international is an organization of business and professional leaders worldwide, who provide humanitarian service, encourage high ethical standards in all vocations, and help build goodwill and peace in the world.

Form 990, Page 1, Part I, Line 6

The rotary interenational district 7770 includes about 4500 rotarians who volunteer time to humanitarian service.

Form 990, Page 2, Part III, Line 4D

Avenue of service, district training, youth programs,district grants

Form 990, Part IX, Line 24E

Youth exchange 9,332 0 0 dg ri institute and conve 7,574 0 0 zone peace symposium 7,380 0 0 dge ri institute and conv 7,043 0 0 trf annual seminar 7,017 0 0 assistant governors 5,180 0 0 assistant governor's trai 5,150 0 0 trf no zero club 5,000 0 0 district assembly 4,411 0 0 pdg dinner at district co 3,755 0 0 dgn ri institute and conv 3,292 0 0 dge continegency fund 2,769 0 0 trf major donor event 2,712 0 0 zone institute - pdgs 2,013 0 0 trf scholar selection 1,832 0 0 district awards 1,712 0 0 public relations 0 1,508 0 district database subscri 0 1,367 0 monthly credit card expen 0 1,341 0 the rotary foundation (tr 1,065 0 0 miscellaneous 999 0 0 zone leadership institute 522 0 0 dgn contingency fund 484 0 0 zone institute assessment 450 0 0 bank service charges 0 414 0 district executive secret 0 335 0 web hosting 0 300 0 rotary leadership institu 300 0 0 pets credit card discount 274 0 0 insurance & surety bond 0 257 0 trf paul harris society 250 0 0 district finance committe 246 0 0 district governor nominee 213 0 0 council of governors chai 210 0 0 zone peace symposium cred 166 0 0 trf seminar credit card f 161 0 0 membership committee 101 0 0 other expenses 0 74 0 trf dg administrative exp 47 0 0 literacy & numeracy 37 0 0 daf management fees 0 36 0 assembly credit card disc 33 0 0 dgg administrative expens 30 0 0 rotary youth leadership a -350 0 0

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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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IRS990/MissionDesc0ROTARY INTERNATIONAL DISTRICT 7770 (THE DISTRICT) REPRESENTS ROTARY INTERNATIONAL IN PROVIDING LEADERSHIP AND ADMINISTRATIVE SUPPORT TO THE INDIVIDUAL ROTARY CLUBS THAT ARE MEMBERS OF THE DISTRICT. ROTARY INTERNATIONAL IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE, WHO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL DISTRICT 7770 (THE DISTRICT) REPRESENTS ROTARY INTERNATIONAL IN PROVIDING LEADERSHIP AND ADMINISTRATIVE SUPPORT TO THE INDIVIDUAL ROTARY CLUBS THAT ARE MEMBERS OF THE DISTRICT. ROTARY INTERNATIONAL IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE, WHO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ROTARY INTERENATIONAL DISTRICT 7770 INCLUDES ABOUT 4500 ROTARIANS WHO VOLUNTEER TIME TO HUMANITARIAN SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVENUE OF SERVICE, DISTRICT TRAINING, YOUTH PROGRAMS,DISTRICT GRANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YOUTH EXCHANGE 9,332 0 0 DG RI INSTITUTE AND CONVE 7,574 0 0 ZONE PEACE SYMPOSIUM 7,380 0 0 DGE RI INSTITUTE AND CONV 7,043 0 0 TRF ANNUAL SEMINAR 7,017 0 0 ASSISTANT GOVERNORS 5,180 0 0 ASSISTANT GOVERNOR'S TRAI 5,150 0 0 TRF NO ZERO CLUB 5,000 0 0 DISTRICT ASSEMBLY 4,411 0 0 PDG DINNER AT DISTRICT CO 3,755 0 0 DGN RI INSTITUTE AND CONV 3,292 0 0 DGE CONTINEGENCY FUND 2,769 0 0 TRF MAJOR DONOR EVENT 2,712 0 0 ZONE INSTITUTE - PDGS 2,013 0 0 TRF SCHOLAR SELECTION 1,832 0 0 DISTRICT AWARDS 1,712 0 0 PUBLIC RELATIONS 0 1,508 0 DISTRICT DATABASE SUBSCRI 0 1,367 0 MONTHLY CREDIT CARD EXPEN 0 1,341 0 THE ROTARY FOUNDATION (TR 1,065 0 0 MISCELLANEOUS 999 0 0 ZONE LEADERSHIP INSTITUTE 522 0 0 DGN CONTINGENCY FUND 484 0 0 ZONE INSTITUTE ASSESSMENT 450 0 0 BANK SERVICE CHARGES 0 414 0 DISTRICT EXECUTIVE SECRET 0 335 0 WEB HOSTING 0 300 0 ROTARY LEADERSHIP INSTITU 300 0 0 PETS CREDIT CARD DISCOUNT 274 0 0 INSURANCE & SURETY BOND 0 257 0 TRF PAUL HARRIS SOCIETY 250 0 0 DISTRICT FINANCE COMMITTE 246 0 0 DISTRICT GOVERNOR NOMINEE 213 0 0 COUNCIL OF GOVERNORS CHAI 210 0 0 ZONE PEACE SYMPOSIUM CRED 166 0 0 TRF SEMINAR CREDIT CARD F 161 0 0 MEMBERSHIP COMMITTEE 101 0 0 OTHER EXPENSES 0 74 0 TRF DG ADMINISTRATIVE EXP 47 0 0 LITERACY & NUMERACY 37 0 0 DAF MANAGEMENT FEES 0 36 0 ASSEMBLY CREDIT CARD DISC 33 0 0 DGG ADMINISTRATIVE EXPENS 30 0 0 ROTARY YOUTH LEADERSHIP A -350 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0258594
IRS990/TotalAssetsEOYAmt0310826
IRS990/TotalAssetsGrp/BOYAmt0258594
IRS990/TotalAssetsGrp/EOYAmt0310826
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0497845
IRS990/TotalFunctionalExpensesGrp/TotalAmt0513117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012441
IRS990/TotalLiabilitiesEOYAmt018033
IRS990/TotalLiabilitiesGrp/BOYAmt012441
IRS990/TotalLiabilitiesGrp/EOYAmt018033
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246153
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0292793
IRS990/TotalOtherProgSrvcExpenseAmt0336433
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt034593
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt034593
IRS990/TotalProgramServiceExpensesAmt0497845
IRS990/TotalProgramServiceRevenueAmt0559913
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0559757
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0559757
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0258594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0310826
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0246153
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0292793
IRS990/USAddress/AddressLine1Txt0408 THIRD STREET
IRS990/USAddress/CityNm0CHERAW
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029520
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://WWW.ROTARY7770.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY D MONTAGUE JR CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037753000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7770
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0020782792
ReturnHeader/Filer/PhoneNum08037753000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2044
ReturnHeader/Filer/USAddress/CityNm0WEST COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0291712044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261256128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VAN BULCK AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUMTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0291504224
ReturnHeader/PreparerPersonGrp/PhoneNum08037753000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENDRIKUS E VAN BULCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-23T12:49:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$4.07$3.80$0.27
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.29$2.39$4.77$4.55$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.05$2.17$4.66$5.51$0.85
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.25$3.01$4.62$4.93$0.30
2021Detailed filing. Detailed filing data is available for this year.$3.71$0.40$3.32$3.58$3.23$0.35
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.49$2.96$4.60$4.54$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.43$0.53$2.90$5.07$5.35$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.11$3.18$5.29$5.07$0.22
2017Summary only. Only limited summary data is available for this year.$3.95$0.40$3.55$5.92$5.67$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.20$3.30$5.45$5.08$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.18$2.93$5.60$5.13$0.47
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.12$2.46$7.24$6.79$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.16$2.01$3.68$3.28$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.14$1.62$3.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.03$1.98$4.10