Civic Intelligence

Rotary International District 7230 Incorporated

EIN 26-1854165 • 501(c)4 • Stamford, CT

Profile

SERVICE

PO Box 4637Stamford, CT 06907

www.rotary7230.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.30x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.13x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

-1.3%

Higher net margin than 42% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-13%

Faster asset growth than 33% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

55th percentile

1.2%

Faster revenue growth than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$56,028

Down $17,434 (-24%) from 2014

Liabilities

Down

$17,047

Down $15,125 (-47%) from 2014

Net Assets

Down

$38,981

Down $2,309 (-5.6%) from 2014

Operations
Liabilities / Revenue81st percentileNet Margin42nd percentile

Revenue

Up

$130,366

Up $3,086 (+2.4%) from 2014

Expenses

Up

$132,055

Up $18,495 (+16%) from 2014

Net Income

Down

-$1,689

Down $15,409 (-112%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2016

Assets$56,028
Liabilities$17,047
Net Assets$38,981
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest 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

2016

Revenue$130,366
Expenses$132,055
Net Income-$1,689
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,028
Liabilities
$17,047
Net assets
$38,981
Revenue
$130,366
Expenses
$132,055
Net income
-$1,689
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 11, 2016
Return Version
2015v3.0
Gross Receipts
$130,366
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 Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN MASIERODistrict GovernorPT$0--
RICHARD SHERMANDistrict SecretaryPT$0--
PETER DE NICOLADistrict TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 7230 Incorporated
EIN
26-1854165
Phone
2036680206
Address
PO BOX 4637, STAMFORD, CT 06907

Signing Officer

Name
Peter Denicola
Title
District Treasurer
Phone
2036680206
Signed
2016-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Demilia and Honigman Llp
Address
500 EXECUTIVE BLVD STE 302, OSSINING, NY 10562
Preparer
Joseph a Demilia Jr CPA
Phone
9147620230
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“CLUB SERVICES 87350.”

Form 990EZ, Part I, Line 16

“International services 2893.”

Form 990EZ, Part I, Line 16

“District administrative services 41812.”

Form 990EZ, Part II, Line 24

“Prepaid expenses & deposits”

Form 990EZ, Part II, Line 26

“ACCRUED EXPENSES 11044.”

Form 990EZ, Part II, Line 26

“District designated funds 16005.”

Raw XML Appendix111 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/BooksInCareOfDetail/PersonNm0PETER DE NICOLA
IRS990EZ/BooksInCareOfDetail/PhoneNum02036680206
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt039 MAPLE TREE AVE 51
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STAMFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006906
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1689
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067719
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056028
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0130366
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0130366
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040670
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038981
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040670
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038981
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILYN MASIERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD SHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER DE NICOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DISTRICT GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DISTRICT TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0132055
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/BOYAmt027049
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017047
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132055
IRS990EZ/TotalRevenueAmt0130366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROTARY7230.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB SERVICES 87350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNATIONAL SERVICES 2893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT ADMINISTRATIVE SERVICES 41812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAID EXPENSES & DEPOSITS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCRUED EXPENSES 11044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISTRICT DESIGNATED FUNDS 16005.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER DENICOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02036680206
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7230 INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0261854165
ReturnHeader/Filer/PhoneNum02036680206
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4637
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMILIA AND HONIGMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 EXECUTIVE BLVD STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSSINING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010562
ReturnHeader/PreparerPersonGrp/PhoneNum09147620230
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A DEMILIA JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-17T08:24:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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