Civic Intelligence

Rotary District 7300 Foundation

990 • Fiscal year 2017 • EIN 25-1550778

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

PO Box 555Bridgeville, PA 15017

(724) 375-5185

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-18%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$924,510

Up $68,593 (+8.0%) from 2016

Net Assets

Up

$924,510

Up $68,593 (+8.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$280,627

Down $59,677 (-18%) from 2016

Expenses

Down

$212,034

Down $171,992 (-45%) from 2016

Net Income

Up

$68,593

Up $112,315 (+257%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $107,193Net Assets 2010: $107,1932010Assets 2011: $124,739Net Assets 2011: $124,7392011Assets 2012: $524,729Liabilities 2012: $0Net Assets 2012: $524,7292012Assets 2013: $561,643Liabilities 2013: $0Net Assets 2013: $561,6432013Assets 2015: $899,639Liabilities 2015: $0Net Assets 2015: $899,6392015Assets 2016: $855,917Liabilities 2016: $0Net Assets 2016: $855,9172016Assets 2017: $924,510Liabilities 2017: $0Net Assets 2017: $924,5102017Assets 2020: $981,409Liabilities 2020: $0Net Assets 2020: $981,4092020Assets 2022: $968,560Liabilities 2022: $0Net Assets 2022: $968,5602022Assets 2025: $1,123,686Liabilities 2025: $0Net Assets 2025: $1,123,6862025

Highlighted filing

2017

Assets$924,510
Liabilities$0
Net Assets$924,510

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $102,845Expenses 2010: $66,944Net Income 2010: $35,9012010Revenue 2011: $113,367Expenses 2011: $71,726Net Income 2011: $41,6412011Expenses 2012: $135,7122012Expenses 2013: $129,1412013Revenue 2015: $320,842Expenses 2015: $247,697Net Income 2015: $73,1452015Revenue 2016: $340,304Expenses 2016: $384,026Net Income 2016: -$43,7222016Revenue 2017: $280,627Expenses 2017: $212,034Net Income 2017: $68,5932017Revenue 2020: $296,050Expenses 2020: $224,637Net Income 2020: $71,4132020Revenue 2022: $376,329Expenses 2022: $401,302Net Income 2022: -$24,9732022Revenue 2025: $357,798Expenses 2025: $477,663Net Income 2025: -$119,8652025

Highlighted filing

2017

Revenue$280,627
Expenses$212,034
Net Income$68,593
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$280,627
Mission and Program Overview

Mission

The foundation exists as a conduit for charitable and educational donations from individuals, rotary clubs, businesses, government agencies or other donors to benefit qualified recipients.

The foundation exists as a conduit for individual, club, business, education, governmental, or other donations to be distributed to worthy recipients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$689,965$651,353▼ $38,612
Cash and Non-Interest-Bearing Accounts$152,007$255,630▲ $103,623
Savings and Temporary Cash Investments$13,945$17,527▲ $3,582
Total Assets$855,917$924,510▲ $68,593
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$847,843$910,522▲ $62,679
Unrestricted Net Assets$8,074$13,988▲ $5,914
Total Net Assets Fund Balance$855,917$924,510▲ $68,593
Total Liabilities and Net Assets / Fund Balance$855,917$924,510▲ $68,593

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,844--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$847,843$232,800▲ $44,475$209,118$910,522
2015$892,241$334,124▲ $7,911$381,364$847,843
2014$821,603$300,747▲ $35,596$260,374$892,241
2013$556,621$344,945▲ $53,554$129,180$821,603
2012$519,728$163,440▲ $28,950$153,231$556,621
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stuart BensonChairman
Ralph ManningCo-chairman
Adriannce JellisonBoard Member
Gladys MaharamBoard Member
Herm DiekmannBoard Member
Linda Fischer BriceBoard Member
Mark BrilmyerBoard Member
Sam MaccaroneBoard Member
Sue KellyBoard Member
Ward GarnerBoard Member
William SegarBoard Member
Bonnie PierceSecretary
Robert YoswickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$232,800
Program Service Revenue
$0
Investment Income
$47,827
Other Revenue
$0
All Other Contributions
$232,800
Change in Net Assets
$68,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,034
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$73,727--$73,727
Other Expenses$28,810--$28,810
Conferences and Meetings$7,335--$7,335
Office Expenses$2,917--$2,917
Total Functional Expenses$212,034$0$0$212,034
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

Organizations process to review form 990 - no review was or will be conducted

Form 990, Part VI, Line 19

Governing documents disclosure explaination - no documents available to the public

Filing and Contact Details

Filer

Filer Name
Rotary District 7300 Foundation
EIN
25-1550778
Phone
7243755185
Address
PO Box 555, Bridgeville, PA 15017

Signing Officer

Name
Robert Yoswick
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Yoswick
Formed
1987
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Rd Hoag and Associates LLC
Address
555 NORTH BELL AVE, CARNEGIE, PA 15106
Preparer
Lindsay a Crum CPA
Phone
4122781600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Lawrenceville Rotary / Canfiled Trust - 1,957

Form 990, Part IX, Line 24E

Turtle Creek Dance - 1,250

Form 990, Part IX, Line 24E

Pure Water for All - 350

Form 990, Part IX, Line 24E

Carnegie/Collier Special Interest Project - 24,508

Form 990, Part IX, Line 24E

Rosslyn Farms Community Fund - 8,162

Form 990, Part IX, Line 24E

Fox Chapel Rotary Enrichment Fund - 13,000

Form 990, Part IX, Line 24E

Fox Chapel Rotary International Project - 3,000

Form 990, Part IX, Line 24E

Parkway Mad Mex Event - 1,000

Form 990, Part IX, Line 24E

Monroeville Charity Event - 6,000

Form 990, Part IX, Line 24E

Beaver County - Beds For Kids - 6,500

Form 990, Part IX, Line 24E

Beaver Rotary Education Fund - 2,000

Form 990, Part IX, Line 24E

Southwest Meals-on-Wheels - 6,000

Financial Statement Notes

V 4

Donor advised funds from The Maurer Trust and Bob Williams Scholarship Fund support scholarship programs. Moneys received from Larencville/Canfield Fund support community development with a focus on the Lawrenceville area of Pittsburgh, Pennsylvania.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0303650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0139514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01249524
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047827
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035782
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt053260
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028951
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0172000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt094866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0250461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035782
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt053260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0172000
IRS990ScheduleA/InvestmentIncomeCYPct00.10290
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.89710
IRS990ScheduleA/PublicSupportPY509Pct00.93630
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01499985
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0232800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0340304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0335975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0398516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0192390
IRS990ScheduleA/Total509Grp/TotalAmt01499985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0280627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0346484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0371757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0451776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0221341
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01671985
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05478
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0847843
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0232800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0910522
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt044475
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0209118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0892241
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0334124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0847843
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07911
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0381364
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0821603
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300747
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0892241
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035596
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0260374
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0556621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0344945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0821603
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053554
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0129180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02266
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0519728
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0163440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0556621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0153231
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0232800
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt023
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0910522
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011056
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1631453
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt28844
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Somerset Trust Investments - Lawrenceville/Canfield
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Somerset Trust Investments - Bob Williams
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Somerset Trust Investments - B.B. Mauer
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Donor advised funds from The Maurer Trust and Bob Williams Scholarship Fund support scholarship programs. Moneys received from Larencville/Canfield Fund support community development with a focus on the Lawrenceville area of Pittsburgh, Pennsylvania.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0V 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueSecuritiesAmt0651353
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS PROCESS TO REVIEW FORM 990 - NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS DISCLOSURE EXPLAINATION - NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Lawrenceville Rotary / Canfiled Trust - 1,957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Turtle Creek Dance - 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Pure Water for All - 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Carnegie/Collier Special Interest Project - 24,508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rosslyn Farms Community Fund - 8,162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fox Chapel Rotary Enrichment Fund - 13,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fox Chapel Rotary International Project - 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Parkway Mad Mex Event - 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Monroeville Charity Event - 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Beaver County - Beds For Kids - 6,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Beaver Rotary Education Fund - 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Southwest Meals-on-Wheels - 6,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24E

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