Civic Intelligence

Rotary International District 7620

990 • Fiscal year 2020 • EIN 52-1037873

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 25, 2020

Organization ProfileWWW.ROTARY7620.ORG
11800 Old Georgetowne RdRockville, MD 20852

(240) 480-5800

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

4.4%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

3.9%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-3.5%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$232,859

Up $8,817 (+3.9%) from 2019

Net Assets

Up

$227,395

Up $14,854 (+7.0%) from 2019

Liabilities

Down

$5,464

Down $6,037 (-52%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin51st percentile

Revenue

Down

$338,026

Down $12,132 (-3.5%) from 2019

Expenses

Down

$323,176

Down $38,012 (-11%) from 2019

Net Income

Up

$14,850

Up $25,880 (+235%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2020

Assets$232,859
Liabilities$5,464
Net Assets$227,395
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$338,026
Expenses$323,176
Net Income$14,850
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 25, 2020
Return Version
2019v5.1
Gross Receipts
$338,026
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$200,179$152,611▼ $47,568
Prepaid Expenses and Deferred Charges-$92,644-
Accounts Receivable$7,757$481▼ $7,276
Cash and Non-Interest-Bearing Accounts$16,106$-12,877▼ $28,983
Total Assets$224,042$232,859▲ $8,817
Liabilities
Accounts Payable and Accrued Expenses$11,497$5,464▼ $6,033
Total Liabilities$11,497$5,464▼ $6,033
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$212,545$227,395▲ $14,850
Total Net Assets Fund Balance$212,545$227,395▲ $14,850
Total Liabilities and Net Assets / Fund Balance$224,042$232,859▲ $8,817

Asset Categories

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

Board Members and Trustees

NameTitle
Barton GoldenbergDistrict Governor
Geetha JayaramDistrict Governor Designee
Jimmie GorskiDistrict Governor Elect
Sean McAlisterDistrict Governor Nominee
Rich GloverDistrict Rotary Foundation Ch
Allan E RobertsDistrict Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$283,812
Program Service Revenue
$51,603
Investment Income
$2,611
Other Revenue
$0
All Other Contributions
$3,005
Change in Net Assets
$14,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,525
Grants and Similar Amounts Paid$144,651
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,651--$114,651
Fees for Services Other$25,965$18,000-$43,965
Grants to Domestic Individuals$30,000--$30,000
All Other Expenses$15,865$5,419-$21,284
Advertising-$20,029-$20,029
Office Expenses$11,742$3,013-$14,755
Fees for Services Accounting-$10,280-$10,280
Information Technology-$4,637-$4,637
Other Expenses$4,315$11,323-$4,315
Occupancy$2,834--$2,834
Insurance-$1,350-$1,350
Total Functional Expenses$249,125$74,051$0$323,176
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of South Frederick-501c4-$18,000
District 7620 Project Trust FundRockville, MD501c3-$10,000
Rotary Club of Lexington-501c4-$8,500
Rotary Club of Metro Washington-501c4-$8,000
Rotary Club of Metro Bethesda---$7,734
Rotary Club of Towson-501c4-$6,000
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 35% controlled entity
No
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

Governing body meeting documentation Part VI line 8A

“Board meeting actions are reviewed by members at a subsequent meeting”

Committee meeting documentation Part VI line 8B

“Committee meeting actions are areviewed at subsequent meeting orally.”

Form 990 governing body review Part VI line 11

“The Treasurer provides a copy of the tax return to the Districts officers and Chair of the Districts Finance Committee for review and comment.”

Form 990 availability to public Part VI line 18

“FORM 990 is available to the public upon request.”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary International District 7620
EIN
52-1037873
Address
11800 Old Georgetowne Rd, Rockville, MD 20852

Signing Officer

Name
Sharon Taylor Esq
Title
Treasurer
Phone
7039018255
Signed
2020-10-25
Discuss with paid preparer
Yes

Organization Details

Formed
1915
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
2,131

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 fees for services expenses Part IX line 11G

“Secretarial Services 25,965”

Raw XML Appendix394 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.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Rotary Club of Metro Washington
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Rotary Club of South Frederick
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Rotary Club of Towson
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Rotary Club of Metro Bethesda
IRS990ScheduleI/RecipientTable/RecipientEIN0521913819
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011800 Old Georgetowne Road Ste 1304
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Rockville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020852
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5CASH
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board meeting actions are reviewed by members at a subsequent meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Committee meeting actions are areviewed at subsequent meeting orally.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Treasurer provides a copy of the tax return to the Districts officers and Chair of the Districts Finance Committee for review and comment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 is available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Secretarial Services 25,965
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
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/AddressLine1Txt011800 Old Georgetown Rd Ste 1304
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Rockville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020852
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0224042
IRS990/TotalAssetsEOYAmt0232859
IRS990/TotalAssetsGrp/BOYAmt0224042
IRS990/TotalAssetsGrp/EOYAmt0232859
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0283812
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074051
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0249125
IRS990/TotalFunctionalExpensesGrp/TotalAmt0323176
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011497
IRS990/TotalLiabilitiesEOYAmt05464
IRS990/TotalLiabilitiesGrp/BOYAmt011497
IRS990/TotalLiabilitiesGrp/EOYAmt05464
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0212545
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0227395
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0249125
IRS990/TotalProgramServiceRevenueAmt051603
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054214
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0338026
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02131
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0224042
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0232859
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ROTARY7620.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Taylor Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07039018255
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7620
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0521037873
ReturnHeader/Filer/USAddress/AddressLine1Txt011800 Old Georgetowne Rd
ReturnHeader/Filer/USAddress/CityNm0Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020852
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096144ACEEB44F211701A0A8D416CF9E3215D8A8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096144ACEEB44F211701A0A8D416CF9E3215D8A8B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId027473620203203cy0ex3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.86.185.53
ReturnHeader/FilingSecurityInformation/IPDt02020-11-15
ReturnHeader/FilingSecurityInformation/IPTm016:19:26
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/PreparationDt02020-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Bolin
ReturnHeader/ReturnTs02020-11-15T16:14:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,859
Liabilities
$5,464
Net assets
$227,395
Revenue
$338,026
Expenses
$323,176
Net income
$14,850
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