Civic Intelligence

Rotary International District 7620

990 • Fiscal year 2019 • EIN 52-1037873

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 12, 2019

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

(301) 657-2900

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-3.1%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-25%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-24%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$224,042

Down $75,046 (-25%) from 2018

Net Assets

Down

$212,541

Down $11,030 (-4.9%) from 2018

Liabilities

Down

$11,501

Down $64,016 (-85%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin34th percentile

Revenue

Down

$350,158

Down $108,639 (-24%) from 2018

Expenses

Down

$361,188

Down $39,147 (-9.8%) from 2018

Net Income

Down

-$11,030

Down $69,492 (-119%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2019

Assets$224,042
Liabilities$11,501
Net Assets$212,541
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$350,158
Expenses$361,188
Net Income-$11,030
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 12, 2019
Return Version
2018v3.1
Gross Receipts
$350,158
Mission and Program Overview

Mission

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

Support the approximately 70 local rotary clubs in the district with various programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$178,864$200,179▲ $21,315
Cash and Non-Interest-Bearing Accounts$117,140$16,106▼ $101,034
Accounts Receivable-$7,757-
Prepaid Expenses and Deferred Charges$3,084--
Total Assets$299,088$224,042▼ $75,046
Liabilities
Accounts Payable and Accrued Expenses$75,517$11,501▼ $64,016
Total Liabilities$75,517$11,501▼ $64,016
Net Assets / Fund Balance
Unrestricted Net Assets$223,571$212,541▼ $11,030
Total Net Assets Fund Balance$223,571$212,541▼ $11,030
Total Liabilities and Net Assets / Fund Balance$299,088$224,042▼ $75,046

Asset Categories

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

Board Members and Trustees

NameTitle
Eric DallavalleFinance Chair
Rich GloverDistrict Governor
Allan E RobertsDistrict Treasurer
Barry RassinPres
Revenue and Support

Revenue Composition

Contributions and Grants
$272,280
Program Service Revenue
$77,435
Investment Income
$443
Other Revenue
$0
All Other Contributions
$27,267
Change in Net Assets
$-11,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$238,812
Grants and Similar Amounts Paid$122,376
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,256--$82,256
All Other Expenses$25,208$17,749-$42,957
Grants to Domestic Individuals$40,120--$40,120
Office Expenses$9,194$7,991-$17,185
Information Technology$15,816$1,246-$17,062
Fees for Services Other$6,221$8,318-$14,539
Occupancy$11,274--$11,274
Insurance-$9,716-$9,716
Travel$8,484--$8,484
Other Expenses$11,756$7,890-$7,890
Advertising$5,481$1,387-$6,868
Fees for Services Accounting-$3,120-$3,120
Total Functional Expenses$303,186$58,002$0$361,188
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
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
No
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 governing body review Part VI line 11

“The treasurer provides a copy of the tax return to interested board members for their review”

Form 990 availability to public Part VI line 18

“Form 990 available to public upon request”

Governing documents etc available to public Part VI line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

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

Signing Officer

Name
Allan Roberts
Title
Treasurer
Phone
3016572900
Signed
2019-09-12
Discuss with paid preparer
No

Organization Details

Formed
1915
Legal Domicile
Md
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
1,550

Preparer

Firm
Eric Bolin CPA PC
Address
6110 Executive Blvd Ste 232, Rockville, MD 20852
Preparer
Eric Bolin
Phone
3018169446
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Printing reproduction 1810postage delivery 996secretarial administrative 38004equipment 2146”

Raw XML Appendix344 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/BOYAmt075517
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011501
IRS990/AccountsReceivableGrp/EOYAmt07757
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT THE APPROXIMATELY 70 LOCAL ROTARY CLUBS IN THE DISTRICT WITH VARIOUS PROGRAMS
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01387
IRS990/AdvertisingGrp/ProgramServicesAmt05481
IRS990/AdvertisingGrp/TotalAmt06868
IRS990/AllOtherContributionsAmt027267
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt017749
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025208
IRS990/AllOtherExpensesGrp/TotalAmt042957
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ALLAN ROBERTS
IRS990/BooksInCareOfDetail/PhoneNum03016572900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05530 WISCONSIN AVE SUITE 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Chevy Chase
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020815
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0117140
IRS990/CashNonInterestBearingGrp/EOYAmt016106
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0272280
IRS990/CYGrantsAndSimilarPaidAmt0122376
IRS990/CYInvestmentIncomeAmt0443
IRS990/CYOtherExpensesAmt0238812
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt077435
IRS990/CYRevenuesLessExpensesAmt0-11030
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0361188
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0350158
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0District Conference, Grants to Rotary Clubs for community purposes and scholaeships
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0272478
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03120
IRS990/FeesForServicesAccountingGrp/TotalAmt03120
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08318
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06221
IRS990/FeesForServicesOtherGrp/TotalAmt014539
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
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/PersonNm0Barry Rassin
IRS990/Form990PartVIISectionAGrp/PersonNm1Rich Glover
IRS990/Form990PartVIISectionAGrp/PersonNm2Allan E Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm3Eric Dallavalle
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/TitleTxt0Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt1District Governor
IRS990/Form990PartVIISectionAGrp/TitleTxt2District Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Finance Chair
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01915
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0122376
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt040120
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt040120
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt082256
IRS990/GrantsToDomesticOrgsGrp/TotalAmt082256
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0350158
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01246
IRS990/InformationTechnologyGrp/ProgramServicesAmt015816
IRS990/InformationTechnologyGrp/TotalAmt017062
IRS990/InsuranceGrp/ManagementAndGeneralAmt09716
IRS990/InsuranceGrp/TotalAmt09716
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0443
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0443
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023877
IRS990/LandBldgEquipCostOrOtherBssAmt023877
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0150129
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT THE APPROXIMATELY 70 LOCAL ROTARY CLUBS IN THE DISTRICT WITH VARIOUS PROGRAMS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0223571
IRS990/NetAssetsOrFundBalancesEOYAmt0212541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt011274
IRS990/OccupancyGrp/TotalAmt011274
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07991
IRS990/OfficeExpensesGrp/ProgramServicesAmt09194
IRS990/OfficeExpensesGrp/TotalAmt017185
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOOD AND BEVERAGE
IRS990/OtherExpensesGrp/Desc1HOTEL LODGING
IRS990/OtherExpensesGrp/Desc2DUES AND REGISTRATION
IRS990/OtherExpensesGrp/Desc3SOFTWARE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17890
IRS990/OtherExpensesGrp/ProgramServicesAmt049755
IRS990/OtherExpensesGrp/ProgramServicesAmt137621
IRS990/OtherExpensesGrp/ProgramServicesAmt211756
IRS990/OtherExpensesGrp/TotalAmt050340
IRS990/OtherExpensesGrp/TotalAmt137621
IRS990/OtherExpensesGrp/TotalAmt211756
IRS990/OtherExpensesGrp/TotalAmt37890
IRS990/PartialLiquidationInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03084
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0DISTRICT CONFERENCE REG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt077435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt077435
IRS990/ProgSrvcAccomActy2Grp/Desc0ROTARY YOUTH LEADERSHIP, RYLA, A YOUTH LEADERSHIP CAMP HELD FOR HIGH SCHOOL STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030708
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0350200
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0180696
IRS990/PYInvestmentIncomeAmt019
IRS990/PYOtherExpensesAmt0219639
IRS990/PYProgramServiceRevenueAmt0108578
IRS990/PYRevenuesLessExpensesAmt058462
IRS990/PYTotalExpensesAmt0400335
IRS990/PYTotalRevenueAmt0458797
IRS990/ReconcilationRevenueExpnssAmt0-11030
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt094884
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0178864
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200179
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
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt062000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE DISTRICT GOVERNOR RECEIVES UPDATES ON THE GLOBAL PROJECTS BENEFITTED FROM THE GRANTS AS PART OF THE MONITORING PROCESS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PART III COL A TYPE OF GRANT OR ASISTANCE - HUMANITARIAN PROJECTS; SCHOLARSHIPS FOR GRADUATE LEVEL ACADEMINC STUDITS; VOCATIONAL TRAINING TEAMS WHO TRAVEL ABROAD TO TEACH LOCAL PROFESSIONALABOUT A PRTICULAR FIELD
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Additional Information for Schedule I
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER PROVIDES A COPY OF THE TAX RETURN TO INTERESTED BOARD MEMBERS FOR THEIR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 AVAILABLE TO PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRINTING REPRODUCTION 1810POSTAGE DELIVERY 996SECRETARIAL ADMINISTRATIVE 38004EQUIPMENT 2146
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DISTRICT 7620 ROTARY PROJECT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521913819
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04064 LOMAR DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Mount Airy
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021771
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0299088
IRS990/TotalAssetsEOYAmt0224042
IRS990/TotalAssetsGrp/BOYAmt0299088
IRS990/TotalAssetsGrp/EOYAmt0224042
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0272280
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058002
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0303186
IRS990/TotalFunctionalExpensesGrp/TotalAmt0361188
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt075517
IRS990/TotalLiabilitiesEOYAmt011501
IRS990/TotalLiabilitiesGrp/BOYAmt075517
IRS990/TotalLiabilitiesGrp/EOYAmt011501
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223571
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0212541
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0303186
IRS990/TotalProgramServiceRevenueAmt077435
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077878
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350158
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01550
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0299088
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0224042
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt08484
IRS990/TravelGrp/TotalAmt08484
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0223571
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0212541
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ROTARY7620.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Allan Roberts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03016572900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7620
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0521037873
ReturnHeader/Filer/USAddress/AddressLine1Txt04064 LOMAR DRIVE
ReturnHeader/Filer/USAddress/CityNm0MOUNT AIRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021771
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096144ACEEB44F211701A0A8D416CF9E3215D8A8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096144ACEEB44F211701A0A8D416CF9E3215D8A8B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02747362019316bd05f1b
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.231.4.247
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTm017:32:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043603637
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eric Bolin CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06110 Executive Blvd Ste 232
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03018169446
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Bolin
ReturnHeader/ReturnTs02019-11-12T17:29:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,042
Liabilities
$11,501
Net assets
$212,541
Revenue
$350,158
Expenses
$361,188
Net income
-$11,030
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