Civic Intelligence

Rotary District 7300 Foundation

990 • Fiscal year 2024 • EIN 25-1550778

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

30%

Faster revenue growth than 74% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,195,108

Up $226,548 (+23%) from 2022

Net Assets

Up

$1,195,108

Up $226,548 (+23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin81st percentile

Revenue

Up

$389,766

Up $13,437 (+3.6%) from 2022

Expenses

Down

$269,184

Down $132,118 (-33%) from 2022

Net Income

Up

$120,582

Up $145,555 (+583%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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 2024: $1,195,108Liabilities 2024: $0Net Assets 2024: $1,195,1082024Assets 2025: $1,123,686Liabilities 2025: $0Net Assets 2025: $1,123,6862025

Highlighted filing

2024

Assets$1,195,108
Liabilities$0
Net Assets$1,195,108
Open 2024 Filing

Operations Trend

Revenue Growth74th 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 2024: $389,766Expenses 2024: $269,184Net Income 2024: $120,5822024Revenue 2025: $357,798Expenses 2025: $477,663Net Income 2025: -$119,8652025

Highlighted filing

2024

Revenue$389,766
Expenses$269,184
Net Income$120,582
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$389,766
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$646,610$716,770▲ $70,160
Savings and Temporary Cash Investments$364,146$413,970▲ $49,824
Cash and Non-Interest-Bearing Accounts$13,627$64,368▲ $50,741
Total Assets$1,024,383$1,195,108▲ $170,725
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,018,281$1,183,852▲ $165,571
Net Assets Without Donor Restrictions$6,102$11,256▲ $5,154
Total Net Assets Fund Balance$1,024,383$1,195,108▲ $170,725
Total Liabilities and Net Assets / Fund Balance$1,024,383$1,195,108▲ $170,725

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$13,180--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,018,281$352,153▲ $79,204$260,517$1,183,852
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
Compensation and Service Providers
Top Officer Pay40th 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
Mark PersunBoard Member
Robert ArbuckleBoard Member
Robert J WilsonBoard Member
Sam MaccaroneBoard Member
Tom RohrichBoard Member
Walter SicklesBoard Member
Ward GarnerBoard Member
Dan KravetzAsst Treasurer
Monica J StantonSecretary
Virginia FinneganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$357,582
Program Service Revenue
$0
Investment Income
$32,184
Other Revenue
$0
All Other Contributions
$352,182
Change in Net Assets
$120,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,184
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$86,357$0$0$86,357
Conferences and Meetings$72,798$0$0$72,798
Other Expenses$20,390$0$0$20,390
Fees for Service Investment Mgmnt Fees$5,269$0$0$5,269
Fees for Services Accounting$0$3,250$0$3,250
Office Expenses$0$133$0$133
Fees for Services Other$0$15$0$15
Total Functional Expenses$265,786$3,398$0$269,184
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
2024-11-13
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 33439. 33439. 0. 0.”

Form 990, Part IX, Line 24E

“Monroeville charitable events fund 3050. 3050. 0. 0.”

Form 990, Part IX, Line 24E

“White oak community enrichment fund 16035. 16035. 0. 0.”

Form 990, Part IX, Line 24E

“Fox chapel area fund for international projects 20000. 20000. 0. 0.”

Form 990, Part IX, Line 24E

“Mcmurray rotary charitable fund 5850. 5850. 0. 0.”

Form 990, Part IX, Line 24E

“Pure water for all water projects 2500. 2500. 0. 0.”

Form 990, Part IX, Line 24E

“Upper st clair/bethel park rotary 5483. 5483. 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

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,195,108
Liabilities
$0
Net assets
$1,195,108
Revenue
$389,766
Expenses
$269,184
Net income
$120,582
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
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.39$0.27$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
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