Civic Intelligence

Rotary International District 7620

990 • Fiscal year 2021 • EIN 52-1037873

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

Organization ProfileWWW.ROTARY7620.ORG
PO Box 536 626C Admiral DrAnnapolis, MD 21401

(240) 480-5800

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-37%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-21%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$145,603

Down $87,256 (-37%) from 2020

Net Assets

Down

$133,796

Down $93,599 (-41%) from 2020

Liabilities

Up

$11,807

Up $6,343 (+116%) from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin13th percentile

Revenue

Down

$267,580

Down $70,446 (-21%) from 2020

Expenses

Up

$370,676

Up $47,500 (+15%) from 2020

Net Income

Down

-$103,096

Down $117,946 (-794%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2021

Assets$145,603
Liabilities$11,807
Net Assets$133,796
Open 2021 Filing

Operations Trend

Revenue Growth33rd 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

2021

Revenue$267,580
Expenses$370,676
Net Income-$103,096
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$267,580
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
Cash and Non-Interest-Bearing Accounts$-12,877$82,261▲ $95,138
Savings and Temporary Cash Investments$152,611$61,532▼ $91,079
Prepaid Expenses and Deferred Charges$92,644$1,800▼ $90,844
Accounts Receivable$481$10▼ $471
Total Assets$232,859$145,603▼ $87,256
Liabilities
Accounts Payable and Accrued Expenses$5,464$11,807▲ $6,343
Total Liabilities$5,464$11,807▲ $6,343
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$227,395$133,796▼ $93,599
Total Net Assets Fund Balance$227,395$133,796▼ $93,599
Total Liabilities and Net Assets / Fund Balance$232,859$145,603▼ $87,256

Asset Categories

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

Board Members and Trustees

NameTitle
Jimmie GorskiDistrict Governor
Geetha JayaramDistrict Governor Elect
Sean McAlisterDistrict Governor Nominee
Delores Edwards HardingDistrict Governor Nominee Des
Rich GloverDistrict Rotary Foundation Ch
Sharon TaylorDistrict Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$255,499
Program Service Revenue
$11,300
Investment Income
$781
Other Revenue
$0
All Other Contributions
$7,500
Change in Net Assets
$-103,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$251,199
Other Expenses$119,477
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$251,199--$251,199
All Other Expenses$12,613$12,865-$25,478
Fees for Services Accounting$3,390$7,140-$10,530
Conferences and Meetings$8,183--$8,183
Insurance$1,641$5,500-$7,141
Information Technology$3,125$3,000-$6,125
Office Expenses$3,020$1,931-$4,951
Other Expenses$3,293$17,685-$3,293
Occupancy$2,273--$2,273
Advertising$361$80-$441
Total Functional Expenses$314,541$56,135$0$370,676
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rotary FoundationChicago, IL501c3-$150,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Annual disclosure for covered persons
No
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Organizational document changes Part VI line 4

“Organizations By-laws were revised to bring more current”

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.”

Conflict of interest policy compliance Part VI line 12C

“Board members are requested to complete conflict of interest compliance form”

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
PO Box 536 626C Admiral Dr, Annapolis, MD 21401

Signing Officer

Name
Kevin Freese
Title
Finance Committ
Phone
3018489803
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1915
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
2,083

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 40,128”

Raw XML Appendix380 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organizations By-laws were revised to bring more current
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board meeting actions are reviewed by members at a subsequent meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Committee meeting actions are areviewed at subsequent meeting orally.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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/ExplanationTxt4Board members are requested to complete conflict of interest compliance form
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 is available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Secretarial Services 40,128
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List 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/AddressLine1Txt0PO Box 536 626C Admiral Dr
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Annapolis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021401
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0232859
IRS990/TotalAssetsEOYAmt0145603
IRS990/TotalAssetsGrp/BOYAmt0232859
IRS990/TotalAssetsGrp/EOYAmt0145603
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0255499
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056135
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0314541
IRS990/TotalFunctionalExpensesGrp/TotalAmt0370676
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05464
IRS990/TotalLiabilitiesEOYAmt011807
IRS990/TotalLiabilitiesGrp/BOYAmt05464
IRS990/TotalLiabilitiesGrp/EOYAmt011807
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0227395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0133796
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0314541
IRS990/TotalProgramServiceRevenueAmt011300
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012081
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0267580
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02083
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232859
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0145603
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ROTARY7620.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Freese
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance Committ
ReturnHeader/BusinessOfficerGrp/PhoneNum03018489803
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 7620
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0521037873
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 536 626C Admiral Dr
ReturnHeader/Filer/USAddress/CityNm0Annapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021401
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/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Bolin
ReturnHeader/ReturnTs02021-11-12T12:37:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kevin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Freese
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,603
Liabilities
$11,807
Net assets
$133,796
Revenue
$267,580
Expenses
$370,676
Net income
-$103,096
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