Civic Intelligence

Rotary International District 7230 Incorporated

990EZ • Fiscal year 2014 • EIN 26-1854165

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileWWW.ROTARY7230.ORG
330 Park Avenue10580

(914) 734-2800

Siviq Scores

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

Liabilities / Assets

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.25x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

107%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

49%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$73,462

Up $38,043 (+107%) from 2013

Net Assets

Up

$41,290

Up $13,720 (+50%) from 2013

Liabilities

Up

$32,172

Up $24,323 (+310%) from 2013

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin67th percentile

Revenue

Up

$127,280

Up $41,754 (+49%) from 2013

Expenses

Down

$113,560

Down $14,380 (-11%) from 2013

Net Income

Up

$13,720

Up $56,134 (+132%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$80K$60K$40K$20K$0Assets 2013: $35,419Liabilities 2013: $7,849Net Assets 2013: $27,5702013Assets 2014: $73,462Liabilities 2014: $32,172Net Assets 2014: $41,2902014Assets 2016: $56,028Liabilities 2016: $17,047Net Assets 2016: $38,9812016

Highlighted filing

2014

Assets$73,462
Liabilities$32,172
Net Assets$41,290
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $85,526Expenses 2013: $127,940Net Income 2013: -$42,4142013Revenue 2014: $127,280Expenses 2014: $113,560Net Income 2014: $13,7202014Revenue 2016: $130,366Expenses 2016: $132,055Net Income 2016: -$1,6892016

Highlighted filing

2014

Revenue$127,280
Expenses$113,560
Net Income$13,720
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$127,280
Mission and Program Overview

Mission

SERVICE

Program Services

DescriptionGrantsExpenses
THE ROTARY CONTINUES IN ITS MISSION TO PROMOTE CHARITABLE SERVICE. THIS IS EXEMPLIFIED BY GRADUATE AND UNDERGRADUATE SCHOLARSHIPS.--
SUPPORTED POLIO ERADICATION PROGRAMS.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTS INGEMANSONGovernorPT$0--
GEORGE MCKINNISDistrict SecretaryPT$0--
LORA HUGELMEYERDistrict TreasurerPT$0--
Filing and Contact Details

Filer

EIN
26-1854165
Phone
9147342800

Signing Officer

Name
Lora Hugelmeyer
Title
Treasurer
Phone
9147342800
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Joseph a Demilia Jr CPA
Phone
9147620230
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Club services 84513. International services 7261. District administrative services 21786.”

Form 990EZ, Part II, Line 24

“Prepaid expenses & deposits 2190. 14217.”

Form 990EZ, Part II, Line 26

“Accrued expenses 7127. 7900. District designated funds 722. 24272.”

Raw XML Appendix108 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0LORA HUGELMEYER
IRS990EZ/BooksInCareOfDetail/PhoneNum09147342800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10330 PARK AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0RYE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010580
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059245
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013720
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035419
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073462
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0127280
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0127280
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027570
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041290
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027570
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041290
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTS INGEMANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE MCKINNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORA HUGELMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02190
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014217
IRS990EZ/OtherExpensesTotalAmt0113560
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CONTINUES IN ITS MISSION TO PROMOTE CHARITABLE SERVICE. THIS IS EXEMPLIFIED BY GRADUATE AND UNDERGRADUATE SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORTED POLIO ERADICATION PROGRAMS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07849
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032172
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113560
IRS990EZ/TotalRevenueAmt0127280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROTARY7230.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SERVICES 84513. INTERNATIONAL SERVICES 7261. DISTRICT ADMINISTRATIVE SERVICES 21786.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES & DEPOSITS 2190. 14217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCRUED EXPENSES 7127. 7900. DISTRICT DESIGNATED FUNDS 722. 24272.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORA HUGELMEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09147342800
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL DISTRICT 7230 INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261854165
ReturnHeader/Filer/PhoneNum09147342800
ReturnHeader/Filer/USAddress/AddressLine10330 PARK AVENUE
ReturnHeader/Filer/USAddress/City0RYE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DEMILIA AND HONIGMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10500 EXECUTIVE BLVD STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OSSINING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010562
ReturnHeader/PreparerPersonGrp/PhoneNum09147620230
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A DEMILIA JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-12-23T07:36:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,462
Liabilities
$32,172
Net assets
$41,290
Revenue
$127,280
Expenses
$113,560
Net income
$13,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.17$0.39$1.30$1.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.32$0.41$1.27$1.14$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.08$0.28$0.86$1.28$0.42