Civic Intelligence

Rotary District 7230 Foundation Inc

EIN 13-3624466 • 501(c)3 • Somers, NY

Pub. 78 Eligible990-N CoverageNTEE P80Z

Profile

To raise and collect funds to be used to support international and domestic charitable activities.

Cj Ploss97a Heritage HillsSomers, NY 10589

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

81%

Higher net margin than 93% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE P • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

$96,052

No earlier filing loaded for comparison.

Liabilities

$400

No earlier filing loaded for comparison.

Net Assets

$95,652

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue67th percentileNet Margin93rd percentile

Revenue

$94,624

No earlier filing loaded for comparison.

Expenses

$18,196

No earlier filing loaded for comparison.

Net Income

$76,428

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2019: $96,052Liabilities 2019: $400Net Assets 2019: $95,6522019

Highlighted filing

2019

Assets$96,052
Liabilities$400
Net Assets$95,652
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2019: $94,624Expenses 2019: $18,196Net Income 2019: $76,4282019

Highlighted filing

2019

Revenue$94,624
Expenses$18,196
Net Income$76,428
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,052
Liabilities
$400
Net assets
$95,652
Revenue
$94,624
Expenses
$18,196
Net income
$76,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$96.1$0.40$95.7$94.6$18.2$76.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.0
Gross Receipts
$94,624
Mission and Program Overview

Mission

To raise and collect funds to be used to support international and domestic charitable activities.

Program Services

DescriptionGrantsExpenses
FORMATION OF THE BRONX NYGREEN FUND TO BE USED FOR EDUCATION AND OTHER CHARITABLE CAUSES.$9,000$9,000
DISASTER RELIEF FOR THE BAHAMAS CAUSE BY HURRUCANE DORIAN$8,840$8,809
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN HOLDEN IIITrustee-$0--
ANDREW MORZELLOPresidentPT$0--
C JERRY PLOSSTreasurer-$0--
DORIS HUMPHREYTrustee-$0--
JANET DIBENEDETTOVice President-$0--
GEORGE MCGINNISTrustee-$0--
PAUL E CARUSOTrustee-$0--
MATTS INGEMANSONTrustee-$0--
WILLAIM CURRIESecretary-$0--
LARRY DENOIATrustee-$0--
HELEN REISLERTrustee-$0--
DORIS BENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 7230 Foundation Inc
EIN
13-3624466
Phone
9146699021
Address
CJ PLOSS97A HERITAGE HILLS, SOMERS, NY 10589

Signing Officer

Name
C Jerry Ploss
Title
Treasurer
Phone
9146699021
Signed
2020-06-16
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: EDUCATION | Donee's Name: BRONX ROTARY FOUNDATION | Donee's Address: PO BOX 49 BRONX NY 10464 | Relationship of Donee: SISTER ORGANIZATION | Cash Amount Given: $9000 | Date of Gift: 20190916”

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: DISASTER RELIEF | Donee's Name: ROTARY DIST 7020 BAHAMA HURRICANE FUND | Donee's Address: 9937 MAJORCA PLACE BOCA RATON FL 33434 | Relationship of Donee: SISTER ORGANIZATION | Cash Amount Given: $8809 | Date of Gift: 20191212”

Other Expenses.1

“BANK CHARGES $387”

Total Liabilities.1

“FOOD2GROW - Beginning $0 FOOD2GROW - Ending $400”

Part III - Exempt Services

“To raise and collect funds to be used to support domestic and international charitable activities.”

Raw XML Appendix200 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/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt0387
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATION | Donee's Name: BRONX ROTARY FOUNDATION | Donee's Address: PO BOX 49 BRONX NY 10464 | Relationship of Donee: SISTER ORGANIZATION | Cash Amount Given: $9000 | Date of Gift: 20190916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: DISASTER RELIEF | Donee's Name: ROTARY DIST 7020 BAHAMA HURRICANE FUND | Donee's Address: 9937 MAJORCA PLACE BOCA RATON FL 33434 | Relationship of Donee: SISTER ORGANIZATION | Cash Amount Given: $8809 | Date of Gift: 20191212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOOD2GROW - Beginning $0 FOOD2GROW - Ending $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO RAISE AND COLLECT FUNDS TO BE USED TO SUPPORT DOMESTIC AND INTERNATIONAL CHARITABLE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART III - EXEMPT SERVICES
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0C JERRY PLOSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09146699021
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 7230 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0133624466
ReturnHeader/Filer/PhoneNum09146699021
ReturnHeader/Filer/USAddress/AddressLine1Txt0CJ PLOSS97A HERITAGE HILLS
ReturnHeader/Filer/USAddress/CityNm0SOMERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010589
ReturnHeader/ReturnTs02020-06-16T09:53:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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