Civic Intelligence

Rotary International District 7230 Incorporated

990EZ • Fiscal year 2017 • EIN 13-6219583

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileWWW.ROTARY7230.ORG
PO Box 4637Stamford, CT 06907

(203) 668-0206

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.60x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.33x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$63,216

No earlier filing loaded for comparison.

Net Assets

$25,338

No earlier filing loaded for comparison.

Liabilities

$37,878

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin21st percentile

Revenue

$113,087

No earlier filing loaded for comparison.

Expenses

$126,730

No earlier filing loaded for comparison.

Net Income

-$13,643

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2017: $63,216Liabilities 2017: $37,878Net Assets 2017: $25,3382017Assets 2019: $70,715Liabilities 2019: $20,1632019Assets 2020: $106,040Liabilities 2020: $52,7372020Assets 2021: $118,804Liabilities 2021: $50,611Net Assets 2021: $68,1932021Assets 2022: $117,404Liabilities 2022: $50,343Net Assets 2022: $67,0612022Assets 2023: $107,116Liabilities 2023: $55,416Net Assets 2023: $51,7002023

Highlighted filing

2017

Assets$63,216
Liabilities$37,878
Net Assets$25,338
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2017: $113,087Expenses 2017: $126,730Net Income 2017: -$13,6432017Revenue 2019: $127,195Expenses 2019: $125,854Net Income 2019: $1,3412019Revenue 2020: $108,270Expenses 2020: $105,519Net Income 2020: $2,7512020Revenue 2021: $73,495Expenses 2021: $58,605Net Income 2021: $14,8902021Revenue 2022: $67,088Expenses 2022: $68,220Net Income 2022: -$1,1322022Revenue 2023: $139,471Expenses 2023: $105,169Net Income 2023: $34,3022023

Highlighted filing

2017

Revenue$113,087
Expenses$126,730
Net Income-$13,643
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$113,087
Mission and Program Overview

Mission

Help for the individual clubs within the region by helping them implement sucessful projects for their communities through training and finacial support.

SERVICE

Program Services

DescriptionGrantsExpenses
THE ROTARY CONTINUES IN ITS MISSION TO PROMOTE CHARITABLE SERVICE. THIS IS EXEMPLIFIED BY GRADUATE AND UNDERGRADUATE SCHOLARSHIPS.--
SUPPORTED POLIO ERADICATION PROGRAMS.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORA HUGELMEYERDistrict GovernorPT$0--
EDWARD HERBSTERDistrict SecretaryPT$0--
PETER DE NICOLADistrict TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 7230 Incorporated
EIN
13-6219583
Phone
2036680206
Address
PO BOX 4637, STAMFORD, CT 06907

Signing Officer

Name
Peter Denicola
Title
District Treasurer
Phone
2036680206
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Demilia and Honigman Llp
Address
500 EXECUTIVE BLVD STE 302, OSSINING, NY 10562
Preparer
Joseph a Demilia Jr CPA
Phone
9147620230
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“CLUB SERVICES 86942.”

Form 990EZ, Part I, Line 16

“International services 1022.”

Form 990EZ, Part I, Line 16

“District administrative services 38766.”

Form 990EZ, Part II, Line 24

“Prepaid expenses & deposits 0. 0.”

Form 990EZ, Part II, Line 26

“Accrued expenses 4000. 3675.”

Form 990EZ, Part II, Line 26

“District designated funds 13047. 34203.”

Raw XML Appendix120 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/PersonNm0PETER DE NICOLA
IRS990EZ/BooksInCareOfDetail/PhoneNum02036680206
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt039 MAPLE TREE AVE 51
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STAMFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006906
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056028
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063216
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13643
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056028
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063216
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0113087
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0113087
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038981
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025338
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038981
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORA HUGELMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDWARD HERBSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER DE NICOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0126730
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CONTINUES IN ITS MISSION TO PROMOTE CHARITABLE SERVICE. THIS IS EXEMPLIFIED BY GRADUATE AND UNDERGRADUATE SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORTED POLIO ERADICATION PROGRAMS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017047
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt037878
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126730
IRS990EZ/TotalRevenueAmt0113087
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROTARY7230.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SERVICES 86942.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL SERVICES 1022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT ADMINISTRATIVE SERVICES 38766.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAID EXPENSES & DEPOSITS 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCRUED EXPENSES 4000. 3675.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISTRICT DESIGNATED FUNDS 13047. 34203.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER DENICOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02036680206
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7230 INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0136219583
ReturnHeader/Filer/PhoneNum02036680206
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4637
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BE0130EBEE911ECB0BFC294187195CE92A4CBAD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DAA47D35001F700E763E954BD853A21D446515BE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0130059201800200012ze
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.80.25.57
ReturnHeader/FilingSecurityInformation/IPDt02018-01-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:17:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMILIA AND HONIGMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 EXECUTIVE BLVD STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSSINING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010562
ReturnHeader/PreparerPersonGrp/PhoneNum09147620230
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A DEMILIA JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-16T12:17:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,216
Liabilities
$37,878
Net assets
$25,338
Revenue
$113,087
Expenses
$126,730
Net income
-$13,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.55$0.52$1.39$1.05$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.50$0.67$0.67$0.68$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.51$0.68$0.73$0.59$0.15
2020Summary only. Only limited summary data is available for this year.$1.06$0.53$1.08$1.06$0.03
2019Summary only. Only limited summary data is available for this year.$0.71$0.20$1.27$1.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.38$0.25$1.13$1.27$0.14