Civic Intelligence

Rotary District 7500 Foundation Inc

990EZ • Fiscal year 2022 • EIN 47-1771721

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 26, 2022

Organization ProfileN/A
212 W Route 38 Suite 600Moorestown, NJ 08057

(856) 234-2525

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

33%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-6.8%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$78,613

Up $19,577 (+33%) from 2021

Net Assets

Up

$78,613

Up $19,577 (+33%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Down

$33,957

Down $2,462 (-6.8%) from 2021

Expenses

Down

$14,380

Down $7,203 (-33%) from 2021

Net Income

Up

$19,577

Up $4,741 (+32%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2022

Assets$78,613
Liabilities$0
Net Assets$78,613
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

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

2022

Revenue$33,957
Expenses$14,380
Net Income$19,577
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 26, 2022
Return Version
2021v4.2
Gross Receipts
$33,957
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
RAISE FUNDS FOR THE BENEFIT OF ORGANIZATIONS INVOLVED IN CHARITABLE WORK.$0$14,380
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE ROTONDELLIPresidentPT$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
8562342525
Address
212 W ROUTE 38 SUITE 600, MOORESTOWN, NJ 08057

Signing Officer

Name
Harry J Welsh
Title
Treasurer
Phone
8562342525
Signed
2022-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Roman & Kulpa LLC
Address
212 W ROUTE 38 SUITE 600, MOORESTOWN, NJ 08057
Preparer
Harry Welsh CPA
Phone
8562342525
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: investment income. Amount: 1.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 7. Description: fees. Amount: 60. Description: program expenses. Amount: 14,232. Total to form 990-ez, line 16: 14,299.”

Raw XML Appendix165 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/PersonNm0HARRY J WELSH
IRS990EZ/BooksInCareOfDetail/PhoneNum08562342525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0212 W ROUTE 38 SUITE 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOORESTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008057
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059036
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt019577
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt033957
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078613
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANE ROTONDELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY HADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORGE JOSEPHSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM MAGUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HARRY J WELSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014299
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE, FOSTER, FINANCE OR PERFORM CHARITABLE, SCIENTICIC, LITERARY & EDUCATIONAL WORK.
IRS990EZ/PrintingPublicationsPostageAmt081
IRS990EZ/ProgramServiceRevenueAmt033956
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR THE BENEFIT OF ORGANIZATIONS INVOLVED IN CHARITABLE WORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014380
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014380
IRS990EZ/TotalProgramServiceExpensesAmt014380
IRS990EZ/TotalRevenueAmt033957
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 7. DESCRIPTION: FEES. AMOUNT: 60. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 14,232. TOTAL TO FORM 990-EZ, LINE 16: 14,299.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY J WELSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08562342525
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY DISTRICT 7505 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0471771721
ReturnHeader/Filer/PhoneNum08562342525
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 W ROUTE 38 SUITE 600
ReturnHeader/Filer/USAddress/CityNm0MOORESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205820793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROMAN & KULPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 W ROUTE 38 SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOORESTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008057
ReturnHeader/PreparerPersonGrp/PhoneNum08562342525
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY WELSH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-27T13:58:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELSH
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,613
Liabilities
$0
Net assets
$78,613
Revenue
$33,957
Expenses
$14,380
Net income
$19,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.09$0.64$0.54
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.34$0.14$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.36$0.22$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.51$0.40$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.73$1.01$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.67$0.17$0.49