Civic Intelligence

Rotary International District 7450 Inc

EIN 23-6275270 • 501(c)4 • West Chester, PA

Profile

Rotary district 7450 exists solely to help and support individual rotary clubs in its jurisdiction, and to advance the object of rotary as stated in the most recent edition of the rotary code of policies. Rotary districts are charged to coordinate collective efforts of individual clubs in service activities.

1379 Dilworthtown Crossing 213West Chester, PA 19382

rotarydistrict7450.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.16x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

53rd percentile

2.7%

Higher net margin than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

10.0%

Faster asset growth than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-22%

Faster revenue growth than 28% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$183,145

Up $16,638 (+10.0%) from 2024

Liabilities

Up

$29,735

Up $12,263 (+70%) from 2024

Net Assets

Up

$153,410

Up $4,375 (+2.9%) from 2024

Revenue

Down

$159,456

Down $43,856 (-22%) from 2024

Expenses

Down

$155,081

Down $50,481 (-25%) from 2024

Net Income

Up

$4,375

Up $6,625 (+294%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $77,112Liabilities 2015: $12,871Net Assets 2015: $64,2412015Assets 2016: $57,335Liabilities 2016: $0Net Assets 2016: $57,3352016Assets 2017: $102,502Liabilities 2017: $0Net Assets 2017: $102,5022017Assets 2018: $164,112Liabilities 2018: $0Net Assets 2018: $164,1122018Assets 2019: $222,615Liabilities 2019: $13,278Net Assets 2019: $209,3372019Assets 2020: $234,222Liabilities 2020: $3,280Net Assets 2020: $230,9422020Assets 2021: $221,049Liabilities 2021: $0Net Assets 2021: $221,0492021Assets 2022: $207,910Liabilities 2022: $39,210Net Assets 2022: $168,7002022Assets 2023: $155,602Liabilities 2023: $4,317Net Assets 2023: $151,2852023Assets 2024: $166,507Liabilities 2024: $17,472Net Assets 2024: $149,0352024Assets 2025: $183,145Liabilities 2025: $29,735Net Assets 2025: $153,4102025

Highlighted filing

2025

Assets$183,145
Liabilities$29,735
Net Assets$153,410

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $259,122Expenses 2015: $255,313Net Income 2015: $3,8092015Revenue 2016: $282,115Expenses 2016: $289,021Net Income 2016: -$6,9062016Revenue 2017: $295,892Expenses 2017: $250,725Net Income 2017: $45,1672017Revenue 2018: $292,233Expenses 2018: $230,623Net Income 2018: $61,6102018Revenue 2019: $249,834Expenses 2019: $204,609Net Income 2019: $45,2252019Revenue 2020: $206,871Expenses 2020: $185,266Net Income 2020: $21,6052020Revenue 2021: $130,526Expenses 2021: $140,419Net Income 2021: -$9,8932021Revenue 2022: $134,264Expenses 2022: $186,613Net Income 2022: -$52,3492022Revenue 2023: $151,282Expenses 2023: $168,697Net Income 2023: -$17,4152023Revenue 2024: $203,312Expenses 2024: $205,562Net Income 2024: -$2,2502024Revenue 2025: $159,456Expenses 2025: $155,081Net Income 2025: $4,3752025

Highlighted filing

2025

Revenue$159,456
Expenses$155,081
Net Income$4,375

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 21, 2026
Return Version
2024v5.0
Gross Receipts
$159,456
Mission and Program Overview

Mission

Rotary district 7450 exists solely to help and support individual rotary clubs in its jurisdiction, and to advance the object of rotary as stated in the most recent edition of the rotary code of policies. Rotary districts are charged to coordinate collective efforts of individual clubs in service activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$106,500$109,961▲ $3,461
Cash and Non-Interest-Bearing Accounts$43,077$36,142▼ $6,935
Prepaid Expenses and Deferred Charges$15,840$28,783▲ $12,943
Accounts Receivable$1,090$8,259▲ $7,169
Total Assets$166,507$183,145▲ $16,638
Liabilities
Accounts Payable and Accrued Expenses$15,243$20,166▲ $4,923
Deferred Revenue$2,229$9,569▲ $7,340
Total Liabilities$17,472$29,735▲ $12,263
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$149,035$153,410▲ $4,375
Total Net Assets Fund Balance$149,035$153,410▲ $4,375
Total Liabilities and Net Assets / Fund Balance$166,507$183,145▲ $16,638
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian CaseyAt Large Boa
Jose ColonAt Large Boa
Kerry LerarisAt Large Boa
Francy CrossDistrict Gov
Janice BirosGovernor Ele
Carol LernerGovernor Nom
Renee DecoskeyImmed. Past
Krysta HalyeSecretary
David HoutzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,025
Program Service Revenue
$35,454
Investment Income
$3,977
Other Revenue
$0
All Other Contributions
$35,337
Change in Net Assets
$4,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,804
Grants and Similar Amounts Paid$37,077
Salaries, Compensation, and Employee Benefits$4,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$28,865$11,979-$40,844
Grants to Domestic Orgs$37,077--$37,077
Other Expenses$12,231$12,100-$12,100
Information Technology-$5,503-$5,503
Fees for Services Other-$4,504-$4,504
Current Officers, Directors, Trustees, and Key Employees-$4,200-$4,200
Office Expenses-$801-$801
Fees for Services Accounting-$711-$711
Total Functional Expenses$115,283$39,798$0$155,081
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lafayette Foundation of the CpwLafayette Hill, PA501c3District Grant$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

David houtz krysta halye treasurer secretary married

Form 990, Page 6, Part VI, Line 7A

Members of the rotary clubs located within the district boundaries nominate three of the directors who are selected by a nominating committee procedure.

Form 990, Page 6, Part VI, Line 7B

Representatives of the member rotary clubs approve the financial budget for the upcoming year, and member rotary clubs receive and vote on approval of a financial report for the past year at an annual corporate meeting.

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

Tax return was submitted to the board of directors to approve. Each member was provided a copy of the tax return by email and asked to review the return prior to filing. The board of directors is the governing body of the district and represents the individual rotary clubs in district 7450.

Form 990, Page 6, Part VI, Line 12C

Board members review the conflict of intrest policy annually. Board members complete annual conflict of interest statements.

Form 990, Page 6, Part VI, Line 15B

Board of directors review and set compensation for executive secretary and district treasurer

Form 990, Page 6, Part VI, Line 19

The district secretary maintains the governing documents for the district; requests may be made in writing to the secretary for review of these documents.

Filing and Contact Details

Filer

Filer Name
Rotary International District
EIN
23-6275270
Phone
6107172829
Address
1215 W BALTIMORE PIKE UNIT 16, MEDIA, PA 19063

Signing Officer

Name
Francy Cross
Title
District Governor
Phone
6107172829
Signed
2026-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francy Cross
Formed
1959
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
1,100

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
712 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348
Preparer
Kathleen a Wileczek CPA
Phone
6104443222
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Rotary district 7450 exists solely to help and support individual rotary clubs in its jurisdiction, and to advance the object of rotary as stated in the most recent edition of the rotary code of policies. Rotary districts are charged to coordinate collective efforts of individual clubs in service activities.

Form 990, Part IX, Line 24E

District committees 10,608 0 0 recognition, theme materi 7,421 0 0 dist governor elect exp 0 7,349 0 disaster relief 5,004 0 0 dist governor nominee 0 2,996 0 youth exchange program 2,983 0 0 district conference 1,849 0 0 dist trainer exp 0 1,170 0 ryla conference exp 1,000 0 0 assistant governors 0 424 0 bank service charges 0 40 0 total 28,865 11,979 0

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IRS990/ReconcilationRevenueExpnssAmt04375
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0601
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106500
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109961
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRICT GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAFAYETTE FOUNDATION OF THE CPW
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ROTARY CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0262049060
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 295
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAFAYETTE HILL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019444
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE TO ROTARY CLUBS IN THE DISTRICT TO CONDUCT HUMANITARIAN PROJECTS. CLUBS ARE REQUIRED TO FILE FINAL REPORTS WITH RECEIPTS AND RECORDS OF EXPENDITURES, WITH PICTURES TO DOCUMENT THE COMPLETION OF THE PROJECT. GRANT APPLICATIONS MUST BE APPROVED BY THE DISTRICT GRANTS COMMITTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY DISTRICT 7450 EXISTS SOLELY TO HELP AND SUPPORT INDIVIDUAL ROTARY CLUBS IN ITS JURISDICTION, AND TO ADVANCE THE OBJECT OF ROTARY AS STATED IN THE MOST RECENT EDITION OF THE ROTARY CODE OF POLICIES. ROTARY DISTRICTS ARE CHARGED TO COORDINATE COLLECTIVE EFFORTS OF INDIVIDUAL CLUBS IN SERVICE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAVID HOUTZ KRYSTA HALYE TREASURER SECRETARY MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ROTARY CLUBS LOCATED WITHIN THE DISTRICT BOUNDARIES NOMINATE THREE OF THE DIRECTORS WHO ARE SELECTED BY A NOMINATING COMMITTEE PROCEDURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPRESENTATIVES OF THE MEMBER ROTARY CLUBS APPROVE THE FINANCIAL BUDGET FOR THE UPCOMING YEAR, AND MEMBER ROTARY CLUBS RECEIVE AND VOTE ON APPROVAL OF A FINANCIAL REPORT FOR THE PAST YEAR AT AN ANNUAL CORPORATE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURN WAS SUBMITTED TO THE BOARD OF DIRECTORS TO APPROVE. EACH MEMBER WAS PROVIDED A COPY OF THE TAX RETURN BY EMAIL AND ASKED TO REVIEW THE RETURN PRIOR TO FILING. THE BOARD OF DIRECTORS IS THE GOVERNING BODY OF THE DISTRICT AND REPRESENTS THE INDIVIDUAL ROTARY CLUBS IN DISTRICT 7450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS REVIEW THE CONFLICT OF INTREST POLICY ANNUALLY. BOARD MEMBERS COMPLETE ANNUAL CONFLICT OF INTEREST STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD OF DIRECTORS REVIEW AND SET COMPENSATION FOR EXECUTIVE SECRETARY AND DISTRICT TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE DISTRICT SECRETARY MAINTAINS THE GOVERNING DOCUMENTS FOR THE DISTRICT; REQUESTS MAY BE MADE IN WRITING TO THE SECRETARY FOR REVIEW OF THESE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DISTRICT COMMITTEES 10,608 0 0 RECOGNITION, THEME MATERI 7,421 0 0 DIST GOVERNOR ELECT EXP 0 7,349 0 DISASTER RELIEF 5,004 0 0 DIST GOVERNOR NOMINEE 0 2,996 0 YOUTH EXCHANGE PROGRAM 2,983 0 0 DISTRICT CONFERENCE 1,849 0 0 DIST TRAINER EXP 0 1,170 0 RYLA CONFERENCE EXP 1,000 0 0 ASSISTANT GOVERNORS 0 424 0 BANK SERVICE CHARGES 0 40 0 TOTAL 28,865 11,979 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0166507
IRS990/TotalAssetsEOYAmt0183145
IRS990/TotalAssetsGrp/BOYAmt0166507
IRS990/TotalAssetsGrp/EOYAmt0183145
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039798
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115283
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155081
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017472
IRS990/TotalLiabilitiesEOYAmt029735
IRS990/TotalLiabilitiesGrp/BOYAmt017472
IRS990/TotalLiabilitiesGrp/EOYAmt029735
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0149035
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0153410
IRS990/TotalProgramServiceExpensesAmt0115283
IRS990/TotalProgramServiceRevenueAmt035454
IRS990/TotalRevenueGrp/ExclusionAmt03977
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035454
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0159456
IRS990/TotalVolunteersCnt01100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0166507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0183145
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01215 W BALTIMORE PIKE UNIT 16
IRS990/USAddress/CityNm0MEDIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019063
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0ROTARYDISTRICT7450.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCY CROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06107172829
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt07450 INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0236275270
ReturnHeader/Filer/PhoneNum06107172829
ReturnHeader/Filer/USAddress/AddressLine1Txt01215 W BALTIMORE PIKE UNIT 16
ReturnHeader/Filer/USAddress/CityNm0MEDIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019063
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823840465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UMBREIT WILECZEK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0712 E BALTIMORE PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNETT SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019348
ReturnHeader/PreparerPersonGrp/PhoneNum06104443222
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A WILECZEK CPA
ReturnHeader/ReturnTs02026-04-23T08:51:18-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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