Civic Intelligence

Rotary District 7300 Foundation

990 • Fiscal year 2020 • EIN 25-1550778

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileN/A
228 Jefferson LaneCranberry Township, PA 16066

(724) 935-4970

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

55th percentile

9.2%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

2.0%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$981,409

Up $56,899 (+6.2%) from 2017

Net Assets

Up

$981,409

Up $56,899 (+6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin75th percentile

Revenue

Up

$296,050

Up $15,423 (+5.5%) from 2017

Expenses

Up

$224,637

Up $12,603 (+5.9%) from 2017

Net Income

Up

$71,413

Up $2,820 (+4.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2020

Assets$981,409
Liabilities$0
Net Assets$981,409
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

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

2020

Revenue$296,050
Expenses$224,637
Net Income$71,413
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$296,050
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$658,109$650,283▼ $7,826
Cash and Non-Interest-Bearing Accounts$136,781$224,092▲ $87,311
Savings and Temporary Cash Investments$104,232$107,034▲ $2,802
Total Assets$899,122$981,409▲ $82,287
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$892,056$976,994▲ $84,938
Net Assets Without Donor Restrictions$7,066$4,415▼ $2,651
Total Net Assets Fund Balance$899,122$981,409▲ $82,287
Total Liabilities and Net Assets / Fund Balance$899,122$981,409▲ $82,287

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,882--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$892,056$280,102▲ $26,657$216,593$976,994
2018$866,023$273,877▲ $52,375$294,977$892,056
2017$910,522$230,985▲ $42,339$312,582$866,023
2016$847,843$232,800▲ $44,475$209,118$910,522
2015$892,241$334,124▲ $7,911$381,364$847,843
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Stuart W Benson IiiChairman
Sue KellyVice-chairman
Adrianne JellisonBoard Member
Al DeluciaBoard Member
Alvin FilstrupBoard Member
Cherie SearsBoard Member
Chuck DesabatoBoard Member
Jim HahnBoard Member
Linda Fischer BruceBoard Member
Mark BrilmyerBoard Member
Robert ArbuckleBoard Member
Sam MaccaroneBoard Member
Singh AjmaniBoard Member
Tom RohrichBoard Member
Vincent P CostaBoard Member
Walter SicklesBoard Member
Ward GarnerBoard Member
Monica J StantonSecretary
Virginia FinneganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,102
Program Service Revenue
$0
Investment Income
$15,940
Other Revenue
$8
All Other Contributions
$280,102
Change in Net Assets
$71,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,637
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
Conferences and Meetings$95,495$0$0$95,495
All Other Expenses$36,000$0$0$36,000
Other Expenses$23,354$0$0$23,354
Fees for Service Investment Mgmnt Fees$5,228$0$0$5,228
Fees for Services Accounting$0$2,800$0$2,800
Office Expenses$0$15$0$15
Total Functional Expenses$221,822$2,815$0$224,637
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Rotary District 7300 Foundation
EIN
25-1550778
Phone
7249354970
Address
228 JEFFERSON LANE, CRANBERRY TOWNSHIP, PA 16066

Signing Officer

Name
Virginia Finnegan
Title
Treasurer
Phone
7249354970
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Benson
Formed
1987
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
13

Preparer

Firm
Frank E Sparr & Co
Address
2000 CORPORATE DR STE 500, WEXFORD, PA 15090
Preparer
Frank E Sparr
Phone
7249354970
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by certain officers”

Pt VI, Line 12C

“At its march 20, 2019 board of directors meeting, the board unanimously adopted a comprehensive conflict of interest policy which requires annual disclosure. The board also adopted a formal whistblower policy and a record retention and destruction policy.”

Form 990, Part IX, Line 24E

“Carnegie collier partnership in education 4012. 4012. 0. 0.”

Form 990, Part IX, Line 24E

“Crafton-ingram charitable events fund 15750. 15750. 0. 0.”

Form 990, Part IX, Line 24E

“Beaver bed project 1000. 1000. 0. 0.”

Form 990, Part IX, Line 24E

“Monroeville charitable events fund 10052. 10052. 0. 0.”

Form 990, Part IX, Line 24E

“Turtle creek rotary satellite club kentucky derby fundraiser 2000. 2000. 0. 0.”

Form 990, Part IX, Line 24E

“Gladys maharam memorial fund for polio eradication 3186. 3186. 0. 0.”

Financial Statement Notes

Pt V, Line 4

“Endowment funds from the b.b. Mauer charitable trust and bob williams memorial rotary scholarship program support scholarship programs. Amounts received from lawrenceville rotary canfield trust support community development with a focus on the lawrenceville neighborhood of pittsburgh, pennsylvania.”

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IRS990/OtherExpensesGrp/Desc1GREAT FRIENDS CHARITIES
IRS990/OtherExpensesGrp/Desc2BOB WILLIAMS MEMORIAL ROTARY SCHOLARSHIP PROGRAM
IRS990/OtherExpensesGrp/Desc3CARNEGIE-COLLIER ROTARY SIP
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IRS990/OtherExpensesGrp/ProgramServicesAmt012500
IRS990/OtherExpensesGrp/ProgramServicesAmt121695
IRS990/OtherExpensesGrp/ProgramServicesAmt227550
IRS990/OtherExpensesGrp/ProgramServicesAmt323354
IRS990/OtherExpensesGrp/TotalAmt012500
IRS990/OtherExpensesGrp/TotalAmt121695
IRS990/OtherExpensesGrp/TotalAmt227550
IRS990/OtherExpensesGrp/TotalAmt323354
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STUART BENSON
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt071413
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07270
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$981,409
Liabilities
$0
Net assets
$981,409
Revenue
$296,050
Expenses
$224,637
Net income
$71,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.36$0.48$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.38$0.40$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.30$0.22$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.28$0.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.34$0.38$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.32$0.25$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.11$0.07$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.10$0.07$0.04