Civic Intelligence

Rotary District 7500 Foundation Inc

990EZ • Fiscal year 2020 • EIN 47-1771721

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 28, 2020

115 N Church St Suite 2Moorestown, NJ 08057

(856) 722-0033

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

36%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

36th percentile

-30%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Up

$44,200

Up $11,637 (+36%) from 2019

Net Assets

Up

$44,200

Up $11,637 (+36%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$51,497

Down $21,596 (-30%) from 2019

Expenses

Down

$39,860

Down $61,612 (-61%) from 2019

Net Income

Up

$11,637

Up $40,016 (+141%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2018: $60,942Net Assets 2018: $60,9422018Assets 2019: $32,563Net Assets 2019: $32,5632019Assets 2020: $44,200Net Assets 2020: $44,2002020Assets 2021: $59,036Liabilities 2021: $0Net Assets 2021: $59,0362021Assets 2022: $78,613Liabilities 2022: $0Net Assets 2022: $78,6132022Assets 2023: $24,166Liabilities 2023: $0Net Assets 2023: $24,1662023

Highlighted filing

2020

Assets$44,200
Liabilities-
Net Assets$44,200

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2018: $66,764Expenses 2018: $17,353Net Income 2018: $49,4112018Revenue 2019: $73,093Expenses 2019: $101,472Net Income 2019: -$28,3792019Revenue 2020: $51,497Expenses 2020: $39,860Net Income 2020: $11,6372020Revenue 2021: $36,419Expenses 2021: $21,583Net Income 2021: $14,8362021Revenue 2022: $33,957Expenses 2022: $14,380Net Income 2022: $19,5772022Revenue 2023: $9,333Expenses 2023: $63,780Net Income 2023: -$54,4472023

Highlighted filing

2020

Revenue$51,497
Expenses$39,860
Net Income$11,637
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$51,497
Mission and Program Overview

Mission

Promote, foster, finance or perform charitable, scienticic, literary & educational work.

Promote, foster, finance or perform charitable, scientific, literary & educational work.

Program Services

DescriptionGrantsExpenses
RAISE FUNDS FOR THE BENEFIT OF ORGANIZATIONS INVOLVED INCHARITABLE WORK.$0$39,860
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE ROTONDELLIPresPT$0--
NANCY HADDOCKTrustee-$0--
SANDY BROWNTrustee-$0--
GEORGE JOSEPHSENTrustee-$0--
PAM MAGUIRETrustee-$0--
HARRY J WELSHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary District 7505 Foundation Inc
EIN
47-1771721
Phone
8567220033
Address
115 N CHURCH ST SUITE 2, MOORESTOWN, NJ 08057

Signing Officer

Name
Harry J Welsh
Title
Treasurer
Phone
8567220033
Signed
2020-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Welsh & Company
Address
115 N CHURCH STREET, MOORESTOWN, NJ 08057
Preparer
Harry J Welsh
Phone
8567220033
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Program service expenses 39638.

Form 990EZ, Part I, Line 16

FEES 131.

Form 990EZ, Part I, Line 16

COMPUTER EXPENSES 91.

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOORESTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008057
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY HADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORGE JOSEPHSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM MAGUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HARRY J WELSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039860
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE, FOSTER, FINANCE OR PERFORM CHARITABLE, SCIENTIFIC, LITERARY & EDUCATIONAL WORK.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt051497
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENSES 39638.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FEES 131.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER EXPENSES 91.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
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ReturnHeader/Filer/EIN0471771721
ReturnHeader/Filer/PhoneNum08567220033
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY J WELSH
ReturnHeader/ReturnTs02020-10-29T06:22:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings