Civic Intelligence

Rotary District 7300 Foundation

990 • Fiscal year 2023 • EIN 25-1550778

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 11, 2023

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

57th percentile

7.6%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

5.8%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,024,383

Up $55,823 (+5.8%) from 2022

Net Assets

Up

$1,024,383

Up $55,823 (+5.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin57th percentile

Revenue

Down

$299,852

Down $76,477 (-20%) from 2022

Expenses

Down

$277,176

Down $124,126 (-31%) from 2022

Net Income

Up

$22,676

Up $47,649 (+191%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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 2023: $1,024,383Liabilities 2023: $0Net Assets 2023: $1,024,3832023Assets 2025: $1,123,686Liabilities 2025: $0Net Assets 2025: $1,123,6862025

Highlighted filing

2023

Assets$1,024,383
Liabilities$0
Net Assets$1,024,383
Open 2023 Filing

Operations Trend

Revenue Growth17th 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 2023: $299,852Expenses 2023: $277,176Net Income 2023: $22,6762023Revenue 2025: $357,798Expenses 2025: $477,663Net Income 2025: -$119,8652025

Highlighted filing

2023

Revenue$299,852
Expenses$277,176
Net Income$22,676
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 11, 2023
Return Version
2022v5.0
Gross Receipts
$299,852
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$644,079$646,610▲ $2,531
Savings and Temporary Cash Investments$104,581$364,146▲ $259,565
Cash and Non-Interest-Bearing Accounts$219,900$13,627▼ $206,273
Total Assets$968,560$1,024,383▲ $55,823
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$962,180$1,018,281▲ $56,101
Net Assets Without Donor Restrictions$6,380$6,102▼ $278
Total Net Assets Fund Balance$968,560$1,024,383▲ $55,823
Total Liabilities and Net Assets / Fund Balance$968,560$1,024,383▲ $55,823

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$10,896--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$962,180$279,981▲ $50,495$269,203$1,018,281
2021$1,065,388$358,766▼ $61,545$394,730$962,180
2020$976,994$215,742▲ $126,565$248,457$1,065,388
2019$892,056$280,102▲ $26,657$216,593$976,994
2018$866,023$273,877▲ $52,375$294,977$892,056
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Stuart W Benson IiiChairman
Sue KellyVice-chairman
Al DeluciaBoard Member
Ann PersunBoard Member
Bill BlaneyBoard Member
Cherie SearsBoard Member
Chuck DesabatoBoard Member
Dan DoughertyBoard Member
Felicia MycykBoard Member
John Dale HartmanBoard Member
Linda Fischer BruceBoard Member
Marie FallonBoard Member
Mark BrilmyerBoard Member
Pat ShafferBoard Member
Robert ArbuckleBoard Member
Robert J WilsonBoard Member
Sam MaccaroneBoard 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
$280,035
Program Service Revenue
$0
Investment Income
$19,817
Other Revenue
$0
All Other Contributions
$280,035
Change in Net Assets
$22,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,176
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$82,793$0$0$82,793
Conferences and Meetings$62,643$0$0$62,643
Other Expenses$12,500$0$0$12,500
Fees for Service Investment Mgmnt Fees$5,173$0$0$5,173
Fees for Services Accounting$0$2,800$0$2,800
Total Functional Expenses$274,376$2,800$0$277,176
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
Stuart W Benson Iii
Title
Chairman
Phone
7249354970
Signed
2023-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Benson
Formed
1987
Legal Domicile
Pa
Voting Board Members
23
Independent Board Members
23
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

“Crafton-ingram charitable events fund 24575. 24575. 0. 0.”

Form 990, Part IX, Line 24E

“Monroeville charitable events fund 34404. 34404. 0. 0.”

Form 990, Part IX, Line 24E

“Oakmont-verona rotary club project 1300. 1300. 0. 0.”

Form 990, Part IX, Line 24E

“White oak community enrichment fund 3300. 3300. 0. 0.”

Form 990, Part IX, Line 24E

“Disaster response fundraiser 10050. 10050. 0. 0.”

Form 990, Part IX, Line 24E

“Paul harris society dinner 3645. 3645. 0. 0.”

Form 990, Part IX, Line 24E

“Parkway west community fund 1000. 1000. 0. 0.”

Form 990, Part IX, Line 24E

“Beaver bed project 1545. 1545. 0. 0.”

Form 990, Part IX, Line 24E

“Lawrencevill rotary canfield trust 2974. 2974. 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,024,383
Liabilities
$0
Net assets
$1,024,383
Revenue
$299,852
Expenses
$277,176
Net income
$22,676
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
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.30$0.28$0.02
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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