Civic Intelligence

Rotary International District 7450 Inc

990 • Fiscal year 2019 • EIN 23-6275270

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 31, 2020

714 E Baltimore PikeKennett Square, PA 19348

(610) 444-3222

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.05x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-15%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$222,615

Up $58,503 (+36%) from 2018

Net Assets

Up

$209,337

Up $45,225 (+28%) from 2018

Liabilities

Up

$13,278

Up $13,278 from 2018

Revenue

Down

$249,834

Down $42,399 (-15%) from 2018

Expenses

Down

$204,609

Down $26,014 (-11%) from 2018

Net Income

Down

$45,225

Down $16,385 (-27%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$222,615
Liabilities$13,278
Net Assets$209,337

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$249,834
Expenses$204,609
Net Income$45,225
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 31, 2020
Return Version
2018v3.2
Gross Receipts
$249,834
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
Cash and Non-Interest-Bearing Accounts$126,926$117,918▼ $9,008
Savings and Temporary Cash Investments$25,682$100,860▲ $75,178
Accounts Receivable-$2,750-
Prepaid Expenses and Deferred Charges$11,504$1,087▼ $10,417
Total Assets$164,112$222,615▲ $58,503
Liabilities
Deferred Revenue-$13,278-
Total Liabilities$0$13,278▲ $13,278
Net Assets / Fund Balance
Unrestricted Net Assets$164,112$209,337▲ $45,225
Total Net Assets Fund Balance$164,112$209,337▲ $45,225
Total Liabilities and Net Assets / Fund Balance$164,112$222,615▲ $58,503
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard HeronTrustee/dire
Brian CaseyAt Large Boa
John WashingtonAt Large Boa
Joseph BatoryAt Large Boa
Paul QuintavallaDistrict Gov
Peter MardinlyGovernor Ele
Kevin KatarynickGovernor Nom
Dawn DefuriaImmed. Past
Francy CrossSecretary
Gary ZebrowskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,862
Program Service Revenue
$116,795
Investment Income
$177
Other Revenue
$0
All Other Contributions
$30,816
Change in Net Assets
$45,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$173,623
Grants and Similar Amounts Paid$30,986
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$31,527$27,608-$59,135
Grants to Domestic Orgs$30,986--$30,986
Other Expenses$13,233--$13,233
Fees for Services Other-$6,906-$6,906
Fees for Services Accounting-$4,773-$4,773
Office Expenses-$1,815-$1,815
Total Functional Expenses$163,507$41,102$0$204,609
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 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 7A

Members of the rotary clubs located within the district boundaries elect three of the directors who serve on the board of directors.

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

Presidents of the member rotary clubs approve the financial budget.

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.

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
6104443222
Address
714 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348

Signing Officer

Name
Paul Quintavalla
Title
District Governor
Signed
2020-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Quintavalla
Formed
1959
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
1,301

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
714 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, Page 2, Part III, Line 4D

Other program expenses include youth exchange program, governor installation event,and sports events.

Form 990, Part IX, Line 24E

Dist governor elect exp 0 10,718 0 sports events expense 10,380 0 0 district committees 9,541 0 0 dist governor nominee 0 7,972 0 recognition, theme materi 6,040 0 0 installation dinner exp 5,566 0 0 assistant governors 0 3,229 0 district governor exp 0 2,495 0 district trainer expense 0 1,737 0 treasurer/bank exp 0 1,249 0 telephone 0 208 0 total 31,527 27,608 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/Form990PartVIISectionAGrp/TitleTxt0IMMED. PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt1DISTRICT GOV
IRS990/Form990PartVIISectionAGrp/TitleTxt2GOVERNOR ELE
IRS990/Form990PartVIISectionAGrp/TitleTxt3AT LARGE BOA
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT LARGE BOA
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt025682
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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/ExplanationTxt1OTHER PROGRAM EXPENSES INCLUDE YOUTH EXCHANGE PROGRAM, GOVERNOR INSTALLATION EVENT,AND SPORTS EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ROTARY CLUBS LOCATED WITHIN THE DISTRICT BOUNDARIES ELECT THREE OF THE DIRECTORS WHO SERVE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESIDENTS OF THE MEMBER ROTARY CLUBS APPROVE THE FINANCIAL BUDGET.
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.
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/ExplanationTxt8DIST GOVERNOR ELECT EXP 0 10,718 0 SPORTS EVENTS EXPENSE 10,380 0 0 DISTRICT COMMITTEES 9,541 0 0 DIST GOVERNOR NOMINEE 0 7,972 0 RECOGNITION, THEME MATERI 6,040 0 0 INSTALLATION DINNER EXP 5,566 0 0 ASSISTANT GOVERNORS 0 3,229 0 DISTRICT GOVERNOR EXP 0 2,495 0 DISTRICT TRAINER EXPENSE 0 1,737 0 TREASURER/BANK EXP 0 1,249 0 TELEPHONE 0 208 0 TOTAL 31,527 27,608 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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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/TotalFunctionalExpensesGrp/ProgramServicesAmt0163507
IRS990/TotalFunctionalExpensesGrp/TotalAmt0204609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt013278
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IRS990/TotalLiabilitiesGrp/EOYAmt013278
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0164112
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0209337
IRS990/TotalOtherProgSrvcExpenseAmt075746
IRS990/TotalOtherProgSrvcGrantAmt030986
IRS990/TotalOtherProgSrvcRevenueAmt024380
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt05942
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt05942
IRS990/TotalProgramServiceExpensesAmt0163507
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IRS990/TotalRevenueGrp/ExclusionAmt0177
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0249834
IRS990/TotalVolunteersCnt01301
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02215 ANTHONY AVE
IRS990/USAddress/CityNm0BROOMALL
IRS990/USAddress/StateAbbreviationCd0PA
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0ROTARYDISTRICT7450.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL QUINTAVALLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT GOVERNOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt07450 INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0236275270
ReturnHeader/Filer/PhoneNum06104443222
ReturnHeader/Filer/USAddress/AddressLine1Txt0714 E BALTIMORE PIKE
ReturnHeader/Filer/USAddress/CityNm0KENNETT SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BA40A16C56311F5D45B8B07F8858867961EF522D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046FB5B14FD1C9B6F22AE506D3460D9DB220C704B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.93.19.209
ReturnHeader/FilingSecurityInformation/IPDt02020-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:07:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823840465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UMBREIT WILECZEK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0714 E BALTIMORE PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNETT SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019348
ReturnHeader/PreparerPersonGrp/PhoneNum06104443222
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A WILECZEK CPA
ReturnHeader/ReturnTs02020-05-12T07:07:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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