Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 22-2511535

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileWWW.ROTARYDISTRICT7150.ORG
131 West Seneca Street No 321Manlius, NY 13104

(315) 797-6601

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.19x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

0.46x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

8th percentile

-39%

Higher net margin than 8% 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

26th percentile

-9.4%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$105,538

Down $11,008 (-9.4%) from 2016

Net Assets

Down

$85,117

Down $17,380 (-17%) from 2016

Liabilities

Up

$20,421

Up $6,372 (+45%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin8th percentile

Revenue

Up

$44,181

Up $6,765 (+18%) from 2016

Expenses

Up

$61,621

Up $13,493 (+28%) from 2016

Net Income

Down

-$17,440

Down $6,728 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$150K$100K$50K$0Assets 2011: $87,295Liabilities 2011: $17,007Net Assets 2011: $70,2882011Assets 2012: $107,441Liabilities 2012: $12,238Net Assets 2012: $95,2032012Assets 2013: $127,526Liabilities 2013: $15,006Net Assets 2013: $112,5202013Assets 2014: $144,066Liabilities 2014: $23,751Net Assets 2014: $120,3152014Assets 2015: $118,930Liabilities 2015: $5,721Net Assets 2015: $113,2092015Assets 2016: $116,546Liabilities 2016: $14,049Net Assets 2016: $102,4972016Assets 2017: $105,538Liabilities 2017: $20,421Net Assets 2017: $85,1172017

Highlighted filing

2017

Assets$105,538
Liabilities$20,421
Net Assets$85,117
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2011: $42,5412011Revenue 2012: $52,321Expenses 2012: $27,406Net Income 2012: $24,9152012Expenses 2013: $31,8712013Revenue 2014: $42,942Expenses 2014: $35,147Net Income 2014: $7,7952014Revenue 2015: $34,829Expenses 2015: $30,974Net Income 2015: $3,8552015Revenue 2016: $37,416Expenses 2016: $48,128Net Income 2016: -$10,7122016Revenue 2017: $44,181Expenses 2017: $61,621Net Income 2017: -$17,4402017

Highlighted filing

2017

Revenue$44,181
Expenses$61,621
Net Income-$17,440
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$44,181
Mission and Program Overview

Mission

The mission of rotary district 7150 is to support the work of the rotary clubs within the district, to promote foreign student exchange and to facilitate service above self.

Program Services

DescriptionGrantsExpenses
ROTARIANS, AT THE DISTRICT LEVEL, SPONSOR AND CONDUCT LEADERSHIP TRAINING FOR FELLOW ROTARIANS,ORGANIZE DISTRICT-WIDE MEETINGS AND SPONSORS AN ANNUAL CONVENTION.$0$49,892
FUNDS ARE EXPENDED TO ASSIST IN THE FUNDING OF THE ROTARY YOUTH EXCHANGE PROGRAM.$0$5,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER CARDAMONEDistrict GovernorPT$0--
PHYLIS DANKSDistrict Governor ElectPT$0--
SUSAN REISMANTreasurer-$0--
VAL COLLINSDistrict Secretary-$0--
DENNIS SCHOENWETTERDistrict Trainer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 7150
EIN
22-2511535
Phone
3157976601
Address
131 WEST SENECA STREET NO 321, MANLIUS, NY 13104

Signing Officer

Name
Peter Cardamone
Title
District Governor
Phone
3157976601
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Barone Howard & Co Cpas Pc
Address
8504 SENECA TURNPIKE, NEW HARTFORD, NY 13413
Preparer
John F Howard CPA
Phone
3157976601
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 201. Description: miscellaneous. Amount: 111. Total to form 990-ez, line 8: 312.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: rotary conferences & conventions. Amount: 49,892. Description: flags, themes, pins & plaques. Amount: 3,454. Description: administration. Amount: 3,275. Description: youth exchance sponsorship. Amount: 5,000. Total to form 990-ez, line 16: 61,621.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 53. End of year amount: 555. Description: prepaid expenses. Beg. Of year amount: 4,436. End of year amount: 2,974.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred revenue & funds held. Beg. Of year amount: 12,849. End of year amount: 18,663. Description: accounts payable & accrued exp.. Beg. Of year amount: 1,200. End of year amount: 1,758.”

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN REISMAN CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum02126852019
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0131 WEST SENECA STREET 321
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MANLIUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112117
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102009
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-17440
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116606
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105538
IRS990EZ/GrossReceiptsAmt044181
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt043869
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102557
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085117
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102557
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085117
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER CARDAMONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHYLIS DANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN REISMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VAL COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENNIS SCHOENWETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT GOVERNOR ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DISTRICT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DISTRICT TRAINER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04489
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03529
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt061621
IRS990EZ/OtherRevenueTotalAmt0312
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF ROTARY DISTRICT 7150 IS TO SUPPORT THE WORK OF THE ROTARY CLUBS WITHIN THE DISTRICT, TO PROMOTE FOREIGN STUDENT EXCHANGE AND TO FACILITATE SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROTARIANS, AT THE DISTRICT LEVEL, SPONSOR AND CONDUCT LEADERSHIP TRAINING FOR FELLOW ROTARIANS,ORGANIZE DISTRICT-WIDE MEETINGS AND SPONSORS AN ANNUAL CONVENTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDS ARE EXPENDED TO ASSIST IN THE FUNDING OF THE ROTARY YOUTH EXCHANGE PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049892
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014049
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020421
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061621
IRS990EZ/TotalProgramServiceExpensesAmt054892
IRS990EZ/TotalRevenueAmt044181
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYDISTRICT7150.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 201. DESCRIPTION: MISCELLANEOUS. AMOUNT: 111. TOTAL TO FORM 990-EZ, LINE 8: 312.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ROTARY CONFERENCES & CONVENTIONS. AMOUNT: 49,892. DESCRIPTION: FLAGS, THEMES, PINS & PLAQUES. AMOUNT: 3,454. DESCRIPTION: ADMINISTRATION. AMOUNT: 3,275. DESCRIPTION: YOUTH EXCHANCE SPONSORSHIP. AMOUNT: 5,000. TOTAL TO FORM 990-EZ, LINE 16: 61,621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 53. END OF YEAR AMOUNT: 555. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,436. END OF YEAR AMOUNT: 2,974.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE & FUNDS HELD. BEG. OF YEAR AMOUNT: 12,849. END OF YEAR AMOUNT: 18,663. DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXP.. BEG. OF YEAR AMOUNT: 1,200. END OF YEAR AMOUNT: 1,758.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER CARDAMONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03157976601
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 7150
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% SUSAN REISMAN CPA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0222511535
ReturnHeader/Filer/PhoneNum03157976601
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 WEST SENECA STREET NO 321
ReturnHeader/Filer/USAddress/CityNm0MANLIUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F8A49448BEB51867686D3C40FDB09FBC47B2D25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F8A49448BEB51867686D3C40FDB09FBC47B2D25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.217.213.150
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:23:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208275758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARONE HOWARD & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08504 SENECA TURNPIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013413
ReturnHeader/PreparerPersonGrp/PhoneNum03157976601
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F HOWARD CPA
ReturnHeader/ReturnTs02017-11-09T06:53:26-06:00
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
$105,538
Liabilities
$20,421
Net assets
$85,117
Revenue
$44,181
Expenses
$61,621
Net income
-$17,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.20$0.85$0.44$0.62$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.14$1.02$0.37$0.48$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.06$1.13$0.35$0.31$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.24$1.20$0.43$0.35$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.15$1.13$0.32
2012Summary only. Only limited summary data is available for this year.$1.07$0.12$0.95$0.52$0.27$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.17$0.70$0.43