Civic Intelligence

Rotary International District 7620

990 • Fiscal year 2017 • EIN 52-1037873

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 15, 2018

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

(301) 829-2010

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

64th percentile

9.8%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-9.9%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$180,563

Up $595 (+0.3%) from 2016

Net Assets

Up

$165,206

Up $39,559 (+31%) from 2016

Liabilities

Down

$15,357

Down $38,964 (-72%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin64th percentile

Revenue

Down

$403,520

Down $44,556 (-9.9%) from 2016

Expenses

Down

$363,961

Down $68,572 (-16%) from 2016

Net Income

Up

$39,559

Up $24,016 (+155%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$180,563
Liabilities$15,357
Net Assets$165,206
Open 2017 Filing

Operations Trend

Revenue Growth31st 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

2017

Revenue$403,520
Expenses$363,961
Net Income$39,559
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$403,520
Mission and Program Overview

Mission

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

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$135,078$181,450▲ $46,372
Prepaid Expenses and Deferred Charges$8,956$11,600▲ $2,644
Land, Buildings, and Equipment, Net$4,377--
Accounts Receivable$3,667--
Cash and Non-Interest-Bearing Accounts$27,890$-12,487▼ $40,377
Total Assets$179,968$180,563▲ $595
Liabilities
Accounts Payable and Accrued Expenses$48,821$15,357▼ $33,464
Other Liabilities$5,500--
Total Liabilities$54,321$15,357▼ $38,964
Net Assets / Fund Balance
Unrestricted Net Assets$125,647$165,206▲ $39,559
Total Net Assets Fund Balance$125,647$165,206▲ $39,559
Total Liabilities and Net Assets / Fund Balance$179,968$180,563▲ $595

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$23,877$23,877
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
David HilleryFinance Committee Chair
Anna Mae KobbeDistrict Governor
Greg WimsDistrict Governor
Allan RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$284,265
Program Service Revenue
$119,233
Investment Income
$22
Other Revenue
$0
Change in Net Assets
$39,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$308,816
Grants and Similar Amounts Paid$55,145
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$17,662$42,454-$60,116
Other Expenses$58,662$3,044-$58,662
Grants to Domestic Individuals$55,145--$55,145
Travel$37,039--$37,039
Office Expenses$22,529$5,198-$27,727
All Other Expenses$8,055$1,858-$9,913
Information Technology$521$6,991-$7,512
Fees for Services Accounting$2,200$3,300-$5,500
Advertising$4,367$1,007-$5,374
Depreciation Depletion-$4,377-$4,377
Total Functional Expenses$295,732$68,229$0$363,961
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
Federal income taxes-
Refundable Advance-
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, Part VI, Line 15A

“Compensation process for top official no compensation”

Form 990, Part VI, Line 18

“No public disclosure explanation financials statements and tax returns are available to the public upon request.”

Form 990, Part VI, Line 19

“Governing documents disclosure explanation 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, MOUNT AIRY, MD 21771

Signing Officer

Name
Allan Roberts
Title
Treasurer
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Formed
1915
Legal Domicile
Md
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
2,100

Preparer

Firm
Potomac CPAs and Consultants LLC
Address
20 Pidgeon Hill Drive Suite 203, Sterling, VA 20165
Preparer
Sohaib Tayyab CPA
Phone
5712070583
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“Organizations mission support local rotary clubs in the district the district consists of approximately 70 rotary clubs. The various programs promote and facilities the objectives of rotary international and support the local clubs in the district.”

Form 990, Part III, Line 4D

“All other accomplishment president elect training seminar, district committee, rotary youth leadership, vocational services, international services, district training, district governor. Anna maes theme was year of the women our district brought in more new member than any club”

Form 990, Part IV, Line 11B

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

Form 990, Part IX, Line 11G

“CONSULTING FEES”

Form 990, Part III, Line 1

“Organizations mission support local rotary clubs in the district the district consists of approximately 70 rotary clubs. The various programs promote and facilities the objectives of rotary international and support the local clubs in the district.”

Raw XML Appendix378 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt048821
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015357
IRS990/AccountsReceivableGrp/BOYAmt03667
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01007
IRS990/AdvertisingGrp/ProgramServicesAmt04367
IRS990/AdvertisingGrp/TotalAmt05374
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01858
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08055
IRS990/AllOtherExpensesGrp/TotalAmt09913
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Allan Roberts
IRS990/BooksInCareOfDetail/PhoneNum03016572900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05530 Wisconsin Avenue Suite 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Chevy Chase
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020815
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt027890
IRS990/CashNonInterestBearingGrp/EOYAmt0-12487
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0284265
IRS990/CYGrantsAndSimilarPaidAmt055145
IRS990/CYInvestmentIncomeAmt022
IRS990/CYOtherExpensesAmt0308816
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0119233
IRS990/CYRevenuesLessExpensesAmt039559
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0363961
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0403520
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04377
IRS990/DepreciationDepletionGrp/TotalAmt04377
IRS990/Desc0RYLA - ROTARY YOUTH LEADERSHIP - A YOUTH LEADERSHIP CAMP HELD FOR HIGH
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03300
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02200
IRS990/FeesForServicesAccountingGrp/TotalAmt05500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt042454
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt017662
IRS990/FeesForServicesOtherGrp/TotalAmt060116
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3005.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Allan Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm1David Hillery
IRS990/Form990PartVIISectionAGrp/PersonNm2Anna Mae Kobbe
IRS990/Form990PartVIISectionAGrp/PersonNm3Greg Wims
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Finance Committee Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2District Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt3District Governor
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01915
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt055145
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt055145
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt055145
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0403520
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06991
IRS990/InformationTechnologyGrp/ProgramServicesAmt0521
IRS990/InformationTechnologyGrp/TotalAmt07512
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt022
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023877
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04377
IRS990/LandBldgEquipCostOrOtherBssAmt023877
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0176157
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0125647
IRS990/NetAssetsOrFundBalancesEOYAmt0165206
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05198
IRS990/OfficeExpensesGrp/ProgramServicesAmt022529
IRS990/OfficeExpensesGrp/TotalAmt027727
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOOD AND BEVERAGE
IRS990/OtherExpensesGrp/Desc1GRANT
IRS990/OtherExpensesGrp/Desc2DUES
IRS990/OtherExpensesGrp/Desc3FACILITIES RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03044
IRS990/OtherExpensesGrp/ProgramServicesAmt013193
IRS990/OtherExpensesGrp/ProgramServicesAmt159965
IRS990/OtherExpensesGrp/ProgramServicesAmt216394
IRS990/OtherExpensesGrp/ProgramServicesAmt358662
IRS990/OtherExpensesGrp/TotalAmt016237
IRS990/OtherExpensesGrp/TotalAmt159965
IRS990/OtherExpensesGrp/TotalAmt216394
IRS990/OtherExpensesGrp/TotalAmt358662
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt05500
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08956
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011600
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ALLEN ROBERTS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0District conference registration
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119233
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0119233
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0289400
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt070000
IRS990/PYInvestmentIncomeAmt027
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0362533
IRS990/PYProgramServiceRevenueAmt0158649
IRS990/PYRevenuesLessExpensesAmt015543
IRS990/PYTotalExpensesAmt0432533
IRS990/PYTotalRevenueAmt0448076
IRS990/ReconcilationRevenueExpnssAmt039559
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0108108
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0135078
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0181450
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023877
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023877
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE ADVANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt055145
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 THE DISTRICT GOVERNOR RECEIVES UPDATES ON THE GLOBAL PROJECTS BENEFITED FROM THE GRANTS AS PART OF THE MONITORING PROCESS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1A 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
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III Line COLUMN A
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS MISSION SUPPORT LOCAL ROTARY CLUBS IN THE DISTRICT THE DISTRICT CONSISTS OF APPROXIMATELY 70 ROTARY CLUBS. THE VARIOUS PROGRAMS PROMOTE AND FACILITIES THE OBJECTIVES OF ROTARY INTERNATIONAL AND SUPPORT THE LOCAL CLUBS IN THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OTHER ACCOMPLISHMENT PRESIDENT ELECT TRAINING SEMINAR, DISTRICT COMMITTEE, ROTARY YOUTH LEADERSHIP, VOCATIONAL SERVICES, INTERNATIONAL SERVICES, DISTRICT TRAINING, DISTRICT GOVERNOR. ANNA MAES THEME WAS YEAR OF THE WOMEN OUR DISTRICT BROUGHT IN MORE NEW MEMBER THAN ANY CLUB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATIONS PROCESS TO REVIEW FORM 990 THE TREASURER PROVIDES A COPY OF THE FORM 990 TO ALL BOARD MEMBERS FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIAL NO COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO PUBLIC DISCLOSURE EXPLANATION FINANCIALS STATEMENTS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ORGANIZATIONS MISSION SUPPORT LOCAL ROTARY CLUBS IN THE DISTRICT THE DISTRICT CONSISTS OF APPROXIMATELY 70 ROTARY CLUBS. THE VARIOUS PROGRAMS PROMOTE AND FACILITIES THE OBJECTIVES OF ROTARY INTERNATIONAL AND SUPPORT THE LOCAL CLUBS IN THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IV, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part III, Line 1
IRS990ScheduleR/AssetExchangeInd0false
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/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/TotalAssetsBOYAmt0179968
IRS990/TotalAssetsEOYAmt0180563
IRS990/TotalAssetsGrp/BOYAmt0179968
IRS990/TotalAssetsGrp/EOYAmt0180563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0284265
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068229
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0295732
IRS990/TotalFunctionalExpensesGrp/TotalAmt0363961
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054321
IRS990/TotalLiabilitiesEOYAmt015357
IRS990/TotalLiabilitiesGrp/BOYAmt054321
IRS990/TotalLiabilitiesGrp/EOYAmt015357
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0125647
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0165206
IRS990/TotalProgramServiceExpensesAmt0295732
IRS990/TotalProgramServiceRevenueAmt0119233
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0119255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0403520
IRS990/TotalVolunteersCnt02100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0179968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0180563
IRS990/TravelGrp/ProgramServicesAmt037039
IRS990/TravelGrp/TotalAmt037039
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0125647
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0165206
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05530 WISCONSIN AVE SUITE 1100
IRS990/USAddress/CityNm0CHEVY CHASE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020815
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ROTARY7620.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Allan Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
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/CityNm0MOUNT AIRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021771
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D028180C96CF7FDAB671F80252E293557682C3E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D028180C96CF7FDAB671F80252E293557682C3E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.216.169.183
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm019:47:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Potomac CPAs and Consultants LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 Pidgeon Hill Drive Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020165
ReturnHeader/PreparerPersonGrp/PhoneNum05712070583
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sohaib Tayyab CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-15T02:47:50-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,563
Liabilities
$15,357
Net assets
$165,206
Revenue
$403,520
Expenses
$363,961
Net income
$39,559
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