Civic Intelligence

Rotary International District 7620

990 • Fiscal year 2016 • EIN 52-1037873

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2016

Organization ProfileWWW.ROTARY7620.ORG
4064 Lomar DriveMT Airy, MD 21771

(301) 829-2010

Siviq Scores

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

Liabilities / Assets

86th percentile

0.30x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

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

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.

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

Asset Growth

28th percentile

-7.8%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

5.0%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$179,968

Down $15,201 (-7.8%) from 2015

Net Assets

Up

$125,647

Up $15,543 (+14%) from 2015

Liabilities

Down

$54,321

Down $30,744 (-36%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin51st percentile

Revenue

Up

$448,076

Up $21,198 (+5.0%) from 2015

Expenses

Up

$432,533

Up $43,902 (+11%) from 2015

Net Income

Down

$15,543

Down $22,704 (-59%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300K$200K$100K$0Assets 2012: $201,975Liabilities 2012: $18,214Net Assets 2012: $183,7612012Assets 2013: $146,640Liabilities 2013: $39,596Net Assets 2013: $107,0442013Assets 2014: $144,807Liabilities 2014: $72,950Net Assets 2014: $71,8572014Assets 2015: $195,169Liabilities 2015: $85,065Net Assets 2015: $110,1042015Assets 2016: $179,968Liabilities 2016: $54,321Net Assets 2016: $125,6472016Assets 2017: $180,563Liabilities 2017: $15,357Net Assets 2017: $165,2062017Assets 2018: $299,088Liabilities 2018: $75,517Net Assets 2018: $223,5712018Assets 2019: $224,042Liabilities 2019: $11,501Net Assets 2019: $212,5412019Assets 2020: $232,859Liabilities 2020: $5,464Net Assets 2020: $227,3952020Assets 2021: $145,603Liabilities 2021: $11,807Net Assets 2021: $133,7962021Assets 2022: $155,773Liabilities 2022: $1,963Net Assets 2022: $153,8102022Assets 2023: $169,080Liabilities 2023: $9,314Net Assets 2023: $159,7662023Assets 2024: $187,028Liabilities 2024: $30,715Net Assets 2024: $156,3132024

Highlighted filing

2016

Assets$179,968
Liabilities$54,321
Net Assets$125,647
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $364,8252012Expenses 2013: $600,5922013Revenue 2014: $510,134Expenses 2014: $545,321Net Income 2014: -$35,1872014Revenue 2015: $426,878Expenses 2015: $388,631Net Income 2015: $38,2472015Revenue 2016: $448,076Expenses 2016: $432,533Net Income 2016: $15,5432016Revenue 2017: $403,520Expenses 2017: $363,961Net Income 2017: $39,5592017Revenue 2018: $458,797Expenses 2018: $400,335Net Income 2018: $58,4622018Revenue 2019: $350,158Expenses 2019: $361,188Net Income 2019: -$11,0302019Revenue 2020: $338,026Expenses 2020: $323,176Net Income 2020: $14,8502020Revenue 2021: $267,580Expenses 2021: $370,676Net Income 2021: -$103,0962021Revenue 2022: $322,169Expenses 2022: $300,971Net Income 2022: $21,1982022Revenue 2023: $1,499,623Expenses 2023: $1,492,404Net Income 2023: $7,2192023Revenue 2024: $439,829Expenses 2024: $445,891Net Income 2024: -$6,0622024

Highlighted filing

2016

Revenue$448,076
Expenses$432,533
Net Income$15,543
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2016
Return Version
2015v3.0
Gross Receipts
$448,076
Mission and Program Overview

Mission

Support approximately 70 local rotary clubs in the district and promote various humanitarian programs

Support local rotary clubs in the district; the district consists of approximately 70 rotary clubs. The various programs promote and facilite the objectives of rotary international and support the local clubs in the district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$170,364$135,078▼ $35,286
Cash and Non-Interest-Bearing Accounts$3,395$27,890▲ $24,495
Prepaid Expenses and Deferred Charges$1,750$8,956▲ $7,206
Land, Buildings, and Equipment, Net$9,153$4,377▼ $4,776
Accounts Receivable$7,196$3,667▼ $3,529
Total Assets$195,169$179,968▼ $15,201
Other Assets Total$3,311--
Liabilities
Accounts Payable and Accrued Expenses$20,043$48,821▲ $28,778
Other Liabilities$65,022$5,500▼ $59,522
Total Liabilities$85,065$54,321▼ $30,744
Net Assets / Fund Balance
Unrestricted Net Assets$110,104$125,647▲ $15,543
Total Net Assets Fund Balance$110,104$125,647▲ $15,543
Total Liabilities and Net Assets / Fund Balance$195,169$179,968▼ $15,201

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,377$19,500$23,877
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Greg WimsDistrict Gov
Ken SolowDistrict Gov
Richard GloverDistrict Gov
Geoffrey FennerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,400
Program Service Revenue
$158,649
Investment Income
$27
Other Revenue
$0
Change in Net Assets
$15,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$362,533
Grants and Similar Amounts Paid$70,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,000--$70,000
Travel$51,950$772-$52,722
Fees for Services Other$15,125$35,888-$51,013
Office Expenses$9,124$8,093-$17,217
Other Expenses$13,192$325-$13,517
Occupancy$9,647$3,230-$12,877
Information Technology$711$9,531-$10,242
All Other Expenses$3,858$4,742-$8,600
Fees for Services Accounting$2,000$3,000-$5,000
Depreciation Depletion-$4,776-$4,776
Advertising$100$1,095-$1,195
Total Functional Expenses$359,933$72,600$0$432,533
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$5,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The treasurer provides a copy of the form 990 to all board members for review before it is filed.”

Form 990, Page 6, Part VI, Line 15A

“NO COMPENSATION”

Form 990, Page 6, Part VI, Line 18

“Financials statements and tax returns are available to the public upon request.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request the organization has not changed its oversight process and selection process during the tax year.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 7620
EIN
52-1037873
Phone
3018292010
Address
4064 LOMAR DRIVE, MT AIRY, MD 21771

Signing Officer

Name
Geoffrey Fenner
Title
Treasurer
Phone
3012531042
Signed
2016-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Solow
Formed
1915
Legal Domicile
Md
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2,000

Preparer

Firm
Brooks Harrison Company LLC
Address
2275 RESEARCH BLVD STE 500, ROCKVILLE, MD 20850-6203
Preparer
Geoffrey Fenner
Phone
3018403883
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Support local rotary clubs in the district; the district consists of approximately 70 rotary clubs. The various programs promote and facilite the objectives of rotary international and support the local clubs in the district.”

Form 990, Page 2, Part III, Line 4D

“President elect training seminar; district committee; rotary youth leadership; vocational services; international services; district training; district governor”

Form 990, Part IX, Line 11G

“Other fees 15,125 35,888 0”

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

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IRS990/ProgSrvcAccomActyOtherGrp/Desc0PRESIDENT ELECT TRAINING SEMINAR; DISTRICT COMMITTEE; ROTARY YOUTH LEADERSHIP; VOCATIONAL SERVICES; INTERNATIONAL SERVICES; DISTRICT TRAINING; DISTRICT GOVERNOR
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHEDULE I, PART I, LINE 2: THE DISTRICT GOVERNOR RECEIVES UPDATES ON THE GLOBAL PROJECTS BENEFITED FROM THE GRANTS AS PART OF THE MONITORING PROCESS. PART III, COLUMN (A): (A) TYPE OF GRANT OR ASSISTANCE: GLOBAL GRANTS - HUMANITARIAN PROJECTS; SCHOLARSHIPS FOR GRADUATE-LEVEL ACADEMIC STUDIES; VOCATIONAL TRAINING TEAMS WHO TRAVEL ABROAD TO TEACH LOCAL PROFESSIONAL ABOUT A PARTICULAR FIELD FOR TO LEARN MORE ABOUT THEIR OWN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT LOCAL ROTARY CLUBS IN THE DISTRICT; THE DISTRICT CONSISTS OF APPROXIMATELY 70 ROTARY CLUBS. THE VARIOUS PROGRAMS PROMOTE AND FACILITE THE OBJECTIVES OF ROTARY INTERNATIONAL AND SUPPORT THE LOCAL CLUBS IN THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT ELECT TRAINING SEMINAR; DISTRICT COMMITTEE; ROTARY YOUTH LEADERSHIP; VOCATIONAL SERVICES; INTERNATIONAL SERVICES; DISTRICT TRAINING; DISTRICT GOVERNOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER PROVIDES A COPY OF THE FORM 990 TO ALL BOARD MEMBERS FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIALS STATEMENTS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS AND SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER FEES 15,125 35,888 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DISTRICT 7620 ROTARY PROJECT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521913819
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EDUCA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04064 LOMAR DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MT AIRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021771
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0195169
IRS990/TotalAssetsEOYAmt0179968
IRS990/TotalAssetsGrp/BOYAmt0195169
IRS990/TotalAssetsGrp/EOYAmt0179968
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0289400
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt072600
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0359933
IRS990/TotalFunctionalExpensesGrp/TotalAmt0432533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt085065
IRS990/TotalLiabilitiesEOYAmt054321
IRS990/TotalLiabilitiesGrp/BOYAmt085065
IRS990/TotalLiabilitiesGrp/EOYAmt054321
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0110104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125647
IRS990/TotalOtherProgSrvcExpenseAmt0359933
IRS990/TotalOtherProgSrvcGrantAmt070000
IRS990/TotalProgramServiceExpensesAmt0359933
IRS990/TotalProgramServiceRevenueAmt0158649
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0158676
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0448076
IRS990/TotalVolunteersCnt02000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0195169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0179968
IRS990/TravelGrp/ManagementAndGeneralAmt0772
IRS990/TravelGrp/ProgramServicesAmt051950
IRS990/TravelGrp/TotalAmt052722
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0110104
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0125647
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.ROTARY7620.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY FENNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03012531042
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7620
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0521037873
ReturnHeader/Filer/PhoneNum03018292010
ReturnHeader/Filer/USAddress/AddressLine1Txt04064 LOMAR DRIVE
ReturnHeader/Filer/USAddress/CityNm0MT AIRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021771
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262200378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROOKS HARRISON COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02275 RESEARCH BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208506203
ReturnHeader/PreparerPersonGrp/PhoneNum03018403883
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY FENNER
ReturnHeader/ReturnTs02017-02-13T16:56:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$179,968
Liabilities
$54,321
Net assets
$125,647
Revenue
$448,076
Expenses
$432,533
Net income
$15,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.03$0.16$0.44$0.45$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.16$1.50$1.49$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.15$0.32$0.30$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.01$0.13$0.27$0.37$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$0.34$0.32$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$0.35$0.36$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.08$0.22$0.46$0.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.17$0.40$0.36$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.05$0.13$0.45$0.43$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.09$0.11$0.43$0.39$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.07$0.07$0.51$0.55$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.04$0.11$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.02$0.18$0.36